Insurance information management system

The insurance information management system is a software specially used in the insurance industry to manage customer information and work information. The insurance information management system can enter and modify insurance types and insurance liabilities, and enter new orders and renewal premiums. The system automatically calculates and generates new orders, renewal commission details and commission totals, etc. The software interface is very good, it is very simple to operate, and it also has customer birthday reminders. If you are a worker in the insurance industry, this software will help you very well.

Function introduction

1. [Policy Information]

Policy management: Entry, modification and query of policy information.

According to the name of the policy holder or the insured (as long as you know any Chinese character in the customer's name), you can intelligently query the policy information; according to any number of digits in the customer's contact phone number, you can intelligently query the policy; according to any information in the policy number, you can intelligently query the policy information.

Policy browsing: Automatically sort and browse by policy holder, insured, customer birthday, insurance type name, premium due time, policy status, customer address, output to excel table for analysis and printing.

Renewal charges: The receivable time can be set as required based on the policy information, and the system automatically generates the policy information receivable.

It can be automatically sorted by premium receivable date, address, policyholder, and insured; input addresses by address for fuzzy query and output to an excel table for analysis and printing. Relieving you from the worries of renewal fee management.

Policy performance statistics: Based on the entered policy information, you can select a time period by yourself and count the premium performance of all policies and valid policies. The system automatically calculates the number of policies, premium performance of new policies, policies with the highest premium, and policies with the lowest premium.

2. [Customer Information] Enter, modify, and query customer information.

Realize intelligent query by name (as long as you know any Chinese characters in the customer's name) to query the customer's natural information.

Intelligently query the customer's natural information by any number of digits in the customer's contact phone number.

Automatically sort and view by customer's organizational unit, name, date of birth, address, work unit, postal code, and customer type.

3. [Customer insurance analysis] Policyholder analysis, insured analysis

Automatically collect policy information based on the customer's name and date of birth in the customer information, so that we can know the customer's insurance situation well and face the customer in a targeted manner. The customer name and date of birth in policy information and customer information must be entered for analysis to be valid.

Based on the policy information, the system automatically calculates and analyzes the number of insurance items, cumulative payment standards, and customer insurance information details of all your customers; it automatically sorts according to the customer's cumulative payment standards, helping you to screen out large customers (customers with strong financial strength) and customer groups who may want to add insurance, which can be the target of your product briefing session.

4. [Customer Visits] The system automatically generates customer information and insurance information for birthdays this month, next month, today, and tomorrow.

Customer birthday visit: Send warm wishes to customers before their birthday to strengthen emotional communication with customers and help you promote new business.

Renewal charge visit: Enter the renewal charge management, manage the renewal charge, modify the next chargeable date, and manage the next receivable date.

Itinerary Apprenticeship Plan Enter your itinerary plan by yourself, and the system will intelligently sort it for you by itinerary date.

5. [Insurance information] Entry and modification of insurance types and insurance liabilities, etc.

6. [Commission Management] Enter new orders and renewal premiums, and the system will automatically calculate and generate new orders, renewal commission details and commission totals.

7. [Team Management] Sub-material entry, modification, and statistical functions for team members.

8. [Auxiliary functions] Calculator, perpetual calendar.

9. [Data backup and recovery]

Self-service backup and recovery: Select the location where the backup data is saved to backup and restore floppy disks to automatically back up and restore data.