How to do insurance interactive business well

1. Improve the communication mechanism between property and life insurance. Establish a joint meeting system, and all property insurance and life insurance companies designate special personnel to be responsible for it, formulate communication calendars, actively prepare and organize regular meetings, keep meeting minutes and do a good job of implementation; Jointly launch quarterly business promotion plans and specific implementation rules to adapt to the laws of property insurance business and the characteristics of life insurance marketing through joint meetings; At the same time, discuss the innovation of interactive promotion mode with life insurance, improve the performance rate of property insurance, and organize life insurance sales elites to commend them; Arrange personnel at all levels of the production and life company to communicate; Incorporating the life insurance agency business into the life insurance assessment system will essentially realize the strategic cooperation and resource sharing of life insurance and create a good environment for the development of interactive business. 2. Improve the proportion of interactive business assessment indicators in the assessment of life insurance managers. Make full use of the leverage of organizational interests, establish a business development mechanism of interest linkage and mutual benefit and win-win with all business units, and strive for the recognition and support of interactive business by all management layers of life insurance. 3. Strengthen the implementation of personal insurance workplace property insurance training. Carry out a knowledge tour of property insurance in life insurance workplace, fully participate in the training of new life insurance personnel and the education and training of convergence, and gradually incorporate property insurance training into the standardized training system of life insurance. 4. Strengthen the construction of an interactive information platform for property and life insurance. Timely send monthly, weekly and daily property insurance business indicators and data to the leaders in charge of life insurance channels to ensure that all property insurance policies are conveyed in place at all levels. Building a customer service system with interactive characteristics and improving customer service with good service level is an important aspect for property insurance companies to maintain customers and improve customer loyalty, and it is also an important means for interactive business within life insurance to improve customer satisfaction. Most of the sources of interactive business are existing customers of life insurance. If customer service is not in place, it will affect customers' satisfaction and loyalty to the whole life insurance product system. Therefore, the requirements of interactive business on customer service level are more demanding. 1. Designate an interactive claims service liaison in each claims branch, so that life insurance salesmen or interactive business personnel can better communicate and coordinate, solve claims service problems in time, improve the quality of interactive services, enhance the brand image of the company in the eyes of life insurance customers, and enhance the confidence of life insurance business personnel in engaging in interactive business. 2. Set up a claim coordination post in the interactive business department, which is mainly responsible for answering claims consultation, customers' regular return visits, key customers' claim coordination and communication, group car business claim support, and service training within the department. , create the characteristics of after-sales service of interactive business, and improve the efficiency and level of after-sales service of interactive business. 3. Create a green channel for interactive business claims.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.