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Entry point of bank futures insurance

Entry point of bank futures insurance

First, take training and education as the starting point; Second, product promotion is the trigger point; The third is to take the customer's position as the marketing point; The fourth is to take assessment and incentive as the guarantee point.

First, the development measures of bank futures insurance:

1. Actively organize marketing activities. The outlets are required to make use of the meeting time in the morning and evening to make arrangements, implement the work requirements of the competition activities, and explain the necessity and importance of this marketing activity. Each participant needs to make a marketing plan and set goals.

2. Actively promote the development of employee marketing ability competition. The rapid development of ICBC-AXA term insurance business is one of the transformations of insurance agency business.

3. Expand customer participation rate and enhance customer attraction. Through the development of this competition, participants have carefully formulated marketing measures, from how to

4. Actively promote the competition mechanism among participants. Carry out marketing insurance competition activities to form a competitive atmosphere.

2. The data shows that in the first half of 20 17, the premium paid in advance by the bancassurance channel of Taiping Life Insurance accounted for 47.9%, up by 1 1 percentage point year-on-year, and most of them were products paid in installments of 10 and above. Now, bank insurance has become one of the most important strategic development channels of Taiping Life Insurance. The company has established all-round cooperative relations with more than 20 major domestic banks, such as industry, agriculture, China, construction, communications, recruitment, postal services, Shanghai Pudong Development Bank and Xingye, and formed a nationwide sales network for bank and postal services, which has further deepened the cooperation between banks and insurance companies. Point 1: the model of "precision marketing" of big data. In the sales of bank insurance, Taiping Life focuses on the long term. In the field of long-term delivery of bancassurance, the case of "precision marketing" of its bancassurance team is widely circulated in the industry.

3. As early as 20 15, Taiping Life Insurance promoted bank insurance to adapt to the changing situation. Focusing on the "boutique strategy" and "digital strategy" of China Taiping Insurance Group Co., Ltd., it broke through the traditional bank insurance pattern and constantly tapped new business growth points. Relying on big data technology, through cooperation with banks and accurate analysis of customer data, the company can more accurately locate target customers, more accurately locate customer asset allocation and insurance needs. Under the new normal of "internet plus" economy, Taiping Life Insurance and cooperative banks actively explore, innovate and develop, and constantly expand cooperation in the fields of entrepreneurial mode and emerging channels, so as to bring better service experience to customers.