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本月InsurTech:需求保

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本月,我们推出了一个名为Xuqiubao(需求保)的代理商管理创业公司,该公司正在将传统的代理商管理应用程序与基于AI的辅助决策树合并。通过这样做,北京的Xuqiubao正在重新设想整个代理工作流程,从领导生成,咨询,政策生成,结束,交叉和向上销售建议,以及持续保持监管合规标准。 Xuquibao通过微信运营,依赖于三个组成部分。

首先,雪丘宝通过微信优化了铅的生成,这与其他几个包括Iyunbao和Baoxianshi类似。

其次,它将个人代理业绩与其他代理商进行对比,并将续约,合同失效和入职客户与VIP服务进行对比。 最后,Xuqiubao已经将代理商的用户旅程数字化,并为其注入了基于AI的建议,这些建议涵盖整个代理工作流程,包括: 税务筹划 资产隔离 家庭财产/继承计划 儿童教育 退休人员护理计划 Xuqiubao背后的团队是Met Life China和Bihu Technologies,它是另一个代理管理应用程序Huokebao的开发者,它从中大量借用。同样,Xuqiubao的技术基于三个层次: 数据基础架构:它打算构建强大的数据基础架构和建模作为第一步。传感器分析支持企业从前端,后端和历史文件中收集所有数据。顾问还帮助企业分析企业应关注的核心数据。 多角度可视化:深入挖掘用户行为,包括客户保留,转换率和在网站上花费的时间。 代理商的无缝用户体验;创始人从Met Life China和Sino Conflux带来的。 最终,AI有助于加快和自动化代理工作的机会是显而易见的。然而,即使是中国最先进的数字保险公司,也无法汇总代理商工作流程的整个范围。因此,一些保险公司和创业公司已将人工智能辅助代理管理应用程序作为可接受的中间立场。其中,许秋宝可以说是最先进的,目前正在与几家中国本土人寿保险公司和经纪人进行审判。

阅读最新的保险创新新闻报道的特点和我国在微信上访问我们的网页

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