Current location - Education and Training Encyclopedia - Education and training - What should I do if I don't record the marketing promotion process according to the regulations of the bank, which makes it impossible to trace it back?
What should I do if I don't record the marketing promotion process according to the regulations of the bank, which makes it impossible to trace it back?
What should I do if I don't record the marketing promotion process according to the regulations of the bank, which makes it impossible to trace it back?

Clearly requiring insurance companies and insurance intermediaries to conduct quality inspection on traceable management materials, and failing to conduct traceable management in accordance with the provisions.

First, insurance companies should be held accountable according to the internal control system.

Second, the regulatory authorities can take corresponding regulatory measures (such as suspending business for rectification). ).

Secondly, in terms of supervision and inspection, the insurance supervision department calls the retrospective management data of insurance companies through daily complaint handling and special on-site inspection, and strengthens the supervision of the implementation of the retrospective management responsibility of insurance companies, forcing insurance companies to strengthen the implementation effect of the system.

Thirdly, in terms of implementation conditions, the Measures fully consider the relative balance between protecting consumers' interests and the current cost pressure of insurance companies in terms of insurance selection, channels, implementation methods and traceability management, and have been fully demonstrated in some insurance companies.

Finally, in terms of implementation progress, before the formal implementation of the Measures, a period of time was reserved for insurance companies and insurance intermediaries to modify their management systems, transform their business systems and strengthen personnel training in accordance with relevant requirements.