How to monitor the whole process of insurance sales?
Whole-process monitoring cannot be realized in all insurance sales, or in other words, most insurance sales processes are difficult to monitor, and various disputes caused by misleading sales and poor communication are still important issues in insurance sales. Personally, I think the whole process of monitoring exists in the whole sales process. Now I will briefly explain it with the whole process monitoring system of Insurance House. First, the professional sales scene. Many sales environments exist in cafes, offices and homes, giving people the illusion that insurance salesmen are "running insurance", but actually giving customers a sense of insecurity from the beginning. For this purpose, Insurance House has set up an offline store and provided customers with a professional and stable consulting environment. The first impression is reliable. The second is the "double recording" system. Insurance House independently develops the "double recording" equipment system required by the insurance industry, and implements "audio and video recording" of the whole sales process of all insurance products, and uploads them to the cloud in real time, so that the sales behavior can be played back, important information can be inquired, and the responsibility for problems can be confirmed. After successful insurance, Insurance House will provide customers with copies of relevant data in time to reduce all kinds of disputes caused by misleading sales and poor communication. Third, professional etiquette training and insurance service training. Many institutions will ignore etiquette training itself. In fact, the etiquette and service standards in the early stage are equivalent to the standardization and process of the sales process itself, and the standardization and process make the service itself stable. In fact, professional training is the basis of the whole process of monitoring, but many people will ignore this.