You changed this slightly, that is, after attending the one-day orientation training of China Life Dongying Branch, the company arranged for us to go to one of the outlets? China Construction Bank Sheng Da Sub-branch worked as an intern at the outlet and became the customer agent manager of the outlet. When I arrived at the agency department, I was honored that the teacher I was assigned to was Zhu Lixia, the manager. Under the guidance of manager Zhu Lixia, I observed discipline, studied with an open mind and worked actively: 1. Attend departmental meetings (starting at 4: 30 pm on Mondays and Thursdays) to absorb new knowledge. At the meeting, we usually summarize our work, share our experiences, give special lectures and send out notices. I take notes carefully, absorb new knowledge from them and gain work experience indirectly. 2. Ask the manager, Manager Wei, Brother Liu Mengqiang, etc. Learn life insurance products with an open mind, and be familiar with the daily business, workflow and working methods of bank agents. The life insurance products I have learned are "China Life Hongfeng Pension Security", "Happy Life", "Wonderful Tomorrow" and "China Life Hongtai". Familiar with the daily business of bank agents is to serve bank customers and find customers. Its workflow consists of five steps: guiding customers, understanding customers, introducing products, clinching a deal and after-sales service. These five steps constitute a sales cycle. Among them, after-sales service includes charging, security, claim settlement, sending birthday cards or customer service reports. If the insurance bank agent provides customers with satisfactory after-sales service, there will be referrals, thus obtaining new sales opportunities and starting a new sales cycle. There are many ways to work, such as how to deal with customers, including how to visit customers, how to tell customers about insurance, how to make insurance plans for customers and so on. 4. Under the arrangement of manager Zhu Lixia, as the staff of the company's customer service quality return visit center, we conducted a telephone survey of customers. Firstly, the regional activity logs of some exhibition collectors in two exhibition courses are randomly selected (including the list of customers visited by exhibition collectors every day and their contact information), and then according to the customer list in the logs, customers are called and communicated. It mainly investigates whether customers know the company's so-and-so collector, what services the collector provides to customers, whether customers are satisfied with the collector's service, and what customers think the collector's service needs to be improved. (II) Study and Summary I also studied and summarized the laws on insurance agents and insurance brokers in the Insurance Law; 1. An insurance agent is a unit or individual that collects agency fees from the insurer according to the insurer's entrustment and handles insurance business on behalf of the insurer within the scope authorized by the insurer. Where an insurer entrusts an insurance agent to handle insurance business on its behalf, it shall sign an agency agreement with the insurance agent to stipulate the rights and obligations of both parties and other agency matters according to law. The insurer shall bear the responsibility for the behavior of an insurance agent in handling insurance business on behalf of the insurer. If an insurance agent handles insurance business on behalf of the insurer and exceeds the agency authority, and the applicant has reason to believe that he has the agency right and has concluded an insurance contract, the insurer shall bear the insurance liability; However, the insurer may investigate the responsibility of the insurance agent for exceeding the authority according to law. An individual insurance agent shall not accept the entrustment of more than two insurers at the same time when handling personal insurance business as an agent. 2. An insurance broker is a unit that provides intermediary services for the insured to conclude an insurance contract with the insurer based on the interests of the insured, and collects commissions according to law. If the insurance broker's fault in handling insurance business causes losses to the applicant and the insured, the insurance broker shall be liable for compensation. 3. Insurance agents and insurance brokers shall not commit the following acts in handling insurance business activities: (1) Deceiving the insurer, the applicant, the insured or the beneficiary; (2) Concealing important information related to insurance contracts; (3) Obstructing the applicant from fulfilling the obligation of truthful disclosure as stipulated in this Law, or inducing him not to fulfill the obligation of truthful disclosure as stipulated in this Law; (4) promising to give the applicant, the insured or the beneficiary other benefits than those stipulated in the insurance contract; (5) Forcing, inducing or restricting the applicant to conclude an insurance contract by improper means such as administrative power, position or professional convenience. 4. Insurance agents and insurance brokers shall meet the qualifications stipulated by insurance supervision and management institutions, obtain insurance agency business licenses or brokerage business licenses issued by insurance supervision and management institutions, register with the administrative department for industry and commerce, obtain business licenses, and deposit a deposit or take out professional liability insurance. Insurance agents and insurance brokers shall have their own business premises, set up special account books to record the income and expenditure of insurance agency business or brokerage business, and accept the supervision of insurance supervision and management institutions. 5. Insurance agency fees and broker commissions are only paid to legally qualified insurance agents and brokers, and may not be paid to others. An insurance company shall establish a roster of insurance agents. An insurance company shall strengthen the training and management of insurance agents, improve their professional ethics and professional quality, and shall not instigate or mislead insurance agents to engage in activities that violate the obligation of good faith.

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