System and method for managing insurance planner's activities based on management of customers

摘要

The present invention relates to a system and method for managing an insurance agent, and more particularly, to a system and method for an insurance agent activity management based on a customer management based on evaluation of an activity item of an insurance agent and venturing a small activity item to an insurance agent.Another problem that the proposed invention aims to solve is to create a separate coaching message for each of the activity items of the insurance agent by distinguishing between low activity items and high activity items, To be performed.In an aspect, an activity management system based on a customer management based insurance agent compares a calculated score with a preset reference score to determine whether or not coaching of an activity item of an insurance agent is performed, And a coaching notification message generating unit for generating a coaching notification message according to whether or not the coaching notification message is generated.;