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

摘要

A system and method relates to a system and method for managing customer information, particularly by matching the actuary information and customer information to insurance agents with high job performance to manage high contract likely customers to manage customer information this is disclosed. One problem to be solved by the proposed invention is to manage customer information by classifying the contract otherwise high potential customers customers. In one aspect, customer management based on actuary activity management system of customer information storage unit to identify the customer information does not match the actuary information or group information and customer information, and insurance agent information or group information matches that stored in the memory, Insurance agent information and releasing the matching with the insurance agent information according to the predetermined customer information Matching based on information matching release part and the whole activity of the actuary item scores and overall activities of all insurance agents that make up the group by topic scores are based on at least one of the groups combined total activity score to each item shall include a customer information matching the newly matched to the customer's information to at least one of the information insurance agents and group information.;