首页> 外国专利> METHOD AND DEVICE FOR PROVIDING PROPOSED QUOTE FOR INSURANCE POLICY, TERMINAL APPARATUS, AND MEDIUM

METHOD AND DEVICE FOR PROVIDING PROPOSED QUOTE FOR INSURANCE POLICY, TERMINAL APPARATUS, AND MEDIUM

机译:提供保险政策,终端设备和媒介的拟议报价的方法和装置

摘要

The present invention relates to the field of information processing techniques. Provided are a method and device for providing a proposed quote for an insurance policy, a terminal apparatus, and a medium. The method comprises: scanning, by means of a scanning apparatus, a valid certificate of a target client to acquire an identification of the target client; acquiring, according to the identification, and from a networked database, client information of the target client; performing matching on the client information and various insurance products for sale to obtain a matched insurance product scheme; performing, according to the client information and the matched insurance product scheme, calculation to obtain a quote scheme corresponding to the insurance product scheme; and displaying the matched insurance product scheme and the quote scheme to the target client in a preset manner. The solution solves a problem in which existing processes for providing proposed quotes have low processing efficiency.
机译:本发明涉及信息处理技术领域。提供了一种用于提供针对保险单的提议报价的方法和设备,一种终端设备以及一种介质。该方法包括:借助扫描设备,扫描目标客户端的有效证书,以获取目标客户端的标识;根据标识,从网络数据库中获取目标客户端的客户端信息;对客户信息与各种待售保险产品进行匹配,以获得匹配的保险产品方案;根据客户信息和匹配的保险产品方案进行计算,得到与保险产品方案对应的报价方案;以预设的方式向目标客户显示匹配的保险产品方案和报价方案。该解决方案解决了以下问题:现有的用于提供建议报价的过程的处理效率低。

著录项

  • 公开/公告号WO2018184548A1

    专利类型

  • 公开/公告日2018-10-11

    原文格式PDF

  • 申请/专利权人 PING AN TECHNOLOGY (SHENZHEN) CO. LTD.;

    申请/专利号WO2018CN81821

  • 发明设计人 WU SIJIA;

    申请日2018-04-04

  • 分类号G06Q40/08;G06Q30/02;

  • 国家 WO

  • 入库时间 2022-08-21 12:42:22

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