INSURANCE PLANNER ACTIVITY MANAGEMENT SYSTEM BASED ON CUSTOMER MANAGEMENT AND METHOD THEREOF

摘要

The present invention relates to a system for managing customer information and a method thereof. More specifically, the system manages customer information and matches the customer information with insurance planner information to enable high-performance insurance planners to manage the customers who are likely to make contract. The system manages the customers who are likely to make contract and the other remaining customers in a separate manner. According to an embodiment of the present invention, the insurance planner activity management system based on customer management includes: a customer information matching unit which stores the customer information matched to insurance planner information or group information and customer information not matched to insurance planner information or group information in a memory in a separate manner; a customer information match release unit which releases the match between the insurance planner information and the customer in accordance with preset criteria; and a customer information matching unit which matches the customer information with the insurance planner information or group information based on at least one of the overall activity item score of the insurance planner and the overall group activity item score summing the scores of all insurance planners in a group.;COPYRIGHT KIPO 2017