I bought a few insurance policies at home, and I want to analyze the insurance policies, is there an

Updated on Financial 2024-02-14
19 answers
  1. Anonymous users2024-02-06

    Yes, the policy box can solve your problem, the policy box is dedicated to managing family policies, and the functions of policy analysis and management are very powerful.

  2. Anonymous users2024-02-05

    The policy custody service of Datong Insurance Service is not only to sort out the policy, analyze the gap, but also connect the claims service.

  3. Anonymous users2024-02-04

    BOSS Zhipin, Zhaopin. Personally, I like Zhilian more, and I think the boss is very messy, and everyone has it, and it's not formal. I used both of these when I was looking for a job after graduating.

    I remember one time, I used the boss, chatted with a person, and then made an appointment to go to the interview, I went, that place was simple, very far away and very remote, first took the subway, transferred twice, and then took the bus, there was no bus stop sign over there, and a cardboard was pasted on the telephone pole, so that I took the wrong bus, anyway, I finally got to that place, (in Shanghai). At that time, it was also because I was too anxious to find a job, so after I arrived at that place, I didn't feel like a company or went in, and there were three people in it, plus the boss, and I chatted casually, but in the end it didn't get results. It's just that now that I think about it, I feel that I was really bold at that time, and I definitely don't dare to go now.

    I've been working for 3 months now, and I found it on Zhilian. Because Zhilian I think it is more formal, because you can send your resume to the company you want, and then the other party will send you an invitation after seeing it, and if you agree, they will send you an email, which has at least some information about the company, etc., and you can also know a little more. Before deciding whether to go or not.

    In fact, there are many recruitment software such as 58, in fact, these are all good platforms, but the information in them needs to be screened by ourselves.

  4. Anonymous users2024-02-03

    Personally, it's this one:

    1. The policy is quickly uploaded and managed by the whole familyPaper or electronic insurance policies, you can take a photo or import with one click, which is very convenient, and after the policy is created, it can also be shared and managed by the whole family.

    2. Analysis of insurance policy physical examinationIt is quite useful to be able to conduct a detailed analysis of the uploaded policy from all angles.

    3. Optimization of insurance schemes.

    This is very good, and it is very pertinent for those who don't understand insurance.

    4. Insurance butler VIP service5. Renewal reminders, emergency contact settings, etc

    This should be everyone's initial need.

  5. Anonymous users2024-02-02

    The software company will develop the system according to your own needs.

    In the later stage, our company recruited computer professionals to maintain the system by ourselves.

    In this way, you will not lose customers due to data leakage in your own system.

  6. Anonymous users2024-02-01

    It is recommended to use the policy custody function of Li'an Insurance Butler, which is very easy to use.

  7. Anonymous users2024-01-31

    Recently, the dolphin smart insurance can be photographed and uploaded, which is very convenient, and then the classification is also very clear, according to the type of insurance, according to the person, can manage the whole family's policy.

  8. Anonymous users2024-01-30

    There is a customer management software called "Bao Guru", which is aimed at the insurance industry. You can try it, the free version I'm using now, it's quite convenient.

  9. Anonymous users2024-01-29

    If you need a policy answer, you can find Xueba Insurance, and Xueba Says Insurance provides insurance policy analysis services.

    As a third-party consulting platform registered with the China Banking and Insurance Regulatory Commission, we continue to popularize correct insurance knowledge to the public from an objective, neutral and professional perspective, and provide customized insurance planning and consulting services for millions of middle-class families and individuals in China. Click.

  10. Anonymous users2024-01-28

    Find a professional business manager, you can also post a picture on this.

  11. Anonymous users2024-01-27

    Yes, Ping An has a dedicated policy review tool that can analyze all aspects of your insurance policy.

  12. Anonymous users2024-01-26

    How does policy administration work?

    The first step is to do a self-examination of the insurance policy

    There are more and more channels for selling insurance, and there are so many different insurance products that you may be able to buy fake insurance if you are not careful. Therefore, it is necessary to verify the policy number first and distinguish the authenticity of the insurance policy. CCTV has also reported before that the travel accident insurance underwriting company sold by a travel platform is a fake company, and the qualifications of the insurance company should be determined if necessary.

    The second step is to organize all the products you bought into a single item

    **The content should include the name, type, coverage of the product, the duration of the insurance, the payment period, the claim materials and other important content. Categorize the policies according to the use scenarios, such as critical illness, accident, property, medical treatment, pension, etc., so that you can clearly see which insurance we will use under which circumstances, which policies are about to expire, which aspects of protection are not enough, which aspects of protection overlap, and adjust your insurance plan in time.

    The third step is to let your family know about your policy

    In the unlikely event that something mishaps, your family will also know which insurance companies they need to go to to make a claim.

    The advent of the era of the real-name insurance system will make the problem of policy management less difficult, but it is limited to policies with an insurance period of more than 7 days and a total insurance cost of more than 200 yuan. Many accident insurance with very low premiums and some small short-term bonus insurance will not be recorded, and we still need to do it ourselves.

    Policy administration still requires a little more time, but don't worryElephant insuranceIt will also help you manage your policy. There is no limit on the duration and sum insured, whether it is the insurance you have purchased or the free insurance you have received, you can see it in "My Policies", which will remind you which policies are about to expire. Moreover, according to the different incomes and risks of each person, we will recommend suitable insurance for you, so that you can adjust your protection plan in time and give you the most intimate service.

  13. Anonymous users2024-01-25

    Hello, I think, you can make a ** yourself, list your own policy type, and then store an electronic copy of the policy in the computer and a USB flash drive, without any management software.

  14. Anonymous users2024-01-24

    It is recommended to make an excel**, classified management, and manual input by yourself, you can have a clearer understanding of the family policy, management, with mobile phones and computers can view, more convenient and fast.

    It is also recommended that the classification of insurance policies should be managed according to name, policy type, insurance date, premium paid, protection content and other aspects, which is more direct and effective.

  15. Anonymous users2024-01-23

    If you buy insurance, you buy it in an insurance company, and he will manage it for you, and it will count your insurance amount, including when to pay, without separate software management.

  16. Anonymous users2024-01-22

    At present, I have not heard of this kind of software, if you are not clear, you can find an insurance officer to sort out the policy.

  17. Anonymous users2024-01-21

    Depending on where you bought it, it is recommended that you buy Ping An insurance, which can see your detailed information.

  18. Anonymous users2024-01-20

    You can use the policy box and use the software to analyze the insurance policy yourself, which is more realistic, and you don't have to worry about being cheated.

  19. Anonymous users2024-01-19

    Don't take a direct word from the salesperson. It is better to know the type of insurance purchased by friends or family members with similar financial levels before buying, or if there are people who have worked in insurance before. If you buy it, I recommend Ping An of China because of the large scale.

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