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The general work log is to record the general situation of the day's work, as well as the visit to customers today, as well as the basic work links such as work summary.
A work diary is a must for salespeople, and it is also an important work habit.
For sales-related work, no matter which insurance company you work in, it is basically the same, the key is your own performance and team development to determine your own way out.
As everyone thinks, insurance is indeed difficult to do, that is, because it is not easy to do, the market space is large. And now the insurance company really lacks relevant talents, I mean why not go and give it a try, because there is such a saying in the insurance industry that "insurance is not made by people, but by talents", maybe after the tempering of the insurance industry, there will definitely be gains, and it will become more and more valuable in this society in the future. In addition, the insurance business is completely up to oneself, and the key is whether to work hard or not, that is, to determine one's own attitude, which has little to do with one's own personality and resources.
Here, I know that in the insurance industry, there are three recognized sentences that say this: "brand in life", "Ping An's talents" and "Xinhua's products".
The basic salary of the insurance company, after all, the sales industry is linked to its own performance, and there is no performance, not to mention the basic salary of 2000, 5000, or even higher, does not exist.
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Just write realistically.
To use an analogy: today you visited those customers; how to communicate with customers; the customer's situation and questions; your analysis of your customers; What are your takeaways today, etc.
There is no fixed pattern for logs, just pick what you think you should write down and write down what is helpful to you.
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Find your direct master, he has the ability to bring you into this industry, he has the responsibility to train you into a talent, if you can't do this, what else does he want him to do!
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Find your supervisor, I can't write a log, how do I work?
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The work log of New China Insurance is updated every day, you can ask the old employees or find some colleagues around you, they should all do.
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Answer: Pro, the insurance work log looks at the company's requirements, and it is generally written the content of the insurance work of the day, such as what was done on this day, how many customers were contacted, how many intended customers and transaction customers. Or what difficulties and setbacks were encountered in the process of insurance sales, and how to solve them.
Just write about the daily insurance work content and related insurance work experience, depending on the requirements of each insurance company.
To do insurance work, the insurance log is not very important, the core is to configure good insurance for customers.
Thank you for your question.
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You can go directly to the official website of the new silver model to register and inquire, or I will help you check on Monday, the computer at home can not check Fengkai, only in the company can be checked, I do renewal service.
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Do you want to join Xinhua Insurance, why do you plan to engage in the insurance industry, I have been in the industry for many years, and I have a lot of my own experience, I don't know if I can give you a reference.
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Generally speaking, we are most concerned about the relevant knowledge of insurance products, and few people understand the inquiry, verification, management and other related knowledge of the policy"One article teaches you how to query, verify, and manage your own insurance policy! 》
If you want to see the policy history, you can use the online search.
The article is very clearly written, so I will briefly talk about it here.
The policy search is actually very simple, and it can usually be found in the following ways:
1.Check the official website of the insurance company:
Enter the official ** of the corresponding insurance company, find the service center, and then enter the personal account name and password, and you can check the policy after logging in successfully, the account name is usually the user name, ID card, mobile phone number, email, etc.
The specific query steps are as follows:
After seeing the policy, the first thing to look at is these contents:
1.Check the key information:The name of the insured, ID number, protection period, coverage items, insurance amount, etc., should be seen to see if there is any error in this information, and if there is an error, contact the insurance company to change it in time.
2.A closer look at the safeguard responsibilities:What are the contents of the protection, what are the contents of the protection, see them one by one, if the content of the protection does not match your initial needs, you can surrender the policy while it is still in the hesitation period.
3.Take a closer look at the health advisory:If you don't tell the truth, even if you contact the insurance company to find a solution, don't pay attention to this problem and cause problems in the final claim.
In addition, after inquiring about the policy, it is best to give a screenshot of the key part of the policy to the loved onesOtherwise, if an accident unfortunately occurs, but the family members do not know the existence of the policy, it is very likely that they will not be able to apply for a claim。Other content related to this question can be further understood in this article, and if you want to add more insurance knowledge, you can take a look"The policy is managed by itself, and when the claim is settled, the family does not know what to do? 》
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You can enter the official website of Xinhua Insurance to register and bind your own policy number, which has any policy information records, and if you change the policy in the future, you can operate on it, I am Hubei Xinhua Insurance to work. My own policy has been changed above.
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Enter the official website to log in"Username ID number"and passwords on the line.
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Open the official website of Xinhua Insurance Company, that is, there is a customer service center on the left side of ** (there are also in the title bar at the top of **, all in blue fonts), click on the customer service center, and find the inquiry service in the various services of the customer service center, that is, below the high-end customer service area, and above the claims service.
Click on the query service, the webpage will automatically pull down a column of options, there are what card policy inquiry, accident insurance policy inquiry, enterprise annuity inquiry and so on, and the individual policy inquiry due to its largest number, the number of customers is also the largest, so it ranks highest among all the query services, is in the first position, you can click on the personal inquiry service, and you will enter the page of personal policy inquiry.
In this page is very simple, mainly a login box, marked with orange font is the user login, you can choose two ways to log in, one is to use the user name to log in, the other is to use the certificate number to log in, as long as you enter the corresponding user name or certificate number and login password and verification code, and then you will enter the interface of the personal policy, you can see some of the basic information of the user, you can also use the above classification tips for your own business inquiry.
Generally speaking, the user name is everyone's contract number, and the certificate number is the ID number, if you are not clear, you can call 95567** for Xinhua Insurance-related inquiries, this is their national service**, there will be a special manual customer service for you.
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I've registered an account, but I can't find a policy record that I can look up in.
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Check out the insurance policy that I have personally handled.
Consumers only need to log in to the official website of Xinhua Insurance, find the "Service Center" on the homepage, click to enter the page, select "Policy Inquiry" in the "Service Guide" on the left, and then log in according to the prompts, fill in the mobile phone, password, verification code and other information, and finally fill in the policy number to inquire about the specific information.
If you are close to a New China Insurance branch, you can go to the counter to check the insurance policy and ID card to have a clearer understanding of the insurance policy.
You can directly call the service **95567 of Xinhua Insurance Company for inquiries, and you only need to provide the policy number and ID number to the customer service staff, which is very convenient.
The above is the way to inquire about the policy of Xinhua Insurance, the specific situation has been told to you, I hope it will help you!
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