1 thought on “Insurance company customer hierarchical management system”

  1. Recently, the China Insurance Industry Association went to the Shanghai Insurance Association to investigate the qualifications of the Life Insurance Marketing Classification Examination and the Qualification Examination of insurance sales personnel.
    According to the requirements of the China Insurance Regulatory Commission, the China Insurance Association is responsible for the establishment of an industry employee classification examination system. At present, it has begun to carry out the top -level design of industry education and training. Qualification certification system, implement a hierarchical classification examination system, strengthen the practice management of employees, especially sales staff, to promote the improvement of the overall quality of employees, and gradually realize the professionalization and professionalization of insurance sales.
    In it is understood that the China Insurance Association and the Shanghai Insurance Association have reached an agreement. The China Insurance Association undertakes the pilot work of the Shanghai Insurance Marketing Classification Qualification Examination. The construction of textbooks, improve the question bank and the examination system, steadily promote the qualification system of Chinese insurance practitioners, and take the lead in promoting the implementation of marketers and classification examinations across the country.
    In fact, the call for the establishment of a classification and classification qualification management system for the establishment of the insurance industry has a long history. The regulatory authorities attach great importance to it and the insurance company is very welcome. In 2007, the Shanghai Insurance Regulatory Bureau was commissioned by the China Insurance Regulatory Commission to pilot the pilot to promote the classification of marketers, launching "investment links and universal insurance sales qualifications" and "health insurance sales qualifications" examinations. In addition to the qualification certificate, the above special exams need to be passed. After the implementation of the system, it operates well, and to a certain extent, it has reduced the misleading behavior in the Shanghai Life Insurance market. In early 2013, Xiang Junbo, chairman of the China Insurance Regulatory Commission, clearly stated at the National Insurance Supervision Conference that "establishing a classification management system for employees".
    Extension reading: [insurance] How to buy, which one is good, teach you to avoid these "pits"

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