1. Add OCR identification technology, and customers can accurately identify their ID cards and bank card numbers after uploading their image data.
second, the insurance information is uploaded and embedded in the insurance process, so there is no need to upload it repeatedly.
third, each step of the insurance process can be saved in real time, and the field partner can enter the insurance that has not been completed last time from any step.
4. The agent's report and VIP questionnaire are embedded in the insurance process to avoid paper entry and improve the timeliness. The insurance method: the mode is integrated with micro-electricity, the agent fills in the insurance information, and the customer signs it after confirming it.
Thai marketing version, which needs to be upgraded to 3.3.4 or above, requires insurance information. At present, OCR can only recognize ID cards. Customers who use household registration books, passports and other identity documents to insure cannot use Thai marketing's "Easy Investment" and "Easy Investment" insurance portals for the time being, enter insurance information, automatically verify insurance, sign insurance information, upload insurance information and fill in questionnaires. Insurance portals:
select the appropriate product and click "apply now" to enter the insurance process. Tips: click "sales record" to continue the insurance from the unfinished insurance process. Fill in the information of the applicant and the insured page, click "Scan" to upload the photos of the front and back of the ID card, and the system will automatically identify the ID number, expiration date, customer's birthday and other information.
Note: If you do not use OCR recognition to manually enter the customer ID number here, the agent will be required to upload the insurance information in the subsequent process, and the number in the insurance information must be the same as that entered here.
the signature page of the insured-the "Easy-to-vote" sending page, where you can upload the insurance information and fill in the questionnaire. You can click "Send SMS Link Signature" to send the signature to the insured's mobile phone in the form of SMS. Click "Send WeChat Signature" to send the signature to the applicant and the insured in the form of WeChat. If the investor and the insured have finished signing, they can click "Refresh", and the signature information uploading, questionnaire filling and insurance information uploading page can be displayed at the signature board. The agent must collect the identity cards and bank card certificates of the investor and the insured. (The applicant and the insured are the same person, only need to collect the applicant's ID card)
1. If OCR was used for identification in the previous insurance process, it will be automatically brought out here.
2. If OCR was not used before, the ID card and bank card must be uploaded here, and the ID card and bank card number must be the same as those filled in before, otherwise the insurance process cannot be continued.