About 6 stages:

1. The salesperson goes to the acceptance point to submit the order, and the order receiving personnel conducts a preliminary review of the order based on the order delivery conditions. The initial review of the order is the new stage. The first step for an order to enter the company is to eliminate unqualified insurance documents. This step must be strictly controlled to reduce the occurrence of various situations where the order cannot be processed normally due to unqualified filling in the application form and other aspects.

2. New order registration After the initial review, the important step is to register the new order. The so-called new order registration is actually the first entry of certain important information. The purpose of this entry project is firstly to generate some necessary information as soon as possible for collaborating with finance, secondly to produce a quick marketing report, and thirdly to ensure the accuracy of the information (and a verification process during formal entry).

3. Entry review: After the new order is registered, the formal entry work (i.e. the second entry) begins, and review is performed after the entry is completed. The idea of ??recording errors runs through the entry and review process. That is, the latter link records the errors of the previous link (entering the order recipients and reviewing the records). This approach provides some basic data for the assessment of internal and external operations.

4. After the review is completed, enter the underwriting process. Underwriting is conventionally divided into business underwriting and medical underwriting. The business underwriting and medical underwriting are organically combined to conduct risk assessments on the insured documents and perform various underwriting treatments at the same time.

5. Log in the insurance documents that have passed the verification process, and the computer will automatically send a reconciliation request to the finance department. As long as the actual financial provisional charges are greater than or equal to the business charges (the sum of standard premiums and additional charges), the insurance policy can be logged in on the computer. Logging in is a process to confirm that the insurance policy meets the conditions for issuing an order, and is a necessary condition for issuing an order. If the underwriting is approved, but the temporary financial charges are less than the business charges, the computer will automatically generate an accounts receivable record and print a reminder notice to urge the customer to pay. After the policy is logged in, it can be printed, collated, reviewed again, and bound. This completes the document preparation part.

6. After the policy is sent and made, the policy will be sorted and delivered to the customer through various methods. After the customer signs for it, the receipt will be entered and the cooling-off period will start to be calculated. At the same time, you can file the insurance information. In practice, some special situations will be encountered, and the process proposes solutions. The idea is consistent with the processing of normal new order business.

Extended reading: How to buy insurance, which one is better, and step-by-step instructions to avoid these "pitfalls" of insurance