1, the basic materials for insurance information entry include:
(1) written insurance policy filled out or signed by the customer;
(2) Original motor vehicle driving license and driver's license;
(3) installment payment agreement;
(4) If the car purchase invoice and other related materials are inconsistent with the motor vehicle driving license and driver's license, the contents on the motor vehicle driving license and driver's license shall prevail.
2. The items involved in insurance information input include input items and options; For the input items, complete and accurate words, numbers, letters or symbols should be input according to the project requirements to ensure accurate expression and no typos; For the selected project, the correct project value should be selected from the drop-down box according to the project requirements.
3. All kinds of items involved in insurance information entry include mandatory items (shown as green background) and non-mandatory items (shown as white background); For required items, you must enter or select an item value, otherwise you cannot complete the entry of insurance information; For the items that are not required to be recorded, if conditions permit, the bookkeeper should try to fill them in one by one, especially some important insurance information.
4. There is a certain correlation between the information in the insurance information input interface. After the insurance information is entered, the ticket inspector should check all the items and make a preliminary check on the input results.
5. The basis materials for re-injection and correction of homework include:
(1) The applicant keeps the original policy;
(2) Correcting the application;
(3) Original identity certificate;
(4) premium invoices, transfer vouchers and other related materials.
Extended data:
Insurance must be known.
(1) When the salesman visits you at home, you have the right to ask the salesman to show the valid work certificate of the insurance company, including the qualification appraisal of insurance sales practitioners and the practice certificate of insurance sales practitioners.
(2) You have the right to ask the salesman to truthfully explain the relevant contents of insurance according to the insurance clauses. When you decide to take out insurance, please read the insurance clauses carefully to ensure your own rights and interests.
(3) When filling in the insurance policy, you must truthfully fill in the relevant contents and sign it in person; The signature column of the insured shall be signed by the insured himself (except for children's insurance).
(4) When you pay the fee, the salesman must issue a temporary receipt of insurance premium on the spot, and sign the name and salesman code on this receipt; You can also ask the salesman to take you to the insurance company to pay for it.
(5) If you haven't received the formal insurance policy after one month, please check with the insurance company.
After receiving the insurance policy, check it on the spot. If mistakes and omissions are found, they have the right to ask the insurance company to correct them in time.
(6) Within a certain period of time after insurance, you have the right to request to cancel the contract, depending on the regulations of each company.
(7) If your mailing address changes, please inform the insurance company in time to ensure that you can enjoy continuous service.
(8) Please pay attention to the possible economic losses caused by surrender or insurance reduction.
(9) After the insurance accident, please refer to the relevant provisions of the insurance clauses and get in touch with the insurance company or salesman in time.
(10) If you have any questions or opinions about the insurance process, you can consult the relevant departments of the insurance company, reflect or complain to the insurance industry association.
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