The receipt is on the last page of the insurance policy. After the customer fills in the corresponding content, the salesman takes it back to the company for verification.
With the insurance policy, the timely return of the receipt is the key to start a return visit and get the commission smoothly. Do you know the receipt versions used in various insurance policies? The following will explain it in detail for you. I. Collection classification 1. Instant insurance electronic policy receipt If the customer chooses an electronic policy and underwrites it immediately, he can use the instant insurance electronic policy receipt to sign for it.
Precautions:
(1) receipt
With the insurance policy, the timely return of the receipt is the key to start a return visit and get the commission smoothly. Do you know the receipt versions used in various insurance policies? The following will explain it in detail for you.
I. Classification of receipts
1. Instant electronic policy receipt
If the customer chooses the electronic insurance policy and underwrites it immediately, he can use the receipt of the instant insurance electronic insurance policy to sign for it.
Precautions:
(1) Before logging in, it is necessary to ensure that the customer has logged in to read the electronic policy, and the signing date cannot be earlier than the reading date of the electronic policy.
(2) If the insured is not the same person, both the applicant and the insured should sign and date the receipt.
2. Non-instant regular receipt
For policies that are not immediately underwritten, after the policy is underwritten, the company will issue a common version of the policy receipt, and all policies that are not underwritten in time need to sign the contract with the common version of the policy receipt. The electronic policy will be issued together with the first invoice of the policy, and the paper policy will be printed in the policy contract.
2. Spring Festival holiday receipt requirements
The legal holidays for the Spring Festival are 65438+10.31(the first day of the first month) to February 6 (the seventh day of the first month). In order to ensure the smooth completion of the return visit, the policy receipt issued in June 65438+ 10 should be returned to the sales counter before February 7, and the receipt should be entered in the system.
Step 3 make an appointment for a return visit
The function of scheduled return visit has been added to the existing receipt. If the customer needs to specify a return visit time, you can check the corresponding option. In order to ensure the first time to arrange a return visit, customers are advised to check only the "Return Visit Time" and not the "Return Visit Date". Only checking the "return visit time" and not the "return visit date" can effectively speed up the return visit time limit and avoid affecting the sales agent's commission due to the failure to complete the return visit in time.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.