At the beginning of the peak season, the sales department of Huaibei Branch planned ahead to actively seize the agency insurance market. As of January 13, Huaibei Branch achieved insurance sales of 4.723 million yuan and comprehensive premium of 5.403 million yuan, the completion rate ranked first in the city.
Invite customers in advance. In early December, the bank started the appointment of insurance products for the peak season. At the same time, it assisted high-quality customers in the sub-branch to make good customer asset allocation based on daily notification of three-year deposit maturity data.
Track insurance products in real time. Actively dock with cooperative insurance companies, learn about the buying process and buying order of key insurance products in the peak season, and keep abreast of the latest product developments.
Keep trying the system. The sales of insurance products have been fully integrated with online sales, and the system's carrying capacity is limited. Taking into account the situation, the sub-branch kept trying to log in to the system. Thanks to the perseverance of the staff, today's good results have been achieved.