Smart Dual Recording

Digital Insurance | Digital Life Insurance

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Solution Overview

In order to standardize insurance sales practices, promote the sustained and healthy development of the insurance industry, and safeguard the legitimate rights and interests of consumers, China Banking and Insurance Regulatory Commission has successively formulated the Interim Measures for the Retrospective Administration of Insurance Sales Practices and the Measures (Draft for Comments).

To better respond to regulatory requirements, OneConnect introduces an intelligent dual recording system. By means of audio and video recording, sales page management and operation track recording, original data and information such as key links in the sales process of insurance products and important contents of sales practices are recorded and saved, so that the sales practices of insurance institutions can be played back, important information can be inquired, and problem responsibilities can be confirmed.

Business Challenges

Regulatory requirements at all levels and company management requirements under different business scenarios are not conformed.

A flexible configurable system is necessary to conform with the regulations of China Banking and Insurance Regulatory Commission and its local departments, and at the same time meet the management requirements of companies under different business scenarios.
Effectively supporting business development and ensure the smooth progress of dual recording

The system needs to effectively support the work of agents, quality inspectors and management personnel of the company, and ensure the smooth progress of dual recording of insurance scenarios such as new contract or policy owner services.
On the premise of ensuring smooth running, enhancing the efficiency and quality of dual recording for agents.

Providing better usage experience for the policyholders and the insured, and improving both the efficiency and quality of dual recording for agents.
Reducing time and workload of quality inspector to decrease sales risk

Bringing down the time needed for quality inspection, and lowering the labor costs to reduce the sales risk.

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Product Solutions

On the premise of meeting the regulatory requirements and company management requirements under different business scenarios, combined with a number of AI technologies, agents, policyholders and the insured can conveniently and efficiently complete the record and retrospective management of insurance sales behavior.

·Sales: The agent sells face-to-face with the policyholders and the insured in both on-site dual recording and remote dual recording for retrospective management of insurance scenarios such as new contract or policy owner services.

·Online sales: Customers buy insurance products through the Internet by themselves, which is called self-service dual recording, and record and retrospectively manage their purchase behavior.