If you are the business manager of Ping An Insurance Company, what customer information do you need to know?

Basic information and maximum demand of customers.

Business manager of insurance company: 1. Provide high-end customers with special life risk protection and medium-and long-term planning schemes, including pension planning, education fund savings scheme and asset inheritance scheme; Family health protection, accident protection, family income protection, value protection, housing loan protection; Tax saving, legal wealth transfer, mutual insurance of partner shareholders, etc. 2. Through the company's professional personnel training, with the help of the team strength and the support of the company's diversified business platform, develop and operate the high-end market in Shenzhen, learn design planning, and provide professional consulting services for the high-end market. 3. Follow up and maintain customer relationship.