Start pricing and charging, take the lead in opening up a new track of "commercialization of insurance consulting services" in China, and lead the insurance industry to change from sales promotion to consulting.
The service covers six major projects: insurance consultation, target planning, risk assessment, demand analysis, scheme customization and assistance in insurance, and has unified and standardized initial, medium and advanced fee standards. In addition, Datong conducts comprehensive supervision and management of service consultants, and evaluates each service from three dimensions: professional level, service attitude and comprehensive score. If the score is too low or a complaint occurs, Chase will deduct its service fee and disqualify it from receiving DRM consulting services after investigation.
related data
Datong began to develop DOSM demand-oriented consulting service mode from 20 1 1. After four iterations, this mode has become the first and only consulting service mode registered by the National Copyright Administration in China insurance industry.
On 20 17, Datong started DRM consultant certification, including the double examination of theoretical examination and practical ability, in which the theoretical examination part requires the examinee to fully learn DOSM course and basic insurance knowledge and pass the examination.