What are the contents of insurance customer service?

1, policy preservation service The so-called preservation is the act of keeping the policy intact during the insurance period, which can always reflect the wishes of customers and ensure their interests. Keeping the basic information of customers updated in time is convenient for insurance companies to contact customers effectively, and provides an implementation channel for insured customers to change their insurance plans. The dividend collection and conversion of insurance products can be completed through after-sales service.

2. Assistance in claims service Claims service is to help customers confirm insurance liability, prepare claims materials, handle claims procedures, deliver claims and other services. For customers, it is generally not clear about the process of insurance claims, the information needed, what procedures to take, etc. Because the information is incomplete or the process is incorrect, it will often prolong the time of obtaining claims and even affect the amount of claims. The situation is different when a salesperson accurately assists customers in handling claims. After the accident, you should not only report the case to the customer service of the insurance company at the first time, but also contact your insurance agent to inform yourself of your situation and ask for help. As salesmen of insurance companies, they know more about insurance contracts and business processes, and are more familiar with the information of policyholders, so they can provide more support and help in insurance claims.

3. Insurance consulting services In daily work, insurance practitioners will encounter many problems related to consulting insurance for prospective customers who have not purchased insurance. In fact, old customers who have already purchased insurance have more questions about insurance because they know something about insurance. Therefore, in after-sales service, it is also an important link to answer the questions of old customers and their inquiries. The insurance contract is obscure in language and professional in content. Before buying insurance products, product consultation will be conducted, but it is difficult to understand them all at once. At this time, the insurance agent can play the role of customer service, and as an agent, it is the responsibility to answer questions for customers.