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KB Insurance,'KB Smart Assistant' system opened Various services can be provided and communication with customers is smooth.
[The story of the case / Reporter Park Yeon-pa] = On the 12th, KB Insurance (CEO Jong-hee Yang) has opened a digital sales activity support system,'KB Smart Assistant,' that can be integrated with all of its sales channels (exclusive channels, GA channels, etc.) Revealed.
KB Insurance has been supporting efficient and simple non-face-to-face sales activities by opening a mobile-based “personal sales assistant” system for its exclusive planners (LC: Life Consultants) in September 2017. Based on this, the'KB Smart Assistant' system, which was opened this time, was reborn as an optimal digital sales activity system in consideration of the demands of the sales site and the convenience of the user's point of view.
The'KB Smart Assistant' system is equipped with functions specialized for digital sales activities by applying an intuitive and easy-to-use method in order to realize a perfect non-face-to-face business environment for KB Insurance sales channels. Through this, it became possible to provide a variety of services in a non-face-to-face manner to customers, and to facilitate constant communication with customers.
The main feature of this system is that it provides a customized sales strategy for designers/agents so that sales activity management and work can be handled in an'all-in-one', and it enables easy schedule management and real-time sales and income management. will be. In addition, by upgrading the insurance coverage analysis system, customers can easily receive insurance coverage analysis results via mobile, and receive customized coverage proposals according to the coverage analysis results.
In addition, by introducing a mobile long-term insurance subscription system, contract completion can be processed with'One-Stop'. Newspaper articles and videos related to insurance, finance, and health can be easily transmitted, enabling various communication with customers without face-to-face.
KB Insurance said that the'KB Smart Assistant' system was developed to reinforce non-face-to-face/digital sales competitiveness and improve customer service amid the prolonged period of COVID-19. Through this, KB Insurance's new business such as healthcare and my data It announced that it will play a pivotal role and contribute to the creation of KB Financial Group synergy.
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