新疆保险公司客户资源管理系统设计与实现

发布时间：2018-03-08 00:13

本文选题：客户资源　切入点：保险公司　出处：《大连理工大学》2016年硕士论文　论文类型：学位论文

【摘要】：随着科学技术的发展和人们生活水平的提高,保险投资已成为人们生活的重要组成部分,为人们的日常生活提供了最有力的安全保障。保险公司非常重视客户资源的积累和管理,以拓展自身业务。对于保险公司来说,是否能为用户提供个性化的服务,直接关系到公司的整体竞争力和运营效益。保险公司希望采用有效的管理工具,来分析潜在客户的可能性需求及其购买力,以为其提供个性化的服务。因此,客户资源管理系统也就应运而生了。本文所设计的新疆保险公司客户资源管理系统是在对新疆保险公司进行需求分析,以及对国内外保险公司客户资源管理进行研究和分析的基础上,专门针对新疆保险公司的日常管理流程设计的信息系统,它包括了新疆保险公司的客户资源管理工作,摒弃了纯手工的管理方式,提高了单位的工作效率,为单位决策提供了科学依据,能帮助公司挖掘潜在客户以及客户的潜在需求。利用该系统中收集到的客户信息以及对历史业务数据的整合,深度挖掘客户对保险的深层次需求,提高保险公司的整体效益和管理水平,实现公司稳健发展。本文所设计的客户资源管理系统所采用的技术是基于B/S模式的开发框架。通过Java语言和SQL Server 2008实现了该系统,系统将客户资源管理的主要工作内容概括为:客户信息管理,销售信息管理,保险类型管理,缴费管理,申报理赔,信息统计分析,系统维护等功能,并实现该系统。最后,对系统的核心业务流程进行了必要的功能测试和性能测试。
[Abstract]:With the development of science and technology and the improvement of people's living standard, insurance investment has become an important part of people's life. Insurance companies attach great importance to the accumulation and management of customer resources in order to expand their own business. Insurance companies want to use effective management tools to analyze the potential needs of potential customers and their purchasing power to provide personalized services. The customer resource management system of Xinjiang insurance company is designed in this paper to analyze the demand of Xinjiang insurance company. And on the basis of the research and analysis of customer resource management of insurance companies at home and abroad, the information system designed specifically for the daily management process of Xinjiang insurance companies includes the customer resource management work of Xinjiang insurance companies. The method of pure manual management is abandoned, the work efficiency of the unit is improved, and the scientific basis is provided for the decision-making of the unit. Can help the company to tap potential customers and potential needs of customers. Using the customer information collected in the system and the integration of historical business data, we can dig deep into the customers' deep demand for insurance. Improve the whole benefit and management level of insurance company, realize the company's steady development. The technology of customer resource management system designed in this paper is based on the development frame of B / S mode. The system is realized by Java language and SQL Server 2008. The system summarizes the main work of customer resource management as follows: customer information management, sales information management, insurance type management, payment management, claim filing, information statistical analysis, system maintenance and other functions. The essential function test and performance test are carried out to the core business process of the system.
【学位授予单位】：大连理工大学
【学位级别】：硕士
【学位授予年份】：2016
【分类号】：TP311.52

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