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一、以往一个档案封套保存一个客户的档案保险公司一般以一个客户一个封套件的方式保存客服档案,即为客户服务的档案,包括客户投保资料和后续的服务资料。太平洋安泰人寿保险公司(下文简称安泰公司)开业之初,同样采取这种方法存放客服档案。在当时,这样做确实有其合理性,公司开业不久,市场没有打开,相对来说客户较少。采用纯手工作业的一户一封套方式,能够应付裕如。公司业务发展,2006年底拥有客户超过一百
First, the past, a file envelope to save a customer’s file Insurance companies generally a customer a package of ways to save customer service files, that is, customer service files, including customer insurance data and follow-up service information. Pacific Antai Life Insurance Company (hereinafter referred to as Aetna) opened the beginning, the same way to store customer service files. At that time, it did make sense to do so. Soon after its opening, the market did not open, with relatively few customers. The use of pure hand-home one a wrap method, able to cope with Yu. The company’s business development, by the end of 2006 with more than one hundred customers