Finance

系統(tong)能(neng)實現的目標和功能(neng)
《思沃保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)務(wu)模(mo)擬(ni)實(shi)(shi)(shi)(shi)(shi)訓系統》用(yong)Browser/Server三層(ceng)體(ti)系結(jie)構(gou),將現行(xing)(xing)的(de)(de)(de)人(ren)(ren)壽保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)、財(cai)(cai)產(chan)(chan)保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)核心業務(wu)流(liu)程和專業知識(shi)有(you)機(ji)結(jie)合(he),締(di)造出一(yi)個擬(ni)真的(de)(de)(de)“保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)務(wu)模(mo)擬(ni)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)”。實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)采用(yong)經典的(de)(de)(de)角色模(mo)擬(ni)方式(shi),通過學(xue)(xue)生(sheng)飾演(yan)客(ke)戶、保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)代(dai)理(li)(li)人(ren)(ren)、保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)經紀(ji)(ji)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)、人(ren)(ren)壽保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)、財(cai)(cai)產(chan)(chan)保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)五類角色,分別(bie)進(jin)入人(ren)(ren)壽保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)、車輛運(yun)輸險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)、企(qi)業財(cai)(cai)產(chan)(chan)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)、家(jia)庭財(cai)(cai)產(chan)(chan)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)、工(gong)程責任險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)、公(gong)(gong)(gong)眾責任險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)、運(yun)輸工(gong)具船舶(bo)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai)、海洋運(yun)輸貨物險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)臺(tai),操練人(ren)(ren)壽保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)、財(cai)(cai)產(chan)(chan)保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)踐業務(wu)。首(shou)先由人(ren)(ren)壽保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)、財(cai)(cai)產(chan)(chan)保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)添加(jia)自(zi)己所經營的(de)(de)(de)主(zhu)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)、附加(jia)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)產(chan)(chan)品,以及相(xiang)關的(de)(de)(de)費率(lv),由投保(bao)(bao)(bao)(bao)(bao)(bao)客(ke)戶根(gen)據險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)種的(de)(de)(de)特點、性質,委(wei)托保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)代(dai)理(li)(li)人(ren)(ren)或(huo)經紀(ji)(ji)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)進(jin)行(xing)(xing)投保(bao)(bao)(bao)(bao)(bao)(bao),或(huo)直接向人(ren)(ren)壽保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)、財(cai)(cai)產(chan)(chan)保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)投保(bao)(bao)(bao)(bao)(bao)(bao)。保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)接到客(ke)戶投保(bao)(bao)(bao)(bao)(bao)(bao)單之后,根(gen)據投保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)種的(de)(de)(de)不同,進(jin)行(xing)(xing)投保(bao)(bao)(bao)(bao)(bao)(bao)管理(li)(li)。通過一(yi)系列、多流(liu)程操作(zuo),使學(xue)(xue)生(sheng)真正(zheng)學(xue)(xue)習到保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)務(wu)中(zhong)(zhong)的(de)(de)(de)保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)代(dai)理(li)(li)、投保(bao)(bao)(bao)(bao)(bao)(bao)、承保(bao)(bao)(bao)(bao)(bao)(bao)、核保(bao)(bao)(bao)(bao)(bao)(bao)、變更、理(li)(li)賠、核賠等(deng)核心流(liu)程。軟件既支持(chi)學(xue)(xue)生(sheng)一(yi)人(ren)(ren)分飾客(ke)戶、保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)代(dai)理(li)(li)人(ren)(ren)、保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)經紀(ji)(ji)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)、人(ren)(ren)壽保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)、財(cai)(cai)產(chan)(chan)保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)(si)五類角色來完成保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan),也支持(chi)由同一(yi)班級(ji)中(zhong)(zhong)的(de)(de)(de)學(xue)(xue)生(sheng)組成實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)小組,以相(xiang)互協(xie)作(zuo)或(huo)競爭(zheng)的(de)(de)(de)方式(shi)來完成實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)。同時,學(xue)(xue)生(sheng)通過參加(jia)保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)知識(shi)在線考試,瀏覽(lan)、學(xue)(xue)習保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)知識(shi)庫內(nei)容,撰寫實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)報告,分析研究保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)案例(li)等(deng),全方位提(ti)(ti)升保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)專業理(li)(li)論知識(shi),真正(zheng)使學(xue)(xue)生(sheng)通過使用(yong)軟件,達到實(shi)(shi)(shi)(shi)(shi)踐與理(li)(li)論俱提(ti)(ti)高的(de)(de)(de)效果,高度、全面地把握保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)業務(wu)流(liu)程,具備現代(dai)化保(bao)(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)(xian)從(cong)業人(ren)(ren)員應有(you)的(de)(de)(de)知識(shi)結(jie)構(gou),增強(qiang)學(xue)(xue)生(sheng)的(de)(de)(de)社會就業競爭(zheng)力。




三(san)、軟件特(te)點及優勢
1、全面的保險(xian)作業流程
學(xue)生(sheng)通過飾(shi)演保(bao)(bao)(bao)險(xian)(xian)業(ye)務(wu)流程(cheng)中的客戶、代理(li)人(ren)、經紀公司(si)、人(ren)壽保(bao)(bao)(bao)險(xian)(xian)公司(si)、財產(chan)(chan)保(bao)(bao)(bao)險(xian)(xian)公司(si)五種角色,進(jin)入“人(ren)壽保(bao)(bao)(bao)險(xian)(xian)”和“財產(chan)(chan)保(bao)(bao)(bao)險(xian)(xian)”實踐(jian)平臺,從展業(ye)投保(bao)(bao)(bao)環節開始,至索賠(pei)理(li)賠(pei)為止(zhi),全面操(cao)練保(bao)(bao)(bao)險(xian)(xian)核心業(ye)務(wu)中的投保(bao)(bao)(bao)、承保(bao)(bao)(bao)、核保(bao)(bao)(bao)、變(bian)更、理(li)賠(pei)、核賠(pei)等(deng)流程(cheng),使學(xue)生(sheng)的知識結構提(ti)升,彌補(bu)實踐(jian)業(ye)務(wu)操(cao)作的缺(que)乏,實現對人(ren)壽保(bao)(bao)(bao)險(xian)(xian)、運輸(shu)工(gong)具車(che)輛(liang)險(xian)(xian)、企業(ye)財產(chan)(chan)險(xian)(xian)、家庭財產(chan)(chan)險(xian)(xian)、海洋運輸(shu)貨(huo)物保(bao)(bao)(bao)險(xian)(xian)、運輸(shu)工(gong)具船舶險(xian)(xian)、責任險(xian)(xian)、工(gong)程(cheng)險(xian)(xian)的熟悉(xi)、掌握,對保(bao)(bao)(bao)險(xian)(xian)業(ye)務(wu)的主要工(gong)作流程(cheng)有一個(ge)清晰的輪廓,為學(xue)以致用打(da)下堅(jian)固(gu)的基礎。

2、規范(fan)的保險(xian)承(cheng)保單(dan)證(zheng)及保險(xian)理賠單(dan)證(zheng)
以(yi)優秀保(bao)(bao)(bao)險公司(si)人壽(shou)險和財產險業務單證(zheng)的(de)(de)樣式、欄目、內容(rong)、大(da)小等為依(yi)據,100%模擬仿(fang)真,有效確保(bao)(bao)(bao)系統中(zhong)保(bao)(bao)(bao)險承(cheng)保(bao)(bao)(bao)單證(zheng)及(ji)保(bao)(bao)(bao)險理(li)(li)(li)賠(pei)(pei)單證(zheng)的(de)(de)真實性、完整(zheng)性。學(xue)生通過操練單證(zheng)在(zai)各項保(bao)(bao)(bao)險業務的(de)(de)應(ying)用方(fang)法,熟練掌握(wo)保(bao)(bao)(bao)險承(cheng)保(bao)(bao)(bao)及(ji)理(li)(li)(li)賠(pei)(pei)單證(zheng)的(de)(de)填制(zhi),貼近與保(bao)(bao)(bao)險公司(si)的(de)(de)距離。,同時,系統內含強(qiang)大(da)的(de)(de)報表管理(li)(li)(li)功(gong)能(neng),方(fang)便教(jiao)師、學(xue)生查詢(xun)和匯(hui)總數據,十分(fen)方(fang)便、快捷。

3、豐富、專業的知識庫
理論知識(shi)學習平臺,為教(jiao)(jiao)師的(de)教(jiao)(jiao)學和學生的(de)學習提(ti)供了(le)支持。我們參考高校保(bao)(bao)險(xian)(xian)(xian)(xian)類專(zhuan)業教(jiao)(jiao)材(cai),通過產品(pin)庫、保(bao)(bao)險(xian)(xian)(xian)(xian)機構、法(fa)(fa)律法(fa)(fa)規、保(bao)(bao)險(xian)(xian)(xian)(xian)文庫、代理人專(zhuan)區、保(bao)(bao)險(xian)(xian)(xian)(xian)精算、再保(bao)(bao)險(xian)(xian)(xian)(xian)、計劃書、保(bao)(bao)險(xian)(xian)(xian)(xian)案例(li)、行(xing)業咨詢、保(bao)(bao)險(xian)(xian)(xian)(xian)數(shu)據、學習資料(liao)十(shi)二(er)個(ge)目錄(lu),集中收錄(lu)了(le)與保(bao)(bao)險(xian)(xian)(xian)(xian)學原理、財產保(bao)(bao)險(xian)(xian)(xian)(xian)學、人身保(bao)(bao)險(xian)(xian)(xian)(xian)實務、保(bao)(bao)險(xian)(xian)(xian)(xian)企業經營管理學、保(bao)(bao)險(xian)(xian)(xian)(xian)核保(bao)(bao)核賠(pei)相關的(de)資料(liao),供學生參
4、人性(xing)化(hua)設(she)計(ji)理念
系統界(jie)面美觀,使用動畫和三維立體(ti)效(xiao)果(guo),模仿保險公司的工(gong)作場景,使各個部(bu)門的工(gong)作一(yi)目了然,生(sheng)動形象。
業務(wu)操(cao)作簡單,操(cao)作流程清晰明(ming)了,同時還(huan)具(ju)有智能(neng)(neng)(neng)化錯(cuo)誤提示、操(cao)作流程控制等功能(neng)(neng)(neng),幫(bang)助學生(sheng)盡快(kuai)(kuai)了解軟件(jian)各(ge)模塊功能(neng)(neng)(neng)及操(cao)作方(fang)法(fa),易學易懂(dong),即(ji)使不需培訓也能(neng)(neng)(neng)很快(kuai)(kuai)掌握軟件(jian)的(de)使用方(fang)法(fa)。
5、數據備(bei)份(fen)與恢復機制
系統(tong)內置(zhi)數據(ju)(ju)備份與恢復接口,為(wei)系統(tong)數據(ju)(ju)的(de)安(an)全性提供了(le)可靠的(de)保障。系統(tong)管理員通過打開數據(ju)(ju)備份與恢復操(cao)作(zuo)(zuo)頁面,進行數據(ju)(ju)庫連接測試、數據(ju)(ju)庫還原(yuan)、數據(ju)(ju)庫備份操(cao)作(zuo)(zuo)。