投保资料填写规职场训练.ppt

LOGO 个险投保资料填写规范 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 常用单证列表 资料名称必填情况 身份证复印件(投保人、帐户所有人)必提供 医疗保险投保约定（1054） “国寿长久呵护住院费用补偿医疗保险” “国寿长久呵护意外伤害费用补偿医疗保险 ” 投保提示书必填 婴幼儿健康状况补充问卷 0-2岁婴幼儿投保含死亡、高残、疾病给付 等责任的险种 健康证明 客户身份基本信息登记表（个人）单张保单累计交费现金=2万，转帐=20万 户籍证明 计划外生育子女、非婚生子女投保风险型险 种 或：出生医学证明和未成年被保险人户籍事 项特约声明书 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 对于没有 工作单位 的个体工 商户，填 写“个体 工商户“ 小灵通写在 移动电话栏 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 4-15岁必须提供户 口簿，16周岁以上 必须提供身份证 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 注意点: 1、受益人不得填写“法定”字样 2 、受益顺序多于3个，或没有受益顺序但受益人数多于3人的，有关资料在“备注”栏内填写 受益人一人： 不同受益顺序受益人2人： 同一受益顺序受益人2人： 受益顺 序不需 填写 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 1、最多可填六个险种，若超过六个，需另外填写一张投保单 2、保险期间和交费期间根据投保人的选择和保险条款规定填写 3、国寿长久呵护住院费用补偿医疗保险的保险期间和交费期间都填写“1”年 4、“国寿康宁定期重大疾病保险”必须与“国寿附加康宁两全保险”组合销售 注意：鸿运少儿交费期间填写至“15”岁，英才少儿交费期间填写至“18”岁 条款险种名称 与保险条款的险种 名称完全相符 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. 险种名称险种名称 国寿新简易人身两全保险国寿康恒重大疾病保险(2007修订版) 国寿金彩明天两全保险(A款)(分红型)国寿康宁终身重大疾病保险 国寿金彩明天两全保险(B款)(分红型)国寿康宁定期重大疾病保险 国寿美满一生年金保险（分红型）国寿附加康宁两全保险 国寿99鸿福两全保险国寿长久呵护住院费用补偿医疗保险 国寿千禧理财两全保险(分红型)国寿长久呵护住院定额给付医疗保险 国寿鸿鑫两全保险(分红型)国寿附加重大自然灾害意外伤害保险 国寿瑞鑫两全保险（分红型）国寿长久呵护意外伤害费用补偿医疗保险 国寿附加瑞鑫提前给付重大疾病保险国寿长久呵护意外伤害定额给付医疗保险 国寿鸿运少儿两全保险(分红型)国寿鸿福相伴两全保险(分红型) 国寿子女教育两全保险(A款)国寿鸿盛终身保险(分红型)(2003版) 国寿子女教育两全保险(B款)国寿鸿祥两全保险(分红型)(2003版) 国寿英才少儿两全保险国寿鸿宇两全保险(分红型) 国寿祥福定期寿险国寿鸿寿年金保险(分红型) 国寿关爱一生终身寿险国寿养老年金保险 国寿个人养老年金保险（分红型） Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 鸿福相伴 两全保险 ：勾选其 他，并写 上三年交 选择趸领、年领、月 领、其它后，还需勾 选平准领取或递增领 取项。如选择“递增领 取”，需填写具体递增 率 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 1、“4-12C”在“是”的 内打“”的，必须将其相 关的详细说明填写在“13.说 明”栏内 2、“11.妇女专项”，若投 保人或被保险人为男性，不 填 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 投保人本人必须亲 笔签名或亲自按右 拇指手印 被保险本人或其监护 人必须亲笔签名或亲 自按右拇指手印 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 销售人员报告书 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 销售人员报告书 满一岁的婴幼儿，以岁为 单位，不足一岁的婴儿以 月为单位 年收入、收入 来源、工作单 位、职业、职 务必须与投保 单一致 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 销售人员报告书 指业务员是投保人亲 属的情况 指投保人与被保人若非 直系亲属 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 投保提示书 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 婴幼儿健康状况补充问卷 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 婴幼儿健康状况补充问卷 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 医疗保险投保约定 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 填写存在问题 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 个人投保单常错项 v 投保单涂改 v 险种名称填写不规范 v 4-15周岁学生证件类型未填写户口簿，16周岁以上未提供身份证 v 根据职业明显看出应该有工作单位的，工作单位却没有填写；对 于没有工作单位的个体工商户工作单位未填写“个体工商户” v 体重写有小数点 v 单独投保“国寿长久呵护住院费用补偿医疗保险”的12C未勾选 “是” v 被保险人为未成年人的，其法定监护人签名未注明（父亲）（母 亲） v 证件有效期限与复印件不一致 v 保险费大写必须顶格填写 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO “通讯地址”栏填写不详，如填写为“XXX 县XXX镇” 要填写信函寄达地。“住所”要填写详细地址，写清楚街道、巷 及门牌号等。 移动电话填写错误 错误填写：将小灵通号填写在“家庭电话”栏 正确填写：小灵通应填写在“移动电话”栏 公司信息通知方式 勾选错误（勾选“电话”） 1.目前公司开通的信息通知方式包括：手机短信、信函； 2. 注意所选择的公司信息通知方式与所提供的客户联系方式的一致 性 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 保险费大写错误 正确填写：万、仟、佰、拾、元、角、分、整、壹、贰、叁、 肆、伍、陆、柒、捌、玖 未成年女性被保险人，投保单妇女专项未勾选 根据总公司下发的填写规定，对填写妇女专项的年龄段未做界 定，因此，在没有新规定前，对于女性被保险人，妇女专项请勾选。 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 销售人员报告书常错项 v 销售人员信息填写不完整（营业单位、组别、电话） v 不足一岁的婴儿年龄未以月为单位 v 投保人被保险人的职业、职务、收入来源、工作单位与投保单 不一致 v 收入来源、年收入、每月支出费用未按标准写法填写 （标准写法￥10000.00） v 投保单填写异常告知的，一5-10仍勾无，与投保单内容不符 v 被保险人项2.B若您是被保险人亲属，请说明与被保险人的关系 ，此项应在业务员与被保险人是亲属关系时进行填写，列明详 细关系（错误填法：朋友） v 见面时间与投保申请日期不一致 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 一2A（你认识被保险人多久）、二3A（你认识投保人多久）填写不规范，如 填写为“几年”、“多年”等模糊字眼 二4（您估计投保人年收入 供养 人 每月支出约 ） 供养人数、每月支出未填写或未填写不符合实际情况，如填写为“/”或“0” 供养人数应包括自己、子女、老人等一起生活的人，估计平均每月支出金额 应除外特殊消费，如购房等 二5（投保人目前正负担 费用 ）填写不符合要求，如填写为“生活费 ”、“家庭正常费用” 说明投保人正负担的房屋贷款、购车贷款或其它欠款、贷款等款项 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 投保资料齐全性 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd.Copyright 2004-2011 Aspose Pty Ltd. LOGO 投保资料齐全性缺少资料 1、身份证明复印件留存不完整：二代身份证，未留存身份 证正面（包括签发机构、有效期限） 新生儿：户口簿、未申报户口，提供出生医学证明 Evaluation only.Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile .Created with Aspose.Slides for .NET 3.5 Client Profile 5.