Finance

系(xi)統(tong)能實現的(de)目(mu)標和功能
《思沃保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)務模(mo)擬(ni)實(shi)(shi)(shi)(shi)(shi)訓系統(tong)》用(yong)(yong)(yong)Browser/Server三層體系結(jie)構(gou),將(jiang)現(xian)行(xing)的(de)(de)(de)(de)(de)人(ren)(ren)壽(shou)(shou)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)、財(cai)(cai)產(chan)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)核(he)心(xin)(xin)業(ye)務流(liu)程(cheng)和(he)專業(ye)知(zhi)識(shi)有(you)(you)機結(jie)合,締造出一(yi)個擬(ni)真的(de)(de)(de)(de)(de)“保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)務模(mo)擬(ni)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)”。實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)采用(yong)(yong)(yong)經典的(de)(de)(de)(de)(de)角色(se)模(mo)擬(ni)方式(shi),通(tong)過(guo)(guo)學(xue)(xue)(xue)生(sheng)飾演客戶、保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)代(dai)理(li)(li)(li)(li)人(ren)(ren)、保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)經紀(ji)公(gong)(gong)(gong)司(si)(si)(si)(si)、人(ren)(ren)壽(shou)(shou)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)、財(cai)(cai)產(chan)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)五類(lei)角色(se),分別進(jin)(jin)入(ru)人(ren)(ren)壽(shou)(shou)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)、車(che)輛運輸險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)、企業(ye)財(cai)(cai)產(chan)險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)、家庭財(cai)(cai)產(chan)險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)、工程(cheng)責(ze)(ze)任險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)、公(gong)(gong)(gong)眾責(ze)(ze)任險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)、運輸工具(ju)船舶險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai)、海洋運輸貨(huo)物險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)平(ping)(ping)(ping)臺(tai)(tai)(tai),操(cao)(cao)練人(ren)(ren)壽(shou)(shou)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)、財(cai)(cai)產(chan)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)踐業(ye)務。首先由(you)人(ren)(ren)壽(shou)(shou)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)、財(cai)(cai)產(chan)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)添加(jia)自己所經營的(de)(de)(de)(de)(de)主險(xian)(xian)(xian)(xian)(xian)(xian)、附加(jia)險(xian)(xian)(xian)(xian)(xian)(xian)產(chan)品(pin),以(yi)及(ji)相關的(de)(de)(de)(de)(de)費率,由(you)投(tou)保(bao)(bao)(bao)(bao)(bao)客戶根據(ju)險(xian)(xian)(xian)(xian)(xian)(xian)種的(de)(de)(de)(de)(de)特點、性(xing)質,委托保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)代(dai)理(li)(li)(li)(li)人(ren)(ren)或(huo)經紀(ji)公(gong)(gong)(gong)司(si)(si)(si)(si)進(jin)(jin)行(xing)投(tou)保(bao)(bao)(bao)(bao)(bao),或(huo)直接向人(ren)(ren)壽(shou)(shou)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)、財(cai)(cai)產(chan)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)投(tou)保(bao)(bao)(bao)(bao)(bao)。保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)接到客戶投(tou)保(bao)(bao)(bao)(bao)(bao)單之(zhi)后(hou),根據(ju)投(tou)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)種的(de)(de)(de)(de)(de)不同,進(jin)(jin)行(xing)投(tou)保(bao)(bao)(bao)(bao)(bao)管(guan)理(li)(li)(li)(li)。通(tong)過(guo)(guo)一(yi)系列(lie)、多流(liu)程(cheng)操(cao)(cao)作,使學(xue)(xue)(xue)生(sheng)真正學(xue)(xue)(xue)習(xi)到保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)務中的(de)(de)(de)(de)(de)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)代(dai)理(li)(li)(li)(li)、投(tou)保(bao)(bao)(bao)(bao)(bao)、承保(bao)(bao)(bao)(bao)(bao)、核(he)保(bao)(bao)(bao)(bao)(bao)、變更、理(li)(li)(li)(li)賠、核(he)賠等核(he)心(xin)(xin)流(liu)程(cheng)。軟件既支持(chi)學(xue)(xue)(xue)生(sheng)一(yi)人(ren)(ren)分飾客戶、保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)代(dai)理(li)(li)(li)(li)人(ren)(ren)、保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)經紀(ji)公(gong)(gong)(gong)司(si)(si)(si)(si)、人(ren)(ren)壽(shou)(shou)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)、財(cai)(cai)產(chan)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)公(gong)(gong)(gong)司(si)(si)(si)(si)五類(lei)角色(se)來完成(cheng)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan),也(ye)支持(chi)由(you)同一(yi)班級中的(de)(de)(de)(de)(de)學(xue)(xue)(xue)生(sheng)組成(cheng)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)小(xiao)組,以(yi)相互(hu)協作或(huo)競(jing)(jing)爭(zheng)的(de)(de)(de)(de)(de)方式(shi)來完成(cheng)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)。同時,學(xue)(xue)(xue)生(sheng)通(tong)過(guo)(guo)參加(jia)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)知(zhi)識(shi)在線考試,瀏覽、學(xue)(xue)(xue)習(xi)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)知(zhi)識(shi)庫內容,撰寫(xie)實(shi)(shi)(shi)(shi)(shi)驗(yan)(yan)報告(gao),分析研究(jiu)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)案(an)例(li)等,全(quan)方位提升保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)專業(ye)理(li)(li)(li)(li)論知(zhi)識(shi),真正使學(xue)(xue)(xue)生(sheng)通(tong)過(guo)(guo)使用(yong)(yong)(yong)軟件,達到實(shi)(shi)(shi)(shi)(shi)踐與(yu)理(li)(li)(li)(li)論俱(ju)提高(gao)的(de)(de)(de)(de)(de)效果,高(gao)度、全(quan)面地把握保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)業(ye)務流(liu)程(cheng),具(ju)備現(xian)代(dai)化保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)(xian)(xian)從業(ye)人(ren)(ren)員應有(you)(you)的(de)(de)(de)(de)(de)知(zhi)識(shi)結(jie)構(gou),增強學(xue)(xue)(xue)生(sheng)的(de)(de)(de)(de)(de)社會就(jiu)業(ye)競(jing)(jing)爭(zheng)力。




三、軟(ruan)件特點及(ji)優勢
1、全(quan)面的保險(xian)作業流程
學生通過飾演(yan)保險(xian)(xian)(xian)業(ye)務流程中的(de)客戶(hu)、代理(li)(li)人(ren)、經紀公司、人(ren)壽保險(xian)(xian)(xian)公司、財(cai)產(chan)保險(xian)(xian)(xian)公司五種角色,進入“人(ren)壽保險(xian)(xian)(xian)”和“財(cai)產(chan)保險(xian)(xian)(xian)”實踐平臺(tai),從展(zhan)業(ye)投保環節(jie)開(kai)始,至索(suo)賠理(li)(li)賠為(wei)止,全(quan)面(mian)操(cao)練保險(xian)(xian)(xian)核(he)心業(ye)務中的(de)投保、承(cheng)保、核(he)保、變(bian)更、理(li)(li)賠、核(he)賠等流程,使學生的(de)知識結構提升,彌補實踐業(ye)務操(cao)作的(de)缺乏,實現對人(ren)壽保險(xian)(xian)(xian)、運輸(shu)工(gong)(gong)具(ju)車輛險(xian)(xian)(xian)、企業(ye)財(cai)產(chan)險(xian)(xian)(xian)、家庭財(cai)產(chan)險(xian)(xian)(xian)、海洋運輸(shu)貨物保險(xian)(xian)(xian)、運輸(shu)工(gong)(gong)具(ju)船(chuan)舶險(xian)(xian)(xian)、責任險(xian)(xian)(xian)、工(gong)(gong)程險(xian)(xian)(xian)的(de)熟悉、掌(zhang)握,對保險(xian)(xian)(xian)業(ye)務的(de)主(zhu)要工(gong)(gong)作流程有一個(ge)清(qing)晰的(de)輪廓,為(wei)學以(yi)致用打下堅固的(de)基(ji)礎。

2、規范的(de)保險承保單證(zheng)(zheng)及保險理賠單證(zheng)(zheng)
以優秀(xiu)保(bao)險公司(si)人壽險和(he)財產險業務(wu)單(dan)(dan)證(zheng)的樣式(shi)、欄目、內容(rong)、大(da)小等為(wei)依據,100%模擬仿真,有效確保(bao)系統(tong)中保(bao)險承(cheng)保(bao)單(dan)(dan)證(zheng)及保(bao)險理(li)賠(pei)單(dan)(dan)證(zheng)的真實(shi)性、完整性。學生通過操練單(dan)(dan)證(zheng)在各(ge)項保(bao)險業務(wu)的應用方(fang)法(fa),熟練掌(zhang)握保(bao)險承(cheng)保(bao)及理(li)賠(pei)單(dan)(dan)證(zheng)的填制,貼近與保(bao)險公司(si)的距離。,同時,系統(tong)內含(han)強(qiang)大(da)的報表管理(li)功能(neng),方(fang)便教(jiao)師、學生查(cha)詢和(he)匯總(zong)數據,十分方(fang)便、快捷。

3、豐(feng)富(fu)、專業的知識庫
理論(lun)知識學(xue)(xue)習平臺,為教師(shi)的教學(xue)(xue)和學(xue)(xue)生的學(xue)(xue)習提供了支持(chi)。我們參(can)(can)考高(gao)校保(bao)(bao)險(xian)(xian)類專(zhuan)業教材(cai),通過產品庫(ku)、保(bao)(bao)險(xian)(xian)機構(gou)、法(fa)律法(fa)規、保(bao)(bao)險(xian)(xian)文(wen)庫(ku)、代理人(ren)(ren)專(zhuan)區、保(bao)(bao)險(xian)(xian)精算、再保(bao)(bao)險(xian)(xian)、計劃書、保(bao)(bao)險(xian)(xian)案(an)例、行業咨詢、保(bao)(bao)險(xian)(xian)數據、學(xue)(xue)習資料(liao)十(shi)二個(ge)目錄,集中收(shou)錄了與保(bao)(bao)險(xian)(xian)學(xue)(xue)原理、財產保(bao)(bao)險(xian)(xian)學(xue)(xue)、人(ren)(ren)身保(bao)(bao)險(xian)(xian)實務、保(bao)(bao)險(xian)(xian)企業經營管理學(xue)(xue)、保(bao)(bao)險(xian)(xian)核保(bao)(bao)核賠(pei)相關的資料(liao),供學(xue)(xue)生參(can)(can)
4、人性化設計(ji)理念
系統(tong)界(jie)面(mian)美觀,使(shi)用(yong)動畫和三維(wei)立體效果,模仿保險公司的工(gong)作場(chang)景,使(shi)各個部門的工(gong)作一目了然,生動形象。
業務操(cao)作(zuo)簡單(dan),操(cao)作(zuo)流程(cheng)清(qing)晰明了,同時(shi)還具有智能(neng)化錯誤提示、操(cao)作(zuo)流程(cheng)控制等功能(neng),幫助學生盡快(kuai)了解軟件(jian)各模(mo)塊功能(neng)及操(cao)作(zuo)方(fang)法,易學易懂,即使不需培訓也能(neng)很(hen)快(kuai)掌握軟件(jian)的使用方(fang)法。
5、數據(ju)備份與恢復機制
系(xi)(xi)統內置(zhi)數(shu)(shu)據(ju)(ju)備份與(yu)恢(hui)(hui)復(fu)接口(kou),為系(xi)(xi)統數(shu)(shu)據(ju)(ju)的(de)安全(quan)性提供了可(ke)靠的(de)保障。系(xi)(xi)統管理員通過打開數(shu)(shu)據(ju)(ju)備份與(yu)恢(hui)(hui)復(fu)操作頁面,進(jin)行數(shu)(shu)據(ju)(ju)庫連接測試、數(shu)(shu)據(ju)(ju)庫還原、數(shu)(shu)據(ju)(ju)庫備份操作。