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从科技赋能到营销闭环 梧桐树保险经纪打造保险营销新范式
Bei Jing Shang Bao·2025-08-07 12:35

Core Insights - The insurance industry in China has evolved into a crucial pillar of the financial system, transitioning from a single sales channel to a comprehensive service platform driven by professionalism, branding, and technology [1] - Wutong Tree Insurance Brokerage has demonstrated significant growth since its brand operation began in 2017, expanding its business into three main areas: direct sales, distribution partnerships, and agent collaborations, supported by a nationwide layout of 10 provincial branches and rapid premium growth [1] Company Overview - Wutong Tree, established in 2006, is a national and comprehensive insurance brokerage platform dedicated to providing a wide range of selected products and full-process insurance services for individuals, families, and enterprises [3] - The company operates on a "technology + service" dual-driven model, utilizing standardized management processes and intelligent operational systems to enhance customer experience [3] Competitive Advantages - Technology Empowerment: Wutong Tree has built a comprehensive digital operation system, integrating strong data processing and customer resource management capabilities to optimize advertising costs and quality [4][5] - Talent Development: The company has established a closed-loop system for talent cultivation, focusing on business adaptability and organizational resilience to meet high operational standards [6] - Product Development: Since launching its first customized product in 2019, Wutong Tree has developed a diverse product matrix addressing various needs, including health, accident, medical, and wealth management [7] - Service Ecosystem: Wutong Tree offers a one-stop service system, including health assessments, wealth planning, and enterprise services, to meet diverse customer needs [8] Market Repositioning - The insurance industry is undergoing significant transformation driven by new policies and regulations, prompting practitioners to adjust their operational strategies [11] - Wutong Tree aims to create a sustainable development path for professional intermediaries by focusing on service costs and the fundamental service paradigm, emphasizing that the product is merely a medium for service delivery [11] Future Outlook - The competition in the insurance intermediary sector will focus on the depth of technology application and the breadth of service ecosystems [12] - Wutong Tree plans to leverage its platform advantages to build an insurance technology ecosystem through open APIs, aiming for intelligent reconstruction in product design, risk pricing, and precise marketing [12]