永达理陈新华：保险规划唤醒沉睡保单，守护客户全额理赔

Core Insights - The article narrates a story of insurance claims reversal, emphasizing the importance of professional guidance in navigating complex insurance processes and the value of trust in client-advisor relationships [4][15]. Group 1: Professional Transition - Chen Xinhua transitioned from a media career to become a successful insurance advisor, recognizing that insurance is a crucial tool for family financial risk management [6][10]. - Her background in journalism equipped her with skills in research and independent judgment, which are essential in her new role as an insurance consultant [6][9]. Group 2: Client Relationship - Chen Xinhua established a personal brand in the insurance industry by combining her media rigor with insurance professionalism, serving families and businesses with trust [9][10]. - The relationship with entrepreneur Qi Feng exemplifies the trust built between clients and advisors, leading to comprehensive financial planning and risk management [10][12]. Group 3: Claims Process and Resolution - Qi Feng faced challenges in claiming a 45,000 yuan insurance payout due to a lack of professional support during the initial claim process, leading to a seven-year delay [12][13]. - Upon engaging Chen Xinhua, she utilized her expertise and the unique "Yongyi Claim" service to successfully navigate the claims process, ultimately securing the full payout [13][14]. Group 4: Value of Professionalism - The successful recovery of the insurance payout highlighted the distinction between genuine professional advice and mere sales tactics, reinforcing the importance of having a trustworthy advisor [15][17]. - The article concludes that the role of insurance advisors extends beyond policies, focusing on providing long-term security and peace of mind for families [17].