永达理乔寒竹：以保险规划为诺，跨越时间守护客户

Core Insights - The article narrates the story of Qiao Hanzhu, an insurance advisor at Yongdali, who successfully revived a dormant insurance policy for an elderly client, highlighting the importance of professional service and trust in the insurance industry [2][20]. Group 1: Professional Journey - Qiao Hanzhu transitioned from a successful HR career in a state-owned listed company in Shenzhen to becoming an insurance entrepreneur, driven by personal circumstances and a desire for a more meaningful career [4][6]. - Her background in HR provided her with skills that seamlessly integrated into her new role in insurance, emphasizing the importance of trust and professional service [10][12]. Group 2: Client Case Study - Qiao Hanzhu encountered a client, Ms. Ai, who had multiple insurance policies but was unaware of her entitlements due to a lack of communication from the insurance company [12][18]. - Through meticulous policy review, Qiao discovered that Ms. Ai had missed a significant claim due to the company's failure to provide adequate service, which led to a successful claim for over 40,000 yuan [14][17]. Group 3: Industry Challenges - The insurance industry often faces issues of information asymmetry, where clients may forget the details of their policies, leading to unclaimed benefits [18][20]. - The article emphasizes the need for improved service awareness among insurance professionals to prevent clients from feeling abandoned after purchasing policies [18].