Workflow
适老化服务
icon
Search documents
太平人寿多措并举打造“银发友好型”柜面
Zheng Quan Ri Bao· 2025-09-18 04:35
Group 1 - The core idea of the articles is that Taiping Life is enhancing its services for elderly customers by creating a "silver-friendly" service environment, focusing on hardware upgrades, technology simplification, and process optimization to provide respectful and warm insurance services [2][3] - Taiping Life is actively responding to regulatory calls by extending its service reach to rural areas, particularly in Jiangsu, where it has improved service points for elderly clients, ensuring comprehensive coverage of basic facilities [2] - The company has equipped service locations with elder-friendly materials such as reading glasses, comfortable seating, and medical emergency kits, and has established clear "elder service windows" to enhance the service environment [2] Group 2 - The demand for diverse insurance services is increasing among consumers, prompting Taiping Life to focus on digital finance development to enhance its overall service capabilities [2] - Taiping Life is addressing the challenges faced by elderly clients in the digital age by providing one-on-one professional guidance and assistance to help them overcome technological barriers [2] - The company offers "slow options" for elderly clients who struggle with electronic devices, retaining traditional service methods like cash transactions and paper policies, while also providing priority green channels in service halls [3]
中国人寿:用实际行动破解银发群体“不会用”“跑不动”“怕受骗”难题
Qi Lu Wan Bao· 2025-09-17 05:19
Core Viewpoint - The aging population in China is driving an increasing demand for financial and insurance services tailored to the elderly, and companies like China Life Insurance are focusing on innovative and secure solutions to meet these needs [1] Group 1: Service Innovation - China Life Insurance is the first in the insurance industry to pass the Ministry of Industry and Information Technology's assessment for age-friendly and barrier-free services, positioning itself as a leader in this area [2] - The company has developed a comprehensive service system that combines online convenience with offline warmth, addressing the elderly's concerns about complexity and errors in financial transactions [2] - Initiatives include a "senior version" app designed with larger fonts and simplified operations to enhance usability for older clients [2] Group 2: Expanding Service Reach - China Life Insurance is extending its services beyond physical locations by providing home visits for elderly clients who have mobility issues, ensuring they receive necessary support without the need to travel [3] - The company employs relatable communication strategies, using everyday examples to explain complex insurance concepts, making services more accessible to the elderly [3] Group 3: Financial Security Education - The company is actively working to protect elderly clients from financial fraud by organizing "senior companion classrooms" that educate them on recognizing and preventing scams [4] - These educational sessions cover various topics, including identifying false investments and understanding new types of fraud, thereby enhancing the elderly's awareness and ability to safeguard their finances [4] Group 4: Proactive Fraud Prevention - China Life Insurance staff are trained to recognize potential fraud situations and intervene when necessary, as demonstrated by cases where employees successfully dissuaded clients from falling victim to scams [5] - The company emphasizes the importance of timely intervention to protect clients' financial assets, showcasing a commitment to their clients' financial well-being [5] Group 5: Commitment to Elderly Services - China Life Insurance is dedicated to continuously improving its age-friendly services, aiming to create a safe and supportive environment for the elderly [6] - The company plans to further enhance its service offerings and expand its reach to ensure that millions of elderly individuals can enjoy a secure and fulfilling retirement [6]
为民办实事|民生保险山东分公司惠民便民服务照亮民生路
Qi Lu Wan Bao· 2025-09-16 03:58
公司官微"服务大厅"进行了适老化改造,增加长辈模式按钮,点击可进行模式切换,对页面UI调整,清 晰简洁,字体放大;新设"用户服务专区",配置长辈模式按钮,放大字体及操作界面;官微"VIP服务手 册"配置放大按钮,点击可阅读大字版服务手册。 公司理赔、保全、投诉等各项业务均可采用线上形式申请,但仍保留线下作业模式,根据老年金融消费 者群体使用习惯,公司会鼓励和引导老年客户到柜面办理或授权他人代为办理,也可拨打95596客服专 线转人工服务,安排专人上门指导其使用智能设备,协助客户办理各项业务。同时,各级机构均已设置 专属服务窗口及爱心座椅、老花镜等服务设施,为老年消费者群体打造舒适便利的业务办理环境。 提升适老化服务效能,推进适老人性化进程 公司持续提升互联网应用、电话热线等线上适老化服务水平,公司在客服专线95596语音播报中新增老 年人专属服务语音提示及按键功能,设置了老年人客户专席。 民生保险山东分公司不断完善营业网点环境及适老化服务设施,提升适老化服务效能和智能化服务水 平,推进适老人性化进程,积极融入老年友好型社会建设,增强了老年用户金融服务的获得感、幸福 感、安全感,让金融服务更有温度。 在网点金融 ...
平安人寿山东分公司2025年金融教育宣传周•为民办实事:科技有温度 服务有担当
Qi Lu Wan Bao· 2025-09-12 01:40
Core Viewpoint - The core mission of the financial industry is to serve the public and promote inclusivity, with Ping An Life's Tai'an branch focusing on addressing the "digital divide" for the elderly by innovating elder-friendly service models to enhance their insurance service experience [1] Group 1: Service Innovations - The establishment of a "Green Channel for Silver-Haired Services" at the counter effectively reduces waiting times for elderly clients through prioritized reception and comprehensive guidance [2] - A dedicated "Elderly Service Area" is equipped with comfortable seating, reading glasses, and emergency medical kits, creating a reassuring service environment while retaining traditional service windows for personal assistance [2] Group 2: Technology Empowerment - The introduction of "Silver-Haired Service Specialists" provides hands-on guidance for using the Ping An Financial Manager APP, ensuring technology acts as a bridge rather than a barrier in service delivery [3] - The service process adheres to the "Three Questions and Three Confirmations" principle to ensure precise and efficient service by understanding needs, habits, and difficulties [3] Group 3: Long-term Commitment - Regular training for elderly client services, a dedicated service supervision hotline, and a satisfaction follow-up mechanism are implemented to continuously optimize service details [4] - The company commits to ensuring that no elderly client is left behind during the digital transformation, aiming to create a comprehensive elder-friendly service system that combines online and offline resources [4]
平安人寿山东分公司2025年金融教育宣传周•为民办实事:平安金管家APP老年人金融服务再升级
Qi Lu Wan Bao· 2025-09-12 01:40
为提升老年客户群体的服务体验,平安人寿推出平安金管家APP关怀版,为老年群体提供的适老化版本,该版本支持一键 切换,提供界面简洁、 字体放大、语音交互等适老化功能,通过降低老年人使用门槛,提升该群体的使用体验,更快捷方 便得到服务。 2、标准版和关怀版字体大小、界面简洁情况对比 平安金管家APP适老化改造再升级 1、标准版、关怀版一键切换功能 3、关怀版语音交互功能,资讯内容提供语音播报 金管家创新老年客户反诈技术举措,60岁以上客户在保单贷款业务办理过程中截图、录屏、共享屏幕等高风险行为会提示 风险,避免老年客户遭遇不法诈骗,功能上线 以来已提醒60岁以上客户超4万人次。 60岁用户限制权限:安卓样式 60岁用户限制权限:ios样式 11:50 .. Il 令 ( 11:50 .. Il ? ■ 保单贷款 保单贷款 < < (1) 2 - - 4 -2 - - 3 - -3- 13 - 4 透播保障 必务申请 系统转账 业务中国002 B-GATA 라산#삼 选择保单 系统特征 (1) 2 · 为了您的资金聚全,请注意不要轻信阳生人通过网络、电话。 为了意的资金安全,请注意不要轻他陌生人通过网络,电话。短 ...
建行济南唐冶中路支行:适老化服务暖人心,架起跨越“数字鸿沟”桥梁
Qi Lu Wan Bao· 2025-08-21 04:18
Core Viewpoint - The article highlights the efforts of the Bank of China in providing "age-friendly services" to elderly customers, showcasing a specific instance of personalized assistance to a 72-year-old customer in activating his social security card and navigating banking services [1] Group 1: Age-Friendly Services - The bank has established a dedicated "senior service window" to prioritize elderly customers and provide tailored assistance [1] - The bank offers tools such as magnifying glasses and reading glasses to aid elderly customers in their banking activities [1] - The bank plans to conduct regular "Silver Digital Classes" to teach elderly customers how to use mobile banking and access social security information [1] Group 2: Customer Experience - A bank manager provided step-by-step assistance to the elderly customer, ensuring he felt comfortable and understood the process [1] - The bank staff adjusted their communication style, including increasing the volume of announcements and speaking slowly to accommodate the customer's needs [1] - The elderly customer expressed gratitude for the thoughtful and considerate service, indicating a positive impact on customer satisfaction [1]
手把手教出“智”在生活 心贴心温暖银龄岁月——记山东联通巾帼文明岗枣庄联通林运路营业厅
Qi Lu Wan Bao· 2025-08-13 06:32
责任在心,服务在行:打造适老服务港湾 林运路营业厅深知,适老化服务升级是时代责任,更是践行"民有所呼、我必有应"承诺与"人民邮电为人民"初心的生 动实践。她们将政策要求化作有温度的行动,倾力为银龄用户营造便捷、安心、被尊重的环境。 脚步向外,智慧到家:解锁"智"在生活 服务的脚步从未止于厅堂。为了让智慧生活惠及每位老人,她们高频次开展"助老微课堂",将课堂搬到社区、活动中 心、用户"家门口"。从开机、调音量起步,耐心细致;重点指导使用联通APP"大字版",让"看得清、点得准"成为现 实;教视频通话解思念,教查天气便出行,教生活缴费享便捷。每一次手把手的教学,都在帮助老人更从容地拥抱数 字时代。 3月12日,在台儿庄区运河街道华阳社区活动中心举办的"助老微课堂"上,72岁的张玉芳阿姨起初连手机解锁都显得 格外吃力。营业员李亮蹲在她身边,一遍又一遍地演示、引导。经过手把手教学和反复练习,张阿姨终于操作接通了 远在深圳工作的儿子的视频。当屏幕上清晰地出现儿子和孙子的笑脸,特别是孙子大声喊着"奶奶"时,张玉芳阿姨激 动得眼眶湿润,连声说:"看见了,真看见了!这下可太方便了!" 这感人一幕,正是她们服务价值的生动缩影。 ...
沪上银行迅速响应监管要求 多措并举应对业务办理高峰
Xin Hua Wang· 2025-08-12 06:25
Core Viewpoint - The resumption of normal production and life order in Shanghai has led to a surge in financial demand from bank customers, particularly highlighting the challenges faced by elderly customers in accessing cash services [1][2]. Group 1: Bank Responses to Increased Demand - The Shanghai Banking and Insurance Regulatory Commission issued a notice requiring banks to enhance service efficiency, including extending operating hours and increasing staff at branches [1]. - Several banks, including Postal Savings Bank and Shanghai Bank, have implemented measures such as dynamic scheduling, early openings, and late closings to accommodate the needs of elderly customers [2]. - Banks are also focusing on improving facilities for elderly customers, such as dedicated waiting areas and service windows to reduce wait times [2]. Group 2: Cash Supply Management - Banks like Ningbo Bank have increased cash reserves at branches to meet the rising demand for cash withdrawals, especially for large amounts [3]. - Emergency cash supply plans have been established to ensure that urgent cash needs can be met promptly [3].
开启指尖上的适老“数智之门”,中国人寿寿险APP“尊老模式”全新升级
Xin Hua Wang· 2025-08-12 06:17
Core Viewpoint - The company is enhancing its "China Life Insurance" APP with a focus on technology and service to better serve the elderly population, aiming to provide high-quality insurance protection and improve accessibility for senior citizens [1]. Group 1: User-Friendly Features - The APP features a customizable interface with adjustable font sizes to improve readability for elderly users [2]. - Multiple login verification methods, including voice verification, are introduced to cater to the diverse needs of older users, enhancing security and ease of use [2]. - A fuzzy search function allows for precise service access, making it easier for elderly users to find relevant information [2][3]. Group 2: Service Enhancements - The "Air Customer Service" feature enables video connections with customer service representatives, allowing seniors to receive assistance without needing to visit physical locations [4]. - The APP facilitates easy appointment scheduling and navigation to physical service points, prioritizing elderly customers for in-person service [4]. - A voice broadcast feature for health information allows users to listen to content, making it more accessible and reducing eye strain [4]. Group 3: Product Accessibility - The APP simplifies the insurance product recommendation process, ensuring that offerings align with the specific needs of elderly clients [5]. Group 4: Intelligent Assistance - The APP incorporates intelligent guidance and human support to assist elderly users in navigating the platform, reducing cognitive load during transactions [6]. - An intelligent Q&A feature enhances customer service by quickly retrieving information and improving response accuracy [7]. - A unified service access point allows users to easily connect with various service channels, streamlining the customer experience [7]. Group 5: Risk Management - The company emphasizes risk management by implementing features that help prevent financial losses for elderly clients, including clear visual indicators to reduce errors [8]. - The APP includes preemptive warnings for potential financial scams, particularly for significant transactions, to protect elderly users [8]. Group 6: Commitment to Innovation - The company is dedicated to leveraging technology to enhance service delivery for the elderly, aiming to make insurance services more accessible and user-friendly in the digital age [8].
暖心适老化服务:瑞众保险为百岁老人极速承保
Xin Hua Wang· 2025-08-12 06:09
Group 1 - The article highlights the story of a centenarian, Mr. He, who purchased an annuity insurance policy for his granddaughter, demonstrating his love and concern for his family's future [1][2] - Mr. He, with a background in banking and education, emphasizes the importance of risk management and long-term planning, aiming to provide security and peace of mind for his descendants [2][5] - The insurance company, Ruizhong Insurance, provided home service for Mr. He, ensuring a convenient and efficient process for the elderly client [4][6] Group 2 - Mr. He is noted as the oldest policyholder of Ruizhong Insurance, with the policy symbolizing a commitment to "the certainty of love" by providing stable annuity benefits for his family [5] - Ruizhong Insurance focuses on the service needs of elderly clients, showcasing its commitment to improving services for this demographic through personalized and efficient processes [6] - The company is also expanding its offerings in elderly care services, creating a comprehensive service ecosystem that addresses various aspects of senior living, including health and safety [6]