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大地时贷险以回访之“暖”,解企业融资之“急”
Sou Hu Cai Jing· 2025-12-08 06:01
Core Viewpoint - The company emphasizes a "long-term service" philosophy, focusing not only on whether clients can secure financing but also on providing ongoing understanding and support after the transaction [1][3] Group 1: Service Philosophy - The "Dadi Shidai Insurance" team conducts "warm return visits" nationwide, ensuring high-frequency and warm interactions with clients even after policy activation [1] - This approach transforms financial services from one-time transactions into sustainable trust-based relationships, fostering long-term partnerships [1] Group 2: Client Experience - In Urumqi, a client named Mr. Zhang received professional and efficient support throughout the financing process, which included a proactive visit from the client manager during a holiday [1][3] - Mr. Zhang's positive experience led him to recommend the service to his friend Mr. Yang, who was facing short-term liquidity issues [3] Group 3: Service Impact - The client manager assessed Mr. Yang's business situation and designed a tailored financing solution, resulting in a successful insurance purchase and a quick approval for 251,000 yuan in funding from partner banks [3] - The "warm return visit" not only extended the service boundary but also exemplified the company's customer-centric philosophy, highlighting the importance of personal connection in financial services [3]