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平安人寿山东分公司2025年金融教育宣传周•为民办实事:日照中支践行责任担当,情暖万千群众
Qi Lu Wan Bao· 2025-09-19 12:25
在惠民便民领域,平安人寿日照中支大力推广"一站式"理赔服务。客户王先生因意外受伤住院,出院后 抱着试试看的心态拨打了理赔热线。工作人员迅速响应,指导他通过平安金管家APP上传理赔资料,随 后开启快速审核通道,仅用2个工作日,理赔款就打到了王先生账户,解了他的燃眉之急。这一服务简 化流程、缩短时间,让客户体验到便捷与高效。 面对老龄化社会,平安人寿日照中支不断优化适老化服务。在营业大厅设置老年人专属服务区域,配备 老花镜、轮椅、爱心靠背等设施。还安排"银发服务专员",为老年客户提供全程陪同办理服务。李奶奶 视力不太好,前来办理保单业务时,服务专员为她递上老花镜,放慢语速耐心讲解,顺利帮她完成业务 办理,李奶奶满意不已。同时,平安金管家APP推出关怀版,界面简洁、字体放大、操作简化,让老年 人也能轻松线上操作。 一直以来,平安人寿日照中支积极投身惠民便民与助老助残事业,用实际行动诠释企业担当,赢得广泛 赞誉。 对于残障人士,平安人寿日照中支同样关怀备至。为视障客户提供盲文版提示,方便他们了解信息;针 对行动不便的客户,提供上门办理服务。张大哥是残疾人,需要办理保单变更业务,工作人员主动上 门,详细解释各项条款,帮 ...
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:助老举措有温度,适老服务赢赞誉
Qi Lu Wan Bao· 2025-09-12 01:40
Core Viewpoint - The company is committed to enhancing financial services for the elderly, focusing on addressing their specific needs and challenges in insurance services [1] Group 1: Service Improvements - The company has improved service levels to better assist elderly clients, ensuring they feel cared for and understood [1] - A recent case highlighted a staff member assisting an elderly client who struggled with technology, demonstrating the company's dedication to personalized service [1] Group 2: Accessibility Enhancements - The company has implemented various facilities such as love seats, reading glasses, wheelchairs, and first aid kits to make the service environment more accommodating for elderly clients [1] - A dedicated "green channel" has been established to prioritize elderly clients, reducing their waiting time for services [1] Group 3: Technology Support - The company provides guidance and support for elderly clients in using mobile applications, ensuring they can complete transactions safely and efficiently [1] - Staff members are trained to be proactive and patient, particularly in assisting elderly clients with technology-related tasks [1]
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 ...
平安金管家APP再获行业双料大奖,引领保险业数字化创新发展
Cai Fu Zai Xian· 2025-07-24 09:26
Core Insights - The Ping An Jin Guanjia APP 10.0 has been upgraded to provide comprehensive insurance lifecycle management and has won the "Best Insurance Customer Service Platform" award at the 2025 "Golden Insurance Award" ceremony [1][2] - The app has surpassed 292 million registered users and served over 60 million customers in a year, emphasizing its role as a modern insurance service manager [2] - The app's upgrade aligns with the company's "Three Savings" philosophy, focusing on customer needs and enhancing the connection between professional insurance services and quality living [3] Group 1: Awards and Recognition - The Ping An Jin Guanjia APP received recognition for its technological advancement and service innovation, highlighting its leadership in financial technology [1] - The "Golden Insurance Award" aims to establish benchmarks for brand and enterprise development in the insurance industry [1] - The "Qorus Insurance Innovation Competition" recognizes outstanding practices in digital transformation and innovative service models within the global insurance sector [1] Group 2: User Experience and Features - The app offers a user-friendly experience with features that allow for personalized insurance planning through an AI assessment system [4] - It provides a paperless and efficient insurance application process, significantly reducing the time required for users to complete transactions [6] - Post-application services include policy management, claims processing, and access to a wide range of member benefits, enhancing the overall user experience [7] Group 3: Service Philosophy and Future Outlook - The app embodies the "Three Savings" service philosophy, which emphasizes saving time, effort, and money for users throughout the insurance lifecycle [3][8] - The upgrade includes a restructured user rights system, ensuring that users receive tailored benefits based on their specific needs [8] - The company aims to build a more open insurance technology ecosystem, continuously optimizing and innovating products and services to enhance user experience [9]