Workflow
平安鑫利险种
icon
Search documents
平安人寿山东分公司2025年金融教育宣传周•为民办实事:暖心服务护银龄 反诈宣传守平安
Qi Lu Wan Bao· 2025-09-12 01:40
Core Viewpoint - The article highlights the commitment of Ping An Life Insurance's Jining branch to providing compassionate services to elderly clients, exemplifying the company's dedication to financial inclusivity and customer care [1] Group 1: Customer Service Initiatives - Ping An Life Insurance provided tailored assistance to an elderly client, Ms. Zhang, who faced challenges due to her age and mobility issues, ensuring she received prompt service through a dedicated "green channel" [1] - The company utilized a wheelchair and assigned staff to escort Ms. Zhang, completing her business in just 15 minutes, demonstrating efficiency and empathy in service delivery [1] Group 2: Financial Education and Fraud Prevention - During the service, Ms. Zhang expressed interest in withdrawing her policy for high-yield investments, prompting staff to conduct on-the-spot financial education regarding recent pension fraud cases [1] - The staff emphasized the importance of maintaining her policy for long-term security and provided her with anti-fraud materials, ultimately helping her avoid a potential scam [1] Group 3: Future Commitments - The company plans to continue enhancing services for the elderly and strengthen fraud prevention efforts, aiming to create a safe and trustworthy financial environment for all clients [1]