DB3302/T 1072-2018 人身保险服务规范

ICS03.080

A11

DB3302

浙江省宁波市地方标准

DB3302/T1072—2018

人身保险服务规范

2018-06-21发布2018-06-21实施

宁波市质量技术监督局发布

DB3302/T1072—2018

目  次

前言...................................................................................................................................................................III

1范围...................................................................................................................................................................1

2规范性引用文件...............................................................................................................................................1

3术语和定义.......................................................................................................................................................1

4展业销售...........................................................................................................................................................2

4.1身份证明...................................................................................................................................................2

4.2电话邀约...................................................................................................................................................2

4.3产品说明会...............................................................................................................................................2

4.4投保提示...................................................................................................................................................2

4.5投保...........................................................................................................................................................3

4.6承保后提示...............................................................................................................................................3

4.7保费支付...................................................................................................................................................3

5保单承保...........................................................................................................................................................3

5.1核保...........................................................................................................................................................3

5.2承保...........................................................................................................................................................4

6业务回访...........................................................................................................................................................4

6.1基本要求...................................................................................................................................................4

6.2新契约回访...............................................................................................................................................4

6.3重要事项回访...........................................................................................................................................4

6.4客户回访...................................................................................................................................................5

6.5问题处置...................................................................................................................................................5

6.6回访记录...................................................................................................................................................5

7保全服务...........................................................................................................................................................5

7.1申请...........................................................................................................................................................5

7.2受理...........................................................................................................................................................5

7.3办理...........................................................................................................................................................5

7.4沟通...........................................................................................................................................................6

8续期服务...........................................................................................................................................................6

8.1基本要求...................................................................................................................................................6

8.2孤儿保单服务...........................................................................................................................................6

8.3缴费提示...................................................................................................................................................6

8.4合同中止及终止通知...............................................................................................................................6

9理赔服务...........................................................................................................................................................6

9.1渠道...........................................................................................................................................................6