When it comes to retirement planning, choosing the right insurance company is crucial. Yongdali Insurance Brokerage stands out with its innovative 57 – item report tracking system, which brings elderly care planning into the era of intelligent risk control. This comprehensive digital system redefines service standards for quality elderly care by making the entire service process “visible” and data – driven.
Technological Core: Making the Service Process “Visible”
Full – Process Digital Tracking
Yongdali’s system digitizes every step of the service process, from customer demand interviews and asset risk assessment to solution presentation and policy custody. Every action taken by consultants is uploaded to the cloud in real – time via mobile terminals, ensuring transparency and traceability.
Dual – Dimensional Dynamic Monitoring
The system provides a comprehensive view of service performance by displaying core indicators for individuals and teams. It generates monthly and annual trend charts to identify weak links and areas for improvement, enabling continuous service optimization.
Three – Level Early Warning Mechanism
Utilizing 12 key indicators such as morning meeting attendance rates, customer visit volumes, and plan adoption rates, the system intelligently identifies abnormal states in consulting services. This proactive approach helps maintain high – quality service delivery.
Revolutionary Upgrade: From Experience – Driven to Data – Empowered
While most institutions still rely on paper – based records, Yongdali’s reporting system achieves three significant breakthroughs:
Precise Demand Insight
By modeling nine types of data, including the client’s family structure, balance sheet, and fiscal, taxation, and legal risks, the system automatically generates a wealth gap analysis report. This eliminates the need for intuitive decision – making in retirement planning, ensuring precise and data – driven insights.
Dynamic Plan Customization
The system tracks 16 variables, such as the client’s career transformation, family changes, and policy adjustments, triggering a dynamic optimization mechanism for the guarantee plan. This ensures that the retirement plan remains relevant and effective over time.
Advanced Service Quality Control
Managers can intervene before customer churn through the “advisory service heat map,” increasing the renewal rate by 3.2 percentage points in 2024. This proactive approach enhances customer satisfaction and loyalty.
Visible Reassurance: How the Digital System Safeguards Retirement Wallets
Sales Misleading Firewall
The system forcibly records the product presentation process and requires customers to sign a risk notice, effectively preventing violations such as “exaggerating returns” from the source. This ensures that customers are fully informed and protected.
Emergency Response for Service Interruption
When a consultant leaves, the new successor can seamlessly connect the service through the historical report, ensuring that retirement planning is not affected by personnel changes. This continuity is crucial for maintaining long – term planning effectiveness.
Double Insurance for Asset Security
By integrating the “Yongyipei” claims system with the “Lujia Bao” legal and tax services, a dual protection closed loop of “data tracking + rights protection” is formed. This ensures that customers’ assets are secure and their rights are protected.
Empirical Data
The system has supported Yongdali in achieving a 13 – month continuation rate of 96.9% in 2024, with an average first – year premium (FYP) of 193,900 yuan per person and a year – on – year decrease of 41% in customer complaint rates. In the pilot program of Jiangsu Branch, the adoption rate of the consultant pension plan using the reporting system increased by 67%, and the willingness of customers to add insurance increased by 2.3 times.
Conclusion
Yongdali’s 57 – item report tracking system is a game – changer in retirement planning. This intelligent system, which cost tens of millions to build, essentially establishes a “black box” for elderly care services. It not only records the traceability of the service process but also ensures the immutability of customers’ rights and interests. When you entrust your life savings to retirement planning, Yongdali weaves a safety net with 57 reports, turning quality retirement from a commitment into a quantifiable reality.
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