EP22 你的保單你都了解嗎？保戶與業務員都需要的保險科技

from 好險有聽 · host 商益

好險有聽 EP22 邀請河馬保險執行長李昇益（Mars）來聊聊保險新創公司發現哪些市場需求，如何透過科技幫助保戶了解自己的保險資產，也幫助業務員優化服務品質。 Mars 分享自己從多年業務員經驗中發現的保戶與業務員面臨的痛點，後來轉換跑道加入新創公司，透過軟體這個工具幫助消費者檢視保單內容與潛在缺口，也讓業務員提高工作效率與個人專業度。 0:50 從業務員到保險新創執行長的契機 2:31 業務員維持舊客戶與開發新客戶的瓶頸 16:06 保險關乎財務安全卻是極為敏感的話題 24:35 很多人買了保險卻忘了它 36:54 保戶需要知道未來 30 年保費趨勢嗎？ 46:49 當平台成為拓展業務的解決方案 53:06 不只是保費與保額--保險的意義本集節目也有 YouTube 影片版喔！See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Mar 7, 2025

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EP22 你的保單你都了解嗎？保戶與業務員都需要的保險科技

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