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人工智慧浪潮下的保險銷售研究
Thesis

人工智慧浪潮下的保險銷售研究

劉大維
Masters, 國立清華大學, 高階經營管理碩士在職專班
2017

Abstract

保險銷售 人工智慧 保險科技 Insurance sales Artificial intelligence Insurance Technology
With the rapid development of technology, artificial intelligence has become more and more penetrable in financial industry. The current financial sector has changed considerably, and many tasks will be replaced by AI. After the 20-year career of insurance sales, I have a deep sense that artificial intelligence will make a big difference in future insurance sales modes. Nowadays, the era of artificial intelligence comes into being, which is inevitable for the salesmen. This research work we proposed based on the conducting with the front-line sales staff for life insurance using questionnaires, and individual interviews. We tried to fully understand the salesmen from the relevant data. Going through the most real feedback and current situation needs, the artificial intelligence of insurance sales understanding. For the future of salesmen under the wave of artificial intelligence, how to expand new business opportunities, increase market volume is my main topic of this work. With the future evolution of technology, we will have to be more passive and more active. Key words: Insurance sales, artificial intelligence, insurance technology

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