Summary
为保险代理人提供投保前资料完整性核查与投保单填写辅助的专业技能,帮助代理人在提交投保前自查,避免因材料缺失或填写错误导致退单。当代理人在帮客户投保时需要核查材料是否齐全、投保单填写是否正确、健康告知是否遗漏时触发。适用于投保前自查、标准化交件流程、新人代理人规范化操作指导等场景。…
aliyun/qwen-dianjin
npx skills add https://github.com/aliyun/qwen-dianjin
为保险代理人提供投保前资料完整性核查与投保单填写辅助的专业技能,帮助代理人在提交投保前自查,避免因材料缺失或填写错误导致退单。当代理人在帮客户投保时需要核查材料是否齐全、投保单填写是否正确、健康告知是否遗漏时触发。适用于投保前自查、标准化交件流程、新人代理人规范化操作指导等场景。…
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master