Double recording is to record the key links in the sales process by means of on-site synchronous audio and video recording, that is, insurance companies and insurance intermediaries collect audio-visual materials and electronic data by means of audio and video recording and other technical means, and record and save the key links in the insurance sales process, so that the sales behavior can be played back, important information can be inquired, and the responsibility for problems can be confirmed.
Since the implementation of the Interim Measures for the Traceability Management of Insurance Sales Behavior issued by the China Insurance Regulatory Commission on 20171,insurance companies all over the country have implemented double recording. This also further standardized the insurance sales behavior and promoted the development of the insurance industry.
Double recording ":
1. Sell investment-linked insurance products through other sales channels other than insurance concurrent agencies.
2. Selling life insurance products with an insurance period of more than one year to policyholders over 60 years old.
The process of double recording:
The simple summary is ID card, terms, life insurance tips, exemption from terms, and electronic insurance confirmation.
When using the special equipment of insurance company, it is also necessary for the insured, the insured and the salesman to shoot in the same frame; In addition, the on-site synchronous audio and video recording shall meet the requirements of relevant business specifications, and the audio-visual materials shall be authentic, complete and continuous, and the facial features, conversation contents and relevant certificates, documents and signatures of the personnel can be clearly identified, and no editing in any form shall be conducted after recording.