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ATENCIÓN COMERCIAL Y OPERACIONES EN SEGUROS

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ATENCIÓN COMERCIAL Y OPERACIONES EN SEGUROS

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About this activity

Conoce ventas y operaciones de seguros

Created by

INSTRUCTOR ROBINSON OLARTE
INSTRUCTOR ROBINSON OLARTE
Colombia

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ATENCIÓN COMERCIAL Y OPERACIONES EN SEGUROS
 

ATENCIÓN COMERCIAL Y OPERACIONES EN SEGUROSOnline version

Conoce ventas y operaciones de seguros

by INSTRUCTOR ROBINSON OLARTE
1

¿Cuál es el objetivo principal de la atención comercial en seguros?

2

¿Qué documento inicia una contratación de seguro?

3

¿Qué es un endoso en una póliza?

4

En operaciones, ¿qué figura gestiona el cobro de primas?

5

¿Qué es una póliza de seguro?

6

¿Qué describe una prima en seguros?

7

¿Qué canal es clave para ventas B2C en seguros?

8

¿Qué es una solicitud de emisión?

9

¿Qué indicador mide satisfacción en atención al cliente?

10

¿Qué documento acredita la vigencia de una póliza?

Explicación

La atención comercial busca vender pólizas y fidelizar clientes con asesoría adecuada.

La solicitud o cotización es el primer paso para contratar.

El endoso ajusta coberturas, primas o exclusiones.

La cobranza suele gestionarla el equipo de ventas o un asesor.

La póliza formaliza coberturas, primas y condiciones.

La prima es el costo acordado para la cobertura.

La asesoría personalizada facilita la venta y el cierre.

La solicitud de emisión da inicio al proceso de póliza.

CSAT es común para evaluar atención y servicios.

La póliza certifica coberturas y vigencia.

 
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