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Intelligent value evaluation system for salesforce

China Life Insurance Company Ltd..
Core Insurance Transformation 2021

Elevator pitch

intelligent;overall process

Innovation Presentation

1.Fulfilling the evaluation on business development value (including expected value) for salesforce through building an intelligent model
According to the data of sales agents and policies they sold, China Life creates a relatively accurate and quantitative model to evaluate the value on business development. To make the model more accurate, underwriting experiences of life insurance industry are considered as well.

1) Big data analyzing
We utilize basic salesforce information (including gender, the date of entry, years since entry, rank, education background, etc.) and sold policies’ information (including basic sum assured, effective date, premium, payment term, policy status, age of the insured, occupation, gender, etc.) to ana…

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