新光人壽表示,客戶透過官網預約「虛擬櫃檯」辦事,便可線上辦理保單告貸、保單變換等營業,不但大幅晉升便利性與靈活性,也能有用保障客戶隱私。而「視訊生調」則沖破傳統保險公司必需派員親身與保戶會晤的限制,現在透過網路也可隨時隨地線上進行,特別對於偏鄉長者、動作不便者,或工作忙碌的上班族而言,更周全提升辦事天真性,可望為客戶節流很多貴重時候與成本。

數位立異!新光人壽「虛擬櫃檯」千人試用正式落地

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數位創新!新光人壽去年向金管會申請「虛擬櫃檯」及「視訊生調」服務試辦案後,客戶透過官網預約「虛擬櫃檯」服務,即可線上打點保單借款、保單調動等業,提高便當性並護衛客戶隱私,已有跨越千人現實體驗對勁度98%,並順遂於日前獲准正式創辦。

新光人壽強調,客歲啟動試辦後,歷經制度完美、資安驗證、流程優化等階段,逐漸確保系統完美。

透過網路,便可進行成分確認及預約多項服務,知足客戶高資安規格與零紙本的多元辦事需求,並達到兼顧情況永續,實踐企業平正待客及普惠金融目的。

新光人壽暗示,辦事全程都邑灌音錄影,讓辦事過程透明化,避免與客戶產生沒必要要的爭議及誤會。更有高齡保戶反饋,首次在家人協助及經辦指導下順遂操作,平均僅需10至15分鐘便可完成流程,避免親自跑一趟辦事中間櫃檯的舟車勞頓。「虛擬櫃檯」試辦期間整體滿意度達98%,此中以35至64歲保戶利用者為主,占比約六成。

延長浏覽》23年新光金7/24下市走入歷史!吳東亮:為股東締造更佳的待遇

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