捷客遠距

[Jieke Remote APP] is a subsystem of the insurance Jieke Cloud (https://www.jrsoft.technology/techinsur/portal/#/welcome). It provides insurance salesmen with the policy holder or related person through the microphone and The camera communicates directly, and the content of the communication is recorded on the screen to comply with the provisions of Article 15, Item 4 of the Insurance Salesperson Management Rules: "A salesperson who engages in insurance solicitation as referred to in the preceding paragraph shall obtain a written signature signed by the applicant and the insured. Insurance-related documents; when a salesperson solicits products involving personal insurance, he should meet with the applicant and the insured in person. However, this does not apply unless otherwise provided by the competent authority. (Regulations Governing the Supervision of Insurance Solicitors Article 15 4. Any other solicitation activities authorized by the employing company.When engaging in insurance solicitation activities referred to in the preceding paragraph, a solicitor shall obtain application related documents signed by the applicant and the insured in person; when the solicitation involves life insurance products, the solicitor shall meet the applicant and the insured in person, Unless it is otherwise stipulated by the competent authority.)" Therefore, those who solicit products related to personal insurance must meet and sign in person.[Jike Remote APP] How to use:1. Insurance salesmen first register a free account in [Insurance Jike Cloud], and then they can use [Jike Remote APP] for free.2. In the [Insurance Application Subsystem] in [Insurance Jike Cloud], after printing the contents of the insurance application form according to the needs of the applicant, overprint it to generate an electronic insurance application form (Note 1).3. After the application form is completed, if there is a need for [Remote Insurance], in the application form list, select [Remote Appointment], and the system will create a conference room and the applicant and related persons based on the contents of the application form. temporary account. Details can be viewed in [Conference Room Subsystem].4. Salesperson: You can use your tablet to log in to the [Jike Remote APP] with your original account and password, and then proceed to [Remote Insurance].5. Insurers and related parties: You can use a temporary account to log in to the [Jieke Remote APP] on a tablet or mobile phone to carry out [remote insurance purchase]. For the account number and password, please refer to the login account and OTP Token of [Conference Room Subsystem].6. After the meeting, in accordance with Article 11, Item 2, of the things that insurance agents should pay attention to when handling remote insurance and insurance services: "After completing the insurance service, the salesperson should immediately encrypt the relevant audio and video files. The transmission method is directly uploaded to the storage space of the insurance company or banks internal server or the online video software service provider used by the insurance company, and shall not be stored on the salespersons mobile device. However, when the immediate return cannot be performed due to connection problems, the video and audio files should be Encryption is temporarily stored on the mobile device for up to two hours and cannot be transferred out in any way. It will be automatically deleted or blocked after timeout to ensure information security." Therefore, the recorded audio and video files will be automatically deleted by the system after two hours.Note 1: According to Article 9, Item 1 of the Copyright Act: "The following items shall not be the subject of copyright: 1. Constitution, laws, orders or official documents. (COPYRIGHT ACT Article 9: The following items shall not be the subject matter of copyright: 1. The constitution, acts, regulations, or official documents.)" The request for guarantee must be reviewed and approved by the Financial Management Committee before it can be used. It is an official document, so there is no doubt about copyright infringement. For example: The upper part of the home page of the Global Life traditional insurance application has the approval number of the Financial Management Commission: "94.7.19 Financial Management and Insurance Co., Ltd. Approval No. 9402070170" indicating that the application is an official document.