Publicity and quotation of insurance financial products

The promotion of bank insurance products can mainly start from the following aspects:

1, market segmentation

Market positioning, according to different bank insurance products can have different customer groups, according to different groups of people in different ways, different ideas for publicity, so as to achieve the goal and improve efficiency.

2. Project-driven and precise marketing promotion.

United Bank has carried out some projects, such as credit card activities, payroll, bank transfer machines, and combined with some banking services and some bank wealth management products for publicity. By providing some services to customers, we can gain their trust, become friends with customers and dispel their wariness.

According to the different preferences of customers and the different risk tolerance of investment and financial management, accurate marketing promotion is carried out. For example, dividend insurance is suitable for policyholders with low risk tolerance, sound financial management needs and priority protection. Universal life insurance is suitable for policyholders with greater demand elasticity, lower risk tolerance and more insurance options.

Through project-driven, helping customers to formulate how to purchase bank insurance products in combination with financial objectives will definitely improve efficiency.

3. Standardize product promotion language.

We should actively and accurately publicize the insurance products of banks, and there is no misleading sales, so that every customer can clearly understand that the insurance products they buy are not regular or wealth management products of banks. In the process of publicity, it is necessary to clearly explain the product terms to customers, and not to conceal risks or exaggerate benefits.

4. Publicize insurance knowledge and increase customers' awareness of insurance.

Through publicity and education in all aspects, strengthen customers' insurance concept and protection awareness. Relying on the law and taking real life as propaganda, bank insurance is generally recognized and truly accepted by the society.

Usually, we can add some insurance knowledge publicity to the publicity of bank insurance products. In publicity, it is necessary to break the single publicity mode of bank counters, provide customers with personalized service of bank insurance business through a set of professional tools, popularize bank insurance knowledge to the public, recommend bank insurance products and carry out bank insurance consultation. And through new sales methods, we will take bank insurance out of the bank counter, have more two-way communication with customers, and provide appropriate risk protection schemes and personalized services.

5, product related publicity

Really take customers as the center, and provide more bancassurance products through various marketing channels in the publicity process. Banks and insurance companies should jointly develop new areas of cooperation, introduce bank opinions at the front end of developing new products, incorporate insurance products into bank wealth management services, provide customers with comprehensive risk protection and wealth management planning, and fully consider various channels such as cash counters, wealth management counters and credit counters to establish a diversified publicity and marketing platform between banks and customers.

6, the bank stationed propaganda

Bank outlets are places to retain customers and generate customers. Banks are the main position of marketing and the base for holding salons. It is easy to gain the trust of customers and facilitate the promotion of bancassurance products in banks. Making full use of the bank's resources can reduce the corresponding costs.

7, "going out" propaganda

We can vigorously advocate publicity by issuing product leaflets, questionnaire surveys, entering communities, going to the countryside with insurance knowledge, surrounding communities, villages and towns, and entering factories and enterprises.

8. Make positive publicity through the Internet.

Accelerate the networking and informatization of the banking and insurance industry, use a large number of online publicity products, establish a positive online, and carry out a large number of online marketing. Make the publicity of bank insurance products multi-faceted and three-dimensional. Let more people have a positive understanding of bank insurance products.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.