How do China Life salesmen serve customers?

Customer's age, gender, birthday, home address, etc. Remember to send a message or call customers every birthday!

Types of insurance, insured amount, premium and payment period purchased by customers! How many years have you paid, how many years are left!

According to the knowledge of financial management, what insurance should be added and how much insurance should be compensated!

If there is dividend insurance, remember clearly the annual dividend and the amount returned!

Give the customer a form to sign every year, preferably in duplicate, and keep one for yourself, which can be used as a tool to serve customers!

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