英国人寿保险的直销

Elaine Fairless
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引用次数: 0

摘要

本文介绍了直接营销的基本原则,方法和技术,特别是因为它们涉及到保险业。它集中在精算这门艺术特有的领域,这些领域在正常的事件过程中不一定是精算专业所熟悉的。因此,这篇论文更倾向于营销而非技术。本文简要列出与该业务有关的法例,并回顾以该方法销售的保险产品的种类。最后提出了直销给精算师带来的一些问题,并对未来的发展提出了一些思考。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
The Direct Marketing of Life Assurance in the United Kingdom
This paper describes the basic principles, methods and techniques of direct marketing, particularly as they relate to the Insurance Industry. It concentrates on those areas that are peculiar to this art and which would not necessarily be familiar to the Actuarial Profession in the normal course of events. The paper therefore has a marketing rather than a technical bias. Legislation relating to this business is set out briefly and a review of the types of insurance product marketed by this method is included. The paper concludes with some of the problems direct marketing presents to the Actuary and with some thoughts for the future.
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