Chengeng Client Screening

Problem

Insurance advisors often handle fragmented WeChat consultations: customers ask one price question, probe briefly, or compare multiple quotes without giving enough context. Jumping straight to a full proposal can over-deliver for free and blur boundaries, while aggressive follow-up can damage trust. This skill turns client screening into a checkable judgment flow that helps advisors answer what the customer is really asking, whether the need looks real, and whether the next step should be a follow-up question or a call.

How it works

It acts as a sales-coach workflow for six tasks: active consultation screening, WeChat probing judgment, green/yellow/red layering, key follow-up questions, boundary expression, and next action. In practice, it first restates the customer quote, then classifies the stage, such as awareness, screening, pre-proposal, or formal push; after that, it assigns a traffic-light signal, produces no more than three core questions, and adds light judgment and boundary language to avoid delivering a complete free proposal in chat. The default output includes context assessment, signal layering, quote restatement, follow-up questions, boundary expression, next-step script, and quality check. If key context is missing, it flags the information gap instead of emitting a final push script.

Boundaries

It is suitable for pre-consultation sales judgment and draft talking points, not for replacing formal proposal delivery, objection handling, or in-person meetings. It should not invent customer background or promise sales, claims, underwriting, medical, legal, or income outcomes. The output is more stable when the input includes the customer quote, chat context, customer source, and desired next action.