Ping An 84 Diamond Exemplary Story Shi Kaiqin: Diamonds Are the Medal of Professional Service

At Ping An Life Insurance, “Diamond” is a symbol of an agent’s honor, representing consistent high standards, professionalism, and quality service. Achieving the “Diamond” status for 91 consecutive months is an almost extreme commitment. Shi Kaiqin is precisely such a “long-termist.”

From initially developing insurance awareness after witnessing a tragedy involving someone close to her, to now becoming a respected benchmark within her team, Shi Kaiqin’s growth path is not only a reflection of individual effort but also a vivid demonstration of the professional values and human care inherent in the insurance industry. We spoke with her to explore the core spirit, methodology, and future outlook behind her success.

From Risk Awareness to Long-term Value Recognition

Shi Kaiqin’s journey with Ping An Life began with a heavy reality. She witnessed a friend deplete their family’s finances and lose everything due to a critical illness, which deeply made her realize that “risk is an invisible killer for families.” At that moment, the seed of insurance was quietly planted in her heart. “I wanted to learn, to understand—not to sell insurance, but to give myself peace of mind,” she admits. Initially, she did not set a goal to become a “Diamond,” but entered Ping An Life driven by reverence for risk and recognition of the value of protection.

Supporting her to achieve the Diamond status for 91 months is not simply performance pressure but a combination of “passion, independence, and long-term value recognition.”

Passion is the source, making her believe that insurance can help families withstand risks; self-discipline is the guarantee that turns passion into action—she breaks down monthly goals into daily tasks, ensuring each step is implemented through discipline. And her recognition of long-term value keeps her steady through the years, always moving toward professionalism and trust.

During low periods, she once felt anxious after three weeks of no progress, but by reviewing old clients and digging deeper into their needs, she ultimately broke through. “Bottlenecks are opportunities to review the past and deepen needs,” she says. This continuous achievement journey has also helped her become more calm, broaden her perspective through diverse client interactions, elevate her awareness of family protection, and experience the power of “doing the right thing long-term.”

Two Key Strategies for Deepening Client Relationships

Shi Kaiqin’s success is not accidental but the result of systematic methods and high execution. She relies on two tools: first, a “Goal Breakdown Chart”—breaking monthly targets into weekly and daily tasks, ticking them off as completed to visualize progress; second, a “Client Management File”—accurately categorizing client needs and stages of engagement, and maintaining ongoing follow-up. Ten minutes of nightly review keeps her clear on work progress and direction.

Today, with “three visits a day” becoming a basic industry practice, she emphasizes “prepared visits.” Before each meeting, she researches the client’s situation and prepares tailored topics and solutions. “If a client’s child is going to school, I prepare asset allocation suggestions related to education or health protection plans. Valuable conversations naturally encourage clients to stay engaged.”

Over 60% of her business comes from referrals, which stems from her deep understanding that “service equals trust.” She shares a story: during a tea gathering, she didn’t rush to recommend products but analyzed her client’s friend’s policy gaps. Later, through holiday greetings and knowledge sharing, she built a connection, and when the client’s project needed support, they proactively chose her. Trust isn’t built through scripts but through professionalism and patience.

When mentoring newcomers, she leads by example, showing how “Diamond” status is achieved through professionalism and service. Diamonds are not an unreachable goal but a natural result of professional service.

Long-term Vision and Digital Transformation

For Shi Kaiqin, insurance sales are fundamentally about long-term service rather than short-term sales. “Insurance isn’t a one-time transaction; it can accompany a client’s entire life. Closing a deal is just the beginning; ongoing service is the key.” She cites an example: a client was hospitalized unexpectedly while traveling, and she immediately assisted with claims, followed up, and even arranged visits with local colleagues. Such detailed service not only led to additional coverage and referrals but also strengthened long-term trust.

Faced with digital transformation and evolving client needs, she believes future insurance agents must develop two core abilities: digital operation skills and lifelong learning capacity. She has already begun leveraging big data to analyze client needs and actively participates in company training and online courses to stay at the forefront of professionalism.

For colleagues striving toward or already on the “Diamond” path, she shares a simple yet profound message: “Don’t treat the Diamond as just a performance goal; it’s a badge of our professional service. As long as we genuinely care for our clients, the Diamond will naturally become a result, not a burden.”

Shi Kaiqin’s story is a vivid lesson in long-termism. With初心 as the foundation, methodology as the boat, and service as the oar, she steadily advances in the deep waters of insurance. Her experience shows us that true excellence isn’t about short-term bursts but continuous professional accumulation and value delivery. As the insurance industry moves toward high-quality development, her Diamond journey lights the way for more practitioners.

Note: The individual in this article is an insurance agent.