At present, there are 8 million partners working on the national insurance marketing front. They go out of the workplace and go to the market to promote the huge role of insurance in today's society. Guided and inspired customers with typical and detailed examples around them. Understanding insurance has become an indispensable "amulet". If a worker wants to do something good, he must first sharpen his tools. Do not fight unprepared, do not attack without knowing. Before implementing effective visits to customers, marketers should make in-depth and detailed understanding of the main situations of customers and family members, and initially grasp the age structure, career experience, cultural literacy, personal hobbies, composition of friends, economic foundation, and Future development ideas, goals and many other situations. Years of marketing experience tells us that different occupational groups have different visit times and different protection needs. Different groups of people have different views on insurance, and they have different ideological understandings of insurance marketers. They are suitable for different sales theories and strategies. Only when people adapt to the situation can they be able to make progress. I still remember the experience that my Indonesian customers visited us. That was a good memory. They brought samples of paraffin wax, FT wax and Micro wax back their home.