Insurance Division Work Plan Part 1
First, to strengthen the work of business management, to build a high-quality, standardized underwriting service system. Underwriting is the source of the insurance company's operation, is the basic guarantee of the survival of the insurance company. Therefore, in the year, the company will pay close attention to the work of business management, improve risk management and control ability.
1, the underwriting business in a timely manner for review, the use of risk management techniques and pricing system to control underwriting risk, determine the underwriting rate to ensure the quality of underwriting. The company's authority to underwrite the business beyond the initial review and sign the opinion submitted for approval, to ensure that such business is strictly underwritten.
2. Establish and improve the risk assessment system for major underlying business and special risk business to ensure reasonable control of risk, and at the same time, according to the risk situation of the business, implement the relevant reinsurance or reinsurance management regulations to ensure reasonable diversification of underwriting risk.
3. Strengthen underwriting and underwriting standards, strictly implement the terms and conditions and rate system, skillfully master the operation of the new core business system, and provide comprehensive and systematic training to underwriting and underwriting personnel belonging to the middle branch to improve their comprehensive business skills and quality, so as to provide a good guarantee for the company's business development.
Secondly, improve the quality of customer service work and build a first-class customer service platform. We after years of hard work, our company has a certain share of the market, but also has a larger customer base, with the deepening of business development, the importance of customer service work will be particularly prominent, so in the next phase of the in the work, we will put it in place.
1, the establishment of a sound voice service system, increase the hotline's publicity, in various forms of hotline to the community, so that many customers have a comprehensive understanding of the company's voice service system of strong support functions, in order to improve their own competitiveness in the market, and to achieve customer satisfaction.
2, to the central branch as the center, full-time, part-time parallel, the establishment of a coverage of the entire region of the survey, fixed loss outlets, initially set up by the central branch of the full-time survey and loss of three staff, while with non-specialized staff *** with the survey, in order to improve the overall quality of the central branch of the business personnel, and effectively improve the quality of the survey, loss of the claim quality to achieve the accuracy of the survey, loss of a reasonable, fast claims.
3, in the year before June to complete the marketing services department, yy marketing services department of the two service organizations under the extension of the work, so far, the region's service outlets construction is basically perfect, for the company's customers to provide efficient and convenient insurance after-sales service.
Third, accelerate business development, increase market share, bigger and stronger company insurance brand. According to the annual premium income of the central branch of ten thousand yuan as the basis, which the proportion of each type of insurance is: motor vehicle insurance 85%, non-vehicle insurance 10%, 5% of the people's insurance. Year, the central branch of the proposed business development work plan for the realization of the annual premium income of ten thousand yuan, the proportion of each type of insurance plan for motor vehicle insurance 75%, non-automobile insurance 15%, 10% of the people's insurance, the realization of the plan will be from the following aspects to implement the completion.
1, motor vehicle insurance is the top priority of our business, therefore, vigorously develop motor vehicle insurance business, give full play to the company's advantages of car insurance, fight the battle of the car insurance business, or the focus of our work, the year in the car insurance business to consolidate the old customers, to fight for new customers, focus on the development of the fleet of business as well as the new car business underwriting, in order to achieve the business of the car insurance to a new level.
2.
2, seriously do a good job of non-automobile insurance business, choose to visit some large and medium-sized enterprises, the benefits of good, low-risk enterprises to focus on public relations, and establish a good relationship with the enterprise, and strive to property, personnel, vehicle package underwriting, but also to do a good job of non-automobile insurance benefit type of insurance market development work in the year, and strive to make the development of non-automobile insurance business in the development of the formation of a new pattern.
Insurer's Work Plan Part 2
2xxx year is approaching, in order to complete the company's indicators, strengthen the construction of the work style, improve the understanding of the ideology, the strict implementation of the company's terms and conditions, strengthen the work of the enthusiasm and initiative to enhance the work of the auto insurance claims service work to improve the performance of all aspects of the work to enhance the quality of service, is now the 2xxx year work plan.
2. Enhance the service level, improve service quality, and enhance customer satisfaction.
Second, the main work initiatives
1, seriously study the relevant business knowledge, improve their problem-solving ability, shorten the claims cycle, improve the efficiency of claims, simplify the claims process.
2, the merger of loss adjusting and claims positions, to speed up the case timeliness, strengthen the tracking service of pending cases, and shorten the cycle of case closure.
3. Enhance the notification work before underwriting. Strengthen the one-time notification service at the time of claim settlement,
4. Reduce the difference in price and repair and replacement disagreement at the time of loss determination. Adoption of standardization of working hours, accessories system maintenance means, the introduction of no price difference claims service commitment to reduce differences.
5, to further enhance the image of the service etiquette of the claims staff, especially in the language, behavior, dress, survey car management specifications encountered in some of the problems. The use of the development of standards, strengthen the means of inspection to ensure that the service attitude of the claims staff quality.
6, take the initiative to care about customers, reduce the letter complaints. Seriously implement the insurance customer return system, through the scheduling of SMS, compensation SMS, to improve the satisfaction of the closure of the return work.
Disputes are likely to occur in the case, early to do a good job of preventive measures. Do timely detection, timely rectification.
Third, enhance the team consciousness, the establishment of a good working atmosphere
and the company's other employees to enhance mutual understanding, to do business communication skills. Mutual learning, *** with the progress, improve their working ability and business level, really become a good helper of the leadership, colleagues, a good partner.
Fourth, establish the spirit of ownership, and actively contribute to the development of the company
The company's economic performance is good or bad, directly related to the fundamental interests of each person. Actively contribute to the development of the company, put forward rationalization proposals, set up the company's interests first thought, self-serving better for the company to contribute to the development of power.
Fifth, improve the efficiency of service, establish a good corporate image
In order to do a better job of service, and strive to improve the efficiency of on-site service, humanized service, speed up the speed of work, improve the quality of service, improve the level of service. Comprehensively establish a new image of the company, the real formation of high-quality civilized and efficient service.
1, to do civilized office, to achieve a clean environment, civilized language, polite service, standardize office behavior.
2, improve work efficiency, from all aspects of work to maintain high efficiency, to make fast and simple, flexible work style recognized by customers.
3, do a good job of tracking services, and customers always maintain regular better communication, to ensure that customer problems in the shortest possible time to be resolved.
In the 2xxx year of work, I have the determination, under the correct leadership of the company, firm confidence, enterprising, solid work, pragmatic, innovative development, for the development of our company and the insurance industry to make new contributions.
Insurer's Work Plan Part 3
Through the efforts of the past year, our brand has been widely recognized by all sectors of the community, high-quality, fast claims service has won the trust of customers. However, in the work, we still found a lot of problems and shortcomings, such as insurance claims rate is still high, the lack of ways and means to deal with insurance refusal cases, etc. Therefore, to comprehensively improve the quality of claims and the level of claims management is still our focus for some time to come, in the work, we have to further strengthen the key links of the car insurance survey, loss determination, quotes, underwriting, medical review and so on. To achieve goals, measures and incentives to continuously improve the quality and efficiency of insurance claims. Therefore, we have to do:
First, set up xx insurance claims service characteristics
The special line to receive the case time control in each case within 3 minutes, the return rate strive to reach 95%; survey and loss determination post on-site in place rate strive to reach 100%, over the time limit of the rate of delivery of the case strive to control the rate of 10%; quote post self-reporting model control within 1 day, the branch to report the model and the branch coordination Try to control within 2 days; adjusting post pieces of case rate and amount of case rate strive to reach 85%.
In 20xx, we will continue to increase the assessment of the field claims cases, expand the impact, create momentum, and establish a XX insurance claims service characteristics in the XX market.
Second, control the quality of car damage insurance loss determination, to ensure that the car insurance claim rate decreased significantly
Therefore, we have to improve the first site survey rate, squeeze the water in the car damage insurance claims, the effective implementation of the loss review and verification of the loss, and to strengthen the supervision of the work of the survey, loss determination and gatekeeper.
Third, strengthen the construction of the claims team
Strict implementation of the discipline, comprehensive and careful to receive the case, timely site, accurate quotes, enthusiastic service, reasonable settlement of claims. The company will further improve the fast claim settlement method to ensure simplified, convenient and fast case handling and highlight the characteristics of XX insurance while adhering to the principles of proactiveness, promptness, accuracy and reasonableness. To establish a sound service network focusing on maintenance, rescue and spare parts, and to assess the auto repair cooperative units that have signed cooperation agreements on the principle of mutual benefit and risk control. The company has also strengthened the construction of the investigation and loss determination team, and taken a step forward in reserving personnel, so as not to allow the investigation and loss determination to drag the hind leg of business development.
With the scale of business continue to make big, we have to further improve the business skills of all claims staff, strengthen the supervision and assessment of claims staff, improve the efficiency of claims staff to standardize the claims staff's words and deeds, and put an end to eat, take, card, want to be detrimental to the image of the company's interests in the act, the requirements of the survey staff to be a clean vehicle, neatly dressed, civilized language, not humble, patient and meticulous, efficient service, with a new and fresh look. The company's newest product is a new service, which is highly efficient, with a new outlook to deal with customers, and educates every claimant to be a promoter of xx insurance while doing claims service.
Fourth, to improve the first scene of the report rate
20xx, we ensure that the first scene of the premise of the rate in place, to further improve the first scene of the report rate, to increase the no scene of self-reported cases to verify the scene of the case, in order to reduce the occurrence of false fraud claims. Our department introduced incentives for refusal to pay cases, mobilizing the enthusiasm of all staff to further reduce the claim rate, increase profit margins, focusing on strengthening the investigation of non-automobile insurance and major difficult cases, and deploying professional teams to investigate non-automobile insurance and difficult cases.
V. Strengthen the management of the offer
Do a good job of price localization, squeeze the water in the price of auto parts and repairs, and effectively achieve the same model, the amount of a unified offer.
Sixth, strengthen the review of compensation for injury cases
seventh, actively prevent insurance fraud, do a good job of investigating and handling difficult claims
eighth, standardize the management of outstanding claims
strict implementation of the branch's various provisions of the management of outstanding claims, standardize the principles of treatment of outstanding claims and the operational process, to improve the accuracy of the assessment of the loss of the outstanding claims, as far as possible, to put an end to the outstanding claims zero estimate of the loss situation. The company's management of the claims is also a major part of the company's business.
Nine, strengthen the internal information feedback
The problems found in the claims process should be timely feedback to the underwriting department, in order to promote the company's underwriting risk control, supervise the implementation of the underwriting system, from the source to curb the rising momentum of the claims rate, and to coordinate the development of the business and the relationship between the management and control of claims.
X. Strengthening the control and supervision of insurance claims
Our company's departments and branches collect the problems and guiding opinions and suggestions found in the process of insurance claims service and management in our department, and adopt the helpful opinions and suggestions to rectify the insurance claims service and management and improve the insurance claims service and management. The company's main goal is to improve the quality and efficiency of the insurance claims service and management.
In the coming time, my department will improve customer satisfaction for the purpose of maintaining the interests of the company as the goal, focusing on improving the quality and efficiency of insurance claims, enhance the company's social reputation, establish the company's brand, show our company's service advantages, and strive to promote the benefits of service, in order to build the company into a first-class modern insurance enterprises to make due contributions.
Insurer's Work Plan Part 4
In the past year, the company in the provincial branch of the leadership at all levels and the care and support of all colleagues, to complete the preparatory work and the smooth opening of the development of the business has also achieved better results, occupying a certain market share, and successfully completed the provincial company under the task of the indicators, based on this, the company's business development, the company's business development, the company's business development, the company's business development, the company's business development, the company's business development, the company's business development, the company's business development. On this basis, the company summarized the past year's work experience and combined with the actual situation of the region, to develop the following work plan for the new year:
I. Strengthen the work of business management, to build a high-quality, standardized underwriting service system
Underwriting is the source of insurance company's operations, is the important basis for risk management, to achieve the benefits of the insurance company's survival of the basic security. Therefore, in the new year, the company will pay close attention to the work of business management, improve risk management and control capabilities.
1, the underwriting business in a timely manner to review the use of risk management techniques and pricing system to control underwriting risks, determine the underwriting rate to ensure the quality of underwriting. The company's authority to underwrite the business beyond the initial review and sign the opinion submitted for approval, to ensure that such business is strictly underwritten.
2. Strengthen the management of the information technology department, improve the processing platform for various types of insurance business, establish a comprehensive underwriting database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, we do a good job of market research and regularly prepare medium- and long-term business plans.
3. Establishing and improving the risk assessment system for major underlying business and special risk business to ensure reasonable control of risks, and at the same time enforcing the relevant reinsurance or reinsurance management regulations in accordance with the risk situation of the business to ensure reasonable diversification of underwriting risks.
4. Strengthen underwriting and underwriting standards, strictly implement the terms and conditions and rate system, skillfully master the operation of the new core business system, and provide comprehensive and systematic training to the underwriting and underwriting staff belonging to XX to improve their comprehensive business skills and qualities, so as to provide a good safeguard for the Company's business development.
Second, improve the quality of customer service work, building a first-class customer service platform
With the increasing number of competitive entities in the insurance market, insurance companies have increased their efforts to compete for business in the market, and insurance companies are not tangible products, but a risk avoidance or risky investment in services, so it is extremely important to build a high-quality service customer service platform. Therefore, it is extremely important to build a customer service platform for quality service. When service has become the core content into the values of insurance companies and become the core competition, the customer service work becomes a service culture with a unique concept. After the past year's efforts, our company has occupied a certain share of the market, but also has a larger customer base, with the deepening of business development, the importance of customer service work will be particularly prominent, so the company will be in the new year to strictly regulate customer service work, the use of first-class customer service management platform, the implementation of the place.
1, the establishment of a sound voice service system, increase the hotline's publicity efforts, in a variety of forms to the hotline to the community, so that many customers have a comprehensive understanding of the company's voice service system's powerful support functions, in order to improve their own competitiveness in the market, and to achieve customer satisfaction maximization.
2, strengthen customer service personnel training, improve customer service personnel comprehensive skills, strictly pursue the "warm, thoughtful, high-quality, efficient" service purpose, adhere to the "active, rapid, accurate and reasonable" principle, in strict accordance with the job responsibilities and the provisions of the business operation practice process. In accordance with the provisions of the job duties and business operation practice process to do a good job of receiving, reporting, surveying and loss determination, terms and conditions of interpretation, claims complaints and other work.
3, to the central branch as the center, full-time and part-time parallel, the establishment of a region-wide survey, loss determination network, the initial set up by the establishment of a full-time survey and loss determination personnel 3, with non-specialized staff *** with the survey, in order to improve the overall quality of insurance personnel, and effectively improve the quality of the survey, loss determination and settlement of claims to achieve the accuracy of the survey, the determination of the loss of a reasonable, fast claims.
4, in the new year before June to complete the marketing service department service organizations under the extension of the work, so that the region's service network construction is basically perfect, for the company's customers to provide efficient and convenient insurance after-sales service.
Third, accelerate business development, increase market share, bigger and stronger company insurance brand
According to the past year's premium income of xxxx million yuan as the basis for which the proportion of each type of insurance: 85% of motor vehicle insurance, non-automobile insurance 10%, and 5% of casualty insurance. In the new year, the central branch of the proposed business development plan for the realization of the annual premium income of xxxx million yuan, the proportion of each type of insurance plan for motor vehicle insurance 75%, non-automobile insurance 15%, 10% of the people's insurance, the realization of the plan will be from the following aspects of the implementation of the completion.
1, motor vehicle insurance is the top priority of our business, therefore, vigorously develop motor vehicle insurance business, give full play to the company's advantages of car insurance, fight the battle of the car insurance business, or the focus of our work, the new year in the car insurance business to consolidate the old customers, to fight for new customers, focus on the development of the fleet business as well as the new car business underwriting, in order to achieve the business of the car insurance more on a new level. The new year will see the consolidation of old customers and the pursuit of new ones.
2, seriously do a good job of non-automobile insurance business, choose to visit some large and medium-sized enterprises, the benefits of good, low-risk enterprises to focus on public relations, and establish a good relationship with the enterprise, and strive to property, personnel, vehicle package underwriting, but also to do a good job of non-automobile insurance benefit-type insurance market development work, in the new year, and strive to make the development of non-automobile insurance business in the formation of a new pattern.
3, actively do a good job with the bank agency business. In the past year, our company has made active efforts to sign a part-time agency cooperation agreement with a number of banks, and in the new year, we will focus on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of insurance, and strive to increase the bank's support in the agency business on our company's support and policy tilt, and strive to make new breakthroughs in the bank's agency business to achieve the strategic goal of the structural adjustment of the types of insurance, and lay a good foundation for maximizing the benefits of the company. The company has laid a good foundation for maximizing benefits.
In the new year, although the competition in the market will be more intense, but with the correct leadership of the provincial company, the new year will open up ideas, forge ahead, to create new performance, to bigger and stronger company insurance business and struggle.
Insurance Division Work Plan Part 5
I am an insurance sales team managers, last year, our team in the middle branch in the provincial branch of the leadership at all levels and all colleagues care and support, completed the preparatory work and successfully opened, in the development of the business has also achieved better results, occupy a certain market share. The company has successfully completed the tasks and indicators issued by the provincial company and made a detailed work summary. On this basis, the company summed up last year's work experience and combined with the actual situation of the region to develop the following insurance sales work plan:
Annual sales work plan *** there are three aspects:
First, strengthen the work of the industry management, build quality, standardized underwriting service system.
Underwriting is the source of the insurance company's operation, is the risk control, the important basis for the realization of the benefits of the insurance company's survival of the basic security. Therefore, in the year of xx, the company will pay close attention to the work of business management, improve risk management and control ability.
1, the underwriting business in a timely manner to review the use of risk management techniques and pricing system to control underwriting risks, determine the underwriting rate to ensure the quality of underwriting. The company's authority to underwrite the business beyond the initial review and sign the opinion submitted for approval, to ensure that such business is strictly underwritten.
2. Strengthen the management of the information technology department, improve the processing platform for various types of insurance business, establish a comprehensive underwriting database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, we do a good job of market research and regularly prepare medium- and long-term business plans.
3. Establishing and improving the risk assessment system for major underlying business and special risk business to ensure reasonable control of risks, and at the same time enforcing the relevant reinsurance or reinsurance management regulations in accordance with the risk situation of the business to ensure reasonable diversification of underwriting risks.
4. Strengthen underwriting and underwriting standards, strictly implement the terms and conditions and rate system, skillfully master the operation of the new core business system, and provide comprehensive and systematic training to underwriting and underwriting personnel belonging to the middle branch to improve their comprehensive business skills and quality, so as to provide a good guarantee for the company's business development.
Secondly, improve the quality of customer service work and build a first-class customer service platform.
With the continuous increase of the main body of competition in the insurance market, each insurance company has increased its efforts to compete for business in the market, and the insurance company operates is not a tangible product, but a kind of risk avoidance or risky investment services, therefore, the construction of a high-quality service customer service platform appears to be extremely important when the service has become the core content into the values of the insurance company, become the core competition. When service has become the core content into the values of insurance companies and become the core competition, the customer service work becomes a kind of service culture with unique concepts. After xx years of hard work, our company has occupied a certain share of the market, but also has a large customer base, with the deepening of business development, the importance of customer service work will be particularly prominent, so the branch in xx years will be strictly standardized customer service work, the first-class customer service management platform to use, put in place.
1, the establishment of a sound voice service system, increase the hotline's publicity efforts, in various forms of hotline to the community, so that many customers have a comprehensive understanding of the company's voice service system's powerful support functions, in order to improve their own competitiveness in the market, and maximize customer satisfaction.
2, strengthen customer service personnel training, improve customer service personnel comprehensive skills, strictly pursue the "warm, thoughtful, high-quality, efficient" service purpose, adhere to the "active, rapid, accurate and reasonable" principle, in strict accordance with the duties and responsibilities of the business operation practice flow of the provisions of the hotline. In accordance with the provisions of the job duties and business operation practice process to do a good job of receiving, reporting, surveying and loss determination, terms and conditions of interpretation, claims complaints and other work.
3, to the central branch as the center, full-time and part-time parallel, the establishment of a coverage of the entire region of the survey, loss determination outlets, the initial set up by the central branch of the full-time survey and loss determination personnel 3, with non-specialized staff with *** with the survey, in order to improve the overall quality of the central branch of the business staff, and effectively improve the quality of the survey, loss determination and settlement of claims to achieve the accuracy of the survey, the determination of the loss of a reasonable, fast claims.
4, in June of xx year before the completion of xx marketing services department, yy marketing services department of the two service organizations under the extension of the work, so far, the region's service network construction is basically perfect, for the company's customers to provide efficient and convenient insurance after-sales service.
Third, accelerate business development, increase market share, and strengthen the company's insurance brand.
According to the xx year, the central branch premium income of xxxx million yuan as the basis for the proportion of the various types of insurance: 85% of motor vehicle insurance, non-vehicle insurance 10%, 5% of the people's health insurance. xx year, the central branch of the proposed business development work plan for the realization of the annual premium income of xxxxx million yuan, the proportion of various types of insurance plans for motor vehicle insurance 75%, non-vehicle insurance 15%, 10% of the people's health insurance, plans to achieve the The realization of the plan will be implemented from the following aspects to complete.
1, motor vehicle insurance is the top priority of our business, therefore, vigorously develop motor vehicle insurance business, give full play to the company's advantages of car insurance, fight the battle of car insurance business, or the focus of our work, xx year in the car insurance business to consolidate the old customers, to fight for new customers, focus on the development of the fleet business as well as the new car business underwriting, in order to achieve the business of the car insurance more on a new level. The company's business is to consolidate old customers and strive for new customers in the automobile insurance business.
2, seriously do a good job of non-automobile insurance business, choose to visit some large and medium-sized enterprises, the benefits of good, low-risk enterprises to focus on public relations, and establish a good relationship with the enterprise, and strive to property, personnel, vehicle package underwriting, but also to do a good job of non-automobile insurance benefit-type insurance market development work in the XX year, and strive to make the development of non-automobile insurance business in the formation of a new pattern.
3, and actively do a good job with the bank's agency business. xx October our active efforts have been with the Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Fujian Industrial Bank signed a part-time agency cooperation agreement, xx year to focus on major banks to strengthen the business of communication and contact, so that the bank to fully understand the brand of China Insurance and the advantages of the bank, and strive to increase the bank in the agency business, and the advantages of China Insurance, the bank will not be able to provide a good service to the bank. Strive to increase the bank in the agency business on our support and policy tilt, and strive to the bank agency business on the new breakthroughs, to achieve the strategic goal of the insurance structure adjustment, for the company to achieve the benefits of the maximization of laying a good foundation.
This year, although the financial turmoil is still affected by the economic aspects of the market competition will be more intense, but with the correct leadership of the provincial company, the branch will develop ideas, forge ahead, to create new results, in order to make the company bigger and stronger insurance business and struggle.
Insurer's Work Plan Part 6
20xx work plan mainly from the following aspects, do a good job in the current year:
First, the life insurance market status quo analysis
As of 20xx the population of 400,000 people, of which the urban population of 100,000 people under the jurisdiction of 11 townships, population 300,000 or so; the same industry in the professional companies have xx, xx, xx five; agency companies xx, xx, xx six, a total of twelve. Among them, in terms of team, in addition to the agency company, five professional companies in rural areas team basically shrinking, in addition to xx in the countryside there are still four more established outlets, the rest of the rural market outlets have all been canceled; urban team, in addition to the xx use of its collection and exhibition of the team to achieve a positive growth in addition to the rest of the professional companies in the urban areas of the team have a negative growth; business, the professional companies over the same period last year have increased, although the effect is not obvious, but it can be seen that the market is not very good.
Second, the current status of the market opportunities and challenges
The development of things in the law of the development period, the heyday, the period of decline, tells us that the life insurance market after nearly four years of downturn, is bound to usher in another round of development;
Our advantages:
(a) brand advantage: the brand's Historical heritage and value of the brand is the current life insurance practitioners and life insurance customers, prospective customers to persuade; xx only so that it can be in the life insurance market alone in half of the country, which is one of the reasons.
(b) policy advantage: the policy advantage is built on the brand advantage, the three rural insurance service station system construction, not only combined with the PICC's customer resources and network, but also fully utilize the government resources, so that the development of the life insurance team to return to the model of the early 1990s in the early stages of the formation of the change in the blood management system for the administrative system to make the chain of interests simpler, more coordinated recommendations, more acceptance of the director.
(C) personnel advantage: I have a deeper knowledge and understanding of the urban and rural areas of the life insurance market in xx, business and team development, and have a certain amount of human resources.
Our disadvantages:
(a) company-oriented: the status quo, personal insurance in the xx current business operations, non-main channel, in the parent company's policy tendencies, compared to other companies, may be significantly inadequate.
(b) Disordered development: the initial development of the failure to do a comprehensive consideration or uneven development (only refers to the urban and rural areas of the team development ratio), the loss of the opening of this important business excuses.
(C) brand utilization: in terms of xx life insurance, the market awareness of the Ministry of high (can be described as very low), which is very incompatible with the PICC brand;
Third, the general idea
On the current understanding and mastery of the xx life insurance company related to the spirit of the current life insurance market, combined with the status quo, based on the present, look to the future, the development of the work plan.
Fully utilize the brand and resource advantages of xx, in the team development in a short period of time to utilize the three rural insurance service stations, close to the introduction of the same industry. Rural selected six townships and the main body of the increase, only the main body of the increase in tracking and counseling to ensure that the assessment period to achieve the effective manpower of 15 people; tight grasp of the municipal company's cost support policy, adhering to the business development of the open source of income and expenditure, break even; combined with the main body of the increase in the manpower of the structure of the structure in accordance with the "Basic Law", through the effective manpower reached to achieve the growth in premiums.
Fourth, specific measures
(a) team
1. the introduction of the same industry to shorten the time to reduce costs by using the company's current "implementation of the construction of the central townships of the three rural insurance service stations" (hereinafter referred to as "the implementation of the views"), relying on the advantages of the resources of the PICC brand, combined with the XX Finance in the original six townships in the center of the business license has been obtained in accordance with "the implementation of the views of" the business license. The main body of the increase in the number of members will be identified according to the treatment and requirements of the Implementation Opinions.
2. Tracking and counseling to people with people fission effect in accordance with the "Basic Law" and the "Implementation Opinions" requirements, increase the team to increase the main body of the increase in tracking and counseling efforts, the company level focuses on helping the main body of the six members of the increase in the increase in the work of the work of the members; and at the same time to use our own strengths, to increase the frequency of rural three rural insurance commissioner creation of the meeting will be held, opened to the town, the village, the group, a three-pronged (the first talk of the members of the increase, followed by talking about Business, again card discount), this move can also play a PICC life insurance company's brand publicity role.
3. Meetings to support the creation of an atmosphere of formal operation to the week as a unit, to promote the operation of the two meetings (increase in the number of members to promote the meeting, business analysis will be), so that the business people come to have access to go to have the strength of the spirit of the company's superiors uploaded to the company's attention to the formalization of the operation of the marketing team, to create a sense of ownership of the marketing staff.
4. Positioned to take the initiative to interact with the use of xx property and casualty insurance issued by the "implementation of the spirit of the document", take the initiative to regularly report to the property and casualty insurance companies, to carry out the interactive business, the use of the advantages of the local people to get along with the property and casualty insurance company's relationship with the property and casualty insurance customer resources to seek a breakthrough, the main body of the increase in the number of people to keep people to keep the people have to do something to do a good job.
(B) business
1. revitalization of the existing strong foundation of the first to assist the x manager to organize the number of people in the existing code base, the use of meetings to operate and tracking visits to increase the communication efforts to ensure that the existing personnel assessment through and promotion.
2. Newcomers to the effective growth of our recent increase in the main object of the "implementation of the views of the introduction of the industry as the leading work, so the new introduction of personnel is also the key to business growth, the Basic Law is the pretext for tracking, the benefits of the guide.
3. Innovative meetings to improve the real action we are thinking, the life insurance company's product illustration will still have what innovation, if the illustration will have no breakthrough, then in the product structure can have a breakthrough, first of all, the pursuit of high premiums signing contributed to the low rate of arrival, the businessman is easy to hit, combined with our actual situation, we combined with the increase in the action plan will be the card folding and other short-term insurance product illustration meeting We have opened to the town, village, group, one to improve the confidence of the business staff, the second to improve the interest of everyone involved in the briefing to protect the operation of the late payment and other product briefings, the third can help the business staff to accumulate customer resources, and the fourth can improve the cost of the amount of the branch; of course, this move is not to say that we do not pay attention to the growth of premiums, but different time periods of different focus.
Fifth, hope to get the parent company's support policy
(a) leadership support of the higher leadership's concern and encouragement is the support of the most important.
(ii) policy support can be "center township three rural insurance service station construction implementation advice" program, as the support for the appropriate extension.
(C) hardware support necessary company infrastructure layout and office equipment.