1 Cathay Life Insurance Ltd. (Vietnam) 30 May 20081 Policy admin.

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Presentation transcript:

1 Cathay Life Insurance Ltd. (Vietnam) 30 May Policy admin

2 Cathay Life Insurance Ltd. (Vietnam) 30 May Policy admin OUTLINE This month’s main activities: 1.Processing new business (HCMC+HN) 2.Setting up regulation of service time 3.Regulations for new business 4.Preparing for renewal premium collection 5.Preparing for confirmation call Next month’s activities: 1. Processing new business (HCMC+HN) 2. Collecting renewal premium 3. Preparing for Group insurance 4. Making confirmation call 5. Opening clinic

3 Cathay Life Insurance Ltd. (Vietnam) 30 May NEW BUSINESS (22 nd July – 25 th Aug) HCMC%Hanoi% New case Incomplete %1417.9% Medical exam 158.3%79% Exclusion 00%0 Issued as STD Declined 31.7%11.3% Postponed 21.1%00% Cancelled 52.8%11.3% Policy admin

4 Cathay Life Insurance Ltd. (Vietnam) 30 May SERVICE TIME Policy admin HCMC: HCMC: at least 3 working days 1 st day : receives new documents + first premium 2 nd day : underwriting and make decision 3 rd day : scanning -> printing -> delivery Hanoi: Hanoi: at least 5 working days 1 st day (HN) : receives new documents + first premium -> scanning 2 nd day (HCM): underwriting and make decision 3 rd day (HN) : package and send to HCMC 4 th day (HCM) : checking -> scanning -> printing -> send to HN 5 th day (HN) : receiving and delivering

5 Cathay Life Insurance Ltd. (Vietnam) 30 May Policy admin REGULATIONS NB procedure & App filling rules Rules for agent evaluation CFM slip management Investigation rules Rules for medical check B2E

6 Cathay Life Insurance Ltd. (Vietnam) 30 May RENEWAL PREMIUM (Sep. 08) Policy admin 1. Reminding letter: Printed in 21st Aug -> AO -> agent -> client Renewal receipt: 2. Renewal receipt: * Generated in 1st Sep -> Taiwanese BM -> agent -> collect prem. * Checking every week (the same as TIA) Invoice: 3. Invoice: send to client by post

7 Cathay Life Insurance Ltd. (Vietnam) 30 May CONFIRMATION CALL Policy admin 1. Replace welcome call 2. When ? After policy is issued 3. Purpose: * Inform that application form is approved * Thank for choice of our product and service

8 Cathay Life Insurance Ltd. (Vietnam) 30 May Policy admin 1. Processing new business (HCMC + HN) 2. Collecting renewal premium 3. Preparing for Group insurance 4. Making confirmation call 5. Opening our own clinic PLAN FOR NEXT PLAN FOR NEXT MONTH

9 Cathay Life Insurance Ltd. (Vietnam) 30 May Thank you Policy admin