Reporter: Chris Kuo 25.March March.2011
Agenda 1 A Performance Review C Training Report B Q2 Incentives
PERFORMANCE INTRODUCTION PFYP 03rd WKM PFYP% target 8,780 M149%
3 PFYP PFYP trend Unit :Million
5 Full-time (Agent + SM) stopped recruiting AS SAS EAS↑ Headcount grows strongly
Promotion
6 Part-Time Quarterly assessment
PERFORMANCE INTRODUCTION
CONCLUSION PFYP over Target. Productivity of IA goes up. PFYP over Target. Productivity of IA goes up. PFYP Head- count Full-time head count keep increasing Continue to recruit more IA Encourage promotion to full time
Agenda 1 B Q2 Incentives
Recruit Qualified Agent Recruit Qualified Agent Improve Production (PFYP) Improve Production (PFYP) Purpose for Q2 Incentives 2011 Target PFYP:100B EAS↑: 1025 SAS:1370 IA: Target PFYP:100B EAS↑: 1025 SAS:1370 IA:6871
Q2 Incentives for PFYP Q2 4~6 WKMQ3: 7~9 WKM Malaysia PositionStandard CRDinvitation RD6 qualifiers in region BM Level A: 2.4B Level B: 1.8B Level C: 1.2B SSM↑600M EAS↑ Total 200M (personal PFYP >=100M)
3rd Anniversary PositionStandardInvite Client BMInvited- SM↑120M1 SAS ↑45M1 Invite press, customers and special guests. Show our 3 years growth in Vietnam. Build up good image and relationship.
Encourage BM Performance BM level Quarter PFYP Award/ quarter Promoted BM Recruited BM level A 1.2B 30M 10M level B 600M 15M 5M Recruit and train IAMore EAS headcount New IA headcount≥15 New IA active ratio≥ 40% EAS↑ headcount≥15 EAS↑ active ratio≥20% Award 1.5M
Develop SM professional SM PFYP Personal sales Recruitment Award PFYP>=60M PFYP>=8M2 Active IA(*) Encourage good SM become BM in the future.
Early Proposal award PositionStandardAward SAS/EAS 10M PFYP (Incl. IA PFYP) 200,000 SEAS/CAS/SCAS300,000 Proposed first 2 weeks of WKM Make sure policy issued earlier. Higher position, higher award Encourage promotion
20 讓顧客達到滿足 能夠將商品做搭配協調 Revise Encourage BDO efforts Incentives for BDO BDO BMBM Support Support Agents Help Branch PFYP Train new agents promote to EAS Enhance recruit new IA Branch performance links to BDO incentives
TRAINING DEPARTMENT
BASIC COURSE & ADVANCED COURSE CONDUCT NEW PRODUCTS PART-TIME TRAINER SUPPORT OTHER OFFICES
Information from MOF Test on line will be applied for some insurers from July, 2011(optional) On 23/03/2011, IRT guides how to use insurance test on network.
HANOIHCMCANTHOHAIPHONGDONGNAIDANANG 8 courses 5 courses 6 courses 4 courses 3 courses TRAINING COURSES & RESULT IA courses 31courses 03th WM/2011
TRAINING COURSES & RESULT st & 2 nd WM, 2011 HANOICANTHOHAIPHONGHCMDONGNAIDANANG rd WM, 2011
TRAINING BDO WEEK 1 CONTENTS: a.PTT (Professional training trainer) b.Basic insurance knowledge c.Terms and conditions d.Products e.Sales cycle f.Operation All BDOs in CT,DNG, DNAI… can conduct IA course
Compose slides for 4 new products Questionnaire for new products is prepared for agency, trainers Training new products in IA course in the last day of the course Sending questions related to new products as well as related documents to IRT for changing the test database MATERIALS FOR LAUCHING NEW PRODUCTS
OTHER ACTIVITIES Conduct RSS & DSS for agency management level Support Cantho, Haiphong office Coach advanced courses for trainers
PLAN FOR NEXT MONTH Continue to conduct basic courses Coaching & rehearsal for new&pt trainers Support for other offices if any Conduct advanced courses for agency Plan for trainer meeting Upgrade the training materials and slides