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 This month activities (1 st – 24 th Nov) 1.New business 2.Renewal premium collection 3.Policy change 4.Modification 5.Training for staff 6.B2C information 7.Confirmation call

3 Cathay Life Insurance Ltd. (Vietnam) 30 May HCMHN Oct 1-24 %Nov 1-24 %Oct 1-24 %Nov 1-24 % New case Incomplete ME Issued Declined Postponed Cancelled New business

4 Cathay Life Insurance Ltd. (Vietnam) 30 May Renewal premium collection Nov (1 st – 24 th )HCM Nov (1 st -24 th ) HN CasesPremiumCasePremium Eligible10684,115,000159,265,000 Collected6247,110,000115,887,000 Efficiency 58.5%55.8%73.3%63.5% Comprehensive57.2%68.4% Total62.8%

5 Cathay Life Insurance Ltd. (Vietnam) 30 May 20085POSQuantityReasonIssued% Not-taken 4 Change paymode/product/SA/ term Financial/personal 4.3 Other change 1 ID/Address/Ben 0.4 Endorsement: * Revise the endorsement in the system

6 Cathay Life Insurance Ltd. (Vietnam) 30 May 20086Modification 1.Application form: * New application forms are printed, ready for launching new product on 27 th Nov, Expand the working hours of SC on cut off day: * Purpose: - support for agents, especially in new sale areas. - more competition 3. TIA checking: * Monthly checking * Having expired date.

7 Cathay Life Insurance Ltd. (Vietnam) 30 May Training 1.Medical background 2.New products’ specification and provision 3.Oversea training at parent company (01) B2C Website information Complete the information of Policy Admin in both English & Vietnamese version to push up on B2C Website.

8 Cathay Life Insurance Ltd. (Vietnam) 30 May Confirmation call Call percentage: 20% issued cases (72 cases) Result: finished 60 cases, 6 cases have “No” answers (10%). No complaint belong to new sale areas. Questions: 3 rd & 4 th question.

9 Cathay Life Insurance Ltd. (Vietnam) 30 May New business (HCMC + HN) 2. Increase the efficiency of prem. collection through collector 3. Planning to sign contract with new hospitals according to new sale areas in next 2 months. 4. Confirmation call 5. Continuous training PLAN FOR NEXT MONTH

10 Cathay Life Insurance Ltd. (Vietnam) 30 May Thank you