1 POLICY ADMIN POLICY ADMIN August 2009. 2 NEW BUSINESS June%July% New cases 997100.01092100.0 Clean cases 83183.496988.7 Incomplete 10910.9756.9 ME 434.4343.1.

Slides:



Advertisements
Similar presentations
System Support Dept. System Support Dept. Williams Wu Williams Wu 29/01/ /01/2010.
Advertisements

1 MONTHLY REPORT Feb, HR dept.-. 2 Engage Project This month (Feb.2010) 1.Salary Increase Report & Announcing 2. Loma Registration Status 3. Recruitment.
27/04/2012 IT division monthly report. Agenda 1. System Maintenance. 2. Data Permission Control. 3. PA related functions. 4. HR & Agent related functions.
FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC eConnections / eSignature Recurring Credit Card Processing Accident Expense Plus ®
Copyright © Wondershare Software MONTHLY REPORT IT DIVISION 30 July 2010.
L/O/G/O TimeTargetPFYP 2012 / 11 10,530 2,764(26%) 2012/ ,040 38,445(37%) Gradually stable.
1 MONTHLY REPORT FEBRUARY, 2009 Accounting, Finance and Investment.
System Support Dept. System Support Dept. 05/03/ /03/2010.
Monthly Report March, ‘11 Planning Division Nhung La 25 Mar
MONTHLY REPORT APRIL, Call Meeting Regarding Retention Program 2. Update Company’s Policies 3. Organize soft skill training course 4. Recording.
1 POLICY ADMIN POLICY ADMIN May, 2009 May, New Business HCMDa nangHa noi May 2009 % % % New Case Incomplete+ME Decline.
L/O/G/O August 2012 MONTHLY REPORT Policy Admin division Management division Finance and Accounting IT division Joseph Chi.
1 Cathay Life Insurance Ltd. (Vietnam) 30 May ACCOUNTING & FINANCE CONTENTS THIS MONTH: :  ACCOUNTING: 1. Budget 2009 Preparation 2. Fund splitting.
1 POLICY ADMIN POLICY ADMIN March NEW BUSINESS (1 st – 23 rd ) HCMHN New Case % % Clean Case % % Incomplete + ME30.
MONTHLY REPORT IT DIVISION Date: 28 May CONTENT Activities of System Support Dept Activities of System Development Dept Plan for Next Month Data.
MONTHLY REPORT DECEMBER, → UW 5 → 6 POLICY ADMIN 17 → 35 PREM. 2 → 8 Claim 1 → 2 POS CS.
1 MONTHLY REPORT OCT., HR, GA & Legal dept. -
Reporter: Aug.2011 Aug Agenda 1 A Performance Review B Training Report.
CONTENTS UNDERWRITING/SERVICE CENTER NEW BUSINESS INCOMPLETE RATIO CFS RATIO PROJECT THIS YEAR PLAN FOR NEXT YEAR CLAIMS/POS/CUSTOMER SERVICE PREMIUM.
1 MONTHLY REPORT April, 2010 April, 2010 Planning Division David Liu 7 May
1 MONTHLY REPORT October, 2010 October, 2010 Planning Division Howard Wang 29 Oct
1 MONTHLY REPORT NOV., HR, GA & Legal dept. -
Chapter 7 Internal Control and Cash
MONTHLY REPORT May 2011 Management Division.

1 MONTHLY REPORT November, 2010 November, 2010 Planning Division David Liu November November
Marketing & Training Division Reported by Le Kim Minh.
1 MONTHLY REPORT SEP Engage Project This Month (Sep,10) Proposal Estimated Budget 2011 Review Whole Year Attendant Record Catch up Recruitment.
1 Cathay Life Insurance Ltd. (Vietnam) 30 May Policy admin.
1 MONTHLY REPORT MARCH, HR & GA & Legal dept. -
1 Cathay Life Insurance Ltd. (Vietnam) 31 Oct
LOGO POLICY ADMIN - Nov Contents Department reports Activities of this month Plan for next month.
MONTHLY REPORT -HR, GA & Legal-.
Who’s Who Despositary Bank – the first to take check. Payor Bank – the bank that pays the issuer’s check. Intermediary Bank – any bank that handles a.
Accounting Finance Div. Investment Dept. Management Div. Policy Admin Div. IT Div. MONTHLY REPORT.
Copyright © Wondershare Software MONTHLY REPORT IT DIVISION 01 July 2011.
MONTHLY REPORT JULY 2012 Reporter: Ms. Tran Thy Tho.
1 MONTHLY REPORT JAN, HR, GA and Legal-. HR Department.
Bonus malus systems in motor insurance Michael Neeb 6 March 2008.
1 MONTHLY REPORT July, 2011 July, 2011 Planning Division Howard Wang 29 July
Chapter Seven Payment. Section 1 Introduction Understand the various methods of payment in order of decreasing risk to the seller and increasing risk.
LOGO POLICY ADMIN - May Contents 1. Underwriting Section 2. POS & Claim & CS Section 3. Premium Collection Section 4. Plan in Q2.
MONTHLY REPORT July 2011 Management Division. HR MONTHLY REPORT July 2011.
1. CONTENT 2 1. Activities of System Support Dept. 3.
Prepared by Minh Trí (November-2009). AUG Ratio SEPT Ratio OCT Ratio New Case % %659100% Clean Case % % % Incomplete1086.2% % %
2 1. Underwriting 3 Incomplete ratio Region 2nd WKM3rd WKM4th WKM HCM 18.10%7.60%4% HCM 200%8.50% Ho Chi Minh Total7.80%7.20%5% HAN18.20%11.10%9.40%
1 MONTHLY REPORT Jan, 2010 Planning Division Howard Wang 29th Jan
MONTHLY REPORT MAY, HR, GA & Legal dept. -.
Reporter: Mai Anh 30.Mar Performance Review B C Incentive programs A Training Report.
Marketing & Training Division Cathaylife-VN Present : Eric.
1 POLICY ADMIN MONTHLY REPORT, January,2010 Elaine Hsieh ( Chi Di )
Nov 2012 MANAGEMENT DIV. POLICY ADMIN IT DIVISION INVESTMENT FINANCE ACCOUNTING.
COPYRIGHT © 2010 South-Western/Cengage Learning..
1 MONTHLY REPORT April, 2011 April, 2011 Planning Division Howard Wang 29 Apr
Policy Admin 1. New business in 9 th 2011 wkm CFS ratio, SMS Greeting Claim figure 2 nd BDO examination Plan for next month Company trip
MONTHLY REPORT Nov, Training dept. Presented by Thanh Tung.
Sept Policy Admin Agenda Underwriter POS & Claim & Customer service Premium Service Center 2.
Marketing & Training Division Reported by PHAN THANH TUNG.
1 Event IN HOCHIMINH OFFICE: 1.Trainer 2.Insurance Consultant 3.Collector 4.Collector Supervisor 5.HR Specialist 6.Call Center Manager/Specialist We are.
1 Cathay Life Insurance Ltd. (Vietnam) 30 May Policy admin.
1 MONTHLY REPORT July, 2009 Training dept. Presenter: Quoc Hung.
1 MONTHLY REPORT APRIL, ENGAGED PROJECT THIS MONTH I. Performance 4 th -09 working month II. Agency Incentive III. Agency Management.
1. 2 COMPARING TABLE (FROM MARCH TO MAY) 3 PENDING RATIO.
OCTOBER 2012 MANAGEMENT DIV. POLICY ADMIN IT DIVISION INVESTMENT FINANCE ACCOUNTING.
Reporter: Marketing Division Marketing Division Eric Eric
SUMMARY PROVISIONS OF THE ST LUCIA INSURANCE ACT Chapter
LOGO Qualified Application Form The Meaning of. LOGO AGENT CUSTOMER COMPANY.
Issues 2 13th March, 2017.
Issue Codes Claim not on file Claim in process Claim forwarded to
Purchasing daily office supplies process
Presentation transcript:

1 POLICY ADMIN POLICY ADMIN August 2009

2 NEW BUSINESS June%July% New cases Clean cases Incomplete ME Declined/ Postponed Cancel /Incomplete ratio markedly decreases 2/ME ratio is too low. For better risk control, modified ME regulation will be applied in October.

3 Renewal premium collection MayJuneJuly HCM 43.3%48.6%45.6% Hanoi 51%43.2%57.6% Da Nang 0 case100% Company 43.6%47.8%48.7% 1. 1.New collector management procedure Regulation of incentive (>45%) and deduction (<40%) BM fund about renewal efficiency

4 TIA checking 6 th working month 7 th working month 8 th working month HCM95%94%98% Da Nang100%100%95% Ha Noi93%99%95%

5 Not-taken cases JunJuly CaseIssue Ratio (%) CaseIssue Ratio (%) HN DN HCM Total / In July, the cancel ratio reduced remarkably. 2/Allow to change payment mode in free look period.

6 Confirmation call JuneJuly Total cases Success % Wrong number % Others % Total cases Success % Wrong number % Others % HCM Hanoi Danang Total Wrong number: The ratio must be reduced. SC closely cooperate with BDO Try to reach the successful ratio up to 90%.

7 Other activities UW: accept the invalid ID card. TIA checking for 9 th working month Send 249 suspend notices to clients Assessment the claim case of R03. Test 3 new products: C07, C08, C09

8 NEXT MONTH PLAN Sign the contracts with hospitals within sale areas. Sign the contracts with hospitals within sale areas. Get approval about new sale areas for Can Tho and Mekong Delta region. Get approval about new sale areas for Can Tho and Mekong Delta region. Review the occupation class. Review the occupation class. Divide collection areas for collectors belong to sale unit in HCM and Ha Noi. Divide collection areas for collectors belong to sale unit in HCM and Ha Noi.

9