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L/O/G/O
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www.themegallery.com
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2011 2012 TimeTargetPFYP 2012 / 11 10,530 2,764(26%) 2012/ 01-11 103,040 38,445(37%) Gradually stable
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www.themegallery.com TimeFull timePart time 2011 /13 1,608(9%) 15,623(91%) 2012/ 11 401(9%) 4,256(91%) Full-time stably
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www.themegallery.com Full-time438457377401 PFYP9871,0858851,005 Part-time7,0707,1134,0654,256 PFYP1,3421,2361,3071,614 1.Full-time agent’s PFYP continue increase 2.Quantity is good, but quality is important
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www.themegallery.com Support agency design printing the wall calendar to give to customers
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www.themegallery.com Support Hanoi successfully organize the outdoor painting contest for children
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www.themegallery.com
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C14 Sale Situation Branch C14OtherTotal Policy Premium (mil) Policy Premium (mil) Policy Premium (mil) Can Tho 2394.6 31 130.6 54 225.2 Danang 44161.5 33 116.8 77 278.3 Hanoi 38201.3 70338.6 108 539.9 Dongnai 125903.7 206 1,351.8331 2,255.5 HCM41247.7 69 280.6 110 528.3 HaiPhong-- 8 46.7 8 Total2711,608.8 4172,265.1 6883,873.9 Premium ratio - 42%- 58%-- Statistics Date: 4 th Oct – 23 rd Nov, 2012 C14 is the best sale product and its premium ratio is up to 42% DongNai is the best selling branch for C14 C14 is the best sale product and its premium ratio is up to 42% DongNai is the best selling branch for C14
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www.themegallery.com R01&R03 Sales review in 2012.11 th Rider Promotion BranchHCMHNDNCTDnaiHPTotal Attached Rate 2012.11 th 77.1%45.1%22.0%36.7%44.3%25.0%44.6% 2012.10 th 55.6%38.7%8.3%33.3%51.3%100.0%46.6% Premium Distribution 2012.11 th 3.5%1.9%0.8%1.9% 1.4%1.9% 2012.10 th 2.9%1.5%0.3%2.9%2.5%4.9%2.3% All riders Sales review in 2012.11 th BranchHCMHNDNCTDnaiHPTotal Attached Rate 2012.11 th 89.6%72.5%46.0%50.0%55.7%50.0%60.4% 2012.10 th 79.4%67.7%50.0% 64.7%100.0%66.3% Premium Distribution 2012.11 th 8.1%6.1%2.9% 4.8%4.0%5.0% 2012.10 th 7.0%5.7%3.4%4.1%5.4%10.3%5.6% Attached Rate and Premium Rate in 11 th wkm decreased a little The rates in CT, Dnai and HP fall down quickly The rates in DN improved strongly
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www.themegallery.com 11 Rider Promotion (cont.) BranchHCMHNDNCTDnaiHPTotal Attached rate R01&R03 77.1%45.1%22.0%36.7%44.3%25.0%44.6% R02 16.7%11.8%-6.7%3.1%-5.8% R04 45.8%41.2%28.0%10.0%35.9%25.0%34.6% R05 ------- R06 8.3%7.8%4.0%-6.3%12.5%6.1% All riders 89.6%72.5%46.0%50.0%55.7%50.0%60.4% Premium distribution R01&R03 3.5%1.9%0.8%1.9% 1.4%1.9% R02 0.8%0.4%-0.3%0.1%-0.2% R04 3.4%3.0%2.0%0.8%2.5%2.0%2.5% R05 ------- R06 0.4%0.7%0.1%-0.4%0.6%0.4% All riders8.1%6.1%2.9% 4.8%4.0%5.0% All riders Sales review in 2012.11 th R01&R03 have the highest numbers; but R05 has no case CT and DN had improved the selling of rider, especially R01&R03 HP sells riders very poor
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www.themegallery.com Persistency Report 12 Persistency has been around 20%~25% in last 6 months
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www.themegallery.com Persistency Report (cont.) 13 Persistency of Non-agent this month been around 29% But persistency of agent is very low, making all HO persistency is not good
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www.themegallery.com A07 PRODUCT SALE & MARKETING
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www.themegallery.com Important factors Conception Insurance conception Product consideration Skill Improve sale skill Promotion Short term promotion Check & manage ※ Agent must know the conception of designing this product, so they will willing to learn it and get good effect of this product. ※ Frequently checking and management, ensure good quality and affect of each factors. ※ Agent must know the conception of designing this product, so they will willing to learn it and get good effect of this product. ※ Frequently checking and management, ensure good quality and affect of each factors.
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www.themegallery.com Insurance conception PURPOSE Let agent know insurance benefits about designing product, target customer, commission accumulation. Let agent accept company’s products. PURPOSE Let agent know insurance benefits about designing product, target customer, commission accumulation. Let agent accept company’s products. PRODUCT SEMINAR Product content Easy to understand, use more picture to describe product’s benefits Product content Easy to understand, use more picture to describe product’s benefits Benefit of marketing Easy to sell & understand Have chance to meet customers Benefit of marketing Easy to sell & understand Have chance to meet customers
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www.themegallery.com Sale skill PURPOSE Help agent to find out target customers, different customers use different way to sell product. PURPOSE Help agent to find out target customers, different customers use different way to sell product. Define target customer Help agent from project 40 find out target customers. Define target customer Help agent from project 40 find out target customers. Sale example Accord target customer to set up sale example and the way to face customers’ rejection. Sale example Accord target customer to set up sale example and the way to face customers’ rejection. DM Show product’s benefits in simple way, let customers can understand product easily. DM Show product’s benefits in simple way, let customers can understand product easily. Sale kit Design simple diagram and sample in order to assist agent introduce product with customer more easier Sale kit Design simple diagram and sample in order to assist agent introduce product with customer more easier
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www.themegallery.com Promotion PURPOSE Use promotion campaign to encourage agent sell new product as habit, not sell product for high commission. PURPOSE Use promotion campaign to encourage agent sell new product as habit, not sell product for high commission. Exchange prize Sell 2 cases A07 as 1 normal policy Exchange prize Sell 2 cases A07 as 1 normal policy Number of policy prize Sell A07 get PR gift Number of policy prize Sell A07 get PR gift Group prize Whole group get performance get prize Group prize Whole group get performance get prize
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www.themegallery.com
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AGENDA Last month report Next month plan
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www.themegallery.com IA course statistic 1.Number of IA course 2011 & 2012 2.Number of IA 2011 & 2012 3.Branch Statistic LAST MONTH REPORT
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www.themegallery.com NUMBER OF IA COURSE 2011 & 2012
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www.themegallery.com NUMBER OF IA 2011 & 2012
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www.themegallery.com BRANCH STATISTIC
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www.themegallery.com Project 1. New IA course process according to MOF new regulation 2. Improve PFC training skill (part 2) 3.PFC handbook 4.E-learning website ( update) LAST MONTH REPORT
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www.themegallery.com NEW IA COURSE PROCESS BeforeAfter (from 1/12/2012) Time5 days6 days ContentInclude basic and product course Separate 2 course: -Basic course (3 days) - Product course (3 days) The testAt the fifth dayAt the third day of Each course CertificationPass the exam will receive certification Must pass 2 course: - Basic certification - Product certification Sale certification The new IA course process and related job revised and report to MOF (waiting for MOF response)
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www.themegallery.com IMPROVE PFC TRAINING SKILL (STEP 2) Purpose: in order to develop PFC training skill for person who in charge PFC Training content: 4 parts Training time: 2.5 days Already finished the Step 1 ( coach the potential coach) Step 2 ( Some potential coach will go to each region to coaching) Estimate time to each region to coaching: RegionTimeThe coach Hà Nội5~6~7 /12/2012Mr. Thành Hải Phòng10~11~12 /12/2012Mr. Thành Hồ Chí Minh17~18~19/12/2013Ms. Hoàng Anh Đà Nẵng2~3~4/01/2013Ms.Trân Cần Thơ8~9~10/01/2013Mr. Thành Đồng Nai14~15~16/01/2013Ms.Trân
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www.themegallery.com Purpose: support agent convenient in finding sale knowledge PFC handbook content (5 part) Discuss and collect information Design draft version Report BOD/ revised 12~30/113~14/1212~28/12 After BOD approve, need 2 week to print Step 1 PFC HANDBOOK
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www.themegallery.com E-LEARNING WEBSITE ( CRD REGION) Set up Training data for CRD and management data for CRD
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www.themegallery.com NEXT MONTH PLAN Launching new IA process Launching Improve PFC training skills (step 2) Step 2 of PFC handbook Update E-learning website
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L/O/G/O www.themegallery.com Thank You!
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