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Published byMeredith Payne Modified over 9 years ago
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Reporter:Le Kim Minh 4 th WM.2011
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Agenda 1 A Performance Review C Training Report B Cathay Life 1 st Summit
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PERFORMANCE INTRODUCTION PFYP 04rd -2011 WKM PFYP% target 8,622 M130%
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3 PFYP PFYP trend Unit :Million 2010 2011
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5 Full-time (Agent + SM) stopped recruiting AS SAS EAS↑ Headcount grows strongly
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Promotion
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6 Part-Time Quarterly assessment
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PERFORMANCE INTRODUCTION
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CONCLUSION PFYP over Target. Productivity of IA goes up. PFYP over Target. Productivity of IA goes up. PFYP Head- count Due to the assessment, Fulltime and IA headcount decrease a lot. We should recruit more in next months. Promotion to SAS and EAS continue increasing.
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THAILAND SUMMIT PositionStandard BM Level A: invited Level B: 1200 M Level C: 800 M SM300 M AS100 M (50M personal) 90 winners joined the Summit
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THAILAND SUMMIT Police, VIP car welcome our team Deliver welcome flower to guest
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Chairman of summit appear
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THAILAND SUMMIT 7 VIP winner of the Summit
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Sexy dancer Dancing with…. THAILAND SUMMIT
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Sight seeing together THAILAND SUMMIT
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BOY?? LADY?? THAILAND SUMMIT
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Bye bye and see all at Malaysia
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MONTHLY REPORT 2011 TRAINING DEPARTMENT
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Report THIS MONTH Plan for NEXT MONTH
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BASIC COURSE & ADVANCED COURSE CONDUCT NEW PRODUCTS PART-TIME TRAINER SUPPORT OTHER OFFICES
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HANOIHCMCANTHOHAIPHONGDONGNAIDANANG 9 courses 7 courses 5 courses 10 courses 5 courses 3 courses TRAINING COURSES & RESULT No OF TRAINED NEW AGENTS 39 courses 04th WM/2011
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TRAINING COURSES & RESULT 403 233 203 68 48 22 977 1 st & 2 nd WM, 2011 530 581 110 204 159 262 195 148 69 102 22 56 3rdWM: 10854thWM: 1353
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TRAINING BDO CONTENTS: a.PTT(Professional training trainer) b.Basic insurance knowledge c.Terms and conditions d.Products e.Sales cycle f.Operation BDO continues to observe in class and practice
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Prepare training materials for UL products ( whole life Universal life insurance and Term Universal life) Conditions to learn UL : agents must fully meet the following conditions such as: -At least 6 month experience of insurance agency activities, or at least 2 year working experience of financial, banking, insurance area, or graduated from college of finance, banking, insurance. UL Product
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-Must not violate agency practicing ethics during their active period -Insurance agents must be professional trained at least 24 hours about UL and obtain certificates of training insurance. -Insurance company shall have to bear the responsibility that is caused by agents. UL Product
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SUPPORT FOR AGENCY IN DNAI The training department continues to open RSS and DSS course for agency in Dong Nai office
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Help junior BDOs: –Fulfill their routine job easily through guidelines as well as –Satisfy the need of agency How to run CIW, OPP, conduct PFC…etc. BDO notebook
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OTHER ACTIVITIES Conduct RSS & DSS for agency management level Coach advanced courses for trainers
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PLAN FOR NEXT MONTH Continue to conduct basic courses Observe BDO in class Support for other offices if any Conduct advanced courses for agency Plan for trainer meeting Upgrade the training materials and slides
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