Download presentation
Presentation is loading. Please wait.
Published byDina Sheryl Terry Modified over 9 years ago
1
1 Cathay Life Insurance Ltd. (Vietnam) 30 May 20081 Policy admin
2
2 Cathay Life Insurance Ltd. (Vietnam) 30 May 20082 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
3 Cathay Life Insurance Ltd. (Vietnam) 30 May 20083 HCMHN Oct 1-24 %Nov 1-24 %Oct 1-24 %Nov 1-24 % New case177 100.0 168 100.0 180 100.0 181 100.0 Incomplete 4123.2 159.0 4826.7 1810.0 ME 3117.5 106.0 1910.6 126.6 Issued 14179.7 84.0 15485.6 17697.2 Declined 42.3 21.2 73.9 00.0 Postponed 00.0 10.6 00.0 10.6 Cancelled 116.2 42.4 31.7 52.8 New business
4
4 Cathay Life Insurance Ltd. (Vietnam) 30 May 20084 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
5 Cathay Life Insurance Ltd. (Vietnam) 30 May 20085POSQuantityReasonIssued% Not-taken 4 Change paymode/product/SA/ term 254 1.6 11 Financial/personal 4.3 Other change 1 ID/Address/Ben 0.4 Endorsement: * Revise the endorsement in the system
6
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, 2008. 2.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
7 Cathay Life Insurance Ltd. (Vietnam) 30 May 20087 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
8 Cathay Life Insurance Ltd. (Vietnam) 30 May 20088 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
9 Cathay Life Insurance Ltd. (Vietnam) 30 May 20089 1. 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
10 Cathay Life Insurance Ltd. (Vietnam) 30 May 200810 Thank you
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.