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POLICY ADMIN - Nov 2011

MONTHLY REPORT. POLICY ADMIN - Nov 2011. Contents. Department reports. Activities of this month. Plan for next month. Policy Admin. Department reports. Target. Incomplete ratio - Non UW. 4.5%. Target. 96.5%. Confirmation slip (CFS) return. Target. Not-taken ratio. 3.5%.

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POLICY ADMIN - Nov 2011

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  1. MONTHLY REPORT POLICY ADMIN - Nov 2011

  2. Contents Department reports Activities of this month Plan for next month

  3. Policy Admin Department reports

  4. Target Incomplete ratio - Non UW 4.5%

  5. Target 96.5% Confirmation slip (CFS) return

  6. Target Not-taken ratio 3.5% Agent resigned Financial difficulties

  7. Target TIA checking 96.5%

  8. Target Collection efficiency 65%

  9. Policy Admin Activities in Nov. 11

  10. Premium Collection progress via VNPT

  11. Promotion gift for premium payment through VNPT 1. Policy owner paid renewal premium via VNPT Condition 2. More times you paid, more opportunities you get Purpose: increase premium collection rate Time: 2 months - from 01/11/11 to 31/12/11 Client gets:BIG PRIZES Method: deliver poster to client

  12. Big prizes… 1st Prize 1 2nd Prize 3 3rd Prize 4th Prize 5th Prize 3 5 10

  13. Orphan Policy Assignment Regulations Orphan Policy Collector Agent collector Get 50% commission Service agent Get 50% commission Premium collection dept and CRD are responsible for this task

  14. VIP Customer Plan

  15. Special Reinstatement Program

  16. Annual Statement Plan Enhance Customer Service Spirit Happy Lunar New Year Coming Add value to clients Delivery Annual Statement Greeting Card via VNPT

  17. 1 1 Review plans and target in 2011 2 Create objectives and set up target in 2012 3 Analysis orphan policy assignment 4 Implement VIP customer plan 1 5 Follow up annual statement plan Q4 Plan

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