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Reporter : Chris Kuo 25.March.2011

Marketing & Training Division. Reporter : Chris Kuo 25.March.2011. Agenda. Performance Review. A. Q2 Incentives. B. Training Report. C. 1. PERFORMANCE INTRODUCTION. PFYP. PFYP trend. 2010. 2011. Unit :Million. 3. Full-time (Agent + SM). SAS. Headcount grows strongly. EAS ↑.

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Reporter : Chris Kuo 25.March.2011

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  1. Marketing & Training Division • Reporter: Chris Kuo • 25.March.2011

  2. Agenda Performance Review A Q2 Incentives B Training Report C 1

  3. PERFORMANCE INTRODUCTION PFYP

  4. PFYP trend 2010 2011 Unit :Million 3

  5. Full-time (Agent + SM) SAS Headcount grows strongly EAS↑ stopped recruiting AS 5

  6. Promotion

  7. Part-Time Quarterly assessment 6

  8. PERFORMANCE INTRODUCTION

  9. CONCLUSION Head- count • Full-time head count keep increasing • Continue to recruit more IA • Encourage promotion to full time PFYP • PFYP over Target. • Productivity of IA goes up.

  10. Agenda Q2 Incentives B 1

  11. 2011 Target PFYP:100B EAS↑: 1025 SAS:1370 IA:6871 Purpose for Q2 Incentives Recruit Qualified Agent Improve Production (PFYP)

  12. Q2 4~6 WKM Q3: 7~9 WKM Q2 Incentives for PFYP Malaysia

  13. 3rd Anniversary • Invite press, customers and special guests. • Show our 3 years growth in Vietnam. • Build up good image and relationship.

  14. Encourage BM Performance Recruit and train IA More EAS headcount New IA headcount≥15 New IA active ratio≥ 40% EAS↑ headcount≥15 EAS↑ active ratio≥20% Award 1.5M Award 1.5M

  15. Develop SM professional Encourage good SM become BM in the future.

  16. Early Proposal award • Proposed first 2 weeks of WKM • Make sure policy issued earlier. • Higher position, higher award • Encourage promotion

  17. Support BDO BM Support Agents Incentives for BDO Encourage BDO efforts • Help Branch PFYP • Train new agents promote to EAS • Enhance recruit new IA • Branch performance links to BDO incentives Revise 能夠將商品做搭配協調 讓顧客達到滿足 20

  18. TRAINING DEPARTMENT

  19. BASIC COURSE & ADVANCED COURSE PART-TIME TRAINER CONDUCT NEW PRODUCTS SUPPORT OTHER OFFICES

  20. Information from MOF Test on line will be applied for some insurers from July, 2011(optional) On 23/03/2011, IRT guides how to use insurance test on network.

  21. 03th WM/2011 IA courses 31courses

  22. 403 977 233 203 68 48 22 1st & 2nd WM, 2011 3rd WM, 2011

  23. WEEK 1 CONTENTS: PTT(Professional training trainer) Basic insurance knowledge Terms and conditions Products Sales cycle Operation All BDOs in CT,DNG, DNAI… can conduct IA course

  24. Compose slides for 4 new products Questionnaire for new products is prepared for agency, trainers Training new products in IA course in the last day of the course Sending questions related to new products as well as related documents to IRT for changing the test database

  25. PLAN FOR NEXT MONTH Continue to conduct basic courses Coaching & rehearsal for new&pt trainers 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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