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April 2010 Policy Administration Update: Claims, Premium Collection, and Training Initiatives

This report outlines the key findings and initiatives from the April 2010 policy administration period. It highlights the increase in the "not taken" claim ratio and emphasizes the need for agents to retain clients by improving communication. There were only 645 cases issued this month, affecting overall ratios. The document also discusses ongoing training efforts, adjustments to agent's rights, and the introduction of new products and payment methods. Actions for better premium collection, alongside plans for next month’s examinations and audits, are detailed throughout.

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April 2010 Policy Administration Update: Claims, Premium Collection, and Training Initiatives

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  1. POLICY ADMIN April, 2010

  2. Policy Admin POS – CC - Claim Not taken / Call out / Claim Policy Admin UW + SC Incomplete ME / Declined CFS return PREMIUM TIA checking Renewal premium collection

  3. INCOMPLETE RATIO

  4. ANALYSIS_Incomplete Ratio FILLING APPLICATION FORM TEST CS STRICTLY RECEIVE APPLICATION FORM UPDATE FREQUENT REQUEST TO TRAINING DEPT

  5. ME- DECLINED RATIO

  6. ME- DECLINED RATIO

  7. CFS RETURN RATIO

  8. POS_NOT TAKEN RATIO

  9. POS_NOT TAKEN RATIO IMPROVEMENT ANALYSIS - The not taken value is triple than last month - SC pay attention to convince client keep policy still effective - The issued cases in this working month is only 645 cases so it effects to the ratio - RD/ BM get experiences to improve it

  10. CALL CENTER

  11. PREMIUM COLLECTION

  12. TIA CHECKING

  13. TIA CHECKING THE UNCHECKED REASONS NEEDED TO REPORT UNCHECKED TIA ARE POSTED IN NEWSPAPER DEDUCTING AGENT’S INCOME 100.000VND/TIA

  14. ACTIVITIES POS CLAIM PREMIUM CS UW • Testing new products • BDO Exam • Modify Agent’s Investigation Right • Prepare documents for MOF audit • Authority Table • Shorten time for pending cases • - Process & investigation for pending claim cases • - Training & Support opening Dongnai SC • Testing new products (A03, R04 & R05) • Implement BDO/SM/Pre-BM Exam • Auto-pay regulation

  15. UW POS SC CONTINUE FOLLOW-UP SPLITTING CASES BDO/SM/PRE-BM TESTING RESULT UW SKILL TRAINING RATING AGENT ON THE JOB TRAINING INTEREST OF LOAN AS REPAY PLAN TO DEDUCT MEDICAL FEE BANK TRANSFER & ID CARD PAYMENT SUPPORT DONG NAI SC OPERATION TESTING SYSTEM BDO/SM/PRE-BM EXAM PLAN FOR NEXT MONTH

  16. CC CLAIM PREM. SIGN HOSPITAL CONTRACT IN CENTRAL AREA INVESTIGATOR SYSTEM AUTO-PAY RECRUITING COLLECTORS & SUPERVISOR IN HANOI DRAFT QUESTIONAIRE & STATEMENT CALL OUT RESULT IN PRODUCTION SYSTEM PLAN FOR NEXT MONTH

  17. THANK YOU

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