Selected sales plans of insurance companies in the second half of 2022

The importance of work plan lies in that the planned work can clarify the purpose, avoid blindness and make the work step by step and orderly. Here are five sales plans of insurance companies for the second half of 2022 that I brought to you. I hope you like them!

For more information about "insurance work plan for the second half of the year", please recommend it.

Half-year work summary and second-half plan of insurance company

Model essay on insurance salesman's work plan for the second half of the year

Three sample essays on insurance company's work plan

Insurance company's work plan for the second half of the year

Insurance company's sales plan for the second half of the year 1

1. Now the scale of telemarketing business is huge. Moreover, the preferential margin is also lower than the direct selling business channel 15%. At the same time, the telemarketing business has many additional value-added services besides low rates. Freeway provides free oil delivery without oil, and free tires with flat tires. However, value-added services are secondary in customers' minds, and price is an important factor affecting customers' choice.

2. Now many insurance companies carry out telemarketing business. I sent a short message to the customer one month in advance to inform our store of the discount, and then called. However, there are also a few customers who will call to consult and give them an offer when they receive my phone call to remind them to renew their insurance. Generally, this kind of customers have received the auto insurance quotation of telephone sales a long time ago, and often just want to compare multiple prices. However, compared with the discount of electricity sales, the working hours in 200 yuan in our store are not enough to attract customers.

3. Most of the customers are not in the third district of Nanchong, and they are usually customers from neighboring counties or other urban areas. If customers just come to the 4S store to buy insurance, they will feel very troublesome. And the discount we give customers is not enough to attract customers to the store.

4. "Life insurance policy" Although our quotation is consistent with that of the local insurance company, we also give away working hours. But some customers, such as friends and relatives, work in insurance companies, so customers usually consider buying from acquaintances out of affection.

There are only two companies in our store, PICC and Taiping. Most of the customers who renewed their insurance last year came from Taiping Insurance. However, because Taiping is not well-known in the hearts of customers, customers often choose to switch to insurance. If the direct sales channels of other insurance companies are insured again, the rate will rise, and customers will often choose the telephone sales business directly. Although PICC is strong, customers who continue PICC have already received the quotation of PICC electric sales before receiving the phone call from our store, and shop around.

Customers prefer to sell electricity. Our store can also underwrite PICC's electricity sales business, but we don't get a commission for making a single order, which also affects our salary income.

6. When our department just took over the insurance formalities, although the tasks were completed every month, most of the customers who renewed their insurance were mortgage cars, and they paid a renewal deposit of 3,000 yuan when buying a car, so customers unconditionally chose to renew their insurance in the store. However, since July, the number of customers who paid renewal deposit has gradually decreased, which is also one reason for the decrease of customers who came to the store to renew their insurance.

7. Self-reason: As customers receive many calls from insurance companies every day, our store will make another call to sell to customers, and customers will feel very disgusted. I don't want to get another call like this. So I seldom promote this kind of customers many times. At the same time, some of them are customers in the surrounding counties of Nanchong. I think the chances of coming to the store for insurance are very small, so I didn't call this kind of customers again.

Insurance company's sales plan for the second half of the year II

From the moment I left campus after graduation, I entered Hongqiao Branch of China People's Property Insurance Company with my passion and love for insurance and theoretical understanding of insurance. Through these months of work and study, I have further contacted insurance and society, and applied theoretical knowledge to practice, which challenged my working ability and learning ability.

Here, I would like to thank the company leaders for their careful teaching and colleagues for their timely help, so that I can make unremitting efforts and exchange rich social experience and a lot of knowledge that I can't learn in campus classrooms. To sum up, there are the following aspects:

I. Work aspects

1. As the cashier of the company, I did my due duty in three aspects: collection, payment, reflection and supervision. I really made every claim error-free, provided good service to customers and maintained the company's image.

2. Adhere to financial procedures, strictly review (the invoice must be signed by the manager, acceptor and approver before reimbursement), and do not pay for invoices that do not meet the procedures.

3. After transferring to company accounting, actively contact the relevant departments of the bank to complete the timely payment and receipt of the company's funds in an orderly manner.

4. Sort out the historical unpaid details and actively consult the relevant departments of the branch. With their active help and guidance, * * * completed the debt settlement work.

5. Actively cooperate with leaders, check the financial documents of the day in time, do a good job of daily settlement and monthly bank reconciliation, and send them to relevant competent departments in time.

Second, study.

1. Adhere to the study of political economy and constantly improve their ideological and theoretical quality. Pay attention to the intake of relevant political and economic policies in work and life, pay attention to the study of various economic laws and regulations related to work, and pay attention to the trend of the economic environment of the insurance industry. During holidays, I seriously studied the basic knowledge of Marxism-Leninism, Mao Zedong Thought, Deng Xiaoping Theory and the Party, and constantly improved my consciousness of productism, political quality, professional quality and working ability. As a party member who is preparing for China * * *, I have always been strict with myself with the requirements of party member, who was born in * * * *, conscientiously do a good job in this major, complete every task with full enthusiasm and serious attitude, strictly abide by the company's rules and regulations, earnestly perform my post responsibilities, consciously operate by the rules, unite colleagues in daily life, and constantly improve team spirit.

2, through the accumulation of daily work, find their own shortcomings, use spare time to learn the terms of the company, enhance the understanding of the significance and role of insurance, especially the company's marine insurance business and construction and installation engineering insurance business.

3. Learn from business personnel and billing personnel, and master the general process of insurance, underwriting and claim settlement, as well as the collection and use of general documents.

20__ is another year full of _ _. In the future work, I will strive to improve my own quality, overcome my own shortcomings, and work in the following directions:

1, learning is endless, the times are developing with each passing day, and the knowledge of various disciplines is changing with each passing day. I will study all kinds of insurance knowledge persistently and use it to guide my practical work.

2. "I am diligent but not idle". I will continue to learn business knowledge in my future work, and constantly improve my business skills by watching more, learning more and practicing more.

3, constantly exercise their courage and perseverance, improve their ability to solve practical problems, and slowly overcome impatience in the process of work, positive, enthusiastic and meticulous treatment of every job.

4. Do more business, improve your business ability and make more contributions to the company's business development.

5. Actively participate in every activity organized by the company to improve their communication skills, and hope to participate in every training organized by the company.

As a member of China People's Property Insurance Company, I have the responsibility to pay attention to the development of the company. For the development of the company next year, I want to talk about my thoughts:

First, survive and develop in the competition.

Facing the fierce competition in the insurance industry and the operating pressure brought by external competition, it is worth thinking and doing to keep calm, objectively face the reality and seek countermeasures, and launch brand wars and service wars with competitors. My considerations are as follows:

1. Go deep into old customers' enterprises, hire information officers and liaison officers in customer enterprises, join our company from other insurance companies, and strive for "return" business, which makes the work of other insurance companies in a passive state.

2. The service is more humane and intimate. Facing the enterprise units, the members of the company manager's office carried out a contract at the beginning of the year for key enterprises in major systems and made several return visits, asking them to put forward their opinions and suggestions on our work. This move will be fully affirmed by enterprises, making them think that the initiative of company leaders to come to the door is the full embodiment of PICC P&C insurance quality service, and making customers trust our company more. In the face of personal business, salesmen can also pay a return visit and keep in touch. If they need anything, they can call home.

3. All middle-level cadres are required to go out of the office, all small and medium-sized enterprises must visit in person, all newly insured customers must explain the terms and promise the service items in person, keep in constant contact with enterprises, implement zero-distance contact, and provide services in all aspects as long as customers need them.

When the company introduces new products, it can take the form of product briefing to attract customers and really communicate with them. This is inspired by the company's launch of three generations of investment products. I was lucky enough to attend the product briefing of China Life Insurance, and felt that it was necessary for us to learn from life insurance companies and really seize customers.

Two, pay close attention to improve the quality of claims and disaster prevention and loss prevention capabilities.

Starting from paying close attention to the investigation rate of the first scene, the company adheres to the principle of seeking truth from facts and "being prompt, timely, accurate and reasonable". As long as you receive the report, no matter the size of the accident, no matter day or night, always insist on rushing to the first site, master the first-hand information, and strictly follow the fast payment process to provide customers with the convenience they can. First, insist on double-person survey, double-person loss determination and cross-case compensation determination to continuously improve service quality; Second, adhere to the 24-hour duty system, actively participate in the construction of "three centers", and further improve the service level; The third is to strengthen assessment and strengthen supervision. Once all kinds of problems in the process of claim settlement are verified, those who are light will criticize and educate, and those who are heavy will be dealt with seriously and will not be tolerated; Fourth, actively do a good job in disaster prevention and loss prevention. Under the responsibility of the leaders in charge, the Security Department actively contacted various business departments, and timely drafted the work plan for disaster prevention and loss prevention for major customers, the safety inspection methods for flood control in summer and fire and explosion prevention in winter, always grasping and intervening in advance, actively checking the implementation of the plan with relevant business departments, and taking timely measures for possible problems to reduce losses and enhance the ability to prevent risks.

Third, establish a strict internal management assessment system.

1, unify employees' clothing, give customers a unified feeling, and leave a good visual impression on customers from the beginning.

2. Strictly abide by the attendance system and punish those who arrive late and leave early.

3, do a good job on duty every day, keep a good working environment.

Every employee should know his job responsibilities, do his job well, and be responsible for the losses caused to the company by personal mistakes.

5. All work shall be carried out on the principle of openness and transparency.

6. The company can regularly collect employees' suggestions on the rational development of the company and encourage employees to make suggestions for the company's development.

7. Strengthen the construction of corporate culture, make good use of the company's newspapers and magazines and other resources, and let every employee of the company know the success of the economic environment of the insurance industry.

Insurance company's sales plan for the second half of the year 3

I joined the PICC P&C family in _ _, which is the fifth year. In this short time, I deeply feel that _ _ is a year of rapid development of the branch. Under the correct leadership of the manager's office, and with the joint efforts of all departments and staff, the branch has fully completed the annual task. As a member of Bishan Company, I am proud of it, and the company has grown and developed.

I mainly talk about three aspects:

1, personal development and work completion

2. Existing problems and deficiencies

3. Ideas and prospects for the year of _ _.

I. Personal development and work completion:

My work in _ _ is divided into two stages. In the first half of the year, I mainly did group training and agency services in the sales department. In the second half of the year, he began to manage Dingjia Marketing Service Department. The annual task target of our sales department is 654.38+045,000. By the beginning of 10, the annual task has been completed. By the end of February, the premium income of our department was about 654.38+3654.38+0, which exceeded the task target by about 25%. In _ _ _ _, the department assigned me a task target of 320,000 yuan. By the end of 65438+Feb. 3 1, I had completed the premium income of 620,000 yuan (including motorcycle170,000 yuan). Excluding the new business of motorcycles, it was calculated as 450,000 vehicles, exceeding the planned target by 40%, and the number of 280,000 vehicles increased by 60% year-on-year. In addition, Dingjia Marketing Service Department completed the annual premium task of about 465,438+0.7 million, up by 65,438+0.9% year-on-year, and completed the premium plan for the third and fourth quarters issued by the company and departments.

The following is my specific work performance:

I strengthened my political belief ideologically, persisted in studying political theory, actively approached the Party organization and wrote ideological reports regularly. Under the conscious training and tempering of the Party organization, I became a preparatory party member gloriously on June 9th, _ _. This urges me to keep learning scientific theoretical knowledge, blaze new trails, keep pace with the times, and practice my commitment to my ideals with practical actions. Study hard at work, study hard and actively demand progress. As a group training post, I know the importance of doing a good morning meeting. In order to improve the quality and enrich the form of the morning meeting, I put learning first, cherish every opportunity for the city company to organize learning, discuss with peers and strengthen the skills of group training; Use all the time to strengthen their own learning and improve their own quality, such as reading a lot of books on marketing management and insurance knowledge, listening to expert lectures, logging on insurance-related websites to collect information, and learning ppt production; In order to ensure the smooth organization process and accurate expression of the morning meeting, in addition to making full preparations on the content, it also needs to be devoted.

Take notes, keep practicing, cut down time, adjust the speed and expression, etc. Every morning meeting is well thought out and carefully prepared. At the same time, I have done a good job as an agent, helping them fill in the bill, calculate the premium, explain the business, analyze the needs and cooperate with customers, and established a good relationship with them, which also laid the foundation for my work in Dingjia Marketing Department. After Dingjia Marketing Service Department was put into operation, I devoted myself to grassroots marketing. As a pilot of the company, the marketing service department of "easy first and difficult later" has no experience to learn from before, and the staffing is not in place (referring to the lack of pre-contract signing personnel), so I went to the market alone, distributed leaflets, visited customers and worked part-time in the background. According to the custom of villages and towns, they sometimes go early, hand out leaflets and then rush back to the marketing department to sign the bill. On weekends, they run several towns a day; Sometimes customers arrive just after work, and I won't refuse or complain. After handling the business for customers with enthusiasm and thoughtfulness, I dragged my tired body home with the night. At the same time, he also accompanied the agent to do exhibitions, check risks, cooperate with the filling and delivery of bills, and do a good job for customers. When there are contradictions among marketers, they should actively communicate to solve problems and improve their loyalty. Many holidays and weekends also work overtime to provide good services for marketers. After the opening of Dingjia Marketing Service Department, in less than five months, it realized the premium income of 2 million yuan, realized the business growth of 35%, and completed the stage premium task assigned by the superior efficiently and with high quality. In addition, it also strengthens the training of newcomers and marketers, and conducts one-on-one training for new signing personnel who enter the marketing service department. Through systematic study of theory and operation, ticket signing personnel have mastered the relevant regulations and can sign tickets skillfully; In daily business or private life, we often contact people who meet the requirements of increasing staff and tap prospective employees. In the work, this spirit of daring to innovate, dare to fight hard, be serious and responsible, and work hard has also been recognized by everyone.

Positive and enthusiastic about life, all-round development. I actively participate in various activities of the municipal branch and its subsidiaries. In the debate contest held by the city branch summit, my team won the first place in the debate topic "Who gives priority to the development of price strategy and service strategy" with excellent results; As a member of the League branch, I also actively organize members to carry out various activities. Tongliang Sub-branch organized a visit to Qiu Memorial Hall on May 4th Youth Day. As a member of the trade union, I conceived the related activity plan from the immediate interests of employees. In the "employee sports skill competition", I carefully planned and formulated rules to ensure the implementation of the activities.

Second, the existing problems and deficiencies

In the work of _ _ years, I have made some achievements and improved my ability, but there are still many shortcomings:

1, thinking is not liberated enough, and doing things is not bold enough. Whether it is the group training or the management of the marketing department, the pace is limited by thoughts and horizons. They dare not boldly imagine everything, are too cautious, and are used to relying on experience and judgment.

2, not good at reasonable allocation of time, so that in the complicated affairs, I didn't take enough time to strengthen my study and my own quality.

3. Management experience is not very rich, and the artistry and skill of management need to be strengthened and improved. Because the management time is not long, management ability is still lacking. I hope the leaders can give me more advice and criticism in the future, so that I can gradually improve my management ability and work level.

4. I don't have enough communication with various departments and colleagues. I hope to increase communication opportunities through various activities of the company.

3. Work ideas and prospects for 2008.

_ _ is a year for our company to seek development and make great strides. Work will be more difficult, and fierce competition will bring us more pressure. We should face the reality, turn pressure into motivation, and exchange continuous progress for greater development. In the new year, I will start from the following aspects:

1, enhance the awareness of active learning. Arrange time reasonably at work, strengthen self-study, and constantly improve professional quality and management ability.

2. Pay attention to team consciousness and overall situation consciousness. Work actively, face difficulties and pressures correctly, actively seek solutions, and strengthen the team building of marketing service department.

3. Deeply understand the life, work and study of marketers, change the display mode of marketers from the perspective of innovation and development, and improve their work efficiency and loyalty.

4. Strengthen the management of departmental marketing personnel, ensure the stable and orderly development of departmental business, and strive to fully complete all the task indicators issued by the company.

5. Raise the threshold, open up more channels, increase the recruitment of marketing personnel, and attract outstanding social talents to join our marketing team in line with the principle of "Que Ning is not rotten, and the best is employed". At the same time, strengthen the training of department personnel. Finally, I believe that we will do better in _ _ _, and the company's tomorrow will be more brilliant!

Insurance company sales plan for the second half of the year 4

The knowledge resources hidden in the library are readers' mentors and friends, and are places for lifelong learning. Primary school libraries collect books, newspapers and other documents to serve education and teaching. This semester, the library will be managed as follows:

First, scientific management, serving readers

The school adopts an arbitrary travel management system for teachers and students to borrow books. Handle library cards for students from grade one to grade six, and handle borrowing and returning books for students, so that students can read and value books. New books are classified, catalogued, put on shelves, bound and recorded.

Second, reading activities.

Reading activity is the bounden duty of a library. Carrying out reading activities will attract more readers to the library, thus improving students' quality and building campus culture. This semester, a "reading and writing project" will be launched to arrange teachers' reading rooms to learn to read books and materials.

Recommend colorful and suitable books to students. Encourage junior students to remember good words and sentences. Good fragments, accumulated over time, are imperceptible and lexically used in reading, writing and writing. Middle and senior students can classify and compare notes, language, feelings that can be written, feelings after reading and reading experience. So as to stimulate the love of reading extracurricular books and feel the joy of reading.

Third, student management.

A strong student librarian is the guarantee of running a good library. At the beginning, two students who love reading, have strong organizational skills and a strong sense of responsibility were selected from each class of Grade 1 to Grade 6 as student librarians to help librarians borrow and return books, organize stacks and keep the library quiet.

Four, excellent quality, proficient in management.

Librarians learn the rules and regulations of the library, study politics and strive to improve their own quality, and learn books to regulate the management of the library as required.

It has a good sense of responsibility and service spirit to cultivate an excellent student management team and a student administrator team established by the school in library management.

Work arrangement:

September

1, make the library work plan.

2. Organize summer newspapers and magazines and distribute them to teachers and students.

3. Elect student librarians and hold special meetings.

4. Lectures on Library Freshmen's Borrowing Knowledge and Professional Knowledge.

5. Students borrow books and start to circulate them.

6. Library environment layout

October

1, subscribe to new books

2, the preparation of the new book reading period.

3. Students read and borrow books.

4. Participate in the training of county-level library staff.

1 1 month:

1, to participate in the training of county library staff.

2. Student librarian training was held.

3, the library special meeting

4. Reading Festival activities

5, the preparation of the new book reading period.

6. Teachers and students work in magazine subscription

December:

1, students' reading notes and comments after reading.

2, the library special meeting

3. Preparation for the reading guidance period of new books

January:

1, Selection of Excellent Student Librarians

2, the return of books and teaching AIDS (recycled materials) finishing work;

3, 20__ year periodical binding, shelf circulation.

4. Library special meeting to summarize the library work this semester.

Insurance company's sales plan for the second half of the year 5

Judging from the natural disasters and the global financial crisis in recent years, people's lives have been greatly affected. At this time, various types of insurance are welcomed by more people. I will make a summary of insurance sales and systematically show you the specific business process and recent development of insurance sales.

Under the complicated and changeable environment, with the close support and cooperation of various functional departments, the company has made great progress in business and set a historical record in business scale through the efforts and enterprising spirit of all employees. Looking back on one year's work, there are both successful experiences and some shortcomings.

First, personal business achieved breakthrough development.

The rapid development of business must be supported by a strong core team. The company has increased the strength of team building, hired experts to guide the recruitment, combined the exhibition industry with the recruitment, promoted business development through the recruitment, and promoted the recruitment through the benefits brought by business development. The supervisor has also worked hard. They always pay attention to their team members, help them out of difficulties, help them grow up, and let our employees feel the warmth of the company and be with love.

Personal business is our core business, and it is the foundation of the company's sustainable operation and steady development. Our company has formulated corresponding incentive measures according to its own actual situation, and made use of various sales modes such as "customer appreciation meeting" and "production meeting" to seize the favorable opportunity for a number of new insurance products to go public strongly. The morale of all the staff is high, and they have finally achieved fruitful results through hard work.

Second, work hard, and the group's business has risen steadily.

Group business is an important indicator of the company's operating performance, and it is also the intersection market of property insurance and life insurance, so the competition is particularly fierce. In the confrontation with many competitors, our company collects the insurance premium of 10000 yuan by annual group business. After the business indicators in the fourth quarter were re-issued, our company took the lead in exceeding the task target in just one month.

Over the past year, in addition to maintaining the existing channels, we have also actively sought new business growth points, made efforts to break the sluggish business development in the previous period, actively strengthened communication and cooperation with relevant departments, sought support and help, intensified publicity, expanded influence, and won the market.

Third, serve the new socialist countryside.

The company fully implements the strategy of "consolidating the city and expanding the two townships" and actively responds to the call of building a new socialist countryside. Our company has deepened the knowledge and understanding of "two townships are strong, the county is strong, and the whole province is prosperous", and enhanced the sense of responsibility, mission and urgency to open up the rural market.

Fourth, dominate the market.

In the first half of this year, the company issued a call to complete the annual target in the first half of this year. In the face of great challenges, we did not flinch. We actively contact various agencies and outlets to strengthen business guidance and promotion. Through the joint efforts of all employees and institutions, the company realized the premium of-10,000 yuan in the first half of the year. Although there is still a certain gap between this achievement and the task goal issued by the company, this achievement has reached a record high.

Five, people-oriented, honest service

Service quality is not only related to the development of the company's business, but also related to the company's reputation and future. We adhere to the service concept of "people-oriented, customer first", think about what customers think and worry about what customers are anxious about. Throughout the year, our customer service department accepted all kinds of claims and due payment cases, with the amount of-10,000 yuan.

This insurance sales summary shows that our company provides first-class services to customers with fast, professional, efficient and accurate services. Our efforts have also won the trust and recognition of customers. In the future work, we will continue to work hard to ensure that more people are guaranteed.

Selected articles on the sales plan of insurance companies in the second half of 2022;

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★ The sales department summarizes 5 model essays.

★10 Summary essay on graduation internship report of insurance companies in 2022.

★ Personal Work Plan of Insurance Salesman in 2022

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