Insurance company activity briefing

In the era of continuous progress, the frequency of use of briefings is gradually increasing. Briefings are a short, flexible and fast written form with the characteristics of reporting, communication and guidance. Don’t have a clue when it comes to drafting a presentation? Below is a briefing on insurance company activities that I compiled (5 general articles). I hope it will be helpful to everyone. Insurance company activity briefing 1

Regarding the company’s transformation and the work deployment of Hefeng Branch in 20xx, on February 25, 20xx, Cao Youhai, the head of Hefeng Agency, presided over an in-depth meeting of the Hefeng County Branch of PICC Life Insurance A meeting was held to carry out the company's transformation work in 20xx and the development and deployment of various channels in 20xx. The managers of the personal insurance department, the bancassurance department manager, the group insurance department manager, the development department, the company's back office, supervisors, personal insurance city district supervisors and township leaders, Bancassurance account managers all participated in this meeting, which lasted for half a day.

At the meeting, Manager Cao first gave an in-depth explanation of why the company needs to transform, the goals of transformation, and the significance of transformation. As the fastest-growing life insurance company, PICC Life cannot be satisfied with the current small achievements and cannot rejoice. If we do not make progress, we will be left in the footsteps of social development and be eliminated by the rapidly developing life insurance industry. While ensuring continued growth in scale premiums, we need to have diversified, structural, and sustainable strategic goals that are in line with the company's idea of ??scale-effective development. Our company is still a new company and is still in the initial stage of entrepreneurship. Due to our unremitting efforts during the entrepreneurship stage, we have received praise and recognition from the society and the industry. However, our current sales team is still very fragile. Although Hefeng marketers have been hired There are nearly a hundred people, but the quality of actual marketers is still not high and the output is small. Our current business foundation is still very weak, with a small number of customers and a weak channel relationship, which is not enough to provide us with a good platform for survival and development. Hefeng is located in a remote mountainous area. It is difficult for the insurance industry to achieve full-time marketing. There is no professional team and part-time agents. This has resulted in our current service level being low and the quality of service unsatisfactory. It can be said that we are still just a fledgling that has just gained life. We still need to continue to work hard to absorb more "nutrition" in order to fly freely in the insurance industry. We have not yet succeeded in starting a business, so comrades still need to work hard. Insurance company activity briefing 2

In 20xx, we need to fully understand the guiding ideology of the "three reforms" of individual insurance, the "three more" of bancassurance, and the "three constructions" of group insurance.

Later, Liu Qunzhi, manager of the personal insurance department, explained the definition of the “three changes” in personal insurance. The core of the third reform is to establish a professional manager team. Hefeng's current sales staff are basically part-time and do not have very comprehensive knowledge of the insurance business. In this state, they cannot provide customers with higher-level insurance services. Failure to reasonably align the interests of customers with the interests of the company. So we need:

1. Reform the current marketing system. The future marketing model will be the professional manager + marketer model. Professional account managers implement a contract management method of agency system + dispatch system + employee system, and implement an examination promotion system, which can better Mobilize marketers' sales enthusiasm.

2. Transform the existing marketing team. The sales team is a combined model of professional managers + marketers

Implementing dynamic assessment of professional managers and strengthening training for professional managers. As a personal insurance channel, we need to increase the number of professional account managers Only through digging and training can we improve the income level of marketers and enhance the business development capabilities of the individual insurance sales team.

3. Improve management methods and working models. Then we need our personal insurance department to promote the plan among marketers in a timely and effective manner according to the promotion plan of the superior company, and formulate the county company promotion plan during the blank period of the promotion plan, or add additional plans during the promotion period. Actively understand the development of outlets in various towns and villages.

Generally speaking, the most basic purpose of the "three reforms" of individual insurance is to improve the income level of salesmen, improve the company's efficiency, lay the foundation for second entrepreneurship, and standardize the insurance industry. The market plays a positive role in the development of the insurance industry. Insurance company activity briefing 3

The China Insurance Regulatory Commission further regulates the property insurance electronic sales business.

Recently, the China Insurance Regulatory Commission issued the "Notice on Further Strengthening the Management of Telemarketing Special Products of Property and Casualty Insurance Companies" to address the current issues in the telemarketing business that have been prominent in the telemarketing business, such as disturbing people, untimely delivery of policies, and irregular speaking skills of telemarketing agents. standards. The promulgation of the "Notice" will better protect the legitimate rights and interests of policyholders and insured persons.

The China Insurance Regulatory Commission adjusts the insurance limit on the death of minors. Recently, the China Insurance Regulatory Commission issued the "Notice on Issues Concerning Parents' Insuring Life Insurance for Their Minor Children with Death Benefit Conditions", which adjusted the national limit of death benefit insurance for minors to 100,000 yuan. This notice aims to further protect the legitimate rights and interests of minors and guide policyholders to establish correct insurance concepts. It will be implemented from April 1, 2011.

Qingdao Insurance Regulatory Bureau strengthens the management of insurance salespersons. The Insurance Regulatory Bureau requires insurance companies within its jurisdiction to conduct in-depth self-examinations on their own marketing management systems and salesperson management, promptly rectify any problems found, and submit detailed self-examination reports. At the same time, the company's marketing personnel list and insurance marketing management system should be filed. Qingdao has made early preparations for the reform of its insurance marketing system. (Agency)

Qingdao Insurance Regulatory Bureau and Qingdao Banking Regulatory Bureau conducted a joint inspection of postal savings agency insurance. The Insurance Regulatory Bureau and the Banking Regulatory Bureau conducted special inspections on the postal savings channel insurance agency business. The inspection found that there are mainly the following problems in the insurance agency business of the Postal Savings Channel: First, some personnel selling insurance business through the Postal Savings Channel have not obtained the "Insurance Agency Practitioner Qualification Certificate"; second, false customer contact numbers are provided to insurance institutions; third, Make promises to policyholders beyond what is agreed in the contract. (Life Insurance Department)

The Youth League Committee of Qingdao Insurance Regulatory Bureau adheres to the "six in place" and carries out in-depth activities to strive for excellence. That is: awareness is in place, goals are in place, responsibilities are in place, construction is in place, results are in place, and publicity is in place, with the theme of "expanding coverage, enhancing vitality, growing into talents, being a legitimate pioneer, and serving the scientific development of the insurance industry", With the main content of "Creating the May 4th Red Flag League Organization and Striving to Be an Outstanding Communist Youth League Member", we actively used communication platforms such as briefings, blackboards, QQ groups, and online forums to create a good atmosphere for the event. (Youth Youth League Committee) Ping An Insurance actively handled claims settlement for the Shanghai Teachers Building fire, and the first batch of compensation was RMB 1.825 million. On November 17, Ping An Pension paid claims of RMB 1.225 million and RMB 600,000 respectively to the families of two clients who died in a fire in a teachers' building in Shanghai. Ping An Life confirmed that 65 of its customers were safe and sound, 11 were still hospitalized, and one insured person died.

Insurance companies have launched year-end business sprint activities. United Life Qingdao Branch held a bancassurance business sprint kick-off meeting and proposed to work hard for 30 days to sprint 80 million. The Qingdao Marketing Service Department of Sino-British Life Insurance Company held a year-end business sprint swearing-in meeting. While clarifying the team's mission goals, it also conducted in-depth discussions on how to transform the business sales model under the current market conditions. Bohai Insurance Qingdao Branch carried out in-depth activities of "fighting for the end of the year and working hard for 50 days to welcome the company's great development" and formulated a promotion and incentive plan to ensure that the annual budgeted premium plan was exceeded. (Comprehensive)

Ping An Property & Casualty Insurance Qingdao Branch won the championship in the customer service skills finals for the second time. In the seventh Ping An Property & Casualty Service Skills Competition that ended on November 16, Qingdao Branch won the championship in the National Customer Service Skills and Creativity Finals. In addition, in this year's Customer Service Festival Automobile Accidental Claims Investigation and Damage Assessment Skills Competition, Qingdao Branch won the first place in the vehicle and medical finals, becoming the double champion. (Ping An Property & Casualty Insurance)

Yongcheng Property & Casualty Insurance Qingdao Branch launched the "Corporate Culture Promotion Month" activity. On the afternoon of November 18, Yongcheng Property & Casualty Insurance Qingdao Branch held a corporate culture promotion symposium, and the "Corporate Culture Promotion Month" event officially kicked off. After the branch's corporate culture image ambassador gave a comprehensive explanation of Yongcheng culture, the participants discussed their understanding and perception of corporate culture. Through the discussion, we further deepened our understanding of Yongcheng culture and laid a solid foundation for the development of corporate culture construction. (Yongcheng Property & Casualty Insurance)

Ping An Life Qingdao Branch held the 2010 Designated Hospital Joint Meeting. Recently, a joint meeting of designated hospitals of Ping An Life Qingdao Branch was held in Linyi. Medical management-related leaders from more than 40 designated hospitals of the branch's third- and fourth-level institutions and Ping An One-Account Card Emergency Assistance Service Hospital met with the branch's medical staff Managers communicated.

This meeting was the branch's first large-scale joint meeting of designated hospitals, laying a solid foundation for more in-depth cooperation between the two parties in the future. (Ping An Life)

PICC Life organized product training on product and life linkages. Recently, PICC Life Insurance Qingdao Branch held a "Happiness Tongda" portfolio insurance product training. The training content included portfolio product development background, product features, terms and insurance liabilities, etc. This training further strengthened the cooperation between PICC Property and Life Insurance Company in cross-selling and interactive business, and played a positive role in promoting the complementary advantages of both parties, further increasing production capacity, and building a sales platform for grassroots sales staff. (People's Insurance Company Life Insurance) Insurance Company Activity Briefing 4

I conducted a three-month internship at the Shaoxing County Branch of China Life Insurance Company (May 1, 20xx to August 1, 20xx). The department where I interned was the training department of the company. The responsibility of the training department is to provide systematic and professional training to the company's insurance sales personnel (i.e. field personnel or salesmen) to help them master sales methods and improve their sales skills, thereby improving the company's performance.

1. The importance and characteristics of sales promotion work:

Personal insurance takes human life or body as the insurance object. An insurance method that pays insurance benefits for death, disability, loss of working ability, or old-age retirement liability caused by accidents, accidental injuries, diseases, aging, etc. Therefore, the products provided by insurance companies that mainly engage in personal insurance have the characteristics of intangibility, homogeneity, extensive diversity and decentralization. Moreover, personal insurance often involves a person's old age, death, illness, disability, etc. In a Confucian country like China, people mostly taboo to talk about these topics. Therefore, even if people have huge insurance needs, few people take the initiative to purchase insurance products. This requires our personal insurance salesmen to introduce insurance products to customers, guide customers to discover their needs, inspire customers to realize their needs, promote the company's insurance products, improve the company's performance, and enhance the company's image. Insurance sales work is the prerequisite for the survival of insurance companies.

The sales work of personal insurance has some characteristics.

First: Sales promotion is service-oriented. This kind of service performance is as follows:

⑴. Before the customer purchases, the salesperson should help the customer design an insurance plan and choose the appropriate type of insurance according to the customer's needs;

⑵. After the customer purchases, help the customer adjust the insurance plan according to changes in the customer's insurance needs and the emergence of new insurance types to ensure their financial stability;

⑶. When an insurance accident occurs or the term expires, proactively help the customer make a claim or provide services Consulting services in this area.

Second: Insurance work requires a wealth of knowledge. Life insurance itself is a contract and a family financial plan. It not only involves knowledge of law, taxation, medicine, financial investment, and sociology, but also takes into account the customer's family situation, income status, future economic plan and investment direction, and the customer's psychological state and consumption habits.

Third: Promotional work is of great significance. Personal insurance is a guarantee to help others pursue a happy life. Salesmen always consider customers during their sales work and provide customers with high-quality insurance policies so that customers can receive timely financial help and tide over difficulties when they encounter misfortune, and they will naturally be respected by people. Fourth: Flexibility and freedom in sales promotion work. For personal insurance sales work, the underwriter can choose the working time, target and location according to his own situation, and can freely adjust the arrangement according to his personal plan. Fifth: Sales work also has unique work procedures and work essentials. Therefore, any life insurance company attaches great importance to the training and development of insurance sales personnel.

2. China Life Insurance Company’s training system:

The company has a professional tiered training system: Employee Basic College, Successful Entrepreneurship College, Senior Cadre College, and Lifelong Learning College. Advanced, systematic training, taught by full-time and part-time lecturers. Specifically for field employees, the training organized by the company's training department includes: new employee training, transition training, regular training, business manager promotion training, agent qualification examination training, PTT (part-time lecturer) training, etc. The field staff returned to their respective districts for individual training. It can be said that training accompanies the growth of field staff from the first day they join the company.

The company's training content is quite comprehensive, ranging from Taiping's history and etiquette to customer development, explanation of terms, recruitment, referrals, sales philosophy, etc. The Shaoxing County Branch of China Life Insurance Company has achieved impressive results in the two years since its opening, which is inseparable from the fact that they have an excellent training team. Teachers from the company's training department have built a good training framework for field staff. Briefing on Insurance Company Activities 5

Since the mobilization meeting on pension insurance for residents in xx Township, xx has attached great importance to it, made careful arrangements, carefully arranged it, and adopted effective measures to comprehensively promote the social pension insurance work for urban and rural residents.

Highlight the word "early" to grasp the basics and be fully prepared. Our township promptly established a leading group for urban and rural residents’ pension insurance work, which is personally led by the main leaders of the party and government, with relevant leaders and department heads as members. It is responsible for the organization, leadership and coordination of the residents’ pension insurance work in xx Township, and at the same time implements specific office structures. Staff members are assigned to be responsible for data review, upper and lower liaison, policy Q&A, information entry, situation summary, etc. Each village also establishes a corresponding leadership team and implements village-level co-organizers to form an organizational network system that links up and down, and jointly manages the affairs. . Highlight the word "Guang" to promote publicity and create a good atmosphere.

According to the relevant policies of the central government and provinces, cities and counties, and in light of actual conditions, the formulation of new rural insurance policies and standards should be clear and concise; organize staff to go to village groups to publicize the new rural insurance policies and benefit farmers, Let it enter households, brains, and hearts; at the same time, innovate publicity methods, and use various publicity forms such as hanging slogans, cable TV, banners, leaflets, and posting slogans to explain the significance of developing new rural social pension insurance to the masses. , the policy is accurate and the content is clear, and the new rural insurance policy is settled for the masses, making the new rural insurance policy well-known to every household and deeply rooted in the hearts of the people, and actively creating a strong atmosphere for the broad masses of the people to participate in the new agricultural insurance policy. Highlight the word "fine" to grasp business and improve the level of handling. In order to improve the business capabilities of the handling personnel, two training courses were held to ensure that the handling personnel have clear policies and professional skills.

At the same time, the public security, civil affairs, family planning and other departments are required to perform their respective duties according to the division of responsibilities and cooperate with each other to confirm the household registration information of the insured persons, apply for identity documents, five guarantees and the disabled, Confirmation of the identity of the two families in the family planning program and stabilization of petitions and visits ensure that the work is fully advanced. Highlight the word "practical" to supervise and ensure implementation. Our township has promptly established a joint meeting system of departments, a weekly information reporting system and a work target assessment system, regularly studies and solves important problems in the work, timely collects and reports on the progress of the work in the township, and incorporates the pension insurance work for urban and rural residents into the annual comprehensive target assessment content , those who engage in fraud and malpractice for personal gain during insurance participation will be seriously held accountable for the relevant units and personnel.