How to write the insurance work plan for the second half of the year

How to write a work plan, let us learn about it together:

The main contents of the work plan include: 1. Situation analysis, analyze and study the current status of the work, and fully understand the work content . 2. Work tasks and requirements, talk about the tasks and work indicators that should be achieved. 3. Determine work methods and steps and take necessary measures to ensure the completion of work tasks.

Insurance work plan for the second half of the year 1

1. Strengthen business management and build a high-quality and standardized underwriting service system

Underwriting is the source of insurance company operations. It is an important foundation for risk management and benefit realization, and is the basic guarantee for the survival of insurance companies. Therefore, in XX, the company will pay close attention to business management work and improve risk management and control capabilities.

1. Review underwriting business in a timely manner, use risk management technology and pricing system to control underwriting risks, determine underwriting rates, and ensure underwriting quality. Conduct a preliminary review of the business to be underwritten that exceeds the company's authority and submit the opinions for review and approval to ensure strict underwriting of such business.

2. Strengthen the management of the information technology department, improve the processing platform for various types of insurance business, establish a complete basic underwriting database through the construction and use of electronic underwriting business processing systems, and prepare relevant reports and underwriting analyze. At the same time, we conduct market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system for major subject business and special risk business to ensure reasonable control of risks. At the same time, implement relevant reinsurance or reinsurance management regulations based on the risk profile of the business to ensure reasonable diversification of underwriting risks. .

4. Strengthen underwriting and underwriting standards, strictly implement terms and rate systems, master the operation of the new core business system, and conduct comprehensive and systematic training for underwriting and underwriting personnel affiliated with the Central Branch. To improve their comprehensive business skills and quality and provide a good guarantee for the company's business development.

2. Improve the quality of customer service and build a first-class customer service platform

With the increasing number of competition entities in the insurance market, various insurance companies have increased their competition for market business. intensity, and what insurance companies operate is not a tangible product, but a service that avoids risks or ventures. Therefore, it is extremely important to build a customer service platform with high-quality services. When service has become the core content and incorporated into the values ????of insurance companies, When it becomes the core competition, customer service work becomes a service culture with a unique concept. After __ years of hard work, our company has occupied a certain share of the market and also has a large customer base. With the continuous development of business, the importance of customer service will be particularly prominent. Therefore, Zhongzhi is In __ years, customer service work will be strictly standardized and the first-class customer service management platform will be used and implemented.

1. Establish and improve the voice service system, increase the publicity of the hotline, and promote the hotline to the society in various forms, so that many customers can fully understand the powerful support functions of the company's voice service system, so as to improve themselves enhance market competitiveness and achieve customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly adhere to the service tenet of "enthusiastic, thoughtful, high-quality, and efficient", adhere to the principle of "active, rapid, accurate, and reasonable", and strictly In accordance with the provisions of job responsibilities and business operation procedures, complete various tasks such as receiving, reporting, damage assessment, interpretation of terms, settlement of claims and complaints, etc.

3. With the central branch as the center, full-time and part-time staff will be employed to establish a survey and loss assessment network covering the entire region. In the initial stage, the central branch will set up 3 full-time survey and loss assessment personnel, as well as non-full-time staff. The personnel coordinate with the survey to improve the overall quality of the central branch business personnel, effectively improve the quality of survey, loss determination and claim settlement, so as to achieve accurate survey, reasonable loss determination and fast claim settlement.

4. Complete the extension of the two service agencies of __ Marketing Service Department and YY Marketing Service Department before June of __. At this point, the construction of service outlets in the entire district has been basically completed, which has provided the company with Provide customers with efficient and convenient insurance after-sales services. This is a sample insurance sales work plan.

3. Accelerate business development, increase market share, and make the company’s insurance brand bigger and stronger

Based on the premium income of ____ million yuan in __ years, of which each The proportion of insurance types is: motor vehicle insurance 85%, non-auto insurance 10%, and personal injury insurance 5%. In __ year, the central branch company formulated a business development plan to achieve annual premium income of ____ million yuan. The proportion of each insurance type is planned to be 75 for motor vehicle insurance, 15 for non-auto insurance, and 10 for personal injury insurance. The realization of the plan will be based on the following Implementation is complete.

1. Motor vehicle insurance is the top priority of our company's business. Therefore, vigorously developing the motor vehicle insurance business, giving full play to the company's auto insurance advantages, and fighting a tough battle in the auto insurance business are still the focus of our work. In XX, we will consolidate old customers and win new customers in the auto insurance business, focusing on the development of fleet business and the underwriting of new car business to achieve a new level of auto insurance business.

2. Do a good job in promoting the non-auto insurance business, choose to visit some large and medium-sized enterprises, focus on public relations for enterprises with good benefits and low risks, establish good relationships with enterprises, and strive to attract more customers in terms of property, personnel, A package of vehicle underwriting, and at the same time, we must also do a good job in market development of non-auto insurance benefit-based insurance types, and strive to form a new pattern in the development of non-auto insurance business in XX years.

3. Actively carry out agency business with banks. In October __, after active efforts, our company has signed part-time agency cooperation agreements with Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Fujian Industrial Bank, etc. In __ years, we will focus on cooperating with major banks. The bank strengthens business communication and contact, so that the bank can fully understand the brand and advantages of China Insurance, strive to increase the bank's support and policy preference for our company in the agency business, and strive to make new breakthroughs in the bank agency business and realize insurance types The strategic goal of structural adjustment lays a good foundation for the company to achieve efficiency.

In the new year, although the market competition will be more intense, with the correct leadership of the provincial company, the Central Branch will open up ideas and forge ahead to create new achievements and strive to become bigger and stronger. Strive for the company's insurance career.

Insurance work plan for the second half of the year 2

20__ is coming soon. In order to complete the various indicators issued by the company, strengthen the construction of work style, improve ideological understanding, and strictly implement the company's various Terms, strengthen work enthusiasm and initiative, improve auto insurance claims services, comprehensively improve work performance, and improve service quality. The work plan for 20__ is now as follows:

1. Specific work goals

1. Improve the timeliness of claim settlement services, strictly implement the service hours specified by the company for claim settlement, ensure that customers complete claims settlement in the shortest possible time, and reasonably protect the rights and interests of customers.

2. Improve service levels, improve service quality, and enhance customer satisfaction.

2. Main work measures

1. Seriously study relevant business knowledge, improve your ability to solve problems, shorten the claim settlement cycle, improve the claim settlement timeliness, and simplify the claims settlement process.

2. Merge damage verification and compensation positions, speed up case timeliness, strengthen tracking services for pending cases, and shorten the case closing cycle.

3. Strengthen the notification work before underwriting. Strengthen one-time notification services during claims settlement,

4. Reduce price differences and repair differences when determining losses. By standardizing working hours and maintaining parts systems, we launch a no-price claim settlement service to reduce disagreements.

5. Further improve the service etiquette image of claims adjusters, especially some problems encountered in language, behavior, dress, and inspection vehicle management regulations. We adopt the means of setting standards and strengthening inspections to ensure that the service attitude of claims adjusters is high-quality.

6. Take the initiative to care for customers and reduce complaints. Earnestly implement the return visit system for customers who have experienced accidents, and improve the return visit work to improve case completion satisfaction through dispatching text messages and compensation text messages. Take preventive measures in advance for cases where disputes may arise. Achieve timely discovery and timely rectification.

3. Enhance team awareness and establish a good working atmosphere

Enhance mutual understanding with other employees of the company and achieve proficiency in business communication.

Learn from each other, make progress together, improve your work ability and professional level, and truly become a good helper for leaders and a good partner for colleagues.

4. Establish a spirit of ownership and actively provide suggestions for the company's development

The economic performance of the company directly involves everyone's own fundamental interests. Actively contribute ideas and suggestions for the company's development, make rational suggestions, establish the company's interests first, and be self-serving and dedicated to better contribute to the company's development.

5. Improve the efficiency of service work and establish a good corporate image

In order to do a better job in service, we strive to improve the efficiency of on-site service, adopt humanized services, speed up work, and improve Service quality, improve service levels. Comprehensively establish a new image of the company and truly form high-quality, civilized and efficient services.

1. Work in a civilized manner, with a clean environment, civilized language, polite service, and standardized office behavior.

2. Improve work efficiency, maintain efficiency in all work aspects, and make the fast, simple and flexible work style recognized by customers.

3. Provide follow-up services and maintain regular and good communication with customers to ensure that customer problems are solved in the shortest possible time.

In my work in 20__, I am determined to, under the correct leadership of the company, strengthen my confidence, forge ahead, work hard, be truthful and pragmatic, innovate and develop, and make contributions to the development of our company and the insurance industry. New contribution.

Insurance work plan for the second half of the year 3

Under the guidance of the head office’s “value management” work philosophy and in accordance with the spirit of the documents formulated by the head office, hierarchical management of county-level business departments will be implemented. Based on the actual situation of our county, in order to successfully complete the annual task objectives, this work plan is specially formulated:

1. Guiding ideology

With the work objectives proposed by the provincial company as a guideline, and with the life insurance Business development is the center, with the construction of urban and rural outlets as the focus, to comprehensively promote the sustainable, healthy and rapid development of the life insurance business of the sales department; in terms of internal quality and external image building, company brand promotion, operation and management level, and professionalism of the business team Work hard on quality, successfully complete the rating of the sales department, and work hard to successfully complete the annual tasks assigned by the superior company.

2. Work objectives

1. Establish and improve the rural marketing outlets of the sales department. During the year, based on the existing business team, 3 business directors, 6 senior business managers, 12 business managers, and 100 senior financial consultants will be trained (including 45 in the first half of the year and 55 in the second half of the year). Completed the establishment of two marketing branches in urban areas and four major rural outlets; actively expanded channels, established and improved the insurance co-insured agent system, developed the team of co-insured agents to 200 people, and strived to expand the team of quasi-shareholders to 100 people upon maturity .

2. The annual life insurance value premium assessment target is 3.6 million yuan, and the striving target is 4.5 million yuan.

3. Organize and hold 10 newcomer classes, more than 20 entrepreneurial briefing sessions, more than 30 product briefing sessions, and more than 40 customer networking events.

4. Establish and improve marketing outlet management methods and formulate specific implementation plans and measures.

5. Increase advertising efforts, realize three-dimensional advertising through TV promotions plus slogans, banners, and leaflets, and quickly establish the brand.

6. Design and produce a set of simple and practical business exhibition manuals and staff recruitment manuals to provide salespeople with some more practical marketing tools.

3. Plans and Measures

1. Pre-war mobilization - establish the belief of victory, seize opportunities and face challenges head-on

Through various meetings, the The company's partner agency system, the company's market competitive advantages, and the development principles of the insurance market are explained in depth and thoroughly, keeping new ideas and everything new, so as to change passive operations into active operations; at the same time, establish and improve the company's specific rules and regulations to provide management Provide good basis.

2. Point-of-care deployment—establishing a marketing service department, selecting and cultivating full-time management talents

Establishing two urban marketing service departments and four rural outlet service departments.

Form a competitive landscape, train and cultivate talents in the competition, and form a middle-level business management backbone with numerous talents; provide a good business development platform for the service department that meets the business standards, and introduce a service department management plan at the same time.

3. Sign a military order - implement target management, and subdivide task responsibilities to each month and person

Sign a full-year target management responsibility letter with each management department to ensure clear goals, rewards and punishments With evidence, all supervisors will have the confidence to lead the team to sprint for the entire year's business; the annual task targets will be subdivided into each month, and assigned to each service department during the business kick-off meeting. Track the achievement of team goals through performance analysis at monthly work summary meetings, weekly supervisor meetings, morning meetings, and fair meetings.

4. Recruitment - Carry out recruitment activities and develop a team of part-time co-insurers

Invest a small amount of money in the early stage, carry out effective full-time recruitment, and require all full-time senior staff Conduct quality improvement training with prospective shareholders, and on this basis, vigorously promote the development of a team of part-time co-insurers to create a platform for sales staff to expand their business. The company has formed a good working mechanism of "adding employees at the beginning of the month, training in the middle of the month, and achieving great results at the end of the month". Select 200 well-known and reputable personnel from 200 administrative villages with a good economic foundation in the county to serve as part-time co-insurers to rapidly expand the company's personnel team. Develop a management plan for co-insurers.

5. Strengthen basic management and train business elites

Strengthen basic management training starting from morning meeting management, attendance management, system training, workplace management, etc. , be sure to carry out all work in an orderly manner, form regular work habits, practice and explore "activity rate management" and "performance rate management". Establish a targeted training system, including "Newcomer Training Classes" and "Entrepreneurship Briefing Sessions" for newcomers. There are “Financial Consultant Basic Training Classes and Improvement Classes”, “Elite Combat Camps” and “Career Planning Classes” for people above the level of financial consultants; for supervisors at all levels there are “Management Knowledge Training Classes and Management Skills Improvement Classes”. "Qualification Examination Tutoring Class", etc.

6. Combination of strategy and tactics - combine the business promotion plan of the superior company, conscientiously organize the "two meetings" and do a good job in customer networking events

Conscientiously organize each "product briefing meeting" and “Entrepreneurship Information Session.” Build an ideal sales platform for business personnel to ensure the quality and effectiveness of each meeting. Careful preparation is required before each meeting. Organize product presentations in various forms, make full use of various opportunities, and hold a festival themed briefing on a regular basis every month. While inviting customers in, we must also go out, make full use of existing conditions, and carry out various and eclectic customer gatherings, rural symposiums, community gatherings, and various financial knowledge lectures.

7. Reward according to merit - carry out business labor competition activities, reward diligence and punish laziness, survival of the fittest

Formulate a management plan for the marketing service department, and formulate a plan linking interests and performance , forming a healthy competitive atmosphere.

Insurance work plan for the second half of the year 4

With the care and support of the company’s leadership and all colleagues, we have achieved good results in business development and completed the company’s tasks well. Task indicators, on this basis, review this year's work experience and combine with the actual work situation, formulate the following work plan:

1. Strictly implement the company's terms, strengthen business management, and build high-quality , standardized underwriting service system. Underwriting is the source of a company's operations, an important basis for risk management and profit realization, and the basic guarantee for the company's survival. Therefore, in XX, the company will pay close attention to business management and improve risk management and control capabilities.

2. Standardize and implement the company's service terms, improve the quality of service work, and build a first-class service platform. We are not dealing in a tangible product, but a service that is a risk-averse or risky investment. In today's increasingly transparent market and fierce competition, service has become our company's core competitiveness and is included in our company's values. Customer service is the embodiment of this philosophy. In 20__, we will strictly standardize customer service work, establish a first-class customer service system, and truly provide high-quality services to every customer of the company.

3. Accelerate business development, consolidate market share in Zhengzhou, and expand market share in Henan.

Based on the company's premium income of 10,000 yuan in 20__, the company plans to achieve a full-year premium income of 10,000 yuan in 20__, among which: the plan will be implemented from the following aspects.

1. Carefully organize and plan, resolutely complete the planned targets, and lay a solid foundation for the annual goals.

2. Vigorously develop channel business, deeply expand the Zhengzhou market, fight a tough battle in the Henan prefecture-city business, advance in an orderly manner, expand and consolidate the Henan market share.

3. Motor vehicle insurance is the top priority of our company's business. Therefore, vigorously developing the motor vehicle insurance business, giving full play to the company's auto insurance advantages, and fighting a tough battle in the auto insurance business are still the focus of our work. In 20__, in the auto insurance business, we will consolidate old channels and customers, expand new channels, and win new customers. The focus will be on developing channel business, fleet business, and underwriting of new car business to achieve a new level of auto insurance business. .

4. Do a good job in non-auto insurance business exhibition work, choose to visit some large and medium-sized enterprises and institutions, focus on public relations for units with good benefits and low risks, establish good relationships with units, and strive to attract property, personnel , vehicle blanket underwriting, and at the same time, we must also do a good job in market development of non-auto insurance benefit-type insurance types, and strive to form a new pattern in the development of non-auto insurance business in 20__.

5. Other aspects: In-depth focus on other insurance business work; strengthen cooperation with various insurance units; actively participate in the fierce competition of various insurances.

Fourth, focus on team building, do a good job as employees and insurance salesmen, continue to improve human resource deployment, and provide human resources for the company's business development. In terms of employee benefits in 20__, wages and welfare benefits will be appropriately increased on the basis of 20__. At the same time, it is planned to provide a physical examination for each employee. The company will provide a gift for each employee's birthday and organize some group activities, etc. Good talents, retained talents, provide strong human resources guarantee for business development in __ years.

5. Improve the management mechanism and strengthen execution. This year we will start with the system, revise and supplement the company's existing rules and regulations within the scope of requirements, and improve the previously imperfect rules and regulations to make them more in line with the needs of the company's operation and management. After compiling it into a book, send it to every employee and study it carefully. We must truly manage people through systems and do things through systems, thereby improving execution. 20__ is a brand new year, and it is expected that through the joint efforts of all our employees, the company will enter a new stage of development.

Insurance work plan for the second half of the year 5

First, strengthen industry management and build a high-quality and standardized underwriting service system. Underwriting is the source of an insurance company's operations, an important basis for risk management and profitability, and the basic guarantee for the survival of an insurance company. Therefore, in XX, the company will pay close attention to business management work and improve risk management and control capabilities.

1. Review underwriting business in a timely manner, use risk management technology and pricing system to control underwriting risks, determine underwriting rates, and ensure underwriting quality. Conduct a preliminary review of the business to be underwritten that exceeds the company's authority and submit the opinions for review and approval to ensure strict underwriting of such business.

2. Strengthen the management of the information technology department, improve the processing platform for various types of insurance business, establish a complete basic underwriting database through the construction and use of electronic underwriting business processing systems, and prepare relevant reports and underwriting analyze. At the same time, we conduct market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system for major subject business and special risk business to ensure reasonable control of risks. At the same time, implement relevant reinsurance or reinsurance management regulations based on the risk profile of the business to ensure reasonable diversification of underwriting risks. .

4. Strengthen underwriting and underwriting standards, strictly implement terms and rate systems, master the operation of the new core business system, and conduct comprehensive and systematic training for underwriting and underwriting personnel affiliated with the Central Branch. To improve their comprehensive business skills and quality and provide a good guarantee for the company's business development.

Second, improve the quality of customer service and build a first-class customer service platform.

As the number of competition entities in the insurance market continues to increase, each insurance company has intensified its competition for market business. What insurance companies operate is not a tangible product, but a service to avoid risks or risk investment. Therefore, construction A customer service platform with high-quality services is extremely important. When service has become the core content, incorporated into the values ??of insurance companies, and become the core competition, customer service work becomes a service culture with a unique concept. After __ years of hard work, our company has occupied a certain share of the market and also has a large customer base. With the continuous development of business, the importance of customer service will be particularly prominent. Therefore, Zhongzhi is In __ years, customer service work will be strictly standardized and the first-class customer service management platform will be used and implemented.

1. Establish and improve the voice service system, increase the publicity of the hotline, and promote the hotline to the society in various forms, so that many customers can fully understand the powerful support functions of the company's voice service system, so as to improve themselves enhance market competitiveness and achieve customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly adhere to the service tenet of "enthusiastic, thoughtful, high-quality, and efficient", adhere to the principle of "active, rapid, accurate, and reasonable", and strictly In accordance with the provisions of job responsibilities and business operation procedures, complete various tasks such as receiving, reporting, damage assessment, interpretation of terms, settlement of claims and complaints, etc.

3. With the central branch as the center, full-time and part-time staff will be employed to establish a survey and loss assessment network covering the entire region. In the initial stage, the central branch will set up 3 full-time survey and loss assessment personnel, as well as non-full-time staff. The personnel coordinate with the survey to improve the overall quality of the central branch business personnel, effectively improve the quality of survey, loss determination and claim settlement, so as to achieve accurate survey, reasonable loss determination and fast claim settlement.

4. Complete the extension work of the two service agencies of __ Marketing Service Department and yy Marketing Service Department before June of __. At this point, the construction of service outlets in the entire district has been basically completed, which has provided the company with Provide customers with efficient and convenient insurance after-sales services.

Third, accelerate business development, increase market share, and make the company’s insurance brand bigger and stronger. Based on the premium income of ____ million yuan in __ years, the proportion of each insurance type is: motor vehicle insurance 85, non-auto insurance 10, and personal injury insurance 5. In __ year, the central branch company formulated a business development work plan to achieve annual premium income of ____ million yuan. The proportion of each insurance type is planned to be 75 for motor vehicle insurance, 15 for non-auto insurance, and 10 for personal injury insurance. The realization of the plan will be based on the following Implementation is complete.

1. Motor vehicle insurance is the top priority of our company's business. Therefore, vigorously developing the motor vehicle insurance business, giving full play to the company's auto insurance advantages, and fighting a tough battle in the auto insurance business are still the focus of our work. In XX, we will consolidate old customers and win new customers in the auto insurance business, focusing on the development of fleet business and the underwriting of new car business to achieve a new level of auto insurance business.

2. Do a good job in promoting non-auto insurance businesses, choose to visit some large and medium-sized enterprises, focus on public relations for enterprises with good benefits and low risks, establish good relationships with enterprises, and strive to attract more customers to their property, personnel, We will provide comprehensive coverage for vehicles, and at the same time, we must also do a good job in market development of non-auto insurance benefit-based insurances, and strive to form a new pattern in the development of non-auto insurance business in XX years.

3. Actively carry out agency business with banks. In October __, after active efforts, our company has signed a part-time agency cooperation agreement with __ Bank, ____ Bank, ____ Bank, ____ Bank, ____ Bank, etc. In __ Strengthen business communication with major banks so that banks can fully understand China Insurance’s brand and advantages, strive to increase banks’ support and policy preferences for our company in agency business, and strive to make new breakthroughs in bank agency business and achieve The strategic goal of adjusting the insurance structure has laid a good foundation for the company to achieve profitability.

This year, although the financial crisis will still affect the economy, and although the market competition will be more intense, with the correct leadership of the provincial company, the Central Branch will open up ideas, strive for progress, and create new performance, and strive to make the company's insurance business bigger and stronger!

The above is what I have shared today, I hope it can help everyone.