3 insurance personal work plan model

Insurance publicity and public relations work is the link between PICC and the broad masses of the people and the forerunner of insurance work. Make plans for insurance work. This article is a sample insurance work plan I compiled for you, for reference only.

The first model of insurance work plan:

First, strengthen business management and build a high-quality and standardized underwriting service system.

Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, in _ _ _, the company will pay close attention to management and improve its risk management and control capabilities.

1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary review of the underwriting business beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of this business.

2. Strengthen the management of information technology departments, improve all kinds of insurance business processing platforms, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system of major subject matter business and special risk business to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to the risk status of the business to ensure the reasonable dispersion of underwriting risks.

4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of the new core business system, conduct comprehensive and systematic training for underwriting and underwriting personnel of China Branch, improve their comprehensive business skills and quality, and provide a good guarantee for the company's business development. Good articles are easy to record.

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

With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition for market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service becomes the core content and competition of insurance companies, customer service becomes a service culture with unique ideas. After years of hard work, our company has occupied a certain market share and a huge customer base. With the continuous development of business, the importance of customer service will be particularly prominent. Therefore, _ _ Company will strictly regulate customer service and put the first-class customer service management platform into use and implementation within _ _ years.

1. Establish and improve the voice service system, increase the publicity of the hotline, and push the hotline to the society in various forms, so that many customers can fully understand the powerful supporting functions of the company's voice service system, thus improving their market competitiveness and maximizing customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in receiving reports, surveying and determining losses, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation procedures.

3. Set up full-time and part-time branches with the central branch as the center, covering the whole region. In the initial stage, China Branch will set up three full-time survey and loss assessment personnel, and at the same time, cooperate with part-time survey personnel to improve the overall quality of business personnel of China Branch, effectively improve the quality of survey and loss assessment claims, and realize accurate survey, reasonable loss assessment and quick claims settlement.

4. Complete the extension of two service organizations, namely _ _ Marketing Service Department and YY Marketing Service Department, before. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

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

According to the annual premium income of CNY _ _ _ _ 2015, the proportions of various types of insurance are: motor vehicle insurance 85%, non-auto insurance 10% and personal insurance 5% respectively. The business development plan for _ _ _ _ _ _ _ proposed by the Central Branch Company aims to realize annual premium income of _ _ _ _ yuan, and the proportion of various types of insurance is planned to be 75% for motor vehicle insurance, 65,438+05% for non-auto insurance and 65,438+00% for personal insurance. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In 20 16 years, the auto insurance business should consolidate old customers, strive for new customers, focus on the development of fleet business and new car business underwriting, and make the auto insurance business reach a new level.

2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in _ _ _.

3. Actively do a good job in agency business with banks. June+Year 10, 5438, after active efforts, our company has signed part-time agency cooperation agreements with Bank of China, China Construction Bank, China Industrial and Commercial Bank, China Agricultural Bank and Fujian Industrial Bank. In _ _ _, we should concentrate our efforts on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, strive to increase the support and policy inclination of banks in agency business, and strive for a new breakthrough in bank agency business.

In the new year, although the market competition will be more intense, under the correct leadership of provincial companies, China Branch will open up new ideas, strive for progress, create new achievements, and strive to make the company's insurance business bigger and stronger.

Model Article 2 of the Insurance Work Plan:

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

1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary review of the underwriting business beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of this business.

2. Strengthen the management of information technology departments, improve all kinds of insurance business processing platforms, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system of major subject matter business and special risk business to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to the risk status of the business to ensure the reasonable dispersion of underwriting risks.

4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of the new core business system, conduct comprehensive and systematic training for underwriting and underwriting personnel of China Branch, 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. With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition for market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service becomes the core content and competition of insurance companies, customer service becomes a service culture with unique ideas. After years of hard work, our company has occupied a certain market share and a huge customer base. With the deepening of business development, the importance of customer service will be particularly prominent. Therefore, CIIC will use _ _ years to strictly regulate customer service and put the first-class customer service management platform into use and implementation.

1. Establish and improve the voice service system, increase the publicity of the hotline, and push the hotline to the society in various forms, so that many customers can fully understand the powerful supporting functions of the company's voice service system, thus improving their market competitiveness and maximizing customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in receiving reports, surveying and determining losses, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation procedures.

3. Set up full-time and part-time branches with the central branch as the center, covering the whole region. In the initial stage, China Branch will set up three full-time survey and loss assessment personnel, and at the same time, cooperate with part-time survey personnel to improve the overall quality of business personnel of China Branch, effectively improve the quality of survey and loss assessment claims, and realize accurate survey, reasonable loss assessment and quick claims settlement.

4. Complete the extension of two service organizations, namely _ _ Marketing Service Department and YY Marketing Service Department, before. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

Third, speed up business development, increase market share and make the company's insurance brand bigger and stronger. Based on the premium income of _ _ _ _ _ million yuan, the proportions of various types of insurance are: motor vehicle insurance 85%, non-auto insurance 10%, and personal insurance 5%. In, the business development work plan drawn up by the central branch company aims to realize the annual premium income of RMB yuan, and the proportion of various types of insurance is planned to be 75% for motor vehicle insurance, 65,438+05% for non-auto insurance and 65,438+00% for personal insurance. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In _ _ _, the auto insurance business should consolidate old customers, strive for new customers, focus on developing fleet business and new car underwriting business, and make the auto insurance business reach a new level.

2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in _ _ _.

3. Actively do a good job in agency business with banks. June+Year 10, 5438, after active efforts, our company has signed part-time agency cooperation agreements with China Bank, China Construction Bank, China Industrial and Commercial Bank, China Agricultural Bank and Fujian Industrial Bank. In _ _ _, we should concentrate our efforts on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, strive to increase the support and policy inclination of banks in agency business, and strive for a new breakthrough in bank agency business.

This year, despite the economic impact of the financial turmoil and the fierce market competition, under the correct leadership of provincial companies, China Branch will open up new ideas, strive to forge ahead, create new achievements, and strive to make the insurance business bigger and stronger.

Model Article 3 of the Insurance Work Plan:

I. Guiding ideology

Guided by the work objectives put forward by provincial companies, focusing on the development of life insurance business and the construction of urban and rural outlets, comprehensively promote the sustained, healthy and rapid development of life insurance business of the Division; In terms of internal strength, external image, company brand promotion, management level, etc., the professional quality of the business team worked hard, and the rating of the sales department was successfully completed. At the same time, the annual task target issued by the superior company was successfully completed and the work was hard.

Second, the work objectives

1. Establish and improve the rural marketing outlets of the business department. Based on the existing business team, three new business directors, six senior business managers, 65,438+02 business managers and 65,438+000 senior financial advisers will be trained during the year (including 45 in the first half and 55 in the second half). Complete the establishment of two marketing branches and four major rural outlets in the city; Actively expand channels, establish and improve the system of insurance co-insurers, increase the number of co-insurers to 200, and strive to expand the number of prospective shareholders to 100.

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

3. Organize 10 orientation class, more than 20 business briefing sessions, more than 30 product briefing sessions and more than 40 customer friendship meetings.

4. Establish and improve the management methods of marketing outlets, and formulate specific implementation plans and measures.

5. Increase advertising efforts, realize three-dimensional advertising of slogans, banners and leaflets on TV, and quickly start the brand.

6. Design and make a set of simple and practical exhibition manuals and staff increase manuals to provide some practical marketing tools for sales staff.

Third, procedural measures.

1. mobilization before the war-establish the belief of winning, seize the opportunity and face the challenge directly.

Through various meetings, the company's partner agency system, the company's market competitive advantage and the development principle of the insurance market are thoroughly explained, and the concept is new and everything is new, changing passive management into active management; At the same time, establish and improve the company's specific rules and regulations to provide a good basis for management.

2. Set up a marketing service division to select and train full-time management talents.

Set up two urban marketing service departments and four rural network service departments. Form a competitive pattern, train and train talents in the competition, and form a middle-level management backbone with talents; Provide a good display platform for the service department that meets the business standards, and introduce the management plan of the service department.

3. Sign a written pledge to fulfill a military order-implement management by objectives, and subdivide tasks and responsibilities into people.

Sign the annual target management responsibility form with each management department, so as to make the objectives clear and the rewards and punishments well-founded, and enhance the confidence of each supervisor to lead the team to sprint the annual business; Divide the annual task objectives into months and distribute them to all service departments at the business start-up meeting. Track the achievement of team goals through the performance analysis of monthly work summary meeting, weekly supervisor meeting, morning meeting and negotiation meeting.

4. Recruitment —— Carry out employee activities and develop part-time insurance teams.

Invest a small amount of money in the early stage to effectively increase the number of full-time employees, and require all full-time old employees and prospective shareholders to carry out quality improvement training together. On this basis, we will vigorously advocate the development of part-time insurance assistants and build a business development platform for salesmen. Form a good working mechanism of "increasing staff at the beginning of the month, training in the middle of the month, and making great achievements at the end of the month". In 200 administrative villages with good economic foundation in the county, 200 well-known and well-known personnel were appointed as part-time insurance assistants to rapidly expand the scale of the company's personnel. Make a good management plan for the insurance coordinator.