Insurance company's plan

Time flies too fast, and people are caught off guard. There are new opportunities and challenges ahead. Writing a good plan will not make us lose our way when we work hard. How exactly should the plan be drawn up? The following is the insurance company's plan, welcome to share. Insurance company's plan 1

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

underwriting is the source of insurance enterprises' operation, the important foundation of risk management and control, and the basic guarantee of insurance enterprises' survival. Therefore, in XX year, enterprises will pay close attention to business management and improve their 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. The business to be underwritten beyond the enterprise's authority shall be preliminarily examined and submitted for approval after signing opinions, so as to ensure the strict underwriting of such business.

2. strengthen the management of the information technology department, improve the processing platform of various types of insurance business, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and compile 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 for major target businesses and special risk businesses to ensure reasonable risk control. At the same time, according to the risk situation of businesses, implement relevant reinsurance or reinsurance management regulations to ensure reasonable diversification of underwriting risks.

4. Strengthen the underwriting and underwriting norms, strictly implement the terms and rates system, master the operation of the new core business system, and conduct comprehensive and systematic training for the underwriting and underwriting staff of China Branch, so as to improve their comprehensive business skills and quality and provide a good guarantee for the business development of the enterprise. A good article lies in the ease of official documents

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 stepped up their competition in the market business, and the 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 has become the core content of insurance companies' values and become the core competition, customer service has become a service culture with unique ideas. After XX years' efforts, our company has occupied a certain share in the market, and also has a large customer base. With the continuous deepening of business development, the importance of customer service will be particularly prominent. Therefore, XX enterprises will strictly standardize customer service in XX years 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 enterprise voice service system, so as to improve their own market competitiveness and maximize customer satisfaction.

2. Strengthen the training of customer service staff, improve their comprehensive skills and quality, strictly adhere to 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, reporting, surveying and determining damages, explaining terms, and settling claims and complaints in strict accordance with the post responsibilities and business operation procedures.

3. Take the central branch enterprise as the center, and set up a full-time and part-time survey and loss assessment network covering the whole region in parallel. At the initial stage, the central branch will set up three full-time survey and loss assessment staff, and at the same time, they will cooperate with part-time staff to survey, so as to improve the overall quality of the business staff of the central branch, effectively improve the quality of survey and loss assessment claims, and achieve accurate survey, reasonable loss assessment and fast claims settlement.

4. Complete the extension work of XX marketing service department and YY marketing service department before June of XX. 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, accelerate business development, increase market share, and make enterprise insurance brands bigger and stronger.

based on the annual premium income of XXXX million yuan in 2xx, the proportion of various types of insurance is: motor vehicle insurance 85%, non-auto insurance 1% and personal insurance 5%. In XX year, the business development plan drawn up by the central branch enterprise is to realize the annual premium income of XXXX million yuan, and the proportion of various types of insurance is planned to be 75% for motor vehicle insurance, 15% for non-auto insurance and 1% for personal insurance. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the most important business of our company. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the advantages of auto insurance of enterprises, and fight a tough battle for auto insurance business. In 2xx, we should consolidate old customers and win new customers in auto insurance business, focusing on developing fleet business and underwriting new car business, so as to achieve a new level of auto insurance business.

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

3. Actively do a good job in agency business with banks. In October of XX, 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 through active efforts. In XX, we should concentrate 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, strive for new breakthroughs in bank agency business, and realize the strategic goal of insurance structure adjustment for enterprises.

In the new year, although the competition in the market will be more intense, with the correct leadership of provincial enterprises, Zhongzhi will open up new ideas, strive for progress, create new achievements, and strive to make the enterprise insurance business bigger and stronger. Insurance company's plan 2

1. Guiding ideology

Guided by the work objectives put forward by provincial enterprises, focusing on the development of life insurance business and focusing on the construction of urban and rural outlets, we will comprehensively promote the sustained, healthy and rapid development of life insurance business in the business department; In terms of internal strength, external image, corporate brand promotion and management level, the professional quality of the business team has worked hard to successfully complete the rating of the sales department, and at the same time, it has worked hard to successfully complete the annual task objectives issued by the superior enterprises.

II. Work Objectives

1. Establish and improve rural marketing outlets of the business department. Based on the existing business team, three new business directors, six senior business managers, 12 business managers and 1 senior financial advisers will be trained during the year (including 45 in the first half of the year and 55 in the second half). Complete the work of setting up 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 2, and strive to expand the number of prospective shareholders to 1.

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

3. Organize and hold 1 orientation classes, more than 2 business briefing sessions, more than 3 product briefing sessions and more than 4 customer friendship meetings.

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

5. intensify advertising, realize three-dimensional advertising with slogans, banners and leaflets in TV publicity, and quickly launch the brand.

6. design and make a set of simple and practical exhibition manual and staff increase manual to provide some practical marketing tools for salesmen.

III. Scheme measures

1. Mobilize before the war to establish the belief of winning, seize opportunities and face challenges directly

Through various meetings, we will thoroughly explain the partner agency system of enterprises, the competitive advantages of enterprises in the market and the development of the insurance market, and keep new ideas and everything new, thus changing passive management into active management; At the same time, establish and improve various specific rules and regulations of enterprises to provide a good basis for management.

2. The company will set up a marketing service division to select and train full-time management talents.

Two urban marketing service departments and four rural network service departments will be set up. Form a competitive pattern, train and train talents in competition, and form a middle-level business management backbone with talents; Provide a good exhibition platform for the service department that meets the business standards, and at the same time introduce the management plan of the service department.

3. Sign a military order to implement target management, and the task responsibility is subdivided into monthly people.

Sign an annual target management responsibility letter with various management departments, so as to achieve clear goals, well-founded rewards and punishments, and enhance the confidence of all supervisors to lead the team to sprint the business throughout the year; Divide the annual task target into months, and distribute it to each service department at the business kick-off meeting. Track the achievement of team goals through the performance analysis of monthly work summary meeting, weekly supervisor meeting, morning meeting and fair meeting.

4. Recruit and develop part-time insurance assistants.

Invest a small amount of money in the early stage, carry out effective full-time staff increase, and require all full-time veteran employees and prospective shareholders to carry out quality improvement training together. On this basis, vigorously advocate the development of part-time insurance assistants and create a platform for business development of 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 2 administrative villages with a good economic foundation in the county, 2 well-known and well-known staff members were selected as part-time insurance assistants to rapidly expand the scale of enterprise personnel. Make a good management plan for the insurance coordinator. Insurance company's plan 3

1. Analysis of market background

(1) Market situation of xxx

Located in XXX Department, XX City is a big city with population, agriculture and industry, with the reputation of "XXX", covering an area of 16,6 square kilometers, governing 1 municipal district, 5 counties and hosting 1 county-level city (Wanyuan City) with a total population of 657. XXX District is the political, economic and cultural center of Dazhou City, which has jurisdiction over 1 townships and two sub-district offices with a population of 377,3. In order to organize development and boost performance, the urban headquarters must become the leader of development.

(II) Overview of the insurance industry

By the end of 2xx, there were 13 life insurance institutions and 5 property insurance institutions in the city, with premium income of 9.943 billion yuan in 2xx, ranking second in XXX, with 342,5 people covered by urban basic old-age insurance and 4,942,3 people participating in the new rural cooperative medical system. 2xx From January to October, the original insurance premium income of XXX was 2.819 billion yuan (surpassing XX, XX, ranking first in prefecture-level cities), and the top six life insurance companies in XXX were: China Life Insurance, Taikang Life Insurance, Xinhua Life Insurance, PICC Life Insurance, Pacific Life Insurance and Huatai Life Insurance. Know yourself and know yourself before you can strategize.

(III) Development Advantages

The construction of transportation hub will surely drive the urbanization process and rapid economic growth. The construction of XX Expressway has started, and it will take about 9 hours to go from XX to XX. On December 23, 2xx, the XXX Expressway officially started, and it is expected to open to traffic in 2xx. 2xx started construction at XXX Expressway on September 1th, and it is expected to open to traffic in 2xx. On September 2th, 2xx, the EMU was operated from XXX to XXX, and the whole running time was more than 2 hours.

the natural gas energy and chemical industrial park is developing faster and bigger. XXX chemical industrial park is a characteristic industrial park supported by XXX province, which was founded in June of 2xx. The planned area of the industrial zone is 3 square kilometers, which is divided into chemical industrial zone, energy industrial zone, comprehensive industrial zone and warehousing and logistics zone. Sinopec Puguang Purification Plant has been completed and put into use, and PetroChina Nanba Purification Plant is under construction. Successfully introduced Qilu Petrochemical Company, Guizhou Wengfu Group Company, XXX Investment Group Company, Kaidan Water International Group, Beijing Run Investment Group and other domestic and foreign enterprises to settle in the industrial zone.

the above shows that Dazhou's economic development is growing rapidly, and the insurance industry is growing strongly.

II. Work Plan

(I) Strengthening the cooperation between government and enterprises is the foundation of the company's business development

In view of the particularity of life insurance and the complementarity with the current national old-age medical security system, it is very necessary to carry out comprehensive and in-depth cooperation with local municipal, district and county governments, as well as explore ways of cooperation and create opportunities for cooperation. Using the new concept of life insurance, with the help of the government's policy platform, we will increase our own product promotion and brand promotion, and form a three-in-one body of the masses, the government and insurance companies, giving full play to their respective advantages and market effects, comprehensively caring for and ensuring the people's old-age care and living and working in peace and contentment.

(II) Doing a solid job in market promotion is the basis for promoting business development

In view of the limitations of the company's office space at present, we should increase external guidance and publicity; Set up a point or exhibition near the government building to promote the influence and brand effect. It is convenient to consult, insure and come and go.

1. Make good use of the national insurance policy to publicize and explore cooperation modes; The social insurance law will be implemented in 2xx, in which the definition scope and payment methods of industrial injury insurance and medical insurance are expanded. The introduction of the social insurance law further provides a basic legal basis for the reform of China's social security system, and realizes a major change from the experimental stage to the stereotyped, stable and sustainable development of the social security system. With the "roaming" of pension and medical insurance in different places, unified accounts and overall payment will further promote the professional development, collectivization and centralized development of life insurance.

2. Renew the concept and establish the dominant position of life insurance; Life insurance is a special personal insurance based on endowment insurance, involving medical insurance and accident insurance, covering three major business systems of individuals, groups and banks, and the types of insurance can be independently and arbitrarily combined; The development of insurance market is the development of personal concept change, so we must thoroughly explain the meaning of insurance, keep the concept new and everything new, so as to change passive management into active management; Grasp the core selling points of products, and increase the driving force of products and the persuasion of insurance marketing concepts with the help of product briefings, training meetings and morning meetings.

3. Mutual prosperity, combining with the industry to show personality; The life insurance industry has a wide range of development, a long time and many agents. With the help of the life insurance channels and social resources in a dominant position at present, we can publicize the advantages and characteristics of our company in a wide range, and then do professional life insurance, so that the insured can firmly establish that Great Wall Insurance is a good company with strong strength and sufficient capital.

(3) Building an excellent team is the guarantee for the sustained growth of performance

Love and dedication are the core elements of selecting and employing people and the premise of building an excellent team.

1. Increase the number of employees to drive great achievements, and then realize personnel optimization and selection of key personnel; According to the characteristics of life insurance marketing, we must have a large number of front-line agents, which can not only ensure the normal flow of personnel, but also select and train more personnel, and realize personnel optimization, structure optimization and level optimization while improving the performance platform.

2. Not a simple recruiter, but