Summary of insurance company group training in the first half of the year

Time always flies, and half a year has passed in the blink of an eye. Before I could miss my life in the first half of the year, the company immediately asked me to write a half-year summary. This is not an easy thing, you need to think it over. The following is a summary of the training of insurance companies in the first half of the year, which I compiled for your reference only. Welcome to reading.

Summary of insurance company training in the first half of the year-XXX, I love you!

/kloc-for 0/80 days, I have devoted my time with my wife to you without hesitation, summing up the work of group training in the past six months. Thank you, my wife, who is pregnant and has no complaints about my empathy.

Because of you, I put all the housework on my old father. Father, thank you for washing my clothes for 180 days.

In the past six months, you and I have become one. You are me, I am you, you are home, and home is you. I am with you during the day and dream of you at night. I think during the day and dream at night-of course, there are many nightmares. How many times have I woken up in the middle of the night and looked at the ceiling thinking about premiums and salary increases until dawn?

To borrow a leader's words, ability is not the first, but this professionalism is really touching.

Once a person is addicted to something, he will certainly grow in it. Being addicted to work is the same, so thank you, xx. In the past six months, you have not only increased my white hair, but also increased my business ability.

In one hundred and eighty days, with the guidance and help of General Manager xx, I planned thirteen production meetings and presided over twelve production meetings. While losing several pounds, my performance doubled and I got a premium of xx million. Of course, such performance is not commendable. Looking back at the premium platform of xx one day, I am convinced that this premium is definitely negligible.

In one hundred and eighty days, I also planned, presided over and taught five innovation meetings, the number of which was obviously less than that of production meetings, so the result was that although the premium increased, the manpower did not increase much. From more than 100 customers in the first production meeting to only 20 or 30 customers in the last production meeting, I deeply realized that without the support of human resources, the premium performance will only be a castle in the air, and the once "glory" will also be a flash in the pan. How can a man with only one leg go far? Maybe you can get up the courage to run for a while, but in the end you will fall down on the side of the road exhausted!

In the past six months, I have held ten substitute classes for the old-age certificate (post one), once every two Mondays on average; Organize and teach the fourth stage of the skills class (post 2); In the first bridging training course, the title training was interspersed in the morning meeting, and the work was summarized as "the summary of the work of the group training for half a year". The ratio is 10/4/ 1. One of the reasons is that sometimes there are too few newcomers who successfully enter the company by taking a substitute class (the number of applicants is small), so few that only three or four people can't afford the class; Mainly as the only training teacher in the branch, I am overwhelmed. A group of newcomers have just entered the company, and another group of newcomers are waiting for counseling. So we have to put the hungry newcomers on hold. Anyway, they have entered the company, so let's do it first, and then "post two" together when they pass the examination and enter the company! But on the whole, this unbalanced ratio (10/4/ 1) will inevitably affect, and indeed affect the performance rate and retention rate of newcomers to a great extent. So in the past six months, a batch has come and a batch has left. Although the face of the staff has been refreshed, it has not been refreshed to the number of manpower. At this point, I have an unshirkable responsibility. I deeply blame myself for this and make a profound review to the organization.

Fortunately, the water inlet is still larger than the water outlet.

180 days, planning and organizing 120 morning meetings (about), presiding over 30 morning meetings and giving 48 morning lectures. There have been many mistakes and omissions, and many lessons and experiences have been gained. In the process of development, I feel my way across the river, groping, exploring and trying a business model of morning meeting suitable for a dozen or twenty people. I look forward to the day when I don't have to worry about groping for this model, but I think about how to hold a morning meeting for more than 100 people or even hundreds of people every day-I am also convinced that I will wait for this day, and it is in Huadu.

Because I (and General Manager xx) have been working hard on this aspect, I will focus on this aspect in the second half of the year, that is, talent recruitment and basic management. We realize that when people come in, they must have solid and continuous basic management support; The implementation of basic management must be based on manpower. Nobody cares. Fortunately, the branch has also vigorously promoted the four systems, and invested and supported in this respect. With the help of the "East Wind" of the branch, we secretly vowed to have 80 attendance manpower by the end of the year anyway.

In terms of performance tracking, we have established a short message platform organically combined with business executives, supplemented by telephone short messages, to track business personnel in a hierarchical, three-dimensional and targeted manner, forming a daily and continuous habit, which basically keeps salesmen awake for a day without answering my phone calls or messages.

Looking at my own growth process, I found that in the past six months, there were tears and sweat, pay and gain, mistakes and growth, lessons and experiences. I thank all the business executives and business colleagues who have supported and cooperated with my work for half a year. I thank all the leaders for their expectations and trust, and I also thank them for their criticism, sympathy and correction of my work mistakes. Thanks again to my wife and father for their understanding and support.

Finally, I declare to the leaders and myself that in the second half of the year and beyond, I will continue to accept and complete every task assigned to me by the company with full work enthusiasm and high mental state. In a word, I will be in the office for one minute and do it for 60 seconds!

Summary of insurance company training in the first half of the year Under the correct leadership of branch 2xx, Qi Xin, xx branch, made unremitting efforts and achieved good results. By the end of XX, the premium 10000 yuan exceeded the task assigned by the superior. The work in the first half of this year is summarized as follows:

1. I joined the company on xx, xx, xx, and trained in xx Branch, and participated in the primary training organized by the provincial company in xx, and successfully obtained the training certificate. Through a series of studies and practical work, I understand that group training is a professional manager who assists enterprise executives in workplace training, business counseling, business promotion and activity management.

Main projects:

With the goal of creating an excellent service department, we actively carry out various tasks throughout the year.

Life insurance management is conference management. Make monthly calendar management meeting according to business priorities every month. Strictly require all meetings to be held smoothly: first, visit, track and record the supervisor performance of their respective teams and business partners at the cadre morning meeting every day. Encourage hosts and guests to develop the habit of tracking and guiding subordinates' activities. In the middle of each month, the king of the month will be selected to share experience and set a benchmark in the team, which not only praises the advanced but also guides education. Focus on special education, create an atmosphere, and plan to publicize an early meeting. For example, in the process of regional expansion and development, the propaganda on the eve, the process of market development, expansion words, visiting skills and so on. , enhanced the sense of teamwork of partners, greatly improved team cohesion, solved the customer resource problem of some salesmen, made partners see hope, were full of confidence in the future, and the team was affirmed. In the second morning meeting, we will focus on tracking the dynamics and daily activities of team members. Understand the exhibition mentality of partners in time, find solutions to problems in time, and make partners feel that the team is home and the army is the battlefield.

In the first half of the year, the regional expansion and the operation of product briefing have played a positive role in the goal of the whole year.

1, education and training

Through on-the-spot training, we can improve the professional knowledge and presentation skills of salesmen and build a professional team.

1. According to the needs of the annual business situation, formulate corresponding education and training methods and topics, make full use of the company's resources, and teach topics one by one in the morning meeting according to the calendar arrangement to help partners plan their careers, enhance their professional confidence and improve their presentation skills. In strict accordance with the company's sales focus, the study of new insurance, the practice and training of words and skills, to ensure that everyone can pass the customs. For example, the new insurance covers xx insurance, which always requires all partners to study professionally first. Through study, the business is required to rehearse repeatedly at every morning meeting. A partner in our department is sharing his experience, so he said, "I successfully signed this order because I contacted the customer according to what the company taught me." Although it has been cleared for four or five times, I think it is still worth it ... "

2. Control the study time of the love class through the love society, so as to enrich the education of the members of the love class, and set aside time for them to run the market, organize many practical drills, pass the language skills and other training activities for the members of the love class, strengthen the sales skills of the members of the love class, and help the sales staff to make a big difference.

3. Tell some encouraging stories from time to time every month to stimulate the passion of the development industry.

2. Report management

Report management tracking in place.

1. Follow up a series of reports in combination with the company's various labor competition plans throughout the year. Seriously convey the spirit of the company and various labor competition plans, set goals in time at the beginning of the month, make a report, and do the partner performance and personnel tracking section every month to reach the competition plan. Make poster publicity plan and track the effect, actively create the atmosphere of workplace exhibition industry, make slogans and update them in time.

2. At the morning meeting every day, announce the performance progress, ranking, the realization of individual awards and the comparison with the performance of the brother departments of the previous day. In this way, the sales staff can know their own performance and the team's performance clearly and timely. Pay attention to the performance dynamics of the city and enhance the team's sense of honor.

The realization of team goals:

In half a year, we paid the premium of xx million yuan in advance, mainly using the company's systematic measures to grasp the operation of product briefing and regional expansion. In addition, in view of the breakthrough of large orders, in xx, our department developed a high-end customer with an annual premium of XX million yuan, realizing the breakthrough of developing large orders and zero. Lay a solid foundation for the annual goal.

Through half a year's work, I deeply feel that to become an excellent trainer, you must have solid professional knowledge, good expression ability, business counseling ability, business promotion ability and interpersonal communication ability. Therefore, I will redouble my efforts, keep learning and innovating, and become an excellent life insurance worker in the future.

Summary of the training work of insurance company group in the first half of the year III Without the concern of the leaders, I would not have the opportunity to participate in such a high-level, high-standard, ultra-intensive and over-quota promotion class. Express heartfelt thanks to the leaders for their concern!

The course of the training course is tense and orderly, and the atmosphere of the training course is serious and lively. Looking back on unforgettable days and nights, I gained a lot and was deeply moved. Now I report to the leaders as follows:

First, attitude determines everything, and thoughts generate power.

There are two striking spiritual slogans in the training course of xx Group: one is that life insurance is the cause of talents, talents are the cause of education, and education is the cause of training; The other is-I'm here for life insurance, I'm here for success, I'm here for ideals. I took them as my motto from the beginning of the training course, always keeping them in mind, and taking the correct attitude as the beginning of success and harvest first. Milu once said: "Attitude decides everything!" Only by recognizing the necessity and importance of learning from the heart can actions become spontaneous and conscious and produce good and positive results. The three-week course of the training course also effectively proves this point. In the first class, the head teacher asked us to seriously think about such a question: how to study during the training class, what do you want to learn, and what expectations do you have for yourself after learning? I think, first of all, we should have clear goals, build confidence, integrate theory with practice, and strictly observe discipline. Start with little things and make steady progress towards big goals. We should not only listen to every class with full enthusiasm and concentration, but also learn the teaching skills of the lecturer. In the interactive style, we should also communicate with partners in various regions and draw more nutrition and inspiration from them. Every partner is a teacher, and every partner has a bright spot, which is worth appreciating and learning. How many times can there be such an opportunity in life? Is there any reason not to cherish and work hard? A positive attitude is the fundamental guarantee of progress, and a good attitude itself is a valuable asset. Always pay more than others, always work harder than others, always learn more than others, and always get closer to success. This is one of the feelings that the training class gave me.

Second, form good habits and reflect the style of group training.

It means practice, not success. The so-called success is that success comes naturally. Success is a process of habit. Therefore, the formation of good habits is crucial to success. A person's glory is by no means accidental, nor is it an overnight event, but after years of hard work and ups and downs of life. According to experts' statistics, a good habit can only be formed after at least repeated practice, and it is formed immediately.

Good habits can accompany him all his life, and the first-class Yong ying style should start with cultivating good habits. There are many detailed rules in the training class, such as returning chairs in time, not carrying mobile phones in class, not making any noise when eating, keeping the surrounding environment clean and tidy, strictly observing the schedule of work and rest, and strictly fulfilling the formalities of asking for leave, which fully embodies the teachers' good intentions. An army that comes at the call, can fight when it comes, and can win the war must be an army with good habits, strict discipline and excellent work style. The closed study and training of the training class are tense and enjoyable. Everyone is committed to the pursuit of competition, Excellence and challenges. Integrating old knowledge and learning new skills is the goal. At the same time, I think the cultivation of good habits is also one of the essential contents. The formation of good habits is a long and arduous process, and the training course is a good base for promotion and correction, because there are friendly tips and selfless help from Pakistani partners, as well as strict supervision and enthusiastic concern from the teaching teachers. A strong learning atmosphere and environment will undoubtedly make the learning progress faster and faster. During the three-week course, I got full marks in my subjects, which is inseparable from my efforts to cultivate good habits. As a manager and mentor in the workplace, group training must have a bright and positive image, set an example, inspire and influence partners with practical actions, and be a giant by example, in order to achieve good results. To cultivate the style of first-class group training, we should focus on the big picture and start small. It is essential to set a big goal, because it is the direction of struggle and the realm of expectation, but the details and small things in daily life can better reflect the practice skills of group training. As the saying goes, the style depends on the nuances, and one in a million Excellence will determine success or failure.

Third, enrich knowledge education and improve professional skills.

The reform of xx joint-stock system has brought brand-new opportunities to the company, and also made us face higher challenges. How to strengthen marketing management, how to expand the market quickly and effectively, how to improve and perfect the education and training system, how to improve the overall quality of marketing personnel, how to break through thinking and innovation, etc., have become a series of urgent problems before us. Facts and practice have proved that only through professional training and standardized education can we improve the comprehensive quality of supervisors at all levels and front-line sales personnel, thus improving the core competitiveness of the company's marketing business and ensuring the sustained, healthy and stable development of the business. From the strategic height of the company's survival and development, enriching marketing knowledge education and upgrading xx professional skills are the core requirements of the first group training course and the fundamental requirements for me to participate in this training course.

The course of the training course is from shallow to deep, and it can be realized that it has been carefully considered, arranged and designed by the teacher. The first week's course is introductory and structural, mainly including the job responsibilities and basic working mode of trainers, the operation of life insurance marketing team, the organizational form and structure of life insurance companies, the dual corporate culture of China Life Insurance and the first-class training style. The work on the second anniversary developed healthily and smoothly. Let's talk about my achievements and shortcomings in the past year in combination with my specific responsibilities.

First, the working ideas

Actively implement a series of important instructions from provincial and municipal companies on the company's development, keep pace with the times, work diligently, be pragmatic and seek efficiency, strive for first-class, further change ideas, reform and innovate, face the increasingly fierce competition in xx insurance market, strengthen core competitiveness and carry out diversified operations. Through hard work and struggle, the company has maintained a good development trend and made due contributions to the sustainable development of xxxx insurance company. Strengthen all aspects of learning and strive to improve their professional quality and management level.

Second, enterprise management.

1. Make weekly, monthly, quarterly and annual sales plans according to the annual sales tasks assigned to us by the municipal company. When making a plan, we should be practical, according to the characteristics of various types of insurance and customers, as well as the achievable goals. After the goal is determined, I follow the principle of "everything is implemented and everything is supervised" and ensure the smooth completion of the goal plan by strengthening the management and monitoring of the process.

Third, shortcomings in the work.

Due to more business, sometimes mistakes are inevitable in busy work. For example, sometimes the service is not timely and the statistics are biased. Sometimes you are impatient in your work, and sometimes you are eager for success, which affects the progress and quality of your work; I can't handle some work relationships well.

In a word, over the past year, I have been strict with myself, self-denial and dedication to public service, improved employees' understanding ideologically, and used strict system norms in action. The employees of the company took continuous development and construction as their own responsibility, determined to reform and innovate, and standardized their operations, and achieved great results. The new year is coming, and the competition in the insurance market will be more intense. In order to maintain a good development trend, the company must further emancipate its mind, renew its ideas, break through itself and gradually increase its marketing efforts. In the new year, I will meet the challenges of the future with full passion and confidence, so that my work will reach a new level. I believe that under the correct leadership of the superior company and the joint efforts of all the staff, our company will be able to work hard with one heart and one mind to create more brilliant achievements!