Upload
gilbert-francis
View
213
Download
0
Embed Size (px)
Citation preview
2
New Business
HCM Da nang Ha noi
May 2009 % May 2009 % May 2009 %
New Case 190 100 369
Incomplete+ME 43 22.6 24 24 90 24.6
DeclinePostponed 3 1.6 1 1 2 0.5
Cancelled 1 0.5 1 1 0 0
Clean Case 143 75.3 74 74 276 74.9
HCM Da nang Ha noi
Issued Case 166 85 309
Incomplete+ME 20 13 58
3
Current sale areas
New sale areas
(Tiền Giang include Mỹ Tho city, which is current sale areas)
Underwriting
4
Renewal premium collection
- Monthly checking TIA resultMonthly checking TIA result: - Ho Chi Minh : 94%Ho Chi Minh : 94%
- Ha Noi : 89%- Ha Noi : 89%
- Da nang : 100%- Da nang : 100%
City
Receivable policy Collected policy Comprehensive efficiency
Case Premium Case Premium CasePremiu
mComprehensi
ve
Ha noi 122 132,734 39 37,499 31.97% 28.25% 30.11%
Ho Chi Minh 387 372,458 153 126,795 39.53% 34.04% 36.79%
Da Nang 1 24,049 0 0 0.00% 0.00% 0.00%
Total 510 529,241 192 164,294 37.65% 31.04% 34.35%
5
Confirmation call
From : 01 to 30 April 2009
Call percentage : 100% issued cases => Total : 511 cases
Confirmation Call Result No answer cases : 15 Cannot contact cases : 19 Wrong number cases : 25 Successful cases : 452 Negative answer cases : 19
Hotline - Complaint cases : 2- Consultant cases : 2
6
Activities in May 2009
Apply new regulation of TIA management
Co-ordinating with IT to follow up the program development of payment voucher and test the system function of online renewal receipt
Revise and add information about “keeping invoice in company” in reminding letter.
Make statistic report of 100% confirmation call on April.
Follow up issues related to Insurance contract : the signature / deliver on time
Revised changing form A & B
7
Activities in May 2009
Build up the process of reinstatement notice
Finish process death claim case
Pending case: 02 death case (C04 and C03)
Investigate for one case of Parent company
Survey and issue regulation of wrong signature
Training new staffs : CS / Premium / Call center / Investigator
Update manual
8
PLANNING PROJECT NEXT MONTH
Customer Service and UW :
- Process new business, policy change, claim cases, renewal premium
- Apply new function: online renewal receipt
- UW seminar in first week of June
- Apply the rating calculation of A01 in the product system.
- Finish processing of payment voucher
- Recruit 01 CS staff for Hanoi center
- Update CS Manual
9
PLANNING PROJECT NEXT MONTH
POS :
- Finish the process of reinstatement notice ..
- Revised the content of all endorsement
- Follow up wrong signature case
- Test the system function : policy change / loan
10
PLANNING PROJECT NEXT MONTH
Premium
- Follow up TIA and Renewal receipt checking
- Making advertisement on newspaper for 6th working month
- Implementing new payment channel via Sacombank
- Control renewal premium progress
11
PLANNING PROJECT NEXT MONTH
Hotline – Call Center :
- Get approval for opinion survey and TAT for complaint handling ..
- Do the approval and Notice CS Center about process the Client
did not receive contract set
- Follow POS section for process the Client did not sign on
application form.
- Revise Complaint Manual
12
PLANNING PROJECT NEXT MONTH
Claim
- Follow up 2 pending case (C04 and C03)
- Investigate for one case of Parent company (cont)
- Draft regulation for incomplete cases
- Plan to sign contract with hospital in 5 provinces of Central
province and 3 province of South areas