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August 2012 MONTHLY REPORT. Policy Admin division. Management division. Finance and Accounting. IT division. Joseph Chi. Policy Admin Division. Management Division. Finance, Accounting & Investment. IT Division. 1. 2. 3. 4. Agenda. Policy Admin Report. P.A New Regulations. - PowerPoint PPT Presentation
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L/O/G/O
August 2012
MONTHLY REPORTAugust 2012
MONTHLY REPORTPolicy Admin divisionManagement division
Finance and AccountingIT division
Joseph Chi
AgendaAgendaAgendaAgenda
11 Policy Admin DivisionPolicy Admin Division
22 Management DivisionManagement Division
33 Finance, Accounting & InvestmentFinance, Accounting & Investment
44 IT DivisionIT Division
L/O/G/O
Policy Admin ReportPolicy Admin Report
P.A New RegulationsP.A New Regulations
Underwriting department accepts ID more than 15 years
From August 2012, underwriting department
accepts the ID more than 15 years but clients
still need to submit the driver license together
with ID
P.A New RegulationsP.A New Regulations
Client Signature Checking
From October 2012, if the signature on
contract application form is different from the
signature on medical examination report, the
contract application will be declined
Not-taken ratio in 7Not-taken ratio in 7thth WKM WKMNot-taken ratio in 7Not-taken ratio in 7thth WKM WKM
Branch
Working month
7th -2012
Issue case Not-taken case Ratio (%)
Case Premium Case Values
HCM 50 272,672,000 2 9,642,000 3.8%
Ha Noi 91 478,401,000 4 22,917,000 4.6%
Da Nang 55 238,591,000 2 14,406,000 4.8%
Can Tho 38 223,020,000 2 18,608,000 6.8%
Dong Nai 194 1,276,760,000 6 36,788,000 3.0%
Hai Phong 35 215,549,000 8 91,710,000 32.7%
GA BenTre 3 10,450,000 - - 0.0%
TOTAL 466 2,715,443,000 24 194,071,000 6.1%
Not taken ratio trend chartNot taken ratio trend chart
Jul, 2012 premium eff. on that month is 22.3%, compare last month is higher 0.7%
Premium collection eff. on that month – Jul 2012
2,444
3,159
1,953
4,128
3,410
3,941
3,164
4,462
3,163
4,948
3,442
4,781
3,448
5,396
4,3503,8464,113
4,4334,461
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2012
2011
UnitJun – 2012 Jul – 2012 Total 01 ~ 07-2012
Target(M)
Actual(M)
Achiev.(%)
Target(M)
Actual(M)
Achiev.(%)
Target(M)
Actual(M)
Achiev.(%)
HCM2,000 1,763 88.1 2,000 1,675 84.4 13,400 10,531 78.6
HN3,600 1,372 38.1 2,800 1,568 55.3 20,000 9,170 45.9
DN500 274 54.8 800 391 48.9 3,200 1,993 62.3
CAN1,000 303 30.3 1,200 485 40.4 6,430 2,904 45.2
DNA1,200 658 54.8 1,500 909 60.6 6,540 3,718 56.9
HAP800 296 37.0 1,000 241 24.0 3,870 1,291 33.4
Total9,100 4,781 52.5 9,300 5,396 57.957.9 53,420 30,596 57.3
Actual premium Actual premium is 5396M, is 5396M, compare last compare last month is higher month is higher 615M, 615M, achievement achievement rate is 57.9%rate is 57.9%
Actual premium in July 2012Actual premium in July 2012
L/O/G/O
Management Division Report
Management Division Report
2012 MID-YEAR PERFORMANCE 2012 MID-YEAR PERFORMANCE EVALUATION PROGRAMEVALUATION PROGRAM2012 MID-YEAR PERFORMANCE 2012 MID-YEAR PERFORMANCE EVALUATION PROGRAMEVALUATION PROGRAM
Evaluation period: Dec. 01, 2011 – May 31, 2012 Effective time of salary review & promotion:
August 2012
Normally salary review & promotion for whole company will be applied every February
Name Old position New position
HUNG KUO CHAO Planning Deputy Director Planning Director 1
YEN JUNG PIN Management Deputy Director Management Director 1
RUAN WEN JUNG IT Deputy Director 2IT Deputy Director 3
(Acting for IT Director)
CHAO CHIH HUNG Marketing Assistant Director Marketing Deputy Director 1
LIN HUNG TSUNG Internal Auditing ManagerInternal Auditing Senior
Manager
JUAN SHOU MING IT Assistant Manager IT Manager
2012 MID-YEAR PERFORMANCE EVALUATION RESULT
Name Old position New position
CHI JUI FENG IT Assistant Manager IT Manager
NGUYEN HUU PHUOC Agency Training & Development Specialist
Agency Training & Development Senior
Specialist
PHAN NGOC QUANG Claim Assistant Specialist Claim Specialist
NGUYEN THI THU HONG Humance Resources Assistant Specialist
Humance Resources Specialist
NGUYEN THI HOANG YEN Internal Auditing Assistant Specialist
Internal Auditing Specialist
HA CHI DUNG Business Planning Assistant Specialist
Business Planning Specialist
2012 MID-YEAR PERFORMANCE EVALUATION RESULT
Legal NewsLegal NewsLegal NewsLegal News
3 new government regulations taking effect. Circular 123/2012/TT - BTC on detailing
implementation of enterprise income tax
Circular 124/2012/TT - BTC on detailing implementation of managements of insurance enterprises
Circular 125/2012/TT - BTC on financial regime relating to insurance companies
Office building informationOffice building informationOffice building informationOffice building information
1. LADECO (Ha Noi): Lease contract termination Official termination date : Sep 23, 2012 All Agents moving to Bui Thi Xuan office : done Assets & furniture moving to warehouse : done Restore original status and hand-over : in progress Other related service contract termination : in
progress
2. HUNG LOI (Can Tho): Lease contract termination Estimated termination date : Sep 30, 2012 Notice to Landlord : drafted & submitted to BOD All Agents moving to Hanh Phuc office Warehouse lease : on process
Occupational Safety & Health CourseOccupational Safety & Health CourseOccupational Safety & Health CourseOccupational Safety & Health Course
Training course of Occupational Safety & Health (2nd Course in 2012)
Organized by : GA Department Information :
1st OSH course : Jun 01, 2012 (65 employees) 2nd OSH course :
Date : Sep 07, 2012 Time : from 13H30 to 16H30 Venue : Big meeting room - 10F - TWC Attendant : Vietnamese employees who didn’t
join 1st course (office staffs & BDOs)
L/O/G/O
Finance, Accounting and Investment
Finance, Accounting and Investment
Investment Asset AllocationInvestment Asset Allocation
Gov. Bonds: Ave. yield 15%; Duration 4.7yGov. Bonds: Ave. yield 15%; Duration 4.7y
USD TD:Ave. rate 1.5%; Tenor: 0.1y USD TD:Ave. rate 1.5%; Tenor: 0.1y
VND TD:Ave. rate 12.6%; Tenor: 5.1yVND TD:Ave. rate 12.6%; Tenor: 5.1y
Cash/DD:Ave. rate 1.5%Cash/DD:Ave. rate 1.5%
Note: As of Aug. 22nd
Most of our investment income comes from the long term Government Bonds.
Weighted average yield is around 13.4%. We achieve 10.6 billion VND Investment Income every month.
Gov. Bond (65.8%)
USD TD(6.5%)
VND TD(27.4%)
Cash(0.3%)
Portfolio: VND954 billion
Business Result 2012Business Result 2012
-200
20406080
100120140
Revenue
Expense
Profit (Loss)
Revenue 17.7 16.1 25.3 22.7 23 22.5 21.1 148.4
Expense 20.4 17.5 26.8 22.5 24.6 21.5 19.1 152.4
Profit (Loss) -2.7 -1.4 -1.5 0.2 -1.6 1 2 -4
Jan Feb Mar Apr May Jun July YTD
Total Asset Total Asset
1,111
1,096
966
1,0171,041
1,077
950
1,000
1,050
1,100
1,150
BillionCharter Capital 2008 2009 2010 2011 July12
Asset,Liabilities
9661,01
71,041 1,077 1,096 1,111
L/O/G/O
IT Division Report
AgendaAgenda
11 Question-Response AreaQuestion-Response Area
22 E-learning SystemE-learning System
33 Finger Machines SetupFinger Machines Setup
44 Service Center KPIService Center KPI
55 Other jobs supporting usersOther jobs supporting users
AgendaAgenda
11 Question-Response AreaQuestion-Response Area
22 E-learning SystemE-learning System
33 Finger Machines SetupFinger Machines Setup
44 Service Center KPIService Center KPI
55 Other jobs supporting usersOther jobs supporting users
Question-Response AreaQuestion-Response Area
For Agents and Staffs to express their opinions or questions
The Design of this Area is a one way Forum The questions will be answered and confirmed
by coresponding division To achieve the objective of training staff
To be a Knowledge Management System
Question-Response AreaQuestion-Response Area
Create
Assign
Person in charge
Agents, StaffBusiness TypesDirector
System Flow
Post
AgendaAgenda
11 Question-Response AreaQuestion-Response Area
22 E-learning SystemE-learning System
33 Finger Machines SetupFinger Machines Setup
44 Service Center KPIService Center KPI
55 Other jobs supporting usersOther jobs supporting users
E-learning systemE-learning system
Provide a platform for agents and training division To get or publish the latest and richest
information from company in real time Agents discuss and share their experiences Easily maintained by training division
Adopt XOOPS to build the platform Open source Extendable Modules
E-learning systemE-learning system
E-learning system functions
E-learning Systemhttp://10.160.64.18
News Video File Album Forum
E-learning systemE-learning system
AgendaAgenda
11 Question-Response AreaQuestion-Response Area
22 E-learning SystemE-learning System
33 Finger Machines SetupFinger Machines Setup
44 Service Center KPIService Center KPI
55 Other jobs supporting usersOther jobs supporting users
Finger machines SetupFinger machines Setup
To support the new agency system Build a full-time agent team Manage All BDO,SM and BM
Current After
BDO roll call
Controlled by human
Check in on machine
Controlled by System
Roll Call Method Comparison
Finger MachineFinger Machine
Check-in
Finger Machine PC
BCS(Business core system )
Upload
Attendancedata
Count
Finger Machine Data Upload &Attendance Data Generation Flow
AgendaAgenda
11 Question-Response AreaQuestion-Response Area
22 E-learning SystemE-learning System
33 Finger Machines SetupFinger Machines Setup
44 Service Center KPIService Center KPI
55 Other jobs supporting usersOther jobs supporting users
Service Center KPIService Center KPI
Function to evaluate the performance of each CS Staff and Unit
Key Performance of Daily Jobs
Process the transactions that input into system
Service center KPIService center KPI
CS KPISource
Premium
P.O.S
NewContract
Claim
Service center KPIService center KPI
KPI Formula
An issue is that Not every transaction is equivalent. Not every staff’s capacity is equivalent.
( influenced by position, seniority )
Weighted Transaction Count
Weighted Headcount
Service center KPIService center KPI
TransactionCounts
WeightSetting
( HR )
Headcount
WeightedTransaction
Counts
WeightedHeadcount
AgendaAgenda
11 Question-Response AreaQuestion-Response Area
22 E-learning SystemE-learning System
33 Finger Machines SetupFinger Machines Setup
44 Service Center KPIService Center KPI
55 Other jobs supporting usersOther jobs supporting users
Other jobs supporting usersOther jobs supporting users
11 Create the leading indicators reportCreate the leading indicators report
22 Develop time deposit functionDevelop time deposit function
33 Collect Multi-Times Premium in 1 DayCollect Multi-Times Premium in 1 Day
44 BDO 13 working month fixed-salaryBDO 13 working month fixed-salary
55 UL ImprovementsUL Improvements