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Reporter : William Liao 2013/01/25

Planning. Marketing. Training. Reporter : William Liao 2013/01/25. Contents. 1. Business situation. How to increase activity. 2. Others projects. 3. Business situation. PFYP performance. 1. From 2012 July performance become stable

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Reporter : William Liao 2013/01/25

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  1. Planning Marketing Training Reporter: William Liao2013/01/25

  2. Contents 1 Business situation How to increase activity 2 Others projects 3

  3. Business situation PFYP performance 1.From 2012 July performance become stable 2. Q4 performance has a little bit grow in comparison with Q3 control !  It is good sign for insurer

  4. Business situation Headcount performance 1.Q4 is fewer in agent number 2. Quantity (headcount) ≠ Quality (performance)

  5. Business situation Q4Performance PFYP Why？ 1. Part time agent keep growing but performance keep changing 2. Performance of full time agent continue to increase

  6. Business situation Fulltimev.s.Parttime Training High professional High service High productivity Activity Management Strengthen again  New compensation scheme • Target: Enhance activity

  7. Contents 1 Business situation How to increase activity 2 Others projects 3

  8. How to increase activity Step by Step Incentive program Virtuous circle Start from 1 case Increase confidence & Basic income Media tools Opportunity of visit customer Morning meeting Well Education

  9. Well Education CATHAY TRAINING VIDEO (CTV) Provide morning meeting material CTV Viet- nam Year-end party Sale Tips TW Model Staff Service Story Recruitment Skills

  10. Well Education E-LEARNING Learning after morning meeting • Marketing data • Morning meeting • Schedule • DM Feedback -Survey about video clip & prepare gift for agent • VIDEO • add 7 education • video Keep Improvement

  11. Media Tools Opportunity of festival 5th year anniversary New year Children’s day Year end activity Q1 Q2 Q3 Q4 • Prepare paper painting & Colored Pencils • Organize children’s day small party • Give scholarship for poor pupil • Give New Year Greeting • PR gift • Li xi packet • Organize company Anniversary • PR gift • Christmas card New Year Greeting Li xi packet

  12. Media Tools “HAPPINESS EVERYDAY” JOURNAL Media tools CONTENT • Cathay Knowledge • 2. Life/ Healthy knowledge • 3. Everyday’s delicious food SCHEDULE 1 per month

  13. Media Tools PR Gift cup pad Magic towel Key Chain Gift with LOGO Name card Wallet bag

  14. increase confidence Supporting product cheap A07 Have no money just 30k/day only Increase chance to meeting customer short time Payment time so long just pay in 5 years To solve some reject reasons of customers simple Not easy to understand simple: 3 major benefit Promotion 1.Policy prize: PRGIFT/per 2 cases, PR GIFT set/per 20 cases 2.Assessment (New scheme)： 2 A07 = 1 normal case 3.Premium collecting(New scheme)： Renewal premium 10k/case

  15. Incentive program 2013Q1Incentiveprogram Excellent Sales Club New Year Activity 2012/12/27 – 2013/1/9 2 Couplets / per 5M PFYP 2013/1/10 – 2013/1/30 1 Couplets / per 5M PFYP

  16. Incentive program Object: All of agent Time: 1~3 wkm Rider code: R01, R02, R03, R05, R06 Rider promotion

  17. Incentive program Rider promotion R01&R03 • R01&R03attached rate decreased comparing to 12th wkm, but still >50% • Most branch had improvement except HP •  HP’s attached rate was unstable

  18. Incentive program Rider promotion All Riders • Ridersattached rate decreased but maintained high rate (>70%) • Most branch had improvement except DN、HP

  19. Contents 1 Business situation How to increase activity 2 Others projects 3

  20. Others projects Intensify trainer skills Excellent executive will support agent sell well Develop concept&skill 1.CRD 12/24~12/28 (1week) 2.UM (Unit Manager) 1/7~1/18 (2weeks) Executive training plan

  21. Others projects Shortenunderwritingprocess Adjust CS system so customer documents can pass to UW earlier Simple & need without manual handling cases will be done by auto-issue system Select the most suitable portage base on location and time Adjust system Improve efficiency of transportation Auto-issue system

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