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POLICY ADMIN MONTHLY REPORT DECEMBER, 2010

POLICY ADMIN MONTHLY REPORT DECEMBER, 2010. Jessie Chou ( Chị Vân ). Agenda. Policy admin function chain. Underwriting Dept. New business in 2010. Target 2010 10%. Incomplete ratio. Solutions used to control incomplete ratio on target. Actual. Target. Step 3. Step 4. Step 1.

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POLICY ADMIN MONTHLY REPORT DECEMBER, 2010

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  1. POLICY ADMIN MONTHLY REPORT DECEMBER, 2010 Jessie Chou (Chị Vân)

  2. Agenda

  3. Policy admin function chain

  4. Underwriting Dept

  5. New business in 2010

  6. Target 2010 10% Incomplete ratio

  7. Solutions used to control incomplete ratio on target Actual Target Step 3 Step 4 Step 1 Step 2 SC’ s performance evaluation based on incomplete ratio. Cooperate with Training to improve Agent’s professional. Organize exam for SM/BDO filling the app form. Incomplete case be strictly rejected. 2010 4.2% 2011 4.5%

  8. Target 2010 94% Ratio of CFS return within 14 days

  9. Solutions used to control CFS return speed on target Actual Target Step 2 Step 1 Step 3 2010 94.3% 2011 95% Cooperate with Training to enhance agent’s service quality. SC performance evaluation base on CFS return speed. Implement CFS regulation, CFS over 21 days will be deducted commission.

  10. Target 2010 7% Decline base on ME Ratio Actual Target 2010 ME 7.0% Decline 12% 2011 ME 13% Decline 18%

  11. Main Projects 2011 Occupation class ME Table Agent ranking • Revise new Occ. Class to suit with the market. • Pushing sale, competitive, and risk control. • Revise new ME regulation for better risk control. • ME target on 2011 is going 13%. • Base on Claim/POS’s data to do Agent ranking. • To Cooperation with IT set up and record data for agent’s evaluation. • Agent’s quality and Agent service become better

  12. Premium Dept

  13. Target 2010 96% TIAChecking

  14. TIAChecking Actual 2010 96.3 % Target 2011 96.5%

  15. Target 2010 80% Premium Collection Efficiency

  16. Premium collection efficiency Actual 2010 75 % / 33% Target 2011 76% / 35%

  17. Prem.Collection – Bank channel (SacomBank)

  18. Target 2010 4% POS –Policy Owner ServiceNot-Taken Ratio

  19. POS –Policy Owner ServiceNot-Taken Ratio Actual 2010 Target 2011 3.6% 3.5

  20. Claimclaim active of 2010 claim payment of 2010 13 33

  21. POS Surrender % ,2010 (million)

  22. Action for surrender issue

  23. Target 2010 92% CUSTOMER SERVICE

  24. Project for customer service

  25. Innovation Customer Service 2011

  26. Better Service & full supportAim company sales target Agency Force Supplier

  27. Thanks For Your Attention

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