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Policy admin

Policy admin. Monthly report. March 2012. Nguyen Huu Tri. 1. Underwriting. New Business. Incomplete ratio. CFS return. NEW BUSINESS 2 nd Working Month. Incomplete ratio. INCOMPLETE RATIO chart. Confirmation slip (CFS) return. Confirmation slip (CFS) return. 2. Premium collection.

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Policy admin

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  1. Policy admin • Monthly report March 2012 Nguyen Huu Tri

  2. 1. Underwriting New Business Incomplete ratio CFS return

  3. NEW BUSINESS 2nd Working Month

  4. Incomplete ratio

  5. INCOMPLETE RATIO chart

  6. Confirmation slip (CFS) return

  7. Confirmation slip (CFS) return

  8. 2. Premium collection TIA Checking Post collected Reinstatement efficiencies

  9. TIA checking ratio +0.9% Main reason: Lost -0.9% Target 96.5%

  10. TIA checking detail The main reason is DNA have total 16 losing receipt and 8 cases delay

  11. Post office collected in Feb 2012 Feb: 114cases/327M ( Increase 32cases /101M) Jan: 82cases/226M

  12. VN post campaign

  13. Reinstatement efficiencies 20 cases

  14. 3. Claim, POS & Call center Not-taken ratio Confirmation call Claim figure

  15. Not-taken ratio

  16. Confirmation call

  17. Claim Figure 2012 (YTD)

  18. Claim Figure 2012 (YTD) • Based on policies (from 1/1/2012 – 20/3/2012) • Included main products and riders

  19. Claim Figure 2012 (YTD) HaiPhong Dong Nai

  20. INSURANCE FRAUD? 2 or 3 months

  21. INSURANCE FRAUD?

  22. Other activities Test R06 Set up new regulation for reinstatement Revised the wording of some underwriting letters (declination letter, special condition letter) Follow up VIP Customer plan

  23. Next month plan *Set up POS online forms in system *Change occupation class on POS POS, Call Center • Prepare for launching Universal Life in April • Enhanced Underwriting System UW/Claim *Set up premium director Q2 fund * VNPT promotion ( Cathay pillow gifts) Premium

  24. Thank you

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