1 / 31

Marketing

Marketing. Planning. Training. Marketing. PFYP performance. Unit :Million. 2011. 2012. Gradually stable. Headcount Performance. Full-time stably. Full-time v. s Part-time. 1.Full-time agent’s PFYP continue increase. 2.Quantity is good, but quality is important. Agency support.

ruby-yang
Download Presentation

Marketing

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Marketing Planning Training

  2. Marketing

  3. PFYP performance Unit :Million 2011 2012 Gradually stable

  4. Headcount Performance Full-time stably

  5. Full-time v. s Part-time 1.Full-timeagent’sPFYPcontinue increase 2.Quantityisgood,butqualityisimportant

  6. Agency support Support agency design printing the wall calendar to give to customers

  7. Agency support Support Hanoi successfully organize the outdoor painting contest for children

  8. Planning

  9. C14 Sale Situation Statistics Date: 4th Oct – 23rd Nov, 2012 • C14is the best sale product and its premium ratio is up to 42% • DongNai is the best selling branch for C14

  10. Rider Promotion • R01&R03 Sales review in 2012.11th • All riders Sales review in 2012.11th  Attached Rate and Premium Rate in 11th wkm decreased a little  The rates in CT, Dnai and HP fall down quickly  The rates in DN improved strongly

  11. Rider Promotion (cont.) • All riders Sales review in 2012.11th  R01&R03 have the highest numbers; but R05 has no case  CT and DN had improved the selling of rider, especially R01&R03  HP sells riders very poor

  12. Persistency Report  Persistency has been around 20%~25% in last 6 months

  13. Persistency Report (cont.)  Persistency of Non-agent this month been around 29%  But persistency of agent is very low, making all HO persistency is not good

  14. A07PRODUCT SALE & MARKETING

  15. Promotion • Short term promotion • Skill • Improve sale skill Check & manage • Conception • Insurance conception • Product consideration Important factors • Agent must know the conception of designing this product, so they will willing to learn it and get good effect of this product. • Frequently checking and management, ensure good quality and affect of each factors.

  16. Insurance conception • PURPOSE • Let agent know insurance benefits about designing product, target customer, commission accumulation. • Let agent accept company’s products. PRODUCT SEMINAR • Product content • Easy to understand, use more picture to describe product’s benefits • Benefit of marketing • Easy to sell & understand • Have chance to meet customers

  17. Sale skill PURPOSE Help agent to find out target customers, different customers use different way to sell product. • Define target customer • Help agent from project 40 find out target customers. • DM • Show product’s benefits in simple way, let customers can understand product easily. • Sale example • Accord target customer to set up sale example and the way to face customers’ rejection. • Sale kit • Design simple diagram and sample in order to assist agent introduce product with customer more easier

  18. Promotion PURPOSE Use promotion campaign to encourage agent sell new product as habit, not sell product for high commission. • Exchange prize • Sell 2 cases A07  as 1 normal policy • Group prize • Whole group get performance  get prize • Number of policy prize • Sell A07 get PR gift

  19. Training

  20. AGENDA Last month report A B Next month plan

  21. LAST MONTH REPORT IA course statistic • Number of IA course 2011 & 2012 • Number of IA 2011 & 2012 • Branch Statistic

  22. NUMBER OF IA COURSE 2011 & 2012

  23. NUMBER OF IA 2011 & 2012

  24. BRANCH STATISTIC

  25. LAST MONTH REPORT Project New IA course process according to MOF new regulation Improve PFC training skill (part 2) PFC handbook E-learning website ( update)

  26. NEW IA COURSE PROCESS Sale certification The new IA course process and related job revised and report to MOF (waiting for MOF response)

  27. IMPROVE PFC TRAINING SKILL (STEP 2) • Purpose: in order to develop PFC training skill for person who in charge PFC • Training content: 4 parts • Training time: 2.5 days Already finished the Step 1 ( coach the potential coach) Step 2 ( Some potential coach will go to each region to coaching) Estimate time to each region to coaching:

  28. Discuss and collect information Design draft version Report BOD/ revised After BOD approve, need 2 week to print 12~30/11 3~14/12 12~28/12 PFC HANDBOOK Purpose: support agent convenient in finding sale knowledge PFC handbook content (5 part) Step 1

  29. E-LEARNING WEBSITE ( CRD REGION) Set up Training data for CRD and management data for CRD

  30. NEXT MONTH PLAN Launching new IA process Launching Improve PFC training skills (step 2) Step 2 of PFC handbook Update E-learning website

  31. Thank You! www.themegallery.com

More Related