reporter:jojo yeh 2012/ 06 /29. 1 b q3 incentive c training report performance review a
TRANSCRIPT
BM SM EAS↑ SAS IA
13/2011 64 749 859 3,667 11,956
06/2012 45 322 277 2,013 8,702
Difference -19 -427 -582 -1,654 -3,254
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All headcount are decline.
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In order to create a pleasant working environment and strengthen the communication of the agent.1
To strengthen the sales performance2
Subsidize Expenses Standard:• SAS↑ Personal sale≥ 5M 500,000/person•CRD/RD/TWC/BM/BDO: 300,000/person 8
Standard FYC(*)VNĐ PFYP(*)VNĐ Reward
Basic of the Table 258,492,300 516,984,600 40M VNĐ Company paid the annual
membership fee (550 USD) MDRT membership card (2 box)
Court of the Table 775,476,900 1,550,953,800
Top of the Table 1,550,953,800 3,101,907,600
Also need to cumulative 6 months 13wkms persistency≥ 45%
OBJECT SAS↑ SM↑ BM RD CRD
Travel Reward StandardInclude
IAPersonal
IncludeSub-unit
Motherunit
SubordinateWinner
Optional 1 county in Southeast Asia (10M)
250 125 800 400 5 8 10
Taiwan or South Korea 500 250 1,600 800 5 8 10Japan or Australia 1,000 500 3,200 1,600 5 8 10
Also need to cumulative 6 months 13 wkms persistency ≥ 38%
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Through the promote way of honor and bonuses. To upgrade agent’s personal sale.
To develop an effective organization
Since 7wkm, SAS will not have the qualification of Recruiting 1
Create a professional sale habits and strive to become a super star member (PFYP at least ≥30M a quarterly).2
Personal sale can improve the agent’s salary and retention 3
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Membership Standard
Personal PFYP / quarter
Reward / quarter
Silver 30 M Silver membership identification card
Gold 50 MGold membership identification cards +
specially designed card(1 box) + bonus 2M
Standard Ranking Reward Value
1. Top 10 Personal saleAccumulated PFYP ≥30M
2. Top 10 UL saleSale Policy ≥ 2
1
Phone Card
5,000,000
2 ~ 3 2,000,000
4 ~ 6 1,000,000
7 ~ 10 500,000
Implement PFC coursesFollow Training Department standards, two
hours a day total 5 days, 10 lessons.
2
Each month, SM at least promote one IA to SAS. If SM don’t promote one SAS per wkm, CRD should hold the critique meeting.
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11
RegionOffice
May June
CT 3 2
DN 2 2
DNAI 5 4
HN 4 2
HP 1 2
HCM 4 4
Total 19 16
14 Focus on IA quality Selection
RegionProvince
May JuneCT 0 0DN 3 1
DNAI 1 1HN 5 1HP 2 1
HCM 2 1Total 13 5
IA from provinces are mostly <30To avoid waste cost advice once every two months
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From 01.05-31.05.2012
Region PassPercentage
(%)
CT 107 15%
DN 88 13%
DNAI 107 15%
HN 226 32%
HP 87 12%
HCM 88 13%
Total 703
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09/6/2012
Purpose: 1.To improve sales skills of our Agents2.To develop training skills of BDOs/ SM3.To make sure that our training Legal Compliance follows Vietnam Insurance Law
23/6/2012
Step 1:Composing New PFC_
Draft Version
Step 2:Sending &
Collecting their Feedback from ATD Centers
Step 3:Coposing New
PFC_Final Version
Step 4: Launching PFC_Final Version
16/7/2012
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PFC Cards (Storage: ATD Dept)1.Agents will receive PFC cards when finishing IA courses2.When promote to position of EAS, agent requires to fulfill PFC card
PFC Cards (Storage: ATD Dept)1.Agents will receive PFC cards when finishing IA courses2.When promote to position of EAS, agent requires to fulfill PFC card20
06/6/2012 18/6/2012
Step 1:MeetingTraining, IT, AA, Audit
Step 2:Compose Process
Draft_version
Step 3:Request for approval of Relevant Directors
Step 4: Sending
request for IT
26/6/2012
Purpose: 1.To fix IA course management problems2.To make sure that our training Legal Compliance follows Vietnam Insurance Law
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