Insurance company work plan for 2019

In XX, under the support of all levels of leaders and all colleagues in the provincial branch, Zhongzhi Company completed the preparatory work and successfully opened its business. It also achieved good results in the development of its business and occupied a certain market share. On the basis of the various tasks assigned by the provincial company, the company summarized the work experience of XX years and combined with the actual situation of the region, formulated the following work plan:
First, strengthen the industry management work and build a quality and standardized underwriting service system. Underwriting is the source of insurance company operations, an important basis for risk management and control, and the basis for the survival of insurance companies. Therefore, in 2019, the company will seize the industry management work and improve its risk management and control capabilities. 1. Inspect the underwriting business in a timely manner, use risk management technology and pricing system to control the underwriting risk, determine the insurance premium rate, and ensure the quality of underwriting. Conduct a preliminary review of the business beyond the company's license to be underwritten and sign the opinion and report it to the company to ensure strict coverage of such business. 2. Strengthen the management of information technology departments, improve the processing platform for various types of insurance business, establish and improve the underwriting basic database through construction and use of electronic underwriting business processing systems, and control related reports and underwriting analysis. At the same time, do a good job in market research and regularly develop medium and long-term business plans. 3. Establish and improve the risk assessment system for major target business and special risk business, ensure reasonable control of risks, and implement relevant reinsurance or reinsurance management regulations according to the risk situation of the business to ensure reasonable dispersion of underwriting risks. 4. Strengthen underwriting and underwriting specifications, strictly enforce the terms and rate system, be proficient in the operation of the new core business system, and conduct comprehensive and systematic training for the underwriting and underwriting personnel of the Zhongzhi to improve their comprehensive business skills. And quality, to provide a good guarantee for the company's business development. Good articles are in the official document, improve the quality of customer service work, and build a first-class customer service platform. With the continuous increase of the competition in the insurance market, various insurance companies have increased their competition for market business. The insurance company does not operate tangible products, but a service to avoid risks or venture capital. Therefore, build a service. The customer service platform of high-quality service is extremely important. When the service has become the core content of the insurance company's values and become the core competition, the customer service work becomes a service culture with a unique concept. After XX years of hard work, our company has occupied a certain share in the market, and also has a large customer base. With the continuous development of business, the importance of customer service work will be particularly prominent. Therefore, Zhongzhi is in 2019. In the year, the customer service will be strictly regulated, and the first-class customer service management platform will be applied and implemented. 1. Establish and improve the voice service system, increase the publicity of the hotline, and push the hotline to the society in various forms, so that many customers can fully understand the powerful support functions of the company's voice service system to improve their market competitiveness and achieve customer satisfaction. maximize. 2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly adhere to the service tenet of “enthusiasm, thoughtfulness, quality and efficiency”, adhere to the principle of “active, rapid, accurate and reasonable”, strictly in accordance with job responsibilities and business operations. The provisions of the process are well received, reported, investigated and determined, clause interpretation, claims and other complaints. 3. Taking the central branch as the center, specializing in part-time and part-time work, establishing a survey and fixed damage network covering the whole district. At the beginning, the middle branch set up a full-time survey and damage personnel, and at the same time, cooperated with non-professional personnel to improve the investigation. The overall quality of the business personnel will be effectively improved, and the quality of the investigation and the damages will be improved. The investigation will be accurate, the damage will be reasonable, and the claims will be quick. 4. Complete the post-department work of the “secretary work” marketing service department and the yy marketing service department before June 2019. At this point, the service network construction of the whole district is basically perfect, providing efficient and convenient for the company's customers. Insurance after-sales service.
Third, accelerate business development, increase market share, and strengthen and strengthen the company's insurance brand. According to the “secretary work” of RMB 10,000 in the middle of XX, the proportion of each type of insurance is 85% for motor vehicle insurance, 10% for non-auto insurance, and 5% for people. In 2019, the central branch company plans to develop a business development plan to achieve the annual premium income “secretary work” x 10,000 yuan, the proportion of each type of insurance is planned to be 75% of motor vehicle insurance, 15% of non-auto insurance, 10% of people's risk, plan The implementation will be implemented in the following aspects. 1. Motor vehicle insurance is the top priority of our business. Therefore, vigorously develop the motor vehicle insurance business, give full play to the company's auto insurance advantages, and lay a solid foundation for the auto insurance business. It is still the focus of our work. In the auto insurance business in 2019. It is necessary to consolidate the old customers and strive for new customers, focusing on the development of the fleet business and the underwriting of the new car business, in order to achieve a new level of auto insurance business. 2. Do a good job in the non-auto insurance industry, choose to visit some large and medium-sized enterprises, and focus on public relations for enterprises with good benefits and low risks, establish good relations with enterprises, and strive to cover the property, personnel and vehicles. In order to do a good job in the market development of non-auto insurance-type insurance, we will strive to create a new pattern in the development of non-auto insurance business in XX years. 3. Actively do a good job in agency business with banks. In October XX, our company has signed a joint agency agreement with Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Fujian Industrial Bank, etc., and will concentrate on strengthening business with major banks in 2019. The communication link has enabled the bank to fully understand the brand and advantages of China Insurance, strive to increase the bank's support and policy inclination to the company in the agency business, and strive to make new breakthroughs in the banking agency business and realize the structural adjustment of insurance. The strategic goal lays a good foundation for the company to achieve maximum benefits.
In the new year, although the market competition will be more intense, but with the correct leadership of provincial companies, Zhongzhi will develop ideas, strive to forge ahead, create new achievements, and strive to become bigger and stronger in corporate insurance.

Insurance company work plan for 2019

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