ReporterReporter:Le Kim Minh:Le Kim Minh44thth WM.2011 WM.2011

Agenda

1

AA Performance Review

CC Training Report

BB Cathay Life 1st Summit

PERFORMANCE INTRODUCTION

PFYP

04rd -2011 WKM

PFYP % target

8,622 M 130%

3,608 3,299

1,804

3,258 3,048 3,572

4,301 4,553 4,693

6,025

5,764

6,911

92458,386

6,783

5,577

8,780

8,622

-

2,000

4,000

6,000

8,000

10,000

13 1 2 3 4 5 6 7 8 9 10 11 12

3

PFYPPFYP trend

Unit :Million

20102010

20112011

5

Full-time (Agent + SM)Full-time (Agent + SM)

stopped recruiting AS

420 459 467

664733

842949

1,0381,1551,123

781882

944

1,377

440

484

412

1,473

1,026

1,484

1,7941,669

300

500

700

900

1,100

1,300

1,500

1,700

1,900

3 4 5 6 7 8 9 10 11 12 13 1 2 3 4

SASSAS

EAS↑EAS↑

Headcount grows stronglyHeadcount grows strongly

137

40 72 77124 154

192244 238

309 301360

579

417

328

427

18 26 41 61 71 85124 124 154

112 114

207

122

20141622290

100

200

300

400

500

600

700

1 2 3 4 5 6 7 8 9 10 11 12 13 1 2 3 4

Promote to SAS Promote to EAS

Promotion

4,529

5,196

6,090

4,064

3,047 3,263

3,754

2,575

3,051

3,663

3,112

3,656

4,202

2,936

3,857

5,034

5,198

5,757

2,000

3,000

4,000

5,000

6,000

7,000

13 1 2 3 4 5 6 7 8 9 10 11 12 13 1 2 3 4

6

Part-TimePart-Time

Quarterly assessment

21% 19% 21%

31%34%

29%33%

30%33%

36% 37%41%

31%27%

36% 35%

0%0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

1 2 3 4 5 6 7 8 9 10 11 12 13 1 2 3 4

PERFORMANCE INTRODUCTION

CONCLUSIONCONCLUSION

•PFYP over Target.

•Productivity of IA goes up.PFYP

Head-count

• Due to the assessment, Fulltime and IA headcount

decrease a lot.

• We should recruit more in next months.

• Promotion to SAS and EAS continue increasing.

THAILAND SUMMIT

Position Standard

BMLevel A: invitedLevel B: 1200 MLevel C: 800 M

SM 300 M

AS 100 M (50M personal)

90 winners joined the Summit

THAILAND SUMMIT

Police, VIP car welcome our team

Deliver welcome flower to guest

Chairman of summit appear

THAILAND SUMMIT

7 VIP winner of the Summit

Sexy dancer

Dancing with….

THAILAND SUMMIT

Sight seeing together

THAILAND SUMMIT

BOY??

LADY??

THAILAND SUMMIT

THAILAND SUMMIT

Bye bye and see all at Malaysia

MONTHLY REPORT 2011 TRAINING DEPARTMENT

Report THIS MONTH

Plan for NEXT

MONTH

BASIC COURSE & ADVANCED

COURSE

BASIC COURSE & ADVANCED

COURSE

CONDUCT NEW PRODUCTS

CONDUCT NEW PRODUCTS

PART-TIME TRAINER

PART-TIME TRAINER

SUPPORT OTHER

OFFICES

HANOI HCM CANTHO HAIPHONG

DONGNAI DANANG

9

courses 7

courses 5

courses 10

courses

5

courses 3

courses

No OF TRAINED NEW AGENTS

39 courses

04th WM/2011

403

233203

6848

22

977

1st & 2nd WM, 2011

530

581

110

204

159

262

195

148

69

102

22

56

3rdWM: 1085 4thWM: 1353

CONTENTS:a.PTT(Professional training

trainer)b.Basic insurance

knowledgec.Terms and conditions

d.Products e.Sales cycle f.Operation

BDO continues to observe in class and practice

Prepare training materials for UL products ( whole life Universal life insurance and Term Universal life)

Conditions to learn UL : agents must fully meet the following conditions such as:

- At least 6 month experience of insurance agency activities, or at least 2 year working experience of financial, banking, insurance area, or graduated from college of finance, banking, insurance.

- Must not violate agency practicing ethics during their active period

- Insurance agents must be professional trained at least 24 hours about UL and obtain certificates of training insurance.

- Insurance company shall have to bear the responsibility that is caused by agents.

SUPPORT FOR AGENCY IN DNAI

• The training department continues to open RSS and DSS course for agency in Dong Nai office

• Help junior BDOs: – Fulfill their routine job easily through

guidelines as well as – Satisfy the need of agency

• How to run CIW, OPP, conduct PFC…etc.

BDO notebook

PLAN FOR NEXT MONTH

Continue to conduct basic courses

Observe BDO in class

Support for other offices if any

Conduct advanced courses for agency

Plan for trainer meeting Upgrade the training materials and slides