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As the saying goes, making a plan is more important than the plan itself. In order to arrange the next work r

Template recommendation of insurance company's compliance work schedule (5 articles)

As the saying goes, making a plan is more important than the plan itself. In order to arrange the next work r

Template recommendation of insurance company's compliance work schedule (5 articles)

As the saying goes, making a plan is more important than the plan itself. In order to arrange the next work reasonably, we need to draw up the work plan of the insurance company. When writing a work plan, you must have a purpose, clear thinking and a clear plan. So how to write a work plan for an insurance company? In order to make it easier and more convenient for you to use, the following is the Template of Compliance Work Schedule of Insurance Company, which is for reference only and I hope it can help you.

In 1 x, with the care and support of leaders at all levels and all colleagues of the provincial branch, China Branch completed the preparatory work and successfully opened its business. In business development, it has also achieved good results, occupied a certain market share, and successfully completed various task indicators issued by provincial companies. On this basis, the company summed up the work experience of X years, and combined with the actual situation in the region, formulated the following work plan:

First, strengthen business management and build a high-quality and standardized underwriting service system.

Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, this year, the company will pay close attention to business management and improve its risk management and control capabilities.

1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary review of the underwriting business beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of this business.

2. Strengthen the management of information technology departments, improve all kinds of insurance business processing platforms, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system of major subject matter business and special risk business to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to the risk status of the business to ensure the reasonable dispersion of underwriting risks.

4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of the new core business system, conduct comprehensive and systematic training for underwriting and underwriting personnel of China Branch, improve their comprehensive business skills and quality, and provide a good guarantee for the company's business development. Good articles are easy to record.

Second, improve the quality of customer service and build a first-class customer service platform.

With more and more competitors in the insurance market, insurance companies have strengthened the competition in market business, but insurance companies are not engaged in tangible products, but a service to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service becomes the core content and competition of insurance companies, customer service becomes a service culture with unique ideas. After X years of hard work, our company has occupied a certain share in the market, but also has a larger customer base. With the continuous development of business, the importance of customer service will be particularly prominent. Therefore, CIIC will strictly regulate customer service during the year and put the first-class customer service management platform into use and implementation.

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 supporting functions of the company's voice service system, thus improving their market competitiveness and maximizing customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in receiving reports, surveying and determining losses, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation procedures.

3. Set up full-time and part-time branches with the central branch as the center, covering the whole region. At the beginning, China Branch will set up three full-time survey and loss assessment personnel, and at the same time cooperate with non-full-time personnel to jointly survey, so as to improve the overall quality of business personnel of China Branch, effectively improve the quality of survey and loss assessment claims, and realize accurate survey, reasonable loss assessment and quick claims settlement.

4. Complete the extension work of two service organizations, namely "secretarial work" marketing service department and yy marketing service department, before June 2008. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

The third is to speed up business development, increase market share and make the company's insurance brand bigger and stronger.

Based on the premium income of "secretarial work" in X years, the proportions of various types of insurance are: motor vehicle insurance 85%, non-auto insurance 10% and personal insurance 5%. During the year, the business development plan drawn up by the central branch company is to realize the annual premium income of "secretarial work"10,000 yuan, and the proportion of various types of insurance is planned to be 75% for motor vehicle insurance, 65,438+05% for non-auto insurance and 65,438+00% for personal insurance. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In 2008, auto insurance business should consolidate old customers, strive for new customers, focus on developing fleet business and new car underwriting business, and make auto insurance business reach a new level.

2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance for property, personnel and vehicles, and at the same time, do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in X years.

3. Actively do a good job in agency business with banks. From June, 5438 to October, X/KLOC-0, our company successively signed part-time agency cooperation agreements with Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China and Fujian Industrial Bank through active efforts. This year, we should concentrate on strengthening business communication with major banks, let banks fully understand the brand and advantages of China Insurance, strive to increase the support and policy inclination of banks in agency business, strive for new breakthroughs in bank agency business, and realize the adjustment of insurance structure.

In the new year, although the market competition will be more intense, under the correct leadership of provincial companies, China Branch will open up new ideas, forge ahead, create new achievements, and strive to make the company's insurance business bigger and stronger.

With the care and support of company leaders and all colleagues, template 2 of compliance work schedule of insurance company has achieved good results in business development and successfully completed the company's task indicators. On this basis, summing up this year's work experience, combined with the actual work situation, the following work plan is formulated:

First, strictly implement the company's terms, strengthen business management, and build a high-quality and standardized underwriting service system. Underwriting is the source of the company's operation, the important basis of risk management and control, and the basic guarantee for the company's survival. Therefore, in XX, the company will pay close attention to business management and improve its risk management and control capabilities.

Second, standardize and implement the company's terms of service, improve service quality, and build a first-class service platform. We are not dealing in tangible products, but in services to avoid risks or venture capital. In today's increasingly transparent market and fierce competition, service has become the core competitiveness of our company and has been integrated into our company's values. Customer service is the concrete embodiment of this concept. XX years, strictly regulate customer service, establish a first-class customer service system, and truly provide quality service to customers of every company.

Third, speed up business development, consolidate Zhengzhou's market share and expand Henan's market share. Based on the branch's premium income of10,000 USD in XX, the company plans to realize the annual premium income of10,000 USD in XX, in which: the plan will be implemented in the following aspects.

1. Carefully organize and plan, resolutely accomplish the planned objectives, and lay a solid foundation for the annual objectives.

2. Vigorously develop channel business, deeply expand Zhengzhou market, fight hard for local business in Henan, advance in an orderly manner, and expand and consolidate Henan market share.

Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. XX should consolidate old channels and old customers, expand new channels and strive for new customers, and focus on developing channel business, fleet business and new car underwriting business to achieve a new level of auto insurance business.

4. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises and institutions, focus on public relations with units with good benefits and low risks, establish good relations with units, strive for a package of insurance coverage for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in XX.

5. Other aspects: Do other insurance business well; Strengthen cooperation with various insurance units; Actively participate in the fierce competition of various insurances.

Fourth, do a good job in team building, do a good job in employees and insurance salesmen, continue to improve the allocation of human resources, and provide human security for the company's business development. In the treatment of employees in XX, wages and benefits will be appropriately increased on the basis of XX. At the same time, it is planned to provide a gift for each employee's physical examination and hold some group activities for each employee's birthday. , make good use of talents, retain talents, and provide strong manpower guarantee for XX's business development.

Five, improve the management mechanism, strengthen the execution. This year, we will start with the system, modify and supplement the existing rules and regulations of the company and the required scope, improve the previously imperfect rules and regulations, and make them more in line with the needs of the company's operation and management. Compile a book and distribute it to every employee, and study hard. Really manage people with the system and do things with the system, so as to improve the execution. XX is a brand-new year. We look forward to the company entering a brand-new development stage through the joint efforts of all our staff.

The following is the work plan of xx insurance company in the second half of the year.

First, strengthen business management and build a high-quality and standardized underwriting service system.

Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, in the second half of xx, the company will pay close attention to industry management and enhance its risk management and control capabilities.

1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary review of the underwriting business beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of this business.

2. Strengthen the management of information technology departments, improve all kinds of insurance business processing platforms, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system of major subject matter business and special risk business to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to the risk status of the business to ensure the reasonable dispersion of underwriting risks.

4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of the new core business system, conduct comprehensive and systematic training for underwriting and underwriting personnel of xx Company, improve their comprehensive business skills and quality, and provide a good guarantee for the company's business development.

Second, improve the quality of customer service and build a first-class customer service platform.

With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition for market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service becomes the core content and competition of insurance companies, customer service becomes a service culture with unique ideas.

After the efforts in the first half of the year, our company has occupied a certain share in the market and has a large customer base. With the deepening of business development, the importance of customer service will be particularly prominent. Therefore, in the second half of the year, xx Company will strictly standardize customer service and put the first-class customer service management platform into use and implementation.

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 supporting functions of the company's voice service system, thus improving their market competitiveness and maximizing customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in receiving reports, surveying and determining losses, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation procedures.

3. Taking xx Company as the center, establish a full-time and part-time network covering the whole region in parallel. At the beginning of xx, three full-time survey and loss assessment personnel will be set up, and at the same time, they will cooperate with non-full-time personnel to jointly survey, improve the overall quality of business personnel, effectively improve the quality of survey and loss assessment claims, and ensure accurate survey, reasonable loss assessment and quick claims settlement.

4. In the second half of the year, the extension work of two service organizations, xx Marketing Service Department and xxx Marketing Service Department, was completed. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

The third is to speed up business development, increase market share and make the company's insurance brand bigger and stronger.

According to the premium income of xx Company in the first half of the year, the proportions of various types of insurance are: motor vehicle insurance 85%, non-auto insurance 10% and personal insurance 5%. In xx, the central branch company drew up the business development plan, and realized the premium income of xxxx million yuan in the second half of the year. Various insurance plans accounted for 75% of motor vehicle insurance, 65,438+05% of non-auto insurance and 65,438+00% of personal insurance. The implementation of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In XX, auto insurance business should consolidate old customers, strive for new customers, focus on developing fleet business and new car underwriting business, and make auto insurance business to a new level.

2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance coverage for property, personnel and vehicles, and also do a good job in market development of non-auto insurance benefits, so as to form a new pattern of non-auto insurance business development in the second half of the year.

3. Actively do a good job in agency business with banks. In the second half of the year, our company has signed part-time agency cooperation agreements with major banks through active efforts. In the second half of the year, we should concentrate on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of xx insurance, strive to increase the support and policy inclination of banks for our agency business, strive for new breakthroughs in bank agency business, realize the strategic goal of insurance structure adjustment, and lay a good foundation for maximizing the company's interests.

Although the market competition will be more intense, under the correct leadership of the provincial company, xx Company will open up new ideas, forge ahead, create new achievements, and strive to make the company's insurance business bigger and stronger.

Template of Compliance Work Plan of Insurance Company 20xx Work Plan mainly starts from the following aspects to do a good job this year:

I. Analysis of the Current Situation of Life Insurance Market

By the end of 20xx, the population is about 400,000, of which the urban population is about 65,438+10,000, and there are 1 1 towns with a population of about 300,000. There are five professional companies in the same industry: xx, xx, xx. There are six institutions, namely xx, xx and xx, totaling twelve. Among them, in terms of teams, except for agency companies, the rural teams of five professional companies have basically shrunk. Except for xx, which has four better outlets in rural areas, all outlets in other rural markets have been cancelled. Among the urban teams, except for xx, which uses its exhibition team construction to achieve positive growth, the urban teams of other professional companies have negative growth; In terms of business, professional companies have increased compared with the same period last year. Although the effect is not obvious, we can see that the market is picking up.

Second, the market opportunities and challenges under the current situation

The development law of things-development period, peak period and recession period-tells us that the life insurance market will inevitably usher in another round of development after nearly four years of downturn;

Our advantages:

(1) brand advantage: the historical background and value of the brand are the persuasiveness of current life insurance practitioners, life insurance customers and prospective customers; Xx can only fight alone in the life insurance market, which is also one of the reasons.

(2) Policy advantage: Policy advantage is based on brand advantage. The system construction of three rural insurance service stations not only combines PICC's customer resources and network, but also makes full use of government resources, so that the development of life insurance team returns to the model of the early 1990 s. At the beginning of the establishment, the blood management system was changed to the administrative management system, which made the interest chain simpler, the recommendation more coordinated and more acceptable to the supervisor.

(III) Personnel advantage: I have a deep understanding and understanding of the business and team development in urban and rural areas of xx life insurance market, and have certain network resources.

Our weaknesses:

(1) company positioning: as far as the current situation is concerned, individual insurance, as the non-main channel in xx's current business operation, may be obviously insufficient compared with other companies in terms of the policy inclination of the superior company.

(2) Unbalanced development: the initial development failed to achieve overall planning or unbalanced development (only referring to the proportion of team development in urban and rural areas), and lost an important business excuse for opening.

(3) Brand utilization rate: As far as xx Life Insurance is concerned, its popularity in the market is high (it can be described as very low), which does not match the brand of PICC;

Third, the general idea.

Based on the current understanding and mastery of the spirit of xx life insurance company, combined with the current situation of life insurance market, based on the present and looking forward to the future, this work plan is formulated.

Make full use of xx's brand and resource advantages, use the three rural insurance service stations in a short time in team development, and follow the introduction of peers. Select 6 towns and villages, and only provide follow-up guidance to the main body of staff increase to ensure the effective manpower 15 people during the assessment period; Firmly grasp the municipal company's expense support policy, adhere to the principle of increasing revenue and reducing expenditure in business development, and live within our means; Combined with the manpower situation of the main body, the structure is built according to the basic law, and the premium is increased through the achievement of effective manpower.

Fourth, specific measures.

(1) team

1. The introduction of peers shortens the time and reduces the cost. Use the company's current "Implementation Opinions on the Construction of Rural Insurance Service Stations in Central Towns" (hereinafter referred to as "Implementation Opinions"), rely on the advantages of PICC brand resources, combine the business licenses obtained by xx Finance in the original six central towns, and look for the main body to increase staff according to the treatment and requirements in the implementation opinions.

2. Follow-up counseling with the fission effect of people leading people According to the requirements of the Basic Law and the Implementation Opinions, we will increase the follow-up counseling for the main body of the team, and the company level will focus on helping the six main bodies to carry out the recruitment work; At the same time, we should use our own advantages to increase the frequency of meetings of agricultural insurance commissioners for agriculture, rural areas and farmers, and open them to towns, villages and groups for three purposes (one is to talk about increasing staff, the other is to talk about business, and the third is to discount again). This will also play a certain role in the brand promotion of PICC Life Insurance Company.

3. Meetings provide support for routine operations and create an atmosphere. Conduct weekly publicity on the operation of the two sessions (recruitment promotion meeting and business analysis meeting), so that business personnel can gain strength, convey the spirit of the superior company, reflect the company's attention to the regular operation of the marketing team, and create a sense of ownership of marketing personnel.

4. Put yourself in a correct position, actively interact, take advantage of the spirit of xx Property Insurance's Implementation Opinions, actively report to property insurance companies on a regular basis, carry out interactive business, take advantage of the advantages of local people, coordinate the relationship with property insurance companies, seek a breakthrough in property insurance customer resources, and let the recruiter and the following business partners retain people to do good deeds.

(2) commerce

1. Revitalize the existing strong foundation. First of all, assist manager X to sort out the number of people in the existing code base, use the meeting management and follow-up interviews, increase communication, and ensure that existing personnel pass the examination and get promoted.

2. Effective growth of new employees The main target of the recent increase in employees is the introduction of peers led by the Implementation Opinions, so the newly introduced personnel are also the key to business growth. The basic law is an excuse for tracking, and profit is the guide.

3. Innovation Meeting to Improve Practice We are thinking about what innovations can be made in the product description of life insurance companies. If there is no breakthrough in the briefing, can there be a breakthrough in the product structure? First of all, the blind pursuit of high premium signing leads to a low rate of receiving orders, which is easy to hit salesmen. In combination with our actual situation and the action plan of increasing staff, we will open product briefings on short-term risks such as card discounts to towns, villages and groups to improve the business confidence of business personnel. Secondly, increase everyone's interest in participating in the briefing, ensure the operation of product briefing such as late payment, third, help business personnel accumulate customer resources, and fourth, increase branch expenses; Of course, this move doesn't mean that we don't pay attention to the growth of premium paid in advance, but the emphasis is different in different time periods.

Verb (abbreviation of verb) hopes to get the support policy of the superior company.

(1) The concern and encouragement of leaders to support their superiors is the most important thing in support.

(2) Policy support: Can the plan of "Implementation Opinions on the Construction of Rural Insurance Service Stations in Central Towns" be appropriately extended as support?

(3) Hardware supports the necessary company infrastructure layout and office equipment.

In the second half of the year, I will adhere to the overall working idea of strengthening strength, grasping weaknesses, filling gaps and pioneering and innovating in accordance with the development requirements of the China Insurance Regulatory Bureau in the Twelfth Five-Year Plan, combined with my own reality, and around the specific requirements of the general manager's office of the branch, make a fuss about changing ideas, exert myself in scientific development, use my brains in talent construction, and strive to complete the annual indicators issued by the branch, so as to ensure that all the construction of the branch will be upgraded on the original good basis.

(1) Constantly changing ideas and enhancing confidence in development.

Strengthen the sense of crisis and enhance the sense of urgency for development. In the face of fierce market competition, the rise of a large number of branches and four-level institutions has brought unprecedented challenges to our living space. Carry out extensive crisis education in branches, further improve the internal performance appraisal system of branches, truly link performance with survival, and stimulate the internal motivation of work to the maximum extent. Enhance the sense of innovation and cultivate a pragmatic style. In the second half of the year, according to the actual situation of a company, targeted development measures such as business training, problem consultation, expert guidance and policy guidance will be taken to improve efficiency and maintain the sustainable leap-forward development of the branch's business. Strengthen the sense of transposition and comprehensively enhance the service image of the branch. Insurance competition is already service competition. In the new year, we will conscientiously implement the concept of service in every business, refine the service process, clarify the service content, standardize the service quality, and gain customer recognition, brand effect and market opportunities through our services.

(2) Continuously optimize the business structure and realize scientific development.

Continue to do a good job in auto insurance business. Automobile insurance business is our main business. However, how to reduce compensation and generate benefits in auto insurance business has always been a bottleneck that we urgently need to break through. In the new year, according to the statistical data of auto insurance business, we will further implement the underwriting management regulations of branches, increase the average premium of auto insurance, reduce the payout ratio, and strive to make auto insurance business a profit-oriented insurance. First, it is necessary to consolidate old customers, do a good job in renewing auto insurance, give play to the service advantage of "paying for the whole city", and strive to keep the renewal rate at 50. The fleet business and group car business remain above 80%; The renewal business of 4S stores is maintained at around 30%. Second, continue to focus on operating vehicles, making it the main channel for the development of auto insurance. Third, actively explore new auto insurance channels. We plan to expand 2-3 auto insurance channels in the second half of the year. Focus on expanding the non-auto insurance market. The market competition of high-quality non-auto insurance business has been fierce. After the establishment of Ying Da Company, the share of East China Power Grid and China Power Investment Corporation increased, which affected the business of our branch, and the scale of premium decreased obviously. In 20xx, in addition to continuing to strive for non-auto insurance renewal, we should also actively explore new growth points of non-auto insurance, which plays an important role in our business accounting and risk control. We plan to focus on the development of "credit insurance+auto insurance" linkage business, actively strive for the premium scale of credit insurance, and strive to make the non-auto insurance premium scale reach a new level on the basis of the renewal of non-auto insurance business, ensuring that the premium scale will increase by more than 50% compared with the first half of the year. Vigorously deepen life insurance business. From the analysis of the business situation in the first half of the year, our life insurance business did not develop rapidly, but at the end of this year, we have made effective and positive preparations to promote the rapid development of life insurance business in the second half of the year. We plan to take advantage of the underwriting characteristics of commercial vehicles to do a good job of "car+people" insurance. And the scattered life insurance business will be integrated into the channels to develop and strive for a stable source of premiums.

(3) Continuously strengthen team building and lay a solid foundation for development.

Strive to improve the management ability of team members in the branch to control the overall situation. Seriously study and analyze the market, master macro and micro policies, and make correct judgments and decisions on the company's business direction. Strictly adhere to the conference system, study system and investigation system, and the team members are both decision makers and practitioners. At the same time, they strictly implement the requirements of the branch, standardize the management of various expenses, improve the utilization rate of various resources, and improve the efficiency and efficiency of the company's operation and management. Strive to improve the ability of managers to find and solve problems. According to the requirement of "advocating one spirit, strengthening two kinds of consciousness and improving three kinds of abilities" put forward by a general manager at the meeting of the General Committee in 10, we will take improving the ability and quality of managers as the top priority in the new year's work, insist on replacing meetings with training, improve the practical ability of managers in the form of pair contracting, play the role of assessment carrier and enhance their sense of responsibility. By grasping the first line at the first level, we can achieve the effect of one level with one level and one level with one level, thus promoting the healthy development of the whole branch. Strive to improve the overall combat effectiveness of branch employees. Taking training and introducing talents as the fundamental plan of the company's development will provide a strong impetus for the company's sustained and healthy development. In the second half of the year, we will continue to maintain the continuous stability of the team and take the introduction of fresh blood as a normal work. At present, we are negotiating with 1-2 high-quality exhibition personnel, and we will introduce them as soon as possible when conditions are ripe. At the same time, we will strengthen business training. In addition to participating in various trainings organized by the branch, we will also conduct targeted business trainings according to the requirements of various business departments of the branch, mainly in policy propaganda and presentation skills, so as to continuously improve the understanding and execution ability of all employees on the development requirements of the company, so that all employees can combine the development requirements of the company with their own interests.

(4) Constantly standardize the awareness of laws and regulations and increase risk prevention.

Use documents to guard against risks. Continue to implement the spirit of document XXX. "XXX" document is the guiding document for the healthy development of the company. We should continue in-depth study, conscientiously implement it, adhere to compliance throughout the whole process of operation and management, be proactive and consciously compliant, and always tighten the string of "compliance management". Plug the loopholes with the system. Further explore the establishment of a mechanism to control underwriting risks, respect insurance laws in the process of exhibition industry, and strictly follow the underwriting regulations and requirements of the head office and branches.

Carefully review the insurance items, guarantee the superior and limit the inferior, and avoid high-risk items. Be careful to avoid mistakes. Continue to do a good job in the authenticity of business financial data. Although we have done a lot of work in this area and the authenticity of the data can stand the test, we can't relax and stick to it.