1. The creation of enterprise culture
A corporate that does not have its own culture will collapse sooner or later. We are customer-centered--- 'Customer satisfaction is the sole criterion to measure our work' and always follow up the customer's needs, providing customers with lifelong service.
2.Organizational structure
First, the management structure should be parallel;
Secondly, the sales organization should be designed on a regional breakdown market.
3.Strategy
In the next 10 years, we will build the brand of a professional insurance dealer, the business networks will be all over China; create a professional, efficient, quality and solidified team; create a listed company with international and modern management system; assure the annual sale is CNY 5 thousand million with profit 50 million.
4. Skills
For a company, the most important key is marketing. Therefore it is very important for the sales staff to have rich and professional sales skills: First the staff need specialized training; second, the staff need to accumulate experience in the real market; third, the staff need to exchange their idea and experience. When they are with the big client, the sales staff should sell not only the products but the scheme how to solve the problem and thoughts, it's the exchange of cultural value.
5.Staff
Staff management: it's mainly the topic of employee satisfaction.
Basically, there are two principles:
A) First, the principle of interest: the interests of the manager lie in the staff team; while the interests of the employed lie in their efforts.
B) the principle of effective incentive:
Basic salary: to solve the problem of the staff turnover;
Performance: to solve the problem of the employees' life quality;
Staff appraisal: what the manager should do is assessment, the process of the management is the process of control, and the manager should manage every employee of the team.
6．System
"To find the problem from the overview of the whole, but solve it from the small start", each member should always remember that 'Customer satisfaction is the sole criterion to measure our work'. Each department should cooperate with each other, and they all should serve well to the customers.
7．Style
Every enterprise has its own character like the human being .It is generally identified that China's insurance market has great potential exploitation by the domestic and foreign insurance professionals. We should preferentially arrange the human and material resource to the customer and partner who can bring us great profit and insist on run our company in a professional and specialized way.
8．Environment
China, especially Shanghai, has got great economics development in the past 30 years after the Chinese Reform, the living standard is being improved, and the demand for the insurance is also growing. The insurance industry is like the sunrise, which is full of vitality, complying with the insurance industry development; insurance agency will have a bright future.
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