As of now, Huiyuan Road Sub-branch has over-completed its peak season insurance plan, realizing a comprehensive premium of 2.86 million yuan, the completion rate ranking second in the city.
I. For insurance tasks, we should not only plan but only the market, and have clear goals. We must mobilize in advance, responsibilities should be reached, establish the awareness of all employees involved in marketing, and develop key indicators to be responsible.
Second, the change of staff awareness, product training and learning in advance, all employees of the branch use morning meeting time to conduct product sales drills, so that everyone knows the product. Let employees approve the insurance starter products from their hearts and realize the advantages of insurance products. Don't make a one-sided comparison with wealth management or deposit.
Third, publicity and momentum, through the combination of online and offline ways to promote the promotion of our products, and spread.
4. Make customer invitations in advance, conduct accurate marketing for customers who like long-term products in the usual accumulation and marketing system, and make a good customer reserve for starter products; invitations are basically divided into three rounds of phone calls or interviews. Determine the intended target customers. In the second round, let customers go to the outlets to prepare in advance for snap-ups, such as mobile banking, bank cards and deposits. The third round informs customers one day in advance of the first month of the month, so that customers can come to the outlets in advance to double-record to ensure compliant sales.
Fifth, the day before the start, the sub-branch purchased some fruits, snacks, and breakfast for customers to pass the time, to ensure that services are in place, and to ensure that customers' anxiety can be eliminated in the case of network congestion.
6. Staff organization is in place. During the opening period, all employees will be on duty, orderly and orderly, and ensure that every customer can grab the product when the system is not good.