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1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency...

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1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200 8 1 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Marketing Presentation Presentation
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Page 1: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

1Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20081

A. Performance 8~11th working month

B. Agency Incentive

C. Agency Management

Marketing PresentationMarketing Presentation

Page 2: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

2Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20082

Full-time headcount

 Working Month 07 08 09 10 11 12

% Over Target

HCM 103 124 152 168 171 209 84%

HAN 0 30 121 197 311 434 212%

Total 103 154 273 365 482 643 135%

643FT

Page 3: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

3Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20083

Part-time (IA) headcount

 Working Month

07 08 09 10 11 12% Over Target

HCM 84 133 177 207 272 330 88%

HAN 0 14 193 260 354 465 151%

Total 84 147 370 467 626 793 117%

793 IA

Page 4: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

4Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20084

Full-time & part-time headcount

07-2008

08-2008

09-2008

10-2008

11-2008

12-2008

% Over Target

187 301 643 832 1,108 1,436 121%

1,436 AG

Page 5: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

5Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20085

PFYP Verification

Working Month 

08 09 10 11 12* YTD%

Target

HCM 419.2 474.5 415 518 1,151 2,978 64%

HAN 0 436.5 764 733 938 2,872 95%

Total 419.2 910.9 1,179 1,251 2,089 5,849 76%

5,849M

Unit : Million

*12 working month :Instant report

Page 6: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

6Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20086

Full time (AS) Productivity

 Working Month 07 08 09 10 11 12

HCM meet Target 25% 26% 34% 29% 30% 40%

PFYP per AS 1.4M 2.2M 3.1M 2.5M 2.8M 5.2M

HAN meet Target -- -- 31% 39% 32% 31%

PFYP per AS -- -- 3.6M 3.9M 2.4M 2.1M

Total meet Target 25% 26% 33% 34% 31% 34%

PFYP per AS 1.4M 2.2M 3.3M 3.2M 2.5M 3.2M

Page 7: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

7Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20087

Part-time (IA) Productivity

 Working Month 07 08 09 10 11 12

HCM >=1 Case 17.9% 17.3% 23.7% 18.4% 20% 25%

PFYP per IA 0.5M 0.9M 1.3M 1.0M 1.0M 2.5M

HAN >=1 Case -- -- 8.8% 20.4% 17.9% 20%

PFYP per IA -- -- 0.4M 1.3M 1.0M 1.0M

Total >=1 Case 17.9% 17.3% 15.9% 19.5% 19.5% 22%

PFYP per IA 0.5M 0.9M 0.9M 1.2M 1.0M 1.6M

Page 8: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

8Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20088

B. Agency Incentive

Page 9: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

9Cathay Life Insurance Ltd. (Vietnam)

28 Nov 20089

Be a winner to join the honour Gala Dinner with Chairman at 5 stars hotel. What should you do to join the dinner?

Winner in HCMC/HAN

PostTarget

AchievementMinimum Requirement

Top 2 BMHighest PFYP

100% PFYP target 12th + 13th month

Top 8SM, Pre-

BMHighest PFYP

100% PFYP target 12th + 13th month

Top 15 ASHighest PFYP

PFYP = 30.0 mil of 12th + 13th month

Top 5 IAHighest PFYP

PFYP = 15.0 mil of 12th +13th month

Chance to have a honour CUP given by Chairman for 1 BM, 2 SM & Pre-BM, 3 AS, 1 IA who has a highest PFYP (apply for HCM & HN).

Page 10: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

10Cathay Life Insurance Ltd. (Vietnam)

28 Nov 200810

1.Breaking Record Program:

StatusLast Record

Standard (mil PFYP)

Requirement to Breaking

Record

Prize (mil)

Award

BM 307.9 Higher PFYP than Last

record

2.5 Record Cup

Pre-BM, SM

126.7 2 Record Cup

AS 88.3 1.5 Record Cup

IA 77.1 1 Record Cup

2009 Performance Incentive

Page 11: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

11Cathay Life Insurance Ltd. (Vietnam)

28 Nov 200811

2. Achievement Award Program:

StatusMinimum Standard

(mil PFYP)

Requirement for Great

Achievement

Prize(Branch Fund)

Award

BM 120% PFYP Reach minimum standard

2 milAward

Certificate

Pre-BM, SM

60 mil PFYP 1milAward

Certificate

AS 20 mil PFYPAward

Certificate

IA 10 mil PFYPAward

Certificate

2009 Performance Incentive

Page 12: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

12Cathay Life Insurance Ltd. (Vietnam)

28 Nov 200812

C. Agency Management

Page 13: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

13Cathay Life Insurance Ltd. (Vietnam)

28 Nov 200813

FAST TRACK PROMOTIONFAST TRACK PROMOTIONFAST TRACK PROMOTIONFAST TRACK PROMOTION

4 cases apply of fast track promotion:4 cases apply of fast track promotion:

• Agency Supervisor (AS) promoted to Senior Agency Supervisor (AS) promoted to Senior Agency Supervisor (SAS)Agency Supervisor (SAS)

• Senior Agency Supervisor (SAS) promoted to Senior Agency Supervisor (SAS) promoted to Executive Agency Supervisor (EAS)Executive Agency Supervisor (EAS)

• Executive Agency Supervisor (EAS) Promoted to Executive Agency Supervisor (EAS) Promoted to Pre-Sales Manager (Pre-SM)Pre-Sales Manager (Pre-SM)

• Pre-Sales Manager (Pre-SM) Promoted to Senior Pre-Sales Manager (Pre-SM) Promoted to Senior Sales Manager (SSM)Sales Manager (SSM)

Page 14: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

14Cathay Life Insurance Ltd. (Vietnam)

28 Nov 200814

BRANCH MANAGER ASSESSMENTBRANCH MANAGER ASSESSMENTBRANCH MANAGER ASSESSMENTBRANCH MANAGER ASSESSMENT

HCM + HAN BM AssessmentHCM + HAN BM Assessment- HCM BM Assessment period : 08-2008 To 10-2008HCM BM Assessment period : 08-2008 To 10-2008- HAN BM Assessment period : 09-2008 To 11-2008HAN BM Assessment period : 09-2008 To 11-2008

Branch code Branch Name Qualified Notes

0100C5-10000 Trần Thị Nam Liên TRUE  

0100C5-20000 Nguyễn Phi Quý TRUE  

0100C5-30000 Nguyễn Hồng Kỷ TRUE  

0100C5-40000 Chu Thị Kim Anh TRUE  

0100B5-10000 Nguyễn Thu Hằng TRUE  

0100B5-20000 Lê Hòa Hưng FALSE  

0100B5-30000 Nguyễn Hải Hồng Châu TRUE  

0100B5-40000 Trần Bảo Thịnh TRUE  

0100B5-50000 Trần Hoàng Phong TRUE  

0100B5-60000 Phan Thanh Huy FALSE  

Page 15: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

15Cathay Life Insurance Ltd. (Vietnam)

28 Nov 200815

TRAINING ALLOWANCE PAYMENTTRAINING ALLOWANCE PAYMENTTRAINING ALLOWANCE PAYMENTTRAINING ALLOWANCE PAYMENT

Payment datePayment date: : the first Friday in next working monththe first Friday in next working month

Training Allowance:Training Allowance: 1. First FT course1. First FT course

1,000,000 VND1,000,000 VND 2. Second FT course2. Second FT course 850,000 VND 150,000 in nearest salary payment date 850,000 VND 150,000 in nearest salary payment date

THU FRI SAT SUN MON TUE WED THU FRI SAT SUN MON TUE WED30 31 1/11 2 3 4 5 27 28 29 30 1/12 2 36 7 8 9 10 11 12 4 5 6 7 8 9 1013 14 15 16 17 18 19 11 12 13 14 15 16 1720 21 22 23 24 25 26 18 19 20 21 22 23 24

Purpose: help agent to get allowance earlier.Purpose: help agent to get allowance earlier.

Page 16: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

16Cathay Life Insurance Ltd. (Vietnam)

28 Nov 200816

Performance Review Ranking

Promotion & Demotion Assessment

Quarter 1-2009 Incentive

NE

XT

MO

NT

H P

LA

N

Agent Personal Income TAX

Page 17: 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

17Cathay Life Insurance Ltd. (Vietnam)

28 Nov 200817


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