The insurance company will summarize the records in advance.

The evening meeting of insurance companies is usually held once a week. The agenda of the meeting is nothing more than summing up this week's work and planning and deploying next week's work and business knowledge training.

As an employee of an insurance company, (I don't know if you are an ordinary employee or an assistant manager), first of all, you should know where your job responsibilities are. What did you do this week? For example, you hosted two morning meetings this week. You can sum up the inspiration you got when you presided over the morning meeting, what you did well and what can be improved.

For business tracking, it is one of the tasks that every back office staff must do. If you haven't done it before, I suggest you make a "tracking record" to record the time, content and feedback of calling everyone every day. It is convenient for future analysis and judgment. For example, Director Liu, through repeated tracking this week, his visits have increased and he has successfully signed the bill.

The office work of insurance companies is different from that of clerks in ordinary industries, and they do a lot of complicated things. For example, attendance, personnel recruitment, going through the formalities of entering and leaving the company, resume personnel files, tracking salesmen, customer files, printing scheme, policy preliminary review, submitting policies, taking notes, welcoming etiquette, presiding over meetings, making courseware, reporting statistics, and early warning for personnel at all levels. Although a lot of work is complicated, the key is how to arrange the work reasonably. Take your time. You've only been working for a week. Without a month or two of exploration and study, it is difficult to get started. Good luck!

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.