Minutes of meetings of insurance companies

Model essay on meeting minutes of insurance companies (5 general articles)

In today's social life, meeting minutes are more and more widely used to deal with affairs. Meeting minutes are legal documents used to record and convey the meeting situation and agreed matters, which are the following words. How to draft meeting minutes? The following is a sample essay (5 general comments) of the minutes of the insurance company meeting that I compiled for you, hoping to help you.

Minutes of Insurance Company Meeting 1 Time: July 28th, 20xx

Venue: Fengxian Sub-branch Meeting Room

Comrade Xie Heping briefly introduced the preparations for the meeting, and made an inspection report and criticism on behalf of the team.

1. Introduce the preparation for the briefing.

Xie Heping: Since May, our company has held many meetings, such as studying the mass line, investigating the four issues of Phoenix, and rectifying the four winds issue. During this period, we also found out the existing problems through grassroots research, staff meetings, and staff heart-to-heart talks. It laid the foundation for today's briefing. I hope all members of the team can sincerely check each other, criticize each other, correct each other, speak boldly, don't be afraid of offending people, try to get rid of all kinds of problems and make contributions to the development of our company.

2. Comrade Xie Heping made an inspection on behalf of the team members of Fengxian Branch.

Xie Heping: First of all, I will make a cross-check on behalf of the Fengxian team. Fengxian team has the following problems:

First, in observing the party's discipline, implementing the spirit of the eight central regulations, and changing the style of work:

(1) There are some problems in persisting in emancipating the mind: there is no real communication with employees to understand their difficulties in adhering to the mass line.

(2) In the investigation at the grass-roots level, there is no in-depth understanding of the real situation, and in summing up experience, studying problems and learning from the masses, it goes through the motions and engages in formalism.

Second, four winds's problems:

(1) formalism:

(1) Lack of innovative thinking. Fengxian team members lack new models and new thinking, and still stay in the supervision of business development. There are no new methods to improve the enthusiasm of business personnel, and there are no new measures to expand the scale.

(2) the implementation of the work is not in place. There is no comprehensive and systematic training according to the requirements of provincial and municipal companies, and the professional skills of employees are not strong.

(3) The research is not deep enough. Being a "setter" through the meeting is only responsible for conveying the spirit of the meeting, without in-depth study, and political study is a mere formality.

(2) Bureaucracy:

(1) Less communication with employees, no attention to communication with employees, no difficulties and problems found, and too much pressure on employees, which led to some employees being emotional.

(2) Poor service attitude. Lack of service awareness and patient explanation leads to customer dissatisfaction.

(3) hedonism:

(1) If there is pressure at work, there will be difficulties. Some comrades even have negative emotions, and they have not found a fundamental solution to the problem. This mood even affects employees.

(2) Being content with the status quo and lacking learning spirit. Not enterprising, content with the status quo, not paying attention to the learning and improvement of their own skills; Lack of new motivation, how to open up new customers still stays in the original old model.

(4) the extravagant wind:

(1) Not paying attention to saving, wasting paper seriously.

(2) Lack of hard-working spirit, such as conducting research by bus, being unwilling to go out for research by nature, driving all the time while on business trip, etc. , failed to establish a good image for employees.

(3) There are cost overruns in working meals, and there is no need for working meals and dining out for entertainment, which leads to cost overruns.

Xie Heping: These are the main problems of Fengxian team. If there are any shortcomings, please put forward or supplement them. If there are no other questions, we will carry out criticism work below, mainly on the actual situation of Fengxian team work.

Comrade Xie Heping criticized the actual situation of team work.

First, the Fengxian team has not done well enough in adhering to the mass line. We don't put people first, ignoring that employees are the foundation of the company's development. We should take employees as the cornerstone of development and learn more about employees' thoughts and emotions. At this point, the Fengxian team did a poor job. Second, there is a lack of political theory study, and there is no real understanding of the importance of political theory to work. Long-term work has proved that we are divorced from reality because our theoretical study is not deep enough. Third, in terms of innovative thinking, it still stays in the original footsteps, which leads to being passive in market competition. In the future work, we must realize the importance of innovation, accelerate the pace of learning from other brother companies, and accelerate the advantages of learning from peer companies. Fourth, in terms of communication with employees, we didn't do well, which violated the theory of adhering to the "mass line". Insufficient research at the grassroots level and insufficient concern for employees. At the same time, it also reflects that our bureaucracy is serious. Fifth, strengthen service awareness. As team members, we should set up a model image of "service" for our employees. I want to criticize myself for my lack of patience and service spirit in dealing with customers, and my service is very poor. Sixth, in terms of thrift, we have not carried forward the spirit of hard struggle and established a good image. Problems such as paper waste and going out to socialize still exist, all of which are "extravagant winds". The existence of these unhealthy tendencies will damage our image and seriously erode our thoughts. The above six points must be corrected by Fengxian players.

Comrade Wang Wei criticized the actual situation of team work.

Wang Wei: Just now Manager Xie talked about the problems existing in Fengxian County, and I personally agree with him. Below I will express my views on the problems existing in Fengxian team.

First, in persisting in emancipating the mind, the members of the team did not do well, mostly because they had been working for a long time and forgot the motto "It is never too old to learn". Second, formalism is serious. Team members lack innovative thinking and do not study deeply enough. They can't fully learn the spirit and documents of various meetings, but just read them out at early meetings or regular meetings. Blindly emphasizing business performance, the work only stays at the regulatory level, resulting in the implementation of the work is not in place. Third, bureaucracy is serious. For example, there is little communication with employees, no attention is paid to communication with employees, and no difficulties and problems of employees are found. This is our shortcoming. There is an old saying: "Water can carry a boat, but it can also overturn it." It is impossible to understand the difficulties and emotions of employees and to conduct in-depth research. Employees are the foundation of the company's development. Only when the interests of employees are guaranteed, the company will develop steadily. Fourth, it is sometimes embarrassing to be content with the status quo. It is the characteristics of our team that we are not enterprising, content with the status quo, do not pay attention to our own skills learning and improvement, and lack new motivation. When business is good, we will stop thinking about how to open up new markets; When business is bad, I feel embarrassed, always comforting myself or complaining for various reasons. Do not pay attention to strengthening their own skills learning, do not pay attention to cultivating employees' business skills, and ignore employees' enthusiasm and great potential. Fifth, team members lack fighting spirit and fail to establish a good image for employees. Although all the players have private cars and don't use buses, it is not advisable to drive regardless of distance. Grass-roots employees often ride bicycles and electric cars to do things and run business. They are not afraid of hardships and the sun. Why should we be special?

Wang Wei: That's my personal opinion. If there are any shortcomings or mistakes, please ask two comrades to criticize me.

5. Comrade Huang Huixian criticized the actual situation of team work.

Huang Huixian: Just now, two comrades, Wang Wei, made profound comments on the work of the Fengxian Task Force. Compared with inspection and criticism, I agree with them. I personally want to add one thing:

First, strengthen the study of political theory. Personally, I am not party member, and I know the importance of studying political theory. The reason why our team lacks innovative thinking and service skills and is divorced from the mass line is the result of not strengthening political theory study. Second, it is seriously divorced from the "mass line." Through this study, problems are checked and corrected, I deeply realize that we are divorced from the mass line. Insufficient grassroots research, lack of formalism research, lack of communication and conversation with employees, inability to deeply understand employees' thoughts and emotions, and inability to solve difficulties for employees are all missing, which also reflects our serious bureaucratic thinking. Just like Comrade Wang Wei just said, "Water can carry a boat, but it can also overturn it", we fundamentally ignored the important role of employees, who are the foundation of the company's development. Third, Fengxian team lacks fighting spirit. This is obvious to all, so I won't repeat what two comrades said just now. What I want to say is: working meals are cost overruns, and there is no need for working meals and dining out for entertainment. How to stop the phenomenon of cost overrun? How to prevent it? How are these two things basic? We must stop unhealthy tendencies and convince employees that they will work with peace of mind and enthusiasm.

The above is my opinion. If there are any excesses, please criticize and correct them by two comrades.

Minutes of Insurance Company Meeting II On May 10, XXX, General Manager of XX Branch, presided over the general manager's office meeting. Deputy General Managers XX, XX and Assistant General Manager XX attended the meeting, while Finance Manager XX and General Manager XX attended the meeting as nonvoting delegates.

The meeting made a special study on team building, cost control, business in the second quarter, performance appraisal indicators, operational risk control and other issues. The summary is as follows:

First, team building.

The leading group is the leader of enterprise development. Only by persistently strengthening the self-construction of the leading group can we provide a strong guarantee for the company's sustainable development.

First, conscientiously implement the principle of democratic centralism, brainstorm around key tasks, and make concerted efforts with Qi Xin. The daily work should be organized and implemented according to their respective division of labor, and the top leaders should control the overall situation, ensure the unity of the leading bodies, and improve the timeliness of work and the overall synergy of the leading bodies.

Second, team members should strengthen their own learning. Strengthen the study of political thought; Strengthen the study and mastery of professional knowledge. There are many essences in the speech of the superior leaders, which need us to study and understand carefully.

Third, we should always check our performance, find out the work gap and correct it in time. Do your job well, give more ideas and be a good staff assistant. Adhere to and maintain the current state and strive to fight this battle in the second quarter.

Second, cost control

The company's financial statements show that as of April 30, the company's total expenses this year exceeded 2.48 million yuan. The specific reasons are: the increase in compensation; Increased fees and commissions; Management costs have increased.

The meeting held that it is imperative to save money, which is the most important thing in the company's next operation. Considering that the increase of the company's operating cost has its realistic factors, such as labor cost, depreciation, fixed expenses, expenses paid to provincial companies, competition in the same industry, etc., the meeting decided to stipulate the control fee according to the actual situation, and the business expenses of each channel should not exceed the scope stipulated by the municipal company at the highest.

Claims should be made in strict accordance with the Municipal Company's Regulations on Claims Management of XX Branch, and claims control should be strengthened for higher insurance types in payout ratio.

Business in the third and second quarters

Judging from the current business development, it is not a big problem to complete the assessment indicators issued by provincial companies. The next problem to be solved is:

1. Solve the problem of insufficient effective manpower.

2. Strengthen the supervision of intermediary business of XX Branch.

3. Pay attention to the three-year business of county branches.

4. Strengthen the training of propaganda supervisors of the new rural cooperative medical system.

Fourth, performance appraisal indicators.

1, business indicator. There are six indicators in the provincial assessment of local branches: long-term insurance first insurance, renewal insurance, long-term insurance type, market share, short-term insurance and premium prepayment. In view of the fact that the two indicators of long-term insurance type and market share have not been clearly allocated to county companies, the meeting decided to take the four indicators of long-term insurance, renewal insurance, short-term insurance and forward premium as the main indicators of county assessment.

2. Management indicators. The meeting decided to take all sales channels, industry management, agency, internal control and finance as the assessment focus of the county company; Individual insurance channels are implemented according to the standards of provincial companies, and the per capita premium index of certified manpower is reissued.

Verb (abbreviation of verb) management and control of operational risk

Participants agreed that it is necessary to strengthen the understanding of compliance management and strengthen the management and control of business risks. The meeting decided to focus on the following five aspects:

First, pay close attention to the sales risks of new products and focus on preventing possible misleading sales; The second is to refine and improve the original customer return visit and further strengthen the standardization of business operations; The third is to strengthen the management of marketing personnel and prevent possible illegal acts of marketing practitioners in advance; Fourth, advocate "zero cash payment" business to avoid and reduce potential security risks in the process of premium collection operation; Fifth, strengthen document control and implement the relevant provisions of the company's document management.

Minutes of Meeting of Insurance Companies 3 Measures for Compliance Management of Insurance Companies will be implemented on July 20xx 1 day. In order to promote the implementation of the Measures, further strengthen the main responsibility of insurance companies, and urge insurance companies to operate in compliance with the law, the regulatory department of the China Insurance Regulatory Commission decided to hold a meeting on compliance of insurance companies, and our bureau will participate in the meeting by video. The relevant matters are hereby notified as follows.

I. Meeting time

20xx March 15 (Wednesday) 9: 00 am-11:30 am

Second, the meeting place

Video conference room of Xiamen Insurance Regulatory Bureau (19 14)

Third, participants.

The person in charge of the compliance department of the insurance company and all the staff of the legal affairs department of the Insurance Regulatory Bureau.

Four. agenda of the conference

(1) Interpret the main contents of the Measures for Compliance Management of Insurance Companies and the Notice on Further Strengthening Compliance Management of Insurance Companies, clarify the regulatory requirements and strengthen implementation.

(two) according to the complaints of insurance consumers involved in the process of administrative reconsideration, clear the specific requirements of insurance companies to strengthen compliance management in handling insurance consumer complaints, sales, claims and other links.

Verb (abbreviation for verb) Other matters

(1) Please enter the venue before 8: 50am on March 15.

(2) All insurance companies are requested to send the attendance receipt (see attachment) to the Legislative Affairs Office of Xiamen Insurance Regulatory Bureau before 5: 00pm on March/KLOC-0.

Minutes of Insurance Company Meeting 4 Meeting Time: Year Month Day

Meeting place:

On the morning of February 16, xxxx, a meeting was held in the general manager's office. The meeting was presided over by the general manager. The company's vice president, customer service manager, engineering supervisor, security supervisor, cleaning department and office manager attended the meeting, which arranged the daily work. The summary is as follows:

I. Work Arrangement of Engineering Department

1. Director Mu is responsible for contacting the installation of peripheral camera equipment;

2. Manager Shi is responsible for contacting and retrieving the key to the basement door lock;

3. Inform Jinxia Engineering Department to clean the basement and computer room as soon as possible, and number each computer room door;

4. Supervise Jinsha Engineering Department to install water curtain as soon as possible;

5, transformer room, pump room and other important inspections, improve the record;

6, stone manager is responsible for convening a meeting of engineering personnel, will work distribution responsibility to people;

7, led by the engineering department, the security department to cooperate, check the owner's home open window closed as soon as possible, to prevent pipeline frost crack;

8. The Engineering Department is responsible for counting the vacant compartments in the basement before 65438+February 65438+May;

9. It is suggested to readjust the lighting in the basement;

10. Report the remaining problems in statistical engineering to the office in writing.

Second, the customer service department work arrangement

1, when collecting utilities, indicate the collection on the bill;

2. Deduct the used heating fee when returning the heating fee, and write relevant certification materials;

Three. Work arrangement and existing problems of order maintenance department

1, work arrangement:

(1) Public security patrol must be in place, and contact with police stations and police offices should be strengthened;

② Supervise the installation of elevator camera.

2. Existing problems:

(1) Bumper stones move around irregularly;

(2) There are many hidden dangers in residential areas;

(3) Prevent fire, especially salute.

Fourth, the cleaning department work arrangement

1, strengthen supervision, and keep the garbage cleared in time;

2. Strengthen decoration supervision;

3, basement cleaning, and cleaning area division.

Verb (abbreviation for verb) Organization of office work.

1. The office will report all the problems in the community in writing before Friday;

2, the office will send the minutes of each meeting to all departments, and report the implementation at the next meeting;

3. The office shall report personnel changes at any time;

4, making the basement room number identification and power box, transformer room safety warning signs.

The people attending the meeting are: XXX, XXX, XXX, XXX.

Minutes of Insurance Company Meeting 5: 00: 20xx August 3 1 June 14: 00.

Venue: Meeting Room of XX Central Branch

Advocate:

Leave your seat:

Official business:

Record:

Meeting minutes:

First, the fifth departmental meeting of XX Zhongzhi in August was held in the conference room of Zhongzhi. Members of the team of the central branch company, three business lines of individual insurance, bancassurance and renewal insurance, and all backstage staff of four backup departments of personnel, administration, finance and operation attended the meeting. First, the employees of each department will report the work situation this week and the work plan for next week one by one, and put forward the requirements that need the coordination of the central branch in the work, then the manager in charge will review the work, and finally Mr. Yao will speak. The meeting played a role in keeping abreast of the business situation, exchanging practices, summing up experience, unifying thoughts and rallying strength, which provided a guarantee for the rapid development of XX Branch.

Second, the department staff report summary

The employees of individual insurance series mainly pay attention to and manage: on-the-spot interview and communication, new agent examination, employment confirmation and promotion, business start-up in September, a production meeting, business nodes reached on September 3, XX speech contest, promotion of "Germination 100" and large-scale humanities forum on September 20.

Bancassurance: It is suggested to focus on improving the activity rate and total performance of outlets in early September.

Renewal fee: 1. In the month of "July 8 linkage", the wide-end index sprinted;

2. Finishing, printing and notifying the renewal orders in the month of September;

3. At the end of September, the organization failed to receive the goods, and then re-extracted, distributed and tracked them;

4. Accompany all insurance personnel to visit customers with life insurance problems.

5. The policy of 10,000 yuan has not been followed up;

In June and August, review the basic management, activity log and customer registration form and report to the branch;

7. Ensure the work plan of all employees in the morning and summarize the work in the afternoon;

8. Entry and verification of wide-end receipt-free system;

9. Collect and report the charges at the end of the month;

10. The extended video of the branch will track the width and end indicator;

1 1. Daily work, such as sorting out the paid-in amount, inquiring about the cause of failure, making up the report, inquiring about the information of faulty parts, etc. Personnel, administration, finance and operation: mainly cooperate with daily procedural work, do a good job in front-line business support seriously, actively and proactively, and better safeguard the daily operation of China Branch.

Finally, Chairman Yao made a speech and pointed out:

1. All service departments, especially the renewal and operation departments, should give lectures and publicity to the company on a regular basis to guide and help the front line to carry out business.

2. Focus on the continuation rate in the near future; It is necessary to track the trainees in charge of rotation training in the province.

3. The person in charge should take the initiative to carry out the work and play a demonstration and leading role.

4. Personnel should expand detailed services, such as helping employees to apply for provident fund loans and Unicom cards with extremely low package fees.

5. In the near future, the administration should manage the standardized use of vehicles, the transfer of office furniture assets, the preparation for the opening of the "Germination 100" library, the application of employees to join the Party, and the by-election of trade union leaders.

6. Zhang Tong should take the lead in grasping the activity of "Germination 100" and run the People's Forum on September 20th.

7. Continue to strengthen employee care: visit all the old employees who come in and out of the office before the Mid-Autumn Festival, so that employees can feel the warmth of the company and encourage employees to love the company and start their own businesses.

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