The activity planning scheme of insurance company

# Planning # Lead planning is a specific, thorough and operational planning from the aspects of purpose, requirements, methods and progress. The following is the organized activity planning scheme of the insurance company. Welcome to read!

Article 1 An insurance company's activity planning scheme

I. Construction content 1. Construction of standardized management system. Mainly refers to the establishment of internal management system related to daily work, to ensure that staff perform their duties and ensure the smooth development of daily work. It mainly includes rules of procedure, work rules, cadres' code of conduct, learning system, health system, safety system, attendance system, post responsibility system, and clean government regulations. Through the improvement and perfection of the system, the daily management of the unit has rules to follow and operates orderly, and all the work has been brought into the track of institutionalization and standardization, from the original management of people by employing people to the management of people by system, and the transformation from "rule by man" to "rule by law" has been realized.

2. Construction of standardized service system. Mainly refers to the establishment of an external service system related to the services of the insured and retirees, with openness, convenience, honesty, diligence and efficiency as the basic requirements, embodying the purpose of "people-oriented, humanized service" and strengthening the service awareness and service ability of staff. It mainly includes the service system, the first question responsibility system, the ab supporting role system, the completion system, and the wrong time investigation system. Through the establishment of the system, the social insurance service work is placed under social supervision, which enhances the self-restraint ability of staff, improves work efficiency and service level, improves the satisfaction rate of clients, and enhances the service image of social security departments.

3. Standardized business process construction. It mainly refers to the establishment of standardized business processes related to business operation procedures to ensure that business processing is more reasonable, smooth and fast, which is the basis of service standardization. The handling of social insurance has a strong policy and business nature, and each type of insurance and business involves many work links. All business departments should carefully design each link, formulate the most reasonable and civilized workflow and make it public, ensure that all links are connected up and down, ensure the service effect and efficiency, form a standardized, institutionalized and open work order and standard, and make the social insurance management change from extensive to scientific.

4. Construction of standardized working environment. Mainly refers to the establishment of soft and hard environment related to business handling. The soft environment is to maintain a good working order and an optimized service atmosphere, and to be proactive, enthusiastic, patient, thoughtful and comprehensive in service. The hard environment is to keep a clean workplace and modern office equipment, so as to achieve "four cleanness and five neatness", that is, doors and windows are clean, tables and chairs are clean, floors are clean, data cabinets are clean, clothes are clean, tables and chairs are clean, materials are clean, desk office supplies are clean, and items in cabinets are clean. Accelerate the construction of computer network, improve the level of office equipment configuration, realize the modernization of technical means, and truly create a clean, beautiful and harmonious working environment.

Second, the guiding ideology

Guided by the xx spirit of the Party, and in accordance with the requirements of the three systems of "decision-making objectives, implementation of responsibilities, supervision and assessment", we should establish the concept of "people should be spirit, clothes should be neat, words should be civilized, and things should be fair", take social insurance standardization as the carrier, adhere to the purpose of "consolidating and perfecting, standardizing development, upgrading and improving", and actively promote "standardized management system, standardized service system and standardized service system" Build a social security team with high quality, excellent thinking, excellent work style and exquisite business, form a social security style of "being pragmatic and efficient, facing difficulties, pioneering and innovative, and forging ahead", cultivate a social security spirit of "being loyal to one's duties, working hard and being willing to compete first", and create a social security system of "helping the poor, respecting the elderly and loving the young, and taking the lead in setting an example"

Third, the method steps

1, establish rules and regulations. The establishment of rules and regulations is the basic work of standardization. Standardization construction is first of all that social insurance handling and service work should have standards, rules to follow and rules to follow. More importantly, all work standards should have a high starting point, high quality, advanced, scientific and practical. The office is responsible for formulating the comprehensive management and service system, and other departments should formulate corresponding work processes in combination with their responsibilities, bind them into volumes and hang them on the blackboard, so as to truly let customers know the insurance content, policies and regulations, handling procedures, required materials, handling time and charging standards. All departments and staff work in strict accordance with the rules, regulations and workflow of the unit, comprehensively improve the handling level, service quality and work efficiency, consciously accept the insured and social supervision, win the trust, trust and support of the masses in social insurance work, and enhance the service image of the social insurance department.

Step 2 solve the problem. On the basis of establishing rules and regulations, we should pay more attention to the strength and effectiveness of implementation, and focus on solving four possible phenomena and problems: First, we are not correct in service attitude, not active and enthusiastic about the clients, putting on airs, losing our temper, losing face, being raw, cold, hard, difficult to advance, ugly in face, ugly in words and difficult to handle; Second, the policy level is low, the working ability is poor, the efficiency is low, and there is a "middle obstruction" phenomenon of dragging, pushing, pressing and blocking the dictatorship of the section chief. Third, inaction, chaos, not doing inefficient things, doing inefficient things, there are phenomena of eating, taking, getting stuck, demanding and reporting; Fourth, the concept of discipline is weak, and there are policies at the top and countermeasures at the bottom. Do not abide by the system and discipline at work, ask for leave, arrive late and leave early, leave without authorization, do not work hard, and are lazy, scattered, impatient and arrogant.

3. Summarize the assessment. At the end of the year, in accordance with the requirements of the four standardization construction, we will master the work and service of departments and employees through discussion, soliciting opinions, hiring supervisors for evaluation, and mutual evaluation of employees, commend departments and employees who provide quality services, and conduct informed criticism for departments and employees who do not seriously implement rules and regulations or whose services are not in place. The assessment results serve as an important basis for post assessment and year-end assessment.

Fourth, organize and lead.

Carrying out the activity of "Social Insurance Standardization Construction Year" is the need to improve the quality and working ability of staff, and also the need for the sound and rapid development of social insurance. Doing this activity well is of great significance and far-reaching influence. In order to ensure the smooth development of the activity, it was decided to set up an activity leading group with the principal responsible person as the team leader, the leaders in charge as the deputy team leader, and relevant departments and personnel as participants to lead, supervise and guide the activity. All departments should carefully organize and actively participate, and refrain from formalism and superficial articles. We should make great efforts to organize specialized personnel to learn advanced experience, scientifically formulate work processes and work standards in combination with work characteristics, and apply them to practical work to continuously improve and enrich the content. Strengthen scheduling, check irregularly, and timely schedule the activities of various departments. Relevant departments of townships (offices) and districts directly under the Central Government should actively support the "Year of Standardization Construction", make suggestions, supervise and assess departments and staff objectively, fairly and realistically, and ensure that the activities have achieved tangible results.

Article 2 An insurance company's activity planning scheme

First, activity background insurance is a good way to ensure life. Today, the insurance industry is developing rapidly in China. Some people have tried insurance, but it seems that insurance is not very popular. When it comes to insurance, some people despise it, some people reject it, and some even lament that "insurance is a lie." Some people buy insurance, but they don't know what the specific situation is, wasting a lot of exercisable rights. This is a very serious problem. Why is this happening? It's because many people don't know about insurance, they just hear it through hearsay, and their knowledge about insurance is not clear, and there are still many misunderstandings. The "insurance knowledge into the community" activity we held this time is to let residents know about insurance knowledge, let them know the benefits of insurance, and benefit from it, so that insurance can be recognized by more people. Let more people "clearly buy insurance and live with peace of mind."

Second, the theme of the event

Develop insurance to ensure employment.

III. Purpose of the activity

By consulting or distributing leaflets about insurance knowledge, more people can correctly understand insurance, let insurance be accepted by more people, know the important role of insurance in our daily life, and also exercise students' practical ability and knowledge application. Insurance companies, banks, securities companies, finance companies and social insurance institutions focus on human resources and management capabilities. Now a suitable and excellent insurance practitioner is very valuable. Therefore, it is very necessary for the insurance industry to strengthen the training and reward of insurance majors and encourage more insurance professionals to be born.

Four. Activity time: * * * * * * *

Verb (abbreviation for verb) participant

school

Activity flow of intransitive verbs

Early stage: insurance knowledge contest

Forms and methods of entry:

Form of entry: form a team with 4 people in each class to participate in the competition.

Input method: (1). First, select 4-6 players (two standby players) from each player to form a team.

(2) Each team will be given a unified written test, and they will be selected from the written test according to their scores.

Name the finalists. The finalists can participate in insurance into community activities.

Later period: Innovative community insurance publicity services.

1. Cooperate with community streets and insurance companies. Establish a community insurance publicity team with community service personnel as the main body.

2. According to the arrangement of the community, designate a community to hold publicity activities every month. Enrich residents' cultural life

3. Establish insurance consultation points, provide insurance services and improve the community residents' security system.

Seven. Activity requirements and precautions

1, obey the arrangement on the way back and forth, be organized and disciplined, pay attention to safety and obey the traffic rules.

2. Pay attention to health protection, and do a good job in health during and after the distribution of leaflets.

3. When conducting on-site consultation in the community, don't make a loud noise and disturb the life of community residents.

4. Be polite to community residents and pay attention to polite language.

5. Participants should pay attention to the sequence of activities and do things seriously and responsibly.

Eight. Activity fees: posters, leaflets, prizes.

Nine, preliminary preparation:

1, targeted design publicity materials

2. Conduct simple training for participants.

Please contact an official of the Ministry of Public Information.

Step 4 make corresponding posters

X. Award setting

Everyone will receive a 80 yuan Prize and a certificate of honor.

XI。 The significance of the activity

(1) Enrich community functions, promote community construction, and cultivate students' practical ability and service consciousness.

(2) Popularize risk knowledge and improve the level of protection.

Establish a scientific concept of insurance consumption, improve insurance coverage to improve the level of residents' security, realize "everyone has insurance, every family has security" for community residents, and improve residents' living standards and quality.

(3) Strengthen social management and serve a harmonious society.

Developing community insurance should not be simply regarded as a commercial activity, but as a management tool to promote residents' harmony and community prosperity.