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POLICY ADMIN MONTHLY REPORT , January,2010

Elaine Hsieh(Chi Di)

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Agenda

PART 1:• Important

Performance Figure Of Last Month

PART 2:• PROJECT OF

NEST MONTH

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Performance Index Of PA

• Incomplete Rate• CFS Return Rate• ME Rate

UW

• Premium Collection Efficiency• TIA Checking RatePremium

• Not Taken Ratio• Call Out Successful Ratio

POS & Call Center

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Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

0.0%5.0%

10.0%15.0%20.0%25.0%30.0%

20.8%

15.2% 14.8% 15.2% 16.0%

10.9%7.0% 6.2%

10.0%

27.9%

10.7%8.2%

Incomplete RateAre Agent Professional?

Under

10%

Target 2010

Location Nov.

Dec.

+/-Received Case

Incomplete Case

Ratio

HCMC 10.3% 318 28 8.8% -1.5%

HN 12.9% 876 89 10.2% -2.7%

DN 5.3% 129 1 0.8% -4.5%

CT 5.7% 229 9 3.9% -1.8%

Company 10.7% 1552 127 8.2% -2.5%

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Apr May Jun Jul Aug Sep Oct Nov Dec

90.0%92.0%94.0%96.0%98.0% 95.8%

94.1%95.2%

93.7%

90.4%91.8% 91.9%

94.2%

91.4%

CFS return within 14 days

CFS Return Rate Policy Set Delivery Speed-Within 14 D

Over

94%

Target 2010

Location Nov.

Dec.

+/-Issued case

within 14 days ratio

HCMC 88.2% 259 228 88.0% -0.2%HN 94.7% 792 718 90.7% -4.0%DN 96.7% 131 125 95.4% -1.3%

CT 98.0% 191 184 96.3% -1.7%

Company 94.2% 1373 1255 91.4% -2.8%

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ME RateRisk Selection

Tend to

7%

Target 2010

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

0%2%4%6%8%

10%12%

3% 3%4% 5%

7%

4%3% 3%

6%

11%9% 8%

1% 0%1% 1% 1% 1% 1% 1% 1%

2% 2%1%

Decline reason case ratio

Out of sale area 3 33.3%

Occ.Class 4th 2 22.2%

Others 2 22.2%

Hypertension 1 11.1%

Hepatitis B, C 1 11.1%

grand total 9 100.0%

ME reason case ratio

over 50y 90 69.2%

others 19 14.6%

random check 8 6.2%

hypertension 6 4.6%

overweight 4 3.1%

hepatitis B 3 2.3%

grand total 130 100.0%

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Premium Collection Efficiency Over

80%

Target 2010

Jan Feb Mar Apr May Jun Jul Aug Sep Oct

65.0%

75.0%

85.0%

95.0% 89.9%

80.9%84.5%

80.4% 80.5% 79.8%76.1%

79.7% 80.7%75.2%

Location Sep

Oct.

% +/-receivable Actual

case Premium(M)

case Premium(M)

HCMC 83.2% 487 826,024 369 608,593 74.7% -8.5%

HN 79.5% 367 1,162,390 288 852,059 75.9% -3.6%

DN 63.0% 30 45,190 23 33,783 75.7% 12.7%

Company 80.7% 892 2,039,606 687 1,497,216 75.2% -5.5%

Sales QualityAGENT RESIGNSURRENDER

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TIA Checking Better Receipt Controlling

Over

96%

Target 2010

2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 1st,2010

80%

85%

90%

95%

100%

91%88%

90% 91%95%

97% 96%99%

96% 95%98% 98%

93%

Location 13th 1st,2010

+/-Checkable case uncheck case ratio

HCM 1 96% 635 66 90% -6%HCM 2 - 51 0 100% -HN 1 100% 413 36 91% -9%HN 2 - 290 11 96% -HN 3 - 251 27 89% -DN 92% 367 3 99% 7%CT 100% 197 10 95% -5%

Company 98% 2204 153 93% -5%

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1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12st

0.0%

2.0%

4.0%

6.0%

8.0%

10.0%

3.3% 2.6%

6.2% 6.7% 7.2% 7.9%

5.2% 4.5% 4.6% 4.5% 4.9%6.7%

POS –Policy Owner ServiceNot-Taken Rate

Under

4%

Target 2010

Location 11th

12th

+/-Issues cases Not-takenRatio

Cases Premium Cases Premium

HCMC 2.9% 164 662,556 5 16,895 2.8% -0.1%

HN 5.0% 576 1,702,627 23 115,905 5.4% +0.4%

DN 8.6% 96 358,832 13 45,570 13.1% +4.5%

CT 6.0% 153 471,488 13 74,569 12.2% +6.2%

Total 4.9% 989 3,195,503 54 252,939 6.7% +1.8%

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Mar Apr May Jun Jul Aug Sep Oct Nov Dec

60.0%

70.0%

80.0%

90.0%

100.0%

89.0% 88.5% 87.0%

70.6%

83.5%86.3%

92.7% 93.2% 91.2%93.6%

Call Center Customer Care & Information Correct

Over 92%

Target 2010

Location Nov.Dec.

+/-Call out case

Success case

Success Ratio

HCMC 97.4% 106 105 99.1% 1.7%

HN 88.1% 202 184 91.1% 3.0%

DN 91.7% 52 46 88.5% -3.2%

CT 93.7% 77 74 96.1% 2.4%

Total 91.2% 437 409 93.6% 2.4%

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PLAN of NEXT MONTH

• CFS management • Banc Assurance Launch Preparation UW• Auto Pay Procedure.• Renewal Receipt Strictly CheckingPremium

POS Surrender Persuading Procedure

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AUTO PAY START

Auto Pay Flow Chart

2ed times Auto pay

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POS– Surrender Persuading Procedure

Customer come to

Surrender

SC staff SC Manager

Show the disadvantage of Surrender

.Give Solution• Policy Loan• Change Pay Mode• Reduce SA

Step 1.Step 2

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THANKS FOR YOUR LISTENING