Showing posts with label Malayan Insurance. Show all posts
Showing posts with label Malayan Insurance. Show all posts

Wednesday, May 8, 2013

New Ideas at Corporate Entrepreneurship




From: Mandy C Velasquez
Date: Wed, May 8, 2013 at 1:10 PM
Subject: Corporate Entrepreneurship


Hi Sir Jorge,

What Pisses Me Most:
Sales personnel making requests but with incomplete underwriting information
- Sales personnel (account executives, branch heads or branch staff) will merely forward the request from the client/intermediary
- Client/intermediaries are increasingly becoming more demanding in terms of turn-around time

Solution:
- Conduct underwriting briefing for all Sales personnel
- Provide a checklist of minimum underwriting requirements for their reference
- Re-issue application forms/proposal forms to all Sales personnel

Thank you.

Mandy




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