Planning scheme of insurance company's opening activities

In order to ensure the effect of an activity, it is often necessary to make an activity plan in advance. Activity planning refers to the planning tool of activities. What are the format and requirements of the activity plan? The following is the planning scheme of insurance company's opening activities (selected 6 articles). Welcome to share.

Planning Scheme of Insurance Company's Good Start Activities 1 I. Construction Contents

1, standardized management system construction. 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, so as to be active, enthusiastic, patient, thoughtful and comprehensive at work, and not to leave without leave, string posts, quarrel or fight. 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 spirit of the 17th National Congress of the Communist Party of China, and in accordance with the requirements of "making decisions, implementing responsibilities, supervising and assessing", we should establish the concept of "people should be spiritual, clothes should be neat, words should be civilized, and things should be fair", take the standardized construction of social insurance 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 "helping the poor, respecting the elderly and loving the first"

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 highlight four possible phenomena and problems:

First, the service attitude is not correct, and the client is not active, enthusiastic, putting on airs, losing his temper and losing face. There are some phenomena, such as raw, cold, hard, difficult to enter the door, ugly face, ugly words and difficult things.

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, inaction is not good, and doing things is not good. There are phenomena of eating, taking, sticking, 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.

Planning scheme for opening activities of insurance companies II. The significance of the annual meeting:

Summarize this year's work process and send a message to start work in the coming year.

1, theme of the annual meeting: I strive for a better tomorrow.

2. Operating principle: be relaxed, be creative and mobilize the atmosphere.

3, the soul of the enterprise: manage the employee's motivation, realize the employee's dream, and realize the boss's dream by the way!

4. The core of the annual meeting: Let employees do well in the company next year!

5, the purpose of the annual meeting:

① Pull employees.

A, in order to reduce the employee turnover rate, use activities to retain employees; Inspire employees to take action and let more employees see the hope of doing business with our company; Show the glory of the company and let the employees' families support their work in the company more; Therefore, the annual meeting must be different from previous years, and employees must feel it; Let employees earn more money next year!

B, is to stimulate the motivation of employees, mobilize the enthusiasm of employees, so that employees have a high degree of work enthusiasm at the beginning of the new year and quickly enter the working state.

2 pull customers.

A, be sure to invite some of our big customers to our annual meeting, so that our customers can feel sacred and grateful at the annual meeting site, show our team and company culture to our customers, and thus convey an impression to our customers!

B, we can invite some interested customers to our annual meeting, so that old customers can share it at the annual meeting site, so as to impress new customers and make them feel good about our company.

③ Pull other forces.

A. Invite several upstream and downstream partners to show them our planning and team. In order to increase their confidence and dependence on us.

B, invite several leaders of relevant local departments (or industries) to show them our culture, its pull and contribution to the local (or industries) (for example, we want to be a big taxpayer in a certain area, etc.). ).

Second, the venue layout:

1, the sound is good and the environment is good, so we can have dinner together.

2. Some banners about the company's ideas are hung on both sides of the venue (such as the display of company culture, products, vision, mission and slogan, which are displayed at the annual meeting site in the form of booths and reflected by employees).

3. The seating arrangement integrates the concepts of heaven, earth, teacher, monarch and relatives. For example, the first row is the top ten annual performance and their parents. The second row is for customers and guests, and the other seats are divided by departments.

There are huge photos of the top ten annual results hanging behind the venue.

5. Make the photos of the company's outstanding employees, elders and general managers into booths and put them on both sides of the venue.

At the annual meeting, the boss doesn't have to speak on the stage, but sits in the last row and watches all the employees perform and perform.

The venue is arranged according to the principles of heaven, earth, teacher, monarch and relatives to stimulate the motivation of employees. The top ten players will feel a strong sense of sacredness when they see their huge photos at the scene, and naturally a momentum will rise in their hearts. The so-called rise in a moment, they are invincible. )

Third, invited guests

1. Employees: All employees are required to attend, and no leave is allowed.

2. Leaders of various departments of the company

3. Customers: Try to invite important big customers or customers who are good to the company.

4. Excellent employees and parents: advocate filial piety culture.

5. Weight guests: local leaders or celebrities in the industry (can be said to be mysterious guests in advance)

Fourth, post arrangement

1, set up a special meeting group:

The most important participants in the annual meeting are employees rather than leaders, so all leaders should serve employees. Each leader applies for the position of the conference group separately, sets up the mechanism, and what if he doesn't devote himself wholeheartedly!

1) conference director:

2) Off-site: two people in the sign-in group (also responsible for tea break)

3) On-site:

4) Moderator:

5) male and female DJs:

6) Those who wear red flowers when awarding prizes to all the top ten employees, including outstanding employees;

7) Lighting photography:

8) Materials:

9) Whiteboard Team:

10) Welcome group:

1 1) Salute:

2. Buy around the process.

Required materials: red carpet, spotlight, wreath, trophy, medal, guest corsage, salute, prize, veteran banner, water, refreshments, etc! It must be prepared two days in advance!

Five, the specific process:

1. All staff members call the roll at the sign-in desk and arrange their posts (except for special posts, such as photography, all members of the meeting group are required to wear uniform clothes).

2. When the customer signs in, (the customer should wear a corsage) walk down the red carpet and sign his/her name (the venue is guided by the host, and the executives on both sides of the red carpet warmly welcome the partners and guests to enter, the host guides the customer to enter, and the spotlight guides the customer to sit down (note: very, very dynamic music must be played on the big screen and during this period) (there should be three etiquette personnel at the door).

Step 3 allow access

4, the host, self-introduction and hot field, introduce the guests present.

5. The host will lead all the staff to dance one or two opening dances first (all leaders lead the dance! )

6. Video (annual review)

7. Award. The host will invite the winners to take the stage to receive the prize, share and take photos (some cultural programs can be interspersed in the middle).

First, the top ten performances (from ten to one, the top ten were invited to the stage to receive the award)

B, the best state award (the best and most persistent state in the company, and can infect and drive people around)

C, selfless dedication award (the company is usually unknown, but silently dedicated to the company, no regrets)

D, Wolf Team Award (all departments of the company participate in the selection, and the selection criteria are decided by the company through discussion)

E, the most motivated employee award (the hardest-working, most motivated and most motivated employees in the company, preferably new employees or employees with less than one year's service).

F, Angel Award (the candidate for this award should be the person who cares most about the employees of the company, and everyone is willing to tell her anything and care about the people around him like an angel).

G, the biggest contribution award (in the past year, has made a significant contribution to the company)

H, the best state award (the best and most persistent state in the company, and the state that can infect and drive people around)

I. Letter of appointment for promotion

J. presenting awards to customers

8. Two hot dances in the second half.

9. Team presentation, showing our team, our culture, our status, our determination, our advantages, momentum, status and demeanor to all the people present.

10, let all departments set performance targets for next year,

1 1, local leaders' speeches or relevant leaders' speeches (the host must shape the leaders in place and make them happy. You can communicate with them in advance, or you can suddenly attack and see the temper of the leader. The core is to have fun.

12, industry heavyweight guests (mysterious guests) speak (similarly, the host should prepare in advance, draw up shaping words, learn from the current teachers and learn from the industry elites, which is more conducive to the progress of employees and their understanding of the industry.

13. Promulgate the company's policy for the new year (it can be promulgated by the vice president with written documents, preferably red-headed documents).

14. Promulgate 20 18 various reward mechanisms (clear and transparent, clear and unambiguous).

15, the boss made a summary and inspirational speech! Push all the audience to the top. Don't talk too much, the key is to encourage, shape the company's development direction and prospects, and ignite everyone at the scene! )

16, the host declared the conference officially closed;

17, dinner (some cultural programs can be interspersed in the middle)

Key remarks of intransitive verbs:

1, the host should shape what this section brings to the enterprise before each section!

2. Every winner on the stage must be presented with a wreath by the hostess;

3. Everyone on stage will be asked to walk the red carpet;

4. The spotlight of each performer must cooperate;

5, every link of the meeting must be rigorous, the deployment of materials and personnel;

6.DJ, miss etiquette and host connect all links;

7. The process of awarding prizes is the most important and core part of the conference. What kind of results the company wants to achieve, it will hold a major and grand ceremony for such an event. All winners will have one to three minutes to deliver their acceptance speech (make a time signboard), and the host will remind them to talk less! Everyone who receives the prize chooses the person he likes and gives himself the prize in the way he likes.

8. Gratitude culture:

(1) Thank your parents for raising you.

(2) Thank customers for helping them realize their dreams.

(3) Thank the company for giving me a platform.

Planning scheme of insurance company's good start activity 3 I. Activity time

20xx x month x day -20xx year x month x day

Second, the active object.

Anyone aged 18 to 65 who is healthy and can study, live, work or work normally can be regarded as the insured. The product purchaser (hereinafter referred to as the card purchaser) needs to know the name and date of birth of the insured (the applicant and the insured are the same person).

Third, the content of the activity-four gifts are waiting for you to come.

Activity 1: find TA thousands of miles away. During the activity, after purchasing the activation card auspicious card series products through xxxx, etc. And determine the information of the insured. The Blue and White Insurance Planning Team will contact the insured with the help of the background big data of China Life Guilin Branch to inform them of their activities. If the insured is willing to tell the contact information of the card purchaser, we will tell the contact information of the insured to the card purchaser. If the applicant is willing to inform the buyer of the contact information, according to the confidentiality agreement, we will only inform the buyer that the applicant has signed the notice and will not inform the buyer of other information.

Activity 2: One in a hundred. During the activity, anyone who purchases the activation card auspicious card series products through xxxx, etc. , we will randomly select a lucky buyer from each 1 purchase list and give the card purchaser and the insured a 24K gold foil rose with exclusive words. The delivery date is February 65438+4, 2004.

Activity 3: Perfect. During the activity, anyone who purchases the lucky card series products of activation card through xxxx can enjoy the same city express service of SF Express only by paying 8 yuan. Card buyers can send other Valentine's Day gifts and auspicious cards to the insured through SF Express.

Activity 4: wholeheartedly. During the activity, those who purchase lucky card series products with activation cards through xxxx, etc. In the future, if you buy products in the Blue and White Insurance Planning Group with your purchase records or insurance records, and the purchaser is the insured, the lucky card applicant is the newly purchased insured or the lucky card applicant is the insured, and the purchaser is the newly purchased insured, you will be rewarded with 10 times points of "one heart and one white head". (For integral information, please pay attention to the official account of WeChat WeChat, China Life Blue and White, and enter the personal center. The corresponding points can only be generated after the registration is successful. Note: Blue and White Insurance Planning Group only gives futures insurance 1: 1 points. )

Fourth, specify

1. Each insured is limited to two lucky cards, and multiple investments are invalid.

2. The insurance period of the auspicious card is one year, and the effective date of the insurance contract can be specified when applying for insurance, but it shall not be earlier than the day after the insurance activation date and not later than 3 days after the insurance activation date.

Insurance company's plan for a good start 4. Purpose of the activity

In order to implement the business development strategy of provincial companies in 20xx, actively respond to market competition, implement the requirements of the general manager's office of the municipal company that "elites drive talent groups, and talent groups drive all employees", promote the rapid increase of large single premiums, drive the sustained and healthy development of individual insurance business in our city, and achieve a good start in the first quarter of 20xx, the activity plan of "Golden Storm" high-end customer appreciation meeting is specially formulated after research by the general manager's office of the company.

Second, the activity time

20xx65438+1October1-March 26th

Three. moving target

The individual insurance channel in the whole city paid 80 million yuan in the first year, including 2 1.67 million yuan for ten years and above, with an average of 1.79 main insurance executors.

Fourth, the scope of the object

Residents and other personnel (potential customers) within the scope of Store xx.

Verb (abbreviation of verb) activity content

1. Distribution target: all customers who participated in the "Golden Storm" high-end customer appreciation meeting.

2. Distribution rules, etc. ：

1) All the customers present presented a "perfect" commemorative album.

2) All customers and sales staff attending the meeting can attend the thank-you luncheon hosted by the municipal company after the meeting. — 1—

3) Customers attending the meeting will receive gifts if they sign the bill:

Customers who are interested in signing the bill for 50,000 yuan will receive a fifth set of RMB;

The participating customers signed an intention sheet of 654.38+10,000 yuan and received a gold ingot of China Gold.

Customers attending the meeting who are interested in signing a bill of 200,000 yuan will receive a fourth set of RMB;

Customers who are interested in signing a bill of 500,000 yuan will receive a third set of RMB;

If the customers attending the meeting sign the intention sheet of RMB 6,543,800+0,000, they will be given a set of the third, fourth and fifth RMB bound volumes;

3. Organizational form and development form of "Golden Storm" high-end customer appreciation meeting:

The "Golden Storm" high-end customer appreciation meeting is organized by the municipal company, with five before and three after the Spring Festival. Customers of grass-roots units need to purchase tickets, which are subscribed by salesmen and sold by the municipal company at one time. The company held a thank-you luncheon for the first five performances of the year, each at 100 yuan. There was no thank-you luncheon for 50 yuan in the first three games. The municipal company allocates the number of participants of each unit according to the ticket sales.

Intransitive verb gift budget

Book each game 120 customers, book 8 games.

1. "Perfect" album is expected to be 960.

2. The fifth set of RMB 960 X40% is expected to be 384 sets.

3. China Gold Thousand Gold Ingot 960 people X20% estimated 192 bottles.

4. The fourth set of RMB 960 X 10% is estimated to be 96 sets.

5. The third set of RMB 960 people X5% is expected to be 48 sets;

6. The third, fourth and fifth sets of RMB bound volumes are 960 people X 1%, and it is estimated that 10 sets;

Seven. Related instructions:

1. Customers who receive the signing prize at the meeting must recover the premium within three days. If the premium is not fully recovered, the gift fee received by the customer will be deducted from the salesman's commission.

2. If the customer cancels the order within 10 days, the gift fee received by the customer will be deducted from the salesman's commission.

Planning scheme of insurance company's good start activity 5 I. Activity time

20xx165438+1October 10.

Second, the meeting place

Corporate business department

Third, the form of activities.

Outdoor development activities are mainly fun, supplemented by publicity (mainly in the form of company banners)

Four. Base profile:

Suzhou dome mountain scenic area, located in the west of Gusu, is the first famous mountain in Suzhou, which looks like hairpin dome mountain and is 34 1.7 meters above sea level. If Sanmaofeng floats on the hat, it is commonly known as Maofeng. The main peak, Ruomao Peak, is 34 1.7 meters above sea level, which is the highest among the mountains on the east bank of Taihu Lake, so it is also known as the "Top of Wuzhong". There are two copper mountains in the mountain, one in the east and one in the west, which are full of flowers and quiet atmosphere. There are four springs on the mountain, and the springs on both knees are constantly trickling. Hanging springs are quiet, and Fayu Springs go straight into farmland. Baizhang Spring is full of fragrance. This mountain is magnificent and vast, with Mudu in the east and Taihu Lake in the west. It stretches over Guangfu, Cangshu and Xukou, with a total length of about 7.5 kilometers and a forest area of more than 20,000 mu. The dome mountain scenic area is rich in natural resources, and the scenery is easy to climb stairs, or pine, cypress and bamboo, or spring water gurgling, and the environment is extremely quiet. Mao Peng, where the empty rock has reached half of Wan Ren, is said to be the hometown of Zhu Maichen in the Western Han Dynasty. Today, on one side of the stone, there are ten words written by Du Mu (1509). This is the fourth year of Zheng De in Ming Dynasty, that is, "Zhu Gong's reading office, and the Han Dynasty will record the magistrate". Nearby Li Genyuan also wrote an inscription here. According to academic research, the dome hill is the secluded place of Sun Wuzi, where Sun Wu completed his masterpiece The Art of War. In recent years, Sun Wuyuan, Sun Tzu's Full-text Monument to the Art of War, the Memorial Hall of Soldiers, the Monument Gallery, and the Monument to the Sino-Japanese Friendship Cherry Blossom Forest have been successively built here.

Five, warm tips

1. Dress: casual or outdoor sports clothes, flat shoes, please bring a winter coat.

2, personal commonly used effective drugs: such as band-AIDS.

3. Before departure, the mobile phone is fully charged, and it is convenient to contact at any time.

4. Behave appropriately, pay attention to maintaining the image of the company, and do not litter, destroy public property or the environment during mountaineering.

5. Try to go hand in hand when playing.

In order to enrich the picnic, the company has arranged some snacks, and everyone can bring their own food.

7. Observe the time regulations, sign in on time and obey the arrangement of the team leader.

Please take good care of your personal belongings, especially your mobile phone and wallet, and always remind yourself not to forget your personal belongings.

9. In case of bad weather, the activity time and itinerary will be adjusted according to the situation. But going through the storm will undoubtedly make the training more challenging.

Planning scheme for opening activities of insurance companies 6. Purpose of activities

Expand the potential of enterprise personnel through expansion activities, enhance and strengthen personal psychological quality, and help enterprise personnel establish noble and dignified personality; At the same time, team members can deeply experience the relationship between individuals and enterprises, subordinates and superiors, and employees, cultivate the overall awareness and cooperation spirit of overall operation, improve team performance, stimulate the team's higher work enthusiasm and innovative motivation, and make the team more cohesive.

Second, the planned time, place and cost

1. Time: xx, xx, xx (Sunday)

2. Venue: Cactus Beach in Xichong, Nan 'ao, Shenzhen

3. Standard: xx yuan/person (temporarily at the rate of 100 person)

Existing personnel xxx

4. Drinking water purchased by the company: xx yuan, xxx yuan per person, x 100 people =xxx yuan.

The total cost is about: xxx yuan/person+drinking water xxx yuan+dinner XXX yuan =xxx yuan.

Take care of your family expenses.

The fee includes:

1) Round-trip transportation fee for 50 seats 2) Training fee (taught by professional coaches) 3) Equipment fee 4) Training venue use fee 5. Tickets for Xichong Scenic Area 6. One full meal (8 dishes 1 soup) 7. The speedboat landed on the island 8. Excellent tour guide service fee 9. Banner special gift: a beautiful tourist hat, a bottle of mineral water, travel accident insurance 65438+.

Three. Activity content and schedule

7:20x7:30 All personnel

7:30x7:35 Roll call and head count.

Leave at 7: 40 sharp

At 9:00x 1 1:30, the expansion project started (see the table below for details).

12:00x 13:30 lunch

14:10x15: 30, you can go to beautiful lover island by speedboat.

15:30x 17:30 beach game

18:00x 19:30 dinner