保险经纪公司运营及业务管理.pptVIP

业务管理 经纪人手册 (PAM)样本 　续保策略 询价文件提交（broking submission) －timing standards：８weeks before renewal 与客户的正式续保会议 – timing standards: no later than 15 days before renewal 　客户服务计划 　保险摘要／保险手册 (timing standards：within 60 day of renewal) -type of policy -insurer(s) -policy number -policy term -description of coverage/extensions/exclusions 保险经纪公司运营与业务管理－完善的内部管理体系 业务管理 经纪人手册 (PAM)样本 　续保策略 　保险摘要／保险手册 (timing standards：within 60 day of renewal) -limit(s) -deductible(s)/retension(s) -additional insureds -policy territory -cancellation conditions -principal uninsured risks -cl