新形势下保险经纪生存与发展思考[宣讲].pptVIP

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新形势下保险经纪生存与发展思考[宣讲].ppt

费率条款管理 管理总是对的 费率条款格式化与保险经纪角色冲突 失去客户,保险经纪丧失发展之本 监管和客户利益的艰难平衡 监管政策应从保险公司和中介双维角 度出发 资本运作的兴奋与迷茫 上市成为许多公司选择 为发展 为团队 为希望 上市后压力剧增 利润压力与规模矛盾 发展与人力瓶颈 行业扭亏的艰巨性、长期性 新形势下的压力、挑战(二) 和谐社会建设与经纪人的责任险 集约化生产与管理 新风险 和谐社会建设与经纪人的责任险 政府、社会和人民需要责任险 用人民币解决人民内部矛盾 经纪人参与是发展责任险的重要特征 第三方管理是东方智慧 保险经纪人参与发展责任险 强制保险不是灵丹妙药 强制保险保护受到伤害的第三方 剃头担子不能一头热 保险经纪人应有作为 专业和服务是立身之本 责任险利于发挥保险经纪人的价值 集约化生产与管理 新形势下企业更追求成本和利润 统括保单和一揽子保险对保险经纪人 提出空前的风险、保险和市场挑战 加快风险管理能力建设和人才团队培育 行业自保成为经纪人另一战场 高风险的保险安排和索赔迫使保险经纪人专业化 不同风险组合拷问保险经纪人的专业设计能力 * * * Updated on 17 July 2009 * 精品PPT | 借鉴参考 * Message for this chart: Here is a look at Lockton “at a glance.” We have more than 15,000 clients who count on us to deliver for them. We are honored that we have the highest retention rate among the major brokers: 95%. Our mission is to be the value and service leader in the industry. And 40 years ago, Jack Lockton started with a simple idea. He wanted to be the best place to buy insurance and be the best place to work in the industry. That’s still our goal. And it will probably always be our goal. The idea behind that is that if we treat our Associates right and make this an engaging place to work, our clients will benefit and stay with us. So far, it’s working! * 精品PPT | 借鉴参考 * [Note: We have created a series of slides here that provide an overview of Lockton. Select one or two of these slides that best meet your needs and the message you want to deliver.] We have teams and expertise in the major insurance markets in the world. And we are as close as you need us. With the addition of Lockton International, we have 31 offices internationally, including London, Hong Kong, Singapore and Mexico City. And with our position as an equity partner in EOS RISQ, we have partners throughout Europe to handle the needs of multi-national and global firms. We have worked with EOS Risq for the past ten years, and serve hundreds of clients through this partnership. In addition, we have strategic service

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