周经营分析会周经营分析会 各位主管：各位主管：会议即将开始会议即将开始请将通讯工具关闭请将通讯工具关闭或调至振动档或调至振动档NONO 会议期间会议期间 请保持安静请保持安静 勿随意走动勿随意走动 多谢合作多谢合作NONONONO 把爱心送给每一个人，把爱心送给每一个人，把真情送给每一人，把真情送给每一人，我们的责任是呵护人生，我们的责任是呵护人生，我们的使命是造福人民我们的使命是造福人民把幸福送给每一个人，把幸福送给每一个人，把吉祥送给每一个人，把吉祥送给每一个人，我们的承诺是客户至上，我们的承诺是客户至上，我们的追求是创造双成我们的追求是创造双成成己为人，成人达己，成己为人，成人达己，诚信为本，稳健经营，诚信为本，稳健经营，为民族寿险挑起重任，为民族寿险挑起重任，我们走在希望的大道上，我们走在希望的大道上，一路高歌，与时俱进一路高歌，与时俱进 业务业务 各单位二季度10年期交保费完成情况单位单位年度十年年度十年期交完成数期交完成数二季度二季度完成数完成数年度目标年度目标进展率进展率康恒保费康恒保费占比占比三康保费三康保费XX2145.272145.2774.88 74.88 1.68%1.68%0.91 0.91 1.21%1.21%15.12 15.12 XX1151.151151.1534.91 34.91 1.35%1.35%1.68 1.68 4.82%4.82%15.45 15.45 XX1122.861122.8633.36 33.36 1.24%1.24%0.41 0.41 1.21%1.21%16.18 16.18 XX546.8546.812.78 12.78 0.95%0.95%0.00 0.00 0.00%0.00%2.39 2.39 XX662.28662.2816.27 16.27 0.89%0.89%0.10 0.10 0.58%0.58%4.81 4.81 XX276.22276.226.01 6.01 0.82%0.82%0.00 0.00 0.00%0.00%2.06 2.06 XX780.8780.817.62 17.62 0.82%0.82%1.21 1.21 6.87%6.87%5.93 5.93 合计合计6689.016689.01195.84 195.84 1.24%1.24%4.30 4.30 2.20%2.20%61.95 61.95 各单位康恒保费绩效分析单位单位康恒保费康恒保费件数件数人均件数人均件数件均保费件均保费XXXX1.68 1.68 7 70.0140.014 0.240 0.240 XXXX0.91 0.91 3 30.007 0.007 0.303 0.303 XXXX0.41 0.41 2 20.003 0.003 0.203 0.203 XXXX0.10 0.10 1 10.002 0.002 0.095 0.095 XXXX1.21 1.21 1 10.0000.000 1.2101.210 XXXX0.00 0.00 0 00.000 0.000 0.000 0.000 XXXX0.00 0.00 0 00.000 0.000 0.000 0.000 合计合计4.30 4.30 14140.012 0.012 0.307 0.307 各单位4月主险期交举绩情况单位单位出发人数出发人数主险期交举绩主险期交举绩举绩率举绩率人均件数人均件数XXXX50950910910921.41%21.41%0.269 0.269 XXXX1070107022322320.84%20.84%0.2950.295 XXXX517517848416.25%16.25%0.271 0.271 XXXX402402656516.17%16.17%0.231 0.231 XXXX305305404013.11%13.11%0.170 0.170 XXXX501501585811.58%11.58%0.156 0.156 合计合计3304330457957917.52%17.52%0.247 0.247 各单位二季度短险完成情况单位单位意外险意外险健康险健康险计划计划二季度二季度完成数完成数二季度二季度完成进展率完成进展率累计累计完成数完成数累计累计完成率完成率计划计划二季度二季度完成数完成数二季度二季度完成进展率完成进展率累计累计完成数完成数累计累计完成率完成率XXXX2452454.644.641.89%1.89%46.4146.4118.94%18.94%48048012.4612.462.60%2.60%139.63139.6329.09%29.09%XXXX1951954.284.282.19%2.19%33.2533.2517.05%17.05%43043010.4610.462.43%2.43%124.4124.428.93%28.93%XXXX72721.091.091.51%1.51%11.3811.3815.81%15.81%2802807.057.052.52%2.52%79.779.728.46%28.46%XXXX63863811.3911.391.79%1.79%160.53160.5325.16%25.16%60060015.8615.862.64%2.64%190.85190.8531.81%31.81%XXXX3383387.897.892.33%2.33%80.0580.0523.68%23.68%3383389.169.162.71%2.71%114.11114.1133.76%33.76%XXXX3873878.518.512.20%2.20%101.5101.526.23%26.23%2802808.198.192.93%2.93%92.0792.0732.88%32.88%XXXX1751754.324.322.47%2.47%34.9934.9919.99%19.99%1721724.044.042.35%2.35%36.136.120.99%20.99%全辖合计全辖合计2050205042.1242.122.05%2.05%468.12468.1222.84%22.84%2580258067.2767.272.61%2.61%777.07777.0730.12%30.12% 组织发展组织发展 二季度新增人力目标追踪单位单位本月本月签约签约本月本月解约解约二季度二季度增员目标增员目标本季本季签约签约完成率完成率XXXX4 4101070704 45.71%5.71%XXXX2 20 078782 22.56%2.56%XXXX15150 015615615159.62%9.62%XXXX0 00 099990 00.00%0.00%XXXX6 61 11111116 65.41%5.41%XXXX5 53 366665 57.58%7.58%合计合计3232141458058032325.52%5.52% 二季度持证人力目标追踪单位单位季度出季度出发人力发人力本季度本季度解约解约实时人力实时人力季末持证季末持证人力目标人力目标完成率完成率XXXX501501101049549556556587.61%87.61%XXXX4024020 040440452752776.66%76.66%XXXX107010700 0108510851120112096.88%96.88%XXXX5175170 051751763763781.16%81.16%XXXX5095091 151451467067076.72%76.72%XXXX3053053 330730738238280.37%80.37%合计合计330433041414332233223900390085.18%85.18% 4月第二周组织发展工作汇总表（营销员）单位单位创业说明会创业说明会新人代考培训新人代考培训新人签约追踪新人签约追踪本周本周参会参会人数人数本周面本周面试合格试合格人数人数本月累本月累计参会计参会人数人数本月累本月累计面试计面试合格合格人数人数本周参本周参加考试加考试人数人数本周本周通过通过人数人数本月本月累计累计参加参加考试考试人数人数本月累本月累计通过计通过人数人数本周本周结训结训人数人数本周本周签约签约人数人数本月累本月累计结训计结训人数人数本月累本月累计签约计签约人数人数XXXX2 22 27 75 50 00 00 00 03 31 13 34 4XXXX17171010171716166 60 06 60 06 63 36 63 3XXXX111111111212121217171717171717170 01 10 01212XXXX22221212373717170 00 00 00 01 10 01 10 0XXXX30302525303025258 88 88 88 836363 338385 5XXXX3 33 35 55 50 00 09 97 72 25 52 25 5合计合计85856363108108808031312525404032324848131350502929 客户拜访客户拜访 鹤卡发放情况统计表（截至4.10）单位单位新单派发新单派发老客户发放老客户发放 VIPVIP客户发放客户发放 合计发放合计发放 当日当日累计累计当日当日累计累计当日当日累计累计XXXX404046884688242490900 0222248004800XXXX41415178517810103813810 02 255615561XXXX3535335233520 00 00 0757534273427XXXX30302512251232324214210 0161629492949XXXX1313138113810 0123112310 0131326252625总计总计15915917111171116666212321230 01281281936219362 4 4月各片区月各片区1010年期目标达成情况年期目标达成情况数据来源：数据来源：1414号号AMISAMIS系统统计供参考系统统计供参考XXXX公司公司72.0972.09万万 4 4月各片区月各片区1010年期举绩率排名年期举绩率排名数据来源：数据来源：1414号号AMISAMIS系统统计供参考系统统计供参考江江公司举绩率为公司举绩率为2121％％ 4月各片区10年期KPI指标数据来源：数据来源：1414号号AMISAMIS系统统计供参考系统统计供参考部门部门目标目标新保保费新保保费出发人数出发人数件数件数人均保费人均保费人均件数人均件数件均保费件均保费XXXX10110116.9216.9221921958580.08 0.08 0.26 0.26 0.29 0.29 XXXX737314.1814.1821321368680.07 0.07 0.32 0.32 0.21 0.21 XXXX525212.2912.2910410451510.12 0.12 0.49 0.49 0.24 0.24 XXXX39395.035.0313313329290.04 0.04 0.22 0.22 0.17 0.17 XXXX494910.3910.3915215238380.07 0.07 0.25 0.25 0.27 0.27 XXXX42426.066.0612512532320.05 0.05 0.26 0.26 0.19 0.19 XXXX26265.495.49676729290.08 0.08 0.43 0.43 0.19 0.19 XXXX18181.731.73444417170.04 0.04 0.39 0.39 0.10 0.10 合计合计40040072.0972.09105710573223220.07 0.07 0.30 0.30 0.22 0.22 ４月各职场10年期达成率排名数据来源：数据来源：1414号号AMISAMIS系统统计供参考系统统计供参考职场职场目标目标十年期十年期达成率达成率排排名名职场职场目标目标十年期十年期达成率达成率排排名名XXXX6 62.60 2.60 43.35%43.35%1 1XXXX11112.08 2.08 18.89%18.89%1313XXXX7 72.01 2.01 28.65%28.65%2 2XXXX36365.94 5.94 16.51%16.51%1414XXXX16164.41 4.41 27.59%27.59%3 3XXXX14142.21 2.21 15.77%15.77%1515XXXX18184.87 4.87 27.06%27.06%4 4XXXX12121.78 1.78 14.83%14.83%1616XXXX16164.04 4.04 25.24%25.24%5 5XXXX7 70.92 0.92 13.11%13.11%1717XXXX19194.31 4.31 22.66%22.66%6 6XXXX21212.48 2.48 11.81%11.81%1818XXXX26265.49 5.49 21.13%21.13%7 7XXXX18181.90 1.90 10.56%10.56%1919XXXX25255.22 5.22 20.88%20.88%8 8XXXX18181.73 1.73 9.59%9.59%2020XXXX20204.11 4.11 20.53%20.53%9 9XXXX11111.00 1.00 9.05%9.05%2121XXXX27275.42 5.42 20.06%20.06%1010XXXX20201.65 1.65 8.26%8.26%2222XXXX17173.36 3.36 19.76%19.76%1111XXXX15150.65 0.65 4.36%4.36%2323XXXX20203.93 3.93 19.64%19.64%1212合计合计40040072.09 72.09 18.02%18.02% ４月各职场10年期举绩率排名数据来源：数据来源：1414号号AMISAMIS系统统计供参考系统统计供参考职职场场出发出发人数人数举绩举绩人数人数举绩举绩率率排排名名职职场场出发出发人数人数举绩举绩人数人数举绩举绩率率排排名名XXXX28 28 121243%43%1 1XXXX10 10 2 220%20%1313XXXX66 66 222233%33%2 2XXXX74 74 141419%19%1414XXXX51 51 151529%29%3 3XXXX32 32 6 619%19%1515XXXX45 45 131329%29%4 4XXXX17 17 3 318%18%1616XXXX48 48 131327%27%5 5XXXX30 30 5 517%17%1717XXXX34 34 9 926%26%6 6XXXX55 55 9 916%16%1818XXXX67 67 161624%24%7 7XXXX56 56 9 916%16%1919XXXX52 52 121223%23%8 8XXXX69 69 111116%16%2020XXXX55 55 121222%22%9 9XXXX35 35 5 514%14%2121XXXX47 47 101021%21%1010XXXX45 45 6 613%13%2222XXXX44 44 9 920%20%1111XXXX42 42 3 37%7%2323XXXX55 55 111120%20%1212合合计计1057 1057 22722721%21% ４月各职场10年期KPI指标江都公司目前的人均保费为江都公司目前的人均保费为0.070.07万元，万元，序时进度人均保费应达序时进度人均保费应达0.20.2万元万元职场职场出发人数出发人数新保保费新保保费人均保费人均保费职场职场出发人数出发人数新保保费新保保费人均保费人均保费XXXX10 10 2.01 2.01 0.200.20 XXXX34 34 2.08 2.08 0.06 0.06 XXXX28 28 4.87 4.87 0.17 0.17 XXXX69 69 3.93 3.93 0.06 0.06 XXXX17 17 2.60 2.60 0.15 0.15 XXXX32 32 1.78 1.78 0.06 0.06 XXXX45 45 5.22 5.22 0.12 0.12 XXXX55 55 2.48 2.48 0.05 0.05 XXXX48 48 4.41 4.41 0.09 0.09 XXXX47 47 1.90 1.90 0.04 0.04 XXXX66 66 5.42 5.42 0.08 0.08 XXXX56 56 2.21 2.21 0.04 0.04 XXXX67 67 5.49 5.49 0.08 0.08 XXXX44 44 1.73 1.73 0.04 0.04 XXXX74 74 5.94 5.94 0.08 0.08 XXXX45 45 1.65 1.65 0.04 0.04 XXXX51 51 4.04 4.04 0.08 0.08 XXXX30 30 0.92 0.92 0.03 0.03 XXXX55 55 4.31 4.31 0.08 0.08 XXXX35 35 1.00 1.00 0.03 0.03 XXXX55 55 4.11 4.11 0.07 0.07 XXXX42 42 0.65 0.65 0.02 0.02 XXXX52 52 3.36 3.36 0.06 0.06 合计合计1057 1057 72.09 72.09 0.07 0.07 ４月各职场10年期KPI指标江都公司目前的件均保费为江都公司目前的件均保费为0.220.22万元万元职职场场新保新保保费保费件数件数件均件均保费保费职职场场新保新保保费保费件数件数件均件均保费保费XXXX2.60 2.60 3 30.87 0.87 XXXX4.41 4.41 22220.20 0.20 XXXX2.01 2.01 3 30.67 0.67 XXXX5.42 5.42 27270.20 0.20 XXXX5.22 5.22 15150.35 0.35 XXXX1.78 1.78 9 90.20 0.20 XXXX5.94 5.94 19190.31 0.31 XXXX2.48 2.48 13130.19 0.19 XXXX3.93 3.93 14140.28 0.28 XXXX5.49 5.49 29290.19 0.19 XXXX1.65 1.65 6 60.28 0.28 XXXX2.21 2.21 12120.18 0.18 XXXX4.87 4.87 21210.23 0.23 XXXX2.08 2.08 12120.17 0.17 XXXX4.11 4.11 18180.23 0.23 XXXX1.90 1.90 11110.17 0.17 XXXX0.65 0.65 3 30.22 0.22 XXXX0.92 0.92 6 60.15 0.15 XXXX4.31 4.31 20200.22 0.22 XXXX1.00 1.00 7 70.14 0.14 XXXX4.04 4.04 19190.21 0.21 XXXX1.73 1.73 17170.10 0.10 XXXX3.36 3.36 16160.21 0.21 合合计计72.09 72.09 3223220.22 0.22 ４月各职场10年期KPI指标江都公司目前的人均件数为江都公司目前的人均件数为0.300.30件件职场职场出发人数出发人数件数件数人均件数人均件数职场职场出发人数出发人数件数件数人均件数人均件数XXXX28 28 21210.75 0.75 XXXX32 32 9 90.28 0.28 XXXX48 48 22220.46 0.46 XXXX74 74 19190.26 0.26 XXXX67 67 29290.43 0.43 XXXX55 55 13130.24 0.24 XXXX66 66 27270.41 0.41 XXXX47 47 11110.23 0.23 XXXX44 44 17170.39 0.39 XXXX56 56 12120.21 0.21 XXXX51 51 19190.37 0.37 XXXX69 69 14140.20 0.20 XXXX55 55 20200.36 0.36 XXXX30 30 6 60.20 0.20 XXXX34 34 12120.35 0.35 XXXX35 35 7 70.20 0.20 XXXX45 45 15150.33 0.33 XXXX17 17 3 30.18 0.18 XXXX55 55 18180.33 0.33 XXXX45 45 6 60.13 0.13 XXXX52 52 16160.31 0.31 XXXX42 42 3 30.07 0.07 XXXX10 10 3 30.30 0.30 合计合计1057 1057 3223220.30 0.30 ４月XX各小组10年期KPI指标江都公司目前的人均件数为江都公司目前的人均件数为0.300.30件件组名组名出发人数出发人数目标目标达成保费达成保费达成率达成率举绩人数举绩人数举绩率举绩率个人保费个人保费增员增员XXXX2020 10103.23.232%32%121260%60%0 0XXXX6 63 30.70.723%23%3 3 50%50%0.330.330 0XXXX9 94.54.51.481.4832%32%7 777%77%0.170.170 0XXXX9 94.54.51.261.2628%28%4 4 44%44%0 00 0XXXX6 63 30.640.6421%21%5 5 83%83%0.020.020 0XXXX11115.55.52.582.58 46%46%7 763%63%0.08470.08472 2XXXX6 63 32.482.4883%83%4 467%67%1.161.161 1XXXX3 31.51.50.20.213%13%1 133%33%0.30.31 1XXXX7 73.53.51.631.6346%46%5 571%71%0.090.090 0XXXX8 84 40.750.7519%19%4 450%50%0.40.40 0XXXX4 42 20.60.630%30%2 250%50%0.40.40 0XXXX10 10 7 72.32.333%33% 1 1 20092009年年4 4月月1010号新人班参训情况号新人班参训情况职场职场报到人数报到人数合格人数合格人数合格率合格率职场职场报到人数报到人数合格人数合格人数合格率合格率XXXX3 33 3100%100%XXXX0 00 00%0%XXXX9 99 9100%100%XXXX0 00 00%0%XXXX3 33 3100%100%XXXX0 00 00%0%XXXX3 33 3100%100%XXXX0 00 00%0%XXXX1 11 1100%100%XXXX1 10 00%0%XXXX2 22 2100%100%XXXX0 00 00%0%XXXX2 22 2100%100%XXXX0 00 00%0%XXXX1 11 1100%100%XXXX0 00 00%0%XXXX3 32 267%67%XXXX0 00 00%0%XXXX2 21 150%50%XXXX0 00 00%0%XXXX000%XXXX0 00 00%0%XXXX0 00 00%0%合计合计3030282890%90% 20092009年年3 3月月1111日新人部参训情况日新人部参训情况职场职场3.10-3.31 3.10-3.31 注册人力注册人力3.113.11实实际参训际参训参训率参训率职场职场3.10-3.32 3.10-3.32 注册人力注册人力3.113.11实实际参训际参训参训率参训率XXXX6 60 00%0%XXXX6 60 00%0%XXXX2 20 00%0%XXXX1 10 00%0%XXXX2 20 00%0%XXXX2 20 00%0%XXXX4 40 00%0%XXXX2 20 00%0%XXXX1 13 3300%300%XXXX1 10 00%0%XXXX4 40 00%0%XXXX0 00 00%0%XXXX7 73 343%43%XXXX1 10 00%0%XXXX5 51 120%20%XXXX1 10 00%0%XXXX1 11 1100%100%XXXX1 10 00%0%XXXX4 41 125%25%XXXX1 10 00%0%XXXX1 11 1100%100%XXXX3 30 00%0%XXXX1 10 00%0%合计合计5757101018%18% 20092009年各职场人力达成情况年各职场人力达成情况职场职场年度年度目标目标四月出四月出发人力发人力四月四月注册注册目前目前人力人力差额差额职场职场年度年度目标目标四月出四月出发人力发人力四月四月注册注册目前目前人力人力差额差额XXXX857474 7474-11-11XXXX8169691 17070-11-11XXXX524545 4545-7-7XXXX4432321 13333-11-11XXXX584545 4545-13-13XXXX423434 3434-8-8XXXX6455551 15656-8-8XXXX635454 5454-9-9XXXX6251513 35454-8-8XXXX5940401 14141-18-18XXXX665555 5555-11-11XXXX2210101 11111-11-11XXXX725555 5555-17-17XXXX6348482 25050-13-13XXXX6452522 25454-10-10XXXX554242 4242-13-13XXXX5947472 24949-10-10XXXX473535 3535-12-12XXXX625656 5656-6-6XXXX554444 4444-11-11XXXX4130301 13131-10-10XXXX826767 6767-15-15XXXX301717 1717-13-13合计合计1328132810571057151510721072-256-256 •目前新人部入会情况不甚理想，请各家密切关注，并认真做好本部门的新人衔接教育工作，请主管积极参与授课，增强新人技能，提高留存率 4 4月早会出勤情况表月早会出勤情况表职场职场出发出发人数人数4 4月早会月早会次数次数平均平均出勤出勤出勤率出勤率职场职场出发出发人数人数4 4月早会月早会次数次数平均平均出勤出勤出勤率出勤率XXXX74741010505068%68%XXXX56568 8282850%50%XXXX45451010282862%62%XXXX30308 8161653%53%XXXX45451010282862%62%XXXX69698 8343449%49%XXXX55551010202036%36%XXXX34348 8131338%38%XXXX51518 8404078%78%XXXX17178 88 847%47%XXXX55558 8282851%51%XXXX32328 8121238%38%XXXX55558 8282851%51%XXXX42428 8232355%55%XXXX52528 8303058%58%XXXX48488 8282858%58%XXXX66668 8424264%64%XXXX35358 8141440%40%XXXX28288 8181864%64%XXXX44448 8282864%64%XXXX10108 85 550%50%XXXX67678 8424263%63%XXXX47478 8252553%53%合计合计1057105719219258858856%56%公司将在近期对各职场进行出勤状况抽查公司将在近期对各职场进行出勤状况抽查 职场职场出发人数出发人数应发数应发数已申请数量已申请数量人均申请数人均申请数人均应达数人均应达数人均差额人均差额XXXX7474148014804284286 6 10104 4 XXXX4545900900 0 0 101010 10 XXXX4545900900 0 0 101010 10 XXXX55551100110067671 1 10109 9 XXXX515110201020 0 0 101010 10 XXXX555511001100 0 0 101010 10 XXXX55551100110073731 1 10109 9 XXXX52521040104066661 1 10109 9 XXXX666613201320 0 0 101010 10 XXXX2828560560 0 0 101010 10 XXXX1010200200 0 0 101010 10 XXXX47479409406 60 0 101010 10 鹤卡申请一览表鹤卡申请一览表 鹤卡申请一览表鹤卡申请一览表职场职场出发人数出发人数应发数应发数已申请数量已申请数量人均申请数人均申请数人均应达数人均应达数人均差额人均差额XXXX56561120112081811 1 10109 9 XXXX3030600600 0 0 101010 10 XXXX696913801380 0 0 101010 10 XXXX3434680680 0 0 101010 10 XXXX171734034045453 3 10107 7 XXXX3232640640 0 0 101010 10 XXXX424284084029291 1 10109 9 XXXX48489609601261263 3 10107 7 XXXX353570070031311 1 10109 9 XXXX4444880880 0 0 101010 10 XXXX676713401340 0 0 101010 10 合计合计1057105721140211409529521 1 10109 9 。
