1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200 8 1 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Marketing Presentation Presentation
1Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20081
A. Performance 8~11th working month
B. Agency Incentive
C. Agency Management
Marketing PresentationMarketing Presentation
2Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20082
Full-time headcount
Working Month 07 08 09 10 11 12
% Over Target
HCM 103 124 152 168 171 209 84%
HAN 0 30 121 197 311 434 212%
Total 103 154 273 365 482 643 135%
643FT
3Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20083
Part-time (IA) headcount
Working Month
07 08 09 10 11 12% Over Target
HCM 84 133 177 207 272 330 88%
HAN 0 14 193 260 354 465 151%
Total 84 147 370 467 626 793 117%
793 IA
4Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20084
Full-time & part-time headcount
07-2008
08-2008
09-2008
10-2008
11-2008
12-2008
% Over Target
187 301 643 832 1,108 1,436 121%
1,436 AG
5Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20085
PFYP Verification
Working Month
08 09 10 11 12* YTD%
Target
HCM 419.2 474.5 415 518 1,151 2,978 64%
HAN 0 436.5 764 733 938 2,872 95%
Total 419.2 910.9 1,179 1,251 2,089 5,849 76%
5,849M
Unit : Million
*12 working month :Instant report
6Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20086
Full time (AS) Productivity
Working Month 07 08 09 10 11 12
HCM meet Target 25% 26% 34% 29% 30% 40%
PFYP per AS 1.4M 2.2M 3.1M 2.5M 2.8M 5.2M
HAN meet Target -- -- 31% 39% 32% 31%
PFYP per AS -- -- 3.6M 3.9M 2.4M 2.1M
Total meet Target 25% 26% 33% 34% 31% 34%
PFYP per AS 1.4M 2.2M 3.3M 3.2M 2.5M 3.2M
7Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20087
Part-time (IA) Productivity
Working Month 07 08 09 10 11 12
HCM >=1 Case 17.9% 17.3% 23.7% 18.4% 20% 25%
PFYP per IA 0.5M 0.9M 1.3M 1.0M 1.0M 2.5M
HAN >=1 Case -- -- 8.8% 20.4% 17.9% 20%
PFYP per IA -- -- 0.4M 1.3M 1.0M 1.0M
Total >=1 Case 17.9% 17.3% 15.9% 19.5% 19.5% 22%
PFYP per IA 0.5M 0.9M 0.9M 1.2M 1.0M 1.6M
8Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20088
B. Agency Incentive
9Cathay Life Insurance Ltd. (Vietnam)
28 Nov 20089
Be a winner to join the honour Gala Dinner with Chairman at 5 stars hotel. What should you do to join the dinner?
Winner in HCMC/HAN
PostTarget
AchievementMinimum Requirement
Top 2 BMHighest PFYP
100% PFYP target 12th + 13th month
Top 8SM, Pre-
BMHighest PFYP
100% PFYP target 12th + 13th month
Top 15 ASHighest PFYP
PFYP = 30.0 mil of 12th + 13th month
Top 5 IAHighest PFYP
PFYP = 15.0 mil of 12th +13th month
Chance to have a honour CUP given by Chairman for 1 BM, 2 SM & Pre-BM, 3 AS, 1 IA who has a highest PFYP (apply for HCM & HN).
10Cathay Life Insurance Ltd. (Vietnam)
28 Nov 200810
1.Breaking Record Program:
StatusLast Record
Standard (mil PFYP)
Requirement to Breaking
Record
Prize (mil)
Award
BM 307.9 Higher PFYP than Last
record
2.5 Record Cup
Pre-BM, SM
126.7 2 Record Cup
AS 88.3 1.5 Record Cup
IA 77.1 1 Record Cup
2009 Performance Incentive
11Cathay Life Insurance Ltd. (Vietnam)
28 Nov 200811
2. Achievement Award Program:
StatusMinimum Standard
(mil PFYP)
Requirement for Great
Achievement
Prize(Branch Fund)
Award
BM 120% PFYP Reach minimum standard
2 milAward
Certificate
Pre-BM, SM
60 mil PFYP 1milAward
Certificate
AS 20 mil PFYPAward
Certificate
IA 10 mil PFYPAward
Certificate
2009 Performance Incentive
12Cathay Life Insurance Ltd. (Vietnam)
28 Nov 200812
C. Agency Management
13Cathay Life Insurance Ltd. (Vietnam)
28 Nov 200813
FAST TRACK PROMOTIONFAST TRACK PROMOTIONFAST TRACK PROMOTIONFAST TRACK PROMOTION
4 cases apply of fast track promotion:4 cases apply of fast track promotion:
• Agency Supervisor (AS) promoted to Senior Agency Supervisor (AS) promoted to Senior Agency Supervisor (SAS)Agency Supervisor (SAS)
• Senior Agency Supervisor (SAS) promoted to Senior Agency Supervisor (SAS) promoted to Executive Agency Supervisor (EAS)Executive Agency Supervisor (EAS)
• Executive Agency Supervisor (EAS) Promoted to Executive Agency Supervisor (EAS) Promoted to Pre-Sales Manager (Pre-SM)Pre-Sales Manager (Pre-SM)
• Pre-Sales Manager (Pre-SM) Promoted to Senior Pre-Sales Manager (Pre-SM) Promoted to Senior Sales Manager (SSM)Sales Manager (SSM)
14Cathay Life Insurance Ltd. (Vietnam)
28 Nov 200814
BRANCH MANAGER ASSESSMENTBRANCH MANAGER ASSESSMENTBRANCH MANAGER ASSESSMENTBRANCH MANAGER ASSESSMENT
HCM + HAN BM AssessmentHCM + HAN BM Assessment- HCM BM Assessment period : 08-2008 To 10-2008HCM BM Assessment period : 08-2008 To 10-2008- HAN BM Assessment period : 09-2008 To 11-2008HAN BM Assessment period : 09-2008 To 11-2008
Branch code Branch Name Qualified Notes
0100C5-10000 Trần Thị Nam Liên TRUE
0100C5-20000 Nguyễn Phi Quý TRUE
0100C5-30000 Nguyễn Hồng Kỷ TRUE
0100C5-40000 Chu Thị Kim Anh TRUE
0100B5-10000 Nguyễn Thu Hằng TRUE
0100B5-20000 Lê Hòa Hưng FALSE
0100B5-30000 Nguyễn Hải Hồng Châu TRUE
0100B5-40000 Trần Bảo Thịnh TRUE
0100B5-50000 Trần Hoàng Phong TRUE
0100B5-60000 Phan Thanh Huy FALSE
15Cathay Life Insurance Ltd. (Vietnam)
28 Nov 200815
TRAINING ALLOWANCE PAYMENTTRAINING ALLOWANCE PAYMENTTRAINING ALLOWANCE PAYMENTTRAINING ALLOWANCE PAYMENT
Payment datePayment date: : the first Friday in next working monththe first Friday in next working month
Training Allowance:Training Allowance: 1. First FT course1. First FT course
1,000,000 VND1,000,000 VND 2. Second FT course2. Second FT course 850,000 VND 150,000 in nearest salary payment date 850,000 VND 150,000 in nearest salary payment date
THU FRI SAT SUN MON TUE WED THU FRI SAT SUN MON TUE WED30 31 1/11 2 3 4 5 27 28 29 30 1/12 2 36 7 8 9 10 11 12 4 5 6 7 8 9 1013 14 15 16 17 18 19 11 12 13 14 15 16 1720 21 22 23 24 25 26 18 19 20 21 22 23 24
Purpose: help agent to get allowance earlier.Purpose: help agent to get allowance earlier.
16Cathay Life Insurance Ltd. (Vietnam)
28 Nov 200816
Performance Review Ranking
Promotion & Demotion Assessment
Quarter 1-2009 Incentive
NE
XT
MO
NT
H P
LA
N
Agent Personal Income TAX
17Cathay Life Insurance Ltd. (Vietnam)
28 Nov 200817