Cathay Life Insurance Ltd. (Vietnam)28/08/2009 1 Cathay Life Insurance (VN) IT Division Date: 28 Aug...
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Transcript of Cathay Life Insurance Ltd. (Vietnam)28/08/2009 1 Cathay Life Insurance (VN) IT Division Date: 28 Aug...
Cathay Life Insurance Ltd. (Vietnam) 28/08/20091
Cathay Life Insurance (VN)IT Division
Date: 28 Aug 2009
Cathay Life Insurance Ltd. (Vietnam) 28/08/20092
ENGAGED PROJECT THIS MONTH
System Support
- PC MA and PBX Setting
- Setup Can Tho Office
- Setup Norch Branch Office
- Data Center MA
System Development
- Develop the BCS(Business Core System)
- Develop the B2E(Business To Employee)
- Develop the B2C(Business To Customers)
Cathay Life Insurance Ltd. (Vietnam) 28/08/20093
Data Center MA
No Item Result
1. Environment Monitoring System OK
2 Camera System OK
3 Fire Alarm System OK
4 Power System OK
5 Air Conditioner System OK
6 UPS System OK
Cathay Life Insurance Ltd. (Vietnam) 28/08/20094
PC MA and PBX Setting
Setup 50 UPS for all PCs in the World Center.A
Setup the Office Scan Software for all PCs in all CS Offices and N’orch Office.
B
Block DVD function for all PCs.C
Cancel long distance calling for all agency offices.D
Cathay Life Insurance Ltd. (Vietnam) 28/08/20095
Setup Can Tho Office
Deliver Networks devices, 9 PCs, 1 Printer.A
Support to setup small network for temporary Office.B
Prepare telephone line and leased line cable.C
Make the plan to setup the PBX in Can Tho. D
Cathay Life Insurance Ltd. (Vietnam) 28/08/20096
Plan to Setup the PBX System in Can Tho
Temporary System : From 31/08/2009 to 06/09/2009A
Main System : From 25/09/2009 to 28/09/2009.B
Cathay Life Insurance Ltd. (Vietnam) 28/08/20097
Setup new network for this office.A
Setup new 15 ext telephone numbers for this Office and 1 DID for fax number.
B
Survey one touch screen monitor .C
Setup N’orch Branch Office
Cathay Life Insurance Ltd. (Vietnam) 28/08/20098
Support the planning dept. to input the data of 3 new products (C07,C08,C09) into the testing database and build the relation of product.
A
Add more claim item for insurance benefit for C04 product.
B
Change calculation interest rate base on new method of planning division.
C
Develop the BCS (Business Core System)
Cathay Life Insurance Ltd. (Vietnam) 28/08/20099
Setup the function: Inquiry annex of accounting voucher.D
Change premium collection rule to assign collector by agent unit code.
E
Modify Agent RegulationF
Develop the BCS (Business Core System) (cont)
Cathay Life Insurance Ltd. (Vietnam) 28/08/200910
Add more claim item for insurance benefit for C04 product.
Cathay Life Insurance Ltd. (Vietnam) 28/08/200911
Change the calculation interest rate
Cathay Life Insurance Ltd. (Vietnam) 28/08/200912
Setup the function: Inquiry annex of accounting voucher
Cathay Life Insurance Ltd. (Vietnam) 28/08/200913
Modify Agent Regulation
No Regulations Items
1Regulation for
Compensation Concerning Sales Unit Managers
Financial Support
2Regulation for
Compensation Concerning Insurance Advisors
Meeting-requirements Bonus
Performance Bonus
Performance Tracing (three generations)
3Project on Reserving Agency Supervisors
Score bonus
Financial support
Compensation for a quarter: accumulated bonus for a financial support quarter
Performance Tracing (three generations)
4Performance Tracing (three generations)
Rules of Insurance Agent’s Trainer Performance Tracing
Cathay Life Insurance Ltd. (Vietnam) 28/08/200914
Developing the B2C (Business to Customer)
Remove the C01, C02 products’ information from the website.
A
Promotional program webpage: Knowing Cathay Getting Laptop.
B
Cathay Life Insurance Ltd. (Vietnam) 28/08/200915
Promotional program webpage
Cathay Life Insurance Ltd. (Vietnam) 28/08/200916
Developing the B2E (Business To Employee)
Setup new function: Inquiry for receivable cases.A
Upload IT guideline documents.B
HR Management chart: Performance Evaluation Regulation, Uniform Policy.
C
C01, C02 moved from current product to stop selling product.
D
Cathay Life Insurance Ltd. (Vietnam) 28/08/200917
Setup new function: Inquiry for receivable cases
Cathay Life Insurance Ltd. (Vietnam) 28/08/200918
IT Guideline Documents
Cathay Life Insurance Ltd. (Vietnam) 28/08/200919
HR Management chart
Cathay Life Insurance Ltd. (Vietnam) 28/08/200920
PLANNING PROJECT FOR NEXT MONTH
Maintain BCS and B2E system.A
Setup Can Tho CS Office.B
Cathay Life Insurance Ltd. (Vietnam) 28/08/200921