How to design and formulate an excellent insurance plan, the purpose and significance, the preparation conditions and submission time of the plan, and some problems that should be paid attention to in the process of making the plan, the preparation process and content of the plan. After having a comprehensive understanding of the customer's situation, the insurance company uses its own insurance knowledge and policy knowledge to prepare and submit a complete written plan to the insured unit as a plan (proposal) through rational analysis. After fully understanding the customer's situation, the insurance company uses its own insurance knowledge and policy knowledge, starts with cooperating with the customer unit, and through rational analysis, compiles and submits a complete written plan to the insured unit as a plan (proposal). How to design and formulate an excellent insurance plan? What is an insurance plan? Purpose and significance: How to design and make an excellent insurance plan 1 to reflect the specialization of insurance company services; 2 is conducive to promoting the insured units to establish a comprehensive and long-term insurance awareness and concept; 3. It will make the company's group insurance enter a higher level in sales means and be in an obvious advantage position in the competition; Purpose and significance: to strengthen the insured's insurance awareness, improve the exhibition effect, gain customers' recognition of insurance demand and insurance scheme, make customers feel the willingness to insure, and urge the unit to insure as soon as possible. The plan should be prepared after the salesman visits the customer unit for the first time and has a comprehensive and in-depth understanding of the customer unit. The salesman must be clear about the exact purpose of insurance for the client unit, so as to achieve the most effective planning, and fully consider that the demand plan of the client unit should be compiled after the salesman visits the client unit for the first time and has a comprehensive and in-depth understanding of the client unit. The salesman must know the exact purpose of the insurance of the client unit, make the most effective planning, and fully consider the needs of the client unit. The plan should be prepared after the salesman visits the customer unit for the first time and has a comprehensive and in-depth understanding of the customer unit. The salesman must be clear about the exact purpose of the insurance for the client unit, in order to achieve the most effective planning, and fully consider that the demand plan of the client unit should be compiled after the salesman visits the client unit for the first time and has a more comprehensive and in-depth understanding of the client unit. The salesman must know the exact purpose of the insurance of the client unit, make the most effective planning, and fully consider the needs of the client unit. How to design and make an excellent insurance plan, the preparation conditions and submission time of the plan are 1, and the plan is not a "stepping stone". 2. Overreliance on the plan ignores other key factors in business development. 3, the plan is flying all over the sky, and the plan is handed over when you see the customer. 4. The plan shall be submitted to the decision-maker or insurance plan manager of the client unit. 5. Try to avoid different departments of the same customer unit submitting more than two identical plans at the same time. 1, the plan is not a "stepping stone". 2. Overreliance on the plan ignores other key factors in business development. 3, the plan is flying all over the sky, and the plan is handed over when you see the customer. 4. The plan shall be submitted to the decision-maker or insurance plan manager of the client unit. 5. Try to avoid different departments of the same customer unit submitting more than two identical plans at the same time. How to design and formulate an excellent insurance plan? How to grasp the timing and target of scheme submission 1 In this paper, from the perspective of risk and management of customer units, the current management status and trend of customer units are analyzed, and the characteristics and possible risks of customer units are summarized, which lays the foundation for the following parts. The core issue is to explain "whether it is feasible to buy insurance for employees as enterprise decision makers". Substantive feasibility analysis. 2. Tell them the price clearly, or tell them where the money to pay the premium can come from. 3, if possible, explain how the financial expenses, or possible payment methods, and explain the tax and other policies. 4. How to provide perfect and high-quality after-sales service (after-sales service rules and after-sales service manuals). 5. Company introduction: including company introduction, major shareholders, main operating indicators of the company over the years (net assets, total assets, premium income, compensation amount, pre-tax profit, asset structure, liabilities and owners' equity, financial statement analysis, etc. ). For large customers, the company's recent annual report can be provided directly if necessary. 1. Based on the risk and management of the client unit, this paper analyzes the current management status and trends of the client unit, summarizes the characteristics and possible risks of the client unit, and lays the foundation for the following. The core issue is to explain "whether it is feasible to buy insurance for employees as enterprise decision makers". Substantive feasibility analysis. 2. Tell them the price clearly, or tell them where the money to pay the premium can come from. 3, if possible, explain how the financial expenses, or possible payment methods, and explain the tax and other policies. 4. How to provide perfect and high-quality after-sales service (after-sales service rules and after-sales service manuals). 5. Company introduction: including company introduction, major shareholders, main operating indicators of the company over the years (net assets, total assets, premium income, compensation amount, pre-tax profit, asset structure, liabilities and owners' equity, financial statement analysis, etc. ). For large customers, the company's recent annual report can be provided directly if necessary. The main content of how to design and formulate an excellent insurance plan: the preparation content of the plan accurately tells the customer, "You have a demand, I can meet this demand for you, and you can do the same!" 7. Introduction of insurance: According to the analysis of the operating risk of the customer unit, recommend and introduce the appropriate insurance. If permitted, we can recommend insurance with good welfare. 8. If there is competition in the same industry, we can objectively analyze and compare the collected insurance related to the same industry and put forward reasonable suggestions from the customer's point of view. Avoid non-objective analysis or attacks on interbank insurance. 7. Introduction of insurance: According to the analysis of the operating risk of the customer unit, recommend and introduce the appropriate insurance. If permitted, we can recommend insurance with good welfare. 8. If there is competition in the same industry, we can objectively analyze and compare the collected insurance related to the same industry and put forward reasonable suggestions from the customer's point of view. Avoid non-objective analysis or attacks on interbank insurance. Main contents of how to design and make an excellent insurance plan: how to design and make an excellent insurance plan cover catalogue, plan main contents, plan attachment 1, plan project full name (client unit) 2, indicate the original and copy of the plan or indicate the plan order 3, sign: company full name (preferably with official seal) 4, you can use two pages to describe 1, plan project full name (client unit) 2. Signature: full name of the company (preferably with official seal) 4. Two pages can be used to describe and clearly list the names and starting page numbers of all parts of the plan, which is convenient for customers to quickly check and clearly list the names and starting page numbers of all parts of the plan. It is convenient for customers to quickly inquire about the above contents: 1, relevant national policies and regulations 2, insurance clauses, rates, main business outlets of the company 3, list of designated medical institutions of the company, etc. 1, relevant national policies and regulations 2, insurance clauses, rates, main business outlets of the company 3, how to design and make an excellent insurance plan, such as the list of medical institutions designated by the company, properly decorate and beautify the main accessories and back cover of the cover list or insert plan 1, use advanced cover paper and cover hard film 2, use advanced computers to make it, use high-resolution color inkjet printers 3, and use meaningful patterns. Reflect corporate culture 1, use high-grade leather paper and hard cover 2, use high-grade computer to make it, use high-resolution color inkjet printer to print 3, use meaningful patterns to reflect corporate culture 1, and use a few photos or patterns of customer units to illustrate it. Enhance affinity II. Characteristic photos or patterns reflecting professionalism and efficiency 1. Use a few photos or patterns of the customer's unit scene to illustrate and enhance affinity 2. For characteristic photos or patterns that reflect professionalism and efficiency, use color charts and data tables with text descriptions to minimize lengthy text descriptions and avoid adverse effects. Charts, data and text use color charts and data tables with text descriptions. Try to reduce long-winded text narration and avoid the adverse effects of charts, data and words 1. For beautiful binding, the size of the attachment should be smaller than the size of the front cover/back cover. 2. The back cover can be printed with the company's detailed address, telephone number, postal code, planner's name and telephone number. 1, and the attachment size should be smaller than the cover/bottom size. Therefore, the binding is beautiful. 2. The back cover can be printed with the company's detailed address, telephone number, postal code, planner's name and telephone number. How to design and make an excellent insurance scheme, organize manuscript integration, typesetting, review, proofreading, locking, printing, binding, collecting customer information, splicing previous manuscripts, current national policies and information, and initially adjusting the font and line spacing of the whole scheme to the same pattern. Chapters, charts, punctuation marks, etc. It should be done in an orderly way. After the whole article is finished, you should do a special browsing. For example, charts, formulas and titles should be submitted to the sales manager for review, and there should be room for revision. After the first draft is completed, browse the full-text layout first, and then proofread the text. It is best to look at it alone and check it alone. Pay attention to the page number when punching and binding the back cover and text with a standard punching machine to avoid confusion or missing printing in the binding order. Check the layout of each page before printing. Pay attention to adding page numbers to each page when typesetting. Finally, be sure to distinguish the pages. How to design and formulate an excellent insurance plan is a highly targeted guiding text. Remember not to rush out and follow the same pattern. Generally speaking, before preparing the plan, Be sure to collect as much information as possible about the customer's company as follows: 1, customer benefits 2 3 4 5 6 7 1, customer benefits 2, welfare funds 3, possible funds 4, current income level and security of employees 5, age structure and number of employees 6, management problems caused by imperfect security system 7, historical risk accidents of 1. Including various types of insurance portfolio schemes and schemes suitable for different types of customer units, an excellent insurance scheme can be made through targeted adjustment in the shortest time. 2. The writing is concise and pertinent. Remember not to use a common solution for big customers. 3. The planned materials and materials in the material warehouse system are timely, so we should pay attention to the timely update of materials. 4. When using the data and materials in the material library system to adjust the combination plan, it must be checked and proofread, and pay attention to modifying the name of the customer unit. 1, which contains all kinds of insurance portfolio schemes and schemes suitable for different types of customer units, can prepare excellent insurance schemes through targeted adjustment in the shortest time. 2. The writing is concise and pertinent. Remember not to use a common solution for big customers. 3. The planned materials and materials in the material warehouse system are timely, so we should pay attention to the timely update of materials. 4. When using the data and materials in the material library system to adjust the combination plan, it must be checked and proofread, and pay attention to modifying the name of the customer unit. How to design and make an excellent insurance plan and gradually collect and establish a plan data and information database system: How to design and make an excellent insurance plan salesman should strive to establish a comprehensive risk protection system for customers, including death, disability, pension, medical care and other aspects, and fully relieve the worries of the insured units. Salespeople should strive to establish a comprehensive risk protection system for customers, including death, disability, pension, medical care and other aspects, and fully relieve the worries of the insured units. Powerful word and data processing software such as WORD2000, EXCEL2000, POWERPOINT and FOXPRO, as well as laser and inkjet printers of 1440dpi/720dpi, provide us with the conditions for making exquisite schemes. But at the same time, we should pay attention to the following problems: 1, the font and type of the text should not exceed three titles (including each chapter) in bold (solemn), and it is recommended to use the third word of Song Dynasty (solid but plain); Using regular script GB23 12 (exquisite) It is suggested to use official script (meaningful) for Terminal 4, powerful word and data processing software such as WORD2000, EXCEL2000, POWERPOINT and FOXPRO for Terminal 5, and 1440dpi/720dpi laser and inkjet printer provide conditions for us to formulate exquisite schemes. But at the same time, we should pay attention to the following problems: 1, the font and type of the text should not exceed three titles (including each chapter) in bold (solemn), and it is recommended to use the third word of Song Dynasty (solid but plain); Italics GB23 12 (exquisite). It is suggested that the official script be used for the No.4 head (meaningful), and the No.5 plan should be comprehensive and not one-sided. You must be good at making beautiful plans with modern tools and high efficiency. How to design and make an excellent insurance plan? 2. Eyebrows and the design of eyebrows indicate the name of the plan, the name of the company/business department or the company badge. The position of the company's classic advertising language page number is based on the principle of beauty and generosity. 2. The eyebrow page and eyebrow design indicate the name of the plan, the name of the company/business department or the company badge. The position of the company's classic advertising language page number is based on the principle of beauty and generosity. A picture is worth a thousand sentences. Because they are all in contact with the leaders of enterprises and institutions, their work is very busy. If our plan is very complicated or lengthy, the other party may not have the time and energy to read it carefully. The purpose of the plan is to point out the key problems and attract enough attention from the leaders. So if possible, use charts to make the plan clear at a glance. A chart is worth a thousand sentences. Because they are all in contact with the leaders of enterprises and institutions, their work is very busy. If our plan is very complicated or lengthy, the other party may not have the time and energy to read it carefully. The purpose of the plan is to point out the key problems and attract enough attention from the leaders. So if possible, use charts to make the plan clear at a glance. Must be good at using data and charts to illustrate the problem