Summary is a kind of written material to review and analyze the study, work or completion of a certain stage afterwards, which can make us think. I think we need to write a summary. What kind of summary should you have read? The following is a concise annual summary of group training for insurance companies, which I compiled for reference only. Welcome to reading.

Brief annual summary of insurance company training 1 Because I am a "whiteboard", I don't have a solid grasp of basic knowledge of life insurance. Although I have more than one year's work experience, I still feel uncertain. I am always worried about what mistakes I will make in my work, so I have been eager to participate in systematic training to make up for my lack of professional knowledge and constantly improve myself. Participating in this training has really realized a wish I have been looking forward to since I started my career. In this training, from the significance and function of life insurance to the practical application of the basic law, from the daily management system to marketing planning and application, and finally learn the operation of future strategic products. I enjoyed a feast spiritually, which made me learn the knowledge of life insurance more systematically. In our daily work, we often pay attention to sales practice and neglect the professional knowledge we should learn, so in the sales process, customers will know more about insurance than salesmen or even back office teachers. At this point, we need to provide more professional and systematic insurance knowledge training for sales staff, so that they can integrate knowledge with practice and better occupy customers and markets. At the same time, through this training, I mastered more professional and systematic knowledge. I have more confidence in becoming a qualified training major in the future.

Broadening of marketing ideas through study, I have some new understandings and feelings about the original marketing ideas. In daily work, the front line is full of service salesmen, helping them hold production talks and novels, and helping them talk and talk. We didn't notice that their skills were getting weaker and weaker, because we were helping their colleagues ignore the main body of sales. The real sellers should be business people, not us. We should return the art of sales to salesmen, which is their unique charm. With the three-in-three-out sales platform, cocktail parties, travel talks and production talks are becoming more and more frequent, the visiting and attendance rate of salesmen is decreasing, and the strong joy and satisfaction gained after signing the bill is deteriorating. We should also find some enlightenment. With the implementation of the planning scheme, it is suddenly found that there are more and more material things, such as RMB, rice cookers, four-piece sets and what tourism can give. Many salesmen do not actively look at the scheme, but there are few spiritual honor schemes, and there is less and less on-site team culture management. I think we should grasp the team culture and their hearts of salespeople while constantly introducing material rewards. Because where the heart is, wealth and premium are there. Whether studying or paying premiums, we should advocate the positive spirit of unshakable goals and never giving up.

The localization of tapping potential is just like the analysis of Fulton College in the United States. Our greatest tragedy is not the terrible earthquake, the war years, or even the atomic bomb dropped on Hiroshima. That is, Qian Qian was born and died all his life, but he never realized his great potential. In this study, it is not only the understanding and feeling of knowledge, but the greatest feeling is that human potential is huge, just our hidden potential. First of all, we can't do it ourselves, but the facts tell us that we can all do it. We can't believe that we can finish a boring course only by sleeping for 4 hours every day. We can't believe we can do 700 push-ups at a time. We can't believe that we can walk for 40 minutes and 25 kilometers. We don't believe any of them. None of them are possible. In fact, we can all accomplish it, because our potential is infinite, but we have not brought it into play, and the limit set for ourselves is too low. Starting today, I hope we can wake up the sleeping giant in your heart together, because your energy is beyond your imagination. Finally, I hope to grow together with all business partners and make progress together!

A concise annual summary of insurance company training 2. Sima Qin, a public life insurance company, was lucky enough to attend a new insurance training class organized by He Zhong Life Insurance Co., Ltd. with an empty cup mentality and expectation. Through two days of active participation and dedication, he had a comprehensive understanding of new life insurance and made great progress and gratifying achievements in insurance knowledge, attitude, skills and habits. All these achievements are inseparable from the help and guidance of the leaders. Without the concern of the leaders, I wouldn't have the opportunity to participate in such a high-level, high-standard, ultra-intensive and over-quota promotion class. Express heartfelt thanks to the leaders for their concern! Let me talk about my personal experience from the following three points.

First, correct attitude and do every little thing well.

Milu once said: "Attitude decides everything!" Only by recognizing the necessity and importance of learning from the heart can actions become spontaneous and conscious and produce good and positive results. When attending the training, I think we should first make clear how to learn, what to learn, and what expectations we have for ourselves after learning. First of all, we must be clear about our goals, build up confidence, integrate theory with practice, and strictly observe discipline. Start with little things and make steady progress towards big goals. We should not only listen to every class with full enthusiasm and concentration, but also learn the teaching skills of the lecturer. Interactive style should also communicate with partners in various counties and cities, and draw more nutrition and inspiration from them. Every partner is a teacher, and every partner has a bright spot, which is worth appreciating and learning. How many times can there be such an opportunity in life? Is there any reason not to cherish and work hard? A positive attitude is the fundamental guarantee of progress, and a good attitude itself is a valuable asset. Always pay more than others, always work harder than others, always learn more than others, and always get closer to success. This is one of the feelings that the training class gave me.

Second, form a habit and take every job seriously.

It means practice, not success. The so-called success is that success comes naturally. Success is a process of habit. Therefore, the formation of good habits is crucial to success. A person's glory is by no means accidental, nor is it an overnight event, but after years of hard work and ups and downs of life. According to experts' statistics, a good habit can only be formed after at least repeated practice, and the formed good habit can accompany him all his life. First-class group training style should start with the cultivation of good habits. First of all, we must learn to make plans. Life without a plan is chaotic, so is work without a plan. Planning is like a bridge, connecting where we are now and what you want to achieve. As an insurer, we should deal with the relationship between the whole and the part, the main and the secondary, distinguish between the primary and the secondary, straighten out the process, and customize the scheme, so as to avoid neglecting the secondary work because of busy important work, ignoring the process or even "taking over" because of messy affairs, and predict the possible situation in advance and make preparations in advance so as to be prepared for any unexpected situation. Secondly, we should act as soon as possible. "The heart is not as good as the line" and "the early bird catches the worm" are warning and urging us to be proactive and diligent in our work. In today's society, if employees want to stay in the fierce competition for talents, they need to make more efforts than others, enhance their sense of crisis and competition, enhance their sense of urgency and pressure, resolutely overcome the mentality of not making progress and muddling through, adjust their work standards to the highest, adjust their mental state to the best, adjust their self-requirements to the strictest, and actively put themselves into their work.

Third, pay attention to details and treat every customer sincerely.

Details determine success or failure. The work is done carefully, and there can be no mistakes. If you don't work hard, it will easily lead to forgetfulness and affect yourself and even the corporate image. Therefore, we must be "careful" in our work, give full consideration to various factors, be rigorous and meticulous, grasp a good sense of proportion, handle things safely and thoughtfully, treat every policyholder sincerely, and exchange sincerity for understanding and sincerity for true feelings. Because customers don't know insurance, we should learn to speak up and introduce products when meeting customers. When others refuse, they can understand the implication of customers. Learn to read customers' minds. At this time, we should treat them differently, use words rationally and win every customer. Have a sense of responsibility and service, and communicate effectively with customers. Can do "listen, say and ask". Be sure to listen to customers, be loyal listeners to customers, understand their real needs and communicate effectively. Do it with your hands, eyes, body and heart. Treat every customer sincerely, without reservation, and consider the problem from the customer's standpoint, so as to handle the relationship with customers and win insurance business orders. It is our responsibility to constantly improve ourselves, exercise our minds and correctly understand that it is our responsibility to do a good job in insurance business. At the same time, it provides pressure and creates motivation for doing a good job. In this way, we can carry out insurance business, better serve customers and introduce good insurance products to customers. As long as we provide professional financial services and products that customers really need, we will be respected by people.

Although this training course has ended, the new journey has just begun. I will put the knowledge, attitude, habits and skills learned from the training course into the intense and orderly practical work, and recommend good insurance products to more customers with perseverance and serious and rigorous style, so as to create excellent performance.

With expectation, I was lucky enough to attend the first assistant group training course of China Life Insurance Co., Ltd., and through a week's active participation and dedication, I got a preliminary understanding of the status of group training.

First, group training is a very important position in the life insurance marketing department. For salespeople, they must be "the king, the father and the teacher", who not only undertakes the great responsibility of front-line education and training, but also is the right-hand man of managers.

Second, the morning meeting is an important part of life insurance business. How to run the morning meeting well is very important for the development of a team. In the training class, we studied every process and did practical exercises.

Third, attitude determines everything, and thoughts generate power. Life insurance has always been the cause of talents, talents are the cause of education, and education is the cause of training; I come for life insurance, I come for success, and I come for ideals. Milu once said: "Attitude decides everything!" Only by recognizing the necessity and importance of learning from the heart can actions become spontaneous and conscious and produce good and positive results. First of all, we must be clear about our goals, build up confidence, integrate theory with practice, and strictly observe discipline. Start with little things and make steady progress towards big goals. In fact, every partner is a teacher, especially for newcomers who have just entered the insurance industry. A positive attitude is the fundamental guarantee of progress. Pay more, work harder and learn more than others, and you will always be closer to success.

Fourth, form good habits. Success is the process from unaccustomed to accustomed. Therefore, the formation of good habits is crucial to success. A person's glory is by no means accidental, nor is it an overnight event, but after years of hard work and ups and downs of life. A good habit can only be formed after repeated practice for many times at least, and the formed good habit can accompany him all his life.

Fifth, skills are essential, and actual combat is a battlefield-like treasure market. It is not enough to have the courage and courage to win the war. As an insurance coach, group training requires athletes to master rich knowledge, correct attitude and good habits, and practical skills are essential. The improvement of skills cannot be achieved overnight, and it must be tested through a lot of practice and drills, and finally let the market test the feasibility.

Although this training has ended, the new journey has just begun. I will put the knowledge, attitude, habits and skills I learned in the training class into the intense and orderly practical work!

A concise annual summary of insurance company group training. Analysis of new employee index of county branch

Xxx County Sub-branch compiled 9 person-times on the 20xx 65438+ 10 -65438+ 10 * * meter, and all the staff took the agent qualification examination. By the end of 165438+ 10, the number of people who passed the agent qualification examination reached 7, with a passing rate of about 80%, and the certificate-holding rate of newcomers reached about 80%. There are three reasons why the newcomer lost the election. First, the supervisor's cultivation consciousness is not enough, and the newcomers are not fully able to grow and stand on their own feet. However, the newcomer lacked help and did not perform well. The newcomer lost confidence and caused himself to fall. Secondly, a large number of peer companies have settled in the local area, which has carved up the market to some extent and robbed some employees. Employees transferred to other insurance companies still account for a certain proportion. Finally, the county branch is small in scale, and some activities cannot be carried out, which reduces cohesion, and newcomers lack a sense of belonging, which affects the retention of salesmen.

Second, develop convergence training.

20xx County Sub-branch regularly puts forward the arrangement of convergence training from June 65438+ 10 to June 165438+ 10, and implements professional title training at different points according to the problems in each stage, forming a one-to-one solution mode, better handling problems and helping salesmen grow. The disadvantage is that the participation is not enough, the number of participants is relatively small, the salesman's concept of professional title training is not strong, and more emphasis is placed on learning and growth in practice. To solve these problems, we must first try to get through the concept of salesman. Practice is very important, but the preparatory work in the early stage can not be ignored. We must put theory into practice first. Secondly, vigorously publicize the supervisor's sense of participation and let the supervisor take the lead. The curriculum in professional title training should be practical, so that the salesman can put the knowledge into the classroom immediately. There have been many problems in the professional title training in the past year. Problems should be collected and solved in time, and remember to put them down. In any case, professional title training is not only to have a good arrangement, but also to constantly improve and introduce a better curriculum arrangement.

Third, the development of other work.

As for the development of the morning meeting, more effective training is integrated into the daily morning meeting, which not only improves the salesman's display ability with the connected training courses, but also instills knowledge step by step with the daily morning meeting. This will have a good effect, more salesmen will participate, and the benefits will be wider. In terms of production meetings and innovation meetings, according to the company's business rhythm, production meetings with local characteristics were launched at each stage to help sales staff develop the industry in time and increase the number of employees, which achieved good results. The disadvantage is that the salespeople are timid. The company gave the platform and help, but they still couldn't sign the big order. The scale of staff increase is also small, and the average premium of salesmen is low, which also affects the overall performance. In order to solve this problem, we need to get through the concept and raise the premium. I believe this is a long process.

Fourth, personal work sentiment.

It's only been more than three months since I joined the training post of XX Group, and I've gained a lot. As a newcomer in the life insurance industry, I have received too much information from scratch. Personally, I feel like an apple being ripened. Without too much surplus and enough sunshine and rain, a dose of ripening agent must be ripening. Here, I have met too many talented people, which makes people feel deeply, and I have seen too many things, which has benefited people a lot. Whether it is natural ripening or ripening, I still feel that in the life insurance industry, it can really exercise people greatly, which has provided great help to my later life and work. The Year of the Loong has made a good start. With this momentum, I hope that in the coming year, we can check and fill the gaps, strengthen exercise and make up the gap.

;