Pacific Life Insurance Marketing Research KPI Performance Appraisal System Based On The Agent

Nowadays, Due to the development of the domestic insurance industry is not a long time, at the beginning of the development, as the blind market share phenomenon is more prominent and the business model is so extensive that is divorced from reality. Consequently, we ignore the company’s integrated management indicators, such as profit targets, renewal premium, collections of customer’s satisfaction and many so on. While, this has caused the quality of service and the customer relationship management has gone down all the time. All sorts of problems let the people may have a serious question to insurance industry.The object of study of this article around the insurance saleswoman and the insurance team of Pacific Life Insurance Company Yunnan Branch to introduce, the company with strong liquidity, larger market scale, higher profit ability in a competitive marketplace. But because of the growth rate of other KPI indicators is too low, this caused the whole stability is low too. However, the personal business department is the most important department in our company, which they have their own target market, the proper individual products and the specific marketing team.The investigation discovered, at the aim of current key performance index of insurance salesman to analysis, we find that the settings of KPI indicators of the personal business department of company is unscientific, We weighted too heavily toward the financial index, while, rely too much on the financial data may cause we ignore the guidance quality of target setting, we always reward the insurance salesman just stay with the result of material reward and pay much focus on performance of departments and personnel. In addition, because of the KPI indicators without trying to divide and conquer, each department lack of the effective tracking of key indicators and so on. Not so, the most of the domestic insurance company exist same problem on performance evaluation and setting.In conclusion, the main object of this article as far as the insurance salesman and insurance team are concerned to analysis the status of insurance industry, and points out the problem in the course of the market-based exploitation. In order to solve these problems as the starting point, combining the theory of at home and abroad performance evaluation and performance appraisal to the success of the life insurance company experienced. Around the main three items which are commission, personnel promotion and personnel structure analysis to research, to design again the KPI indicators of Yunnan Branch. I hope this article will have some help to domestic insurance company and the insurance salesman.