Research On Operation Optimization Of A Company's Sales Fund Information Management System

With the rapid development of the domestic property insurance market and the penetration of Internet technology into the insurance industry,the market structure has changed,the industry competition has become increasingly fierce,and the increase in sales costs has affected the industry's profitability.At the same time,gradually deepening the reform of commercial fare rates and strengthening the intermediary channel management of insurance companies,property and casualty companies have to innovate their marketing models and improve their core competitiveness.The constantly changing external environment puts higher demands on the cost management of property and casualty companies,and the sales cost is an important guarantee for promoting the marketing strategy.Property and casualty insurance companies focus on building cost management and control systems,relying on information technology to improve the efficiency of fund use,promote the healthy development of the company,and improve overall profitability.The sales fund information management system developed by Company A aims to sort out the cost management logic and process,and carry out dynamic budget management based on the actual business,thereby strengthening sales cost control and improving the company's operating efficiency.Based on the company A,based on IT project management,information project management,and process optimization theory,the company evaluates and analyzes the operation of its sales fund information management system.Firstly,with the analysis of the current situation of sales expenses management,sales expense ratio and underwriting profit change of Company A,the background,operational objectives and current status of the sales fund information management system are introduced.Through the combination of qualitative analysis and quantitative analysis,literature review analysis,case analysis and The interview method made an in-depth analysis of the operation status of the company's sales fund information management system,and found out that the project operation flow in the project operation was in the form,the efficiency of fund use was not improved,the cost control effect was not good,and the grassroots workload did not fall.Wait for the difference between the expected goals of the project.Secondly,combined with the development practice of A company and the management of sales funds,the fishbone diagram method is used to analyze the reasons for the inefficient operation of the project;from the headquarters organization promotion strategy,grassroots project implementation links,system functions and processes,analyze the internal and external factors,Find out the lack of system construction.Thirdly,aiming at the operation problem of A company's sales fund information management system project,it proposes an optimization plan from the aspects of perfect management system,system function transformation,system process optimization,system external dimension expansion and system monitoring and analysis function enhancement.Finally,the full text is summarized.With the help of the research work on the operation of the company's sales fund information management system project,it is easy to explore the dynamic budget management of the property insurance company's sales expenses to realize the informationization and the efficiency of system construction and application.Through the effective operation of the system,the efficiency of sales funds is increased,which lays a foundation for the development of the company's management accounting,and has certain guiding significance and reference for the similar platform construction of similar companies in the market.