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  • Product Management Retention Operations Renewals

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    Shankar Nath
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    The document outlines various aspects of an insurance company's operations including product management, retention, renewals, billing, claims, distribution channels, marketing, human resources, legal and compliance. It includes details such as the product inventory system, underwriting process, policy administration system, budgeting, customer profiles, production reports, branding guidelines, commission structures, and call center metrics. Strategic plans and contracts with various parties are also mentioned.

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    AXA

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    AXA

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    The document outlines various aspects of an insurance company's operations including product management, retention, renewals, billing, claims, distribution channels, marketing, human resources, legal and compliance. It includes details such as the product inventory system, underwriting process, policy administration system, budgeting, customer profiles, production reports, branding guidelines, commission structures, and call center metrics. Strategic plans and contracts with various parties are also mentioned.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    8 views5 pages

    Product Management Retention Operations Renewals

    Uploaded by

    Shankar Nath
    The document outlines various aspects of an insurance company's operations including product management, retention, renewals, billing, claims, distribution channels, marketing, human resources, legal and compliance. It includes details such as the product inventory system, underwriting process, policy administration system, budgeting, customer profiles, production reports, branding guidelines, commission structures, and call center metrics. Strategic plans and contracts with various parties are also mentioned.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 5

    Product Management Retention Operations Renewals

    Product Inventory Retention system Policy Issuance process


    NPD process Retention offers Billing process
    Policy wording Refund policy Policy Administration System
    Product presentations Number of employees Payment modes
    Underwriting Number of calls
    Voluntary & Involuntary cancellations
    Success % of voluntary cancellations
    Finance IT MIS Reinsurance
    Budgeting process Profile of customers
    GWP (direct business)
    Count of policies per channel & type
    Monthly production report
    Management reports
    AXA Claims Distribution ChannelsAffinity Partner
    Corporate presentation Loss ratio per type & channel Agents Campaign Planning process
    Branding guidelines Claims input system Brokers Commission & fees paid
    Actuarial support Travel agents Database fields & commitment
    Telemarketing Response rate
    Inbound calls
    Internet
    Bancassurance
    Direct Sales team
    Customer Service Marketing Human Resources Legal & Compliance
    Call centre metrics Promotion criteria Standard NDA
    Number of employees PMS template Contracts (us & other parties)
    CS Number
    Inbound calls
    Management
    Strategic plans (90/365)
    Contracts (us & other parties)

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