2021

We Campaign Proposal
Should OSP Medicare ,
Talk... myWealth Plus &
OSP Term & CI

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 Campaign Criteria

1. Campaign Period : 1st March 2021 to 31st December 2021

2. Campaign Criteria :
a. Submission must be approved and paid within campaign period
b. Sales staff must be certified with TBE Part A & C
c. Campaign payment will be credited into salary monthly in the next
available payroll
 OSP Medicare Incentive
A. Monthly Incentive + Overriding – Based on Collected Contributions
DESIGNATION INCENTIVE /
CY1 CY2 CY3
OVERRIDING
(%) (%) (%) (%)
PFE / WC 10 5 3 2
Branch Manager 5
State Consumer Manager 3.5
Regional Manager 2.5

B. Additional Incentive based on No of Cases (New Business Only)

SALES CHANNEL CRITERIA REWARDS

PFE Additional Cash – Min 2 Cases RM50 / Case
WC Additional Cash – Min 4 Cases RM50 / Case
C. Additional Incentive based on Annual Contribution (New Business Only)

SALES CHANNEL CRITERIA REWARDS

PFE / WC Additional Cash – Min 2 Cases RM50 / Case
 Incentive Simulations (OSP Medicare)
WC PFE BM SCM RM
Items
(15%) (15%) (5%) (3.5%) (2.5%)

No of Cases 4 2 12 120 240

Av Case Size RM800 RM800 RM800 RM800 RM800

Collected
RM3,200 RM1,600 RM9,600 RM96,000 RM192,000
Contribution
Monthly Incentive RM480 RM240 RM480 RM3,360 RM4,896
+ Cash for No of
RM200 RM100
Cases
+ Cash for Annual
RM200 RM100
Contribution
Total Incentive RM880 RM440 RM480 RM3,360 RM4,896
Notes:
1. WC / PFE – Minimum no of Cases
2. BM – Assuming 4 PFE and 1 WC at each branch
3. SCM – Assuming 10 branch under each SCM
4. RM – Assuming 20 branch under each RM
 myWealth Plus Incentive
A. Monthly Incentive + Overriding – Based on Collected Contributions
DESIGNATION INCENTIVE /
CY1 CY2
OVERRIDING
(%) (%) (%)
WC 10 5 2.5
Branch Manager 5
State Consumer Manager 3.5
Regional Manager 2.5

B. Additional Incentive based on No of Cases (New Business Only)

SALES CHANNEL CRITERIA REWARDS

WC Additional Cash – Min 4 Cases RM50 / Case

C. Additional Incentive based on Annual Contribution (New Business Only)

SALES CHANNEL CRITERIA REWARDS
WC Additional Cash – Min 2 Cases RM50 / Case
 Incentive Simulations (MWP)
WC BM SCM RM
Items
(15%) (5%) (3.5%) (2.5%)

No of Cases 4 4 40 80

Av Case Size RM235 RM235 RM235 RM235

Collected
RM3,995 RM3,995 RM159,800 RM319,600
Contribution
Monthly Incentive RM599 RM200 RM5,593 RM8,150
+ Cash for No of
RM200
Cases
+ Cash for Annual
RM50
Contribution
Total Incentive RM849 RM200 RM5.593 RM8,150
Notes:
1. WC – Minimum no of Cases. 2 cases with Monthly Payment, 1 case with Quarterly & 1 Case with
Annual Payment
2. BM – 1 WC at each branch
3. SCM – 10 branch under each SCM @ 10 WC
4. RM – 20 branch under each RM @ 20 WC
 OSP Term & CI Incentive
A. Monthly Incentive + Overriding – Based on Collected Contributions

DESIGNATION INCENTIVE / OVERRIDING

(%)
WC 10
Branch Manager 5
State Consumer Manager 3.5
Regional Manager 2.5

B. Additional Incentive based on Productivity

PRODUCTIVITY CRITERIA REWARDS

No of Cases Additional Cash – Min 4 Cases RM20 / Case
Additional Cash for cases with
Min Contribution Contribution RM100 and
RM20 / Case
above per month
 Incentive Simulations (OSP Term & CI)
WC BM SCM RM
Items
(15%) (5%) (3.5%) (2.5%)

No of Cases 4 4 40 80

Av Case Size RM100 RM235 RM235 RM235

Collected
RM400 RM400 RM4,000 RM8,000
Contribution
Monthly Incentive RM60 RM20 RM140 RM204
+ Cash for No of
RM80
Cases
+ Cash for
RM80
Contribution >RM100
Total Incentive RM220 RM20 RM140 RM204
Notes:
1. WC – Minimum no of Cases.
2. BM – 1 WC at each branch
3. SCM – 10 branch under each SCM @ 10 WC
4. RM – 20 branch under each RM @ 20 WC
 Referral Fee
A. Incentive

PRODUCTS RM (PER APPROVED CASES)

myClick Medicare 10
myClick Term + CI 10
myClick PA 10
Takaful myWealth Plus 30

* Applicable to all BIMB Staff’s

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 LET’S CLOSE THE DEAL
(6 Steps To Close Takaful Plan)

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Aminatulnazwa
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