After the deployment and review of the registration data of sales practitioners for half a year, the China Insurance Regulatory Commission named 51 insurance companies.
On May 13th, the “Notice on the Checking of Registration Data of Insurance Practitioners of Insurance Companies in 2019” published on the website of the China Banking and Insurance Regulatory Commission revealed that overall, The clearing work is generally valued by the entire industry, and most insurance companies use it from top to bottom as a powerful opportunity to strengthen the company’s sales staff management, improve the corresponding operating mechanism, and consolidate the sales staff’s data base.
The China Banking and Insurance Regulatory Commission said that after the review, the quality of the registration data of the sales personnel of insurance companies is improving. The practice registration data in the intermediary system (hereinafter referred to as the intermediary system) is more comparable to the filing data in the insurance statistical information system (hereinafter referred to as the unified credit system), and the difference rate between the industry-wide data is from July to December 2019 The time continued to remain within 5%. As of December 31, 2019, there were 9.73 million sales personnel in insurance companies nationwide, including 9.12 million sales agents.
However, the Banking and Insurance Regulatory Commission found through key spot checks and comparison of the same caliber data between the two systems for many months that some insurance companies have not strictly implemented the verification requirements. Self-examination and self-correction are incomplete and incomplete, subsequent improvement measures are not in place, and there are still some problems in the practice registration management.
First, the practice management system is still not perfect. The main performance is that the practice management is extensive and rough, and three are not in place: one is that the equipment is not in place, some insurance companies do not designate a special department and have full-time personnel to maintain the registration data of the practice; the second is that the supervision is not in place, and some insurance companies do not Up-down establishment of the practice management evaluation mechanism for the grassroots institutions; third, the maintenance is not in place, some insurance companies have not established a regular maintenance work mechanism for the formation of sales personnel ’s practice registration information, and have not formed their own personnel management system and supervision system (intermediary system, unified credit System, etc.) Regular comparison verification mechanism with the same caliber data.
Second, the basic information of the sales staff is still incomplete. A random inspection by the China Banking and Insurance Regulatory Commission found that some insurance companies did not fully comply with the relevant regulations of the China Banking and Insurance Regulatory Commission and the “Notice of the China Banking and Insurance Regulatory Commission Office on the Clearing of Registration Data for Sales Practitioners of Insurance Companies”, which is true, complete and Accurately fill in all basic information elements for each salesperson in the intermediary system-practice management subsystem, resulting in the basic information elements of the salesperson in the intermediary system
First, the practice management system is still not perfect. The main performance is that the practice management is extensive and rough, and three are not in place: one is that the equipment is not in place, some insurance companies do not designate a special department and have full-time personnel to maintain the registration data of the practice; the second is that the supervision is not in place, and some insurance companies do not Up-down establishment of the practice management evaluation mechanism for the grassroots institutions; third, the maintenance is not in place, some insurance companies have not established a regular maintenance work mechanism for the formation of sales personnel ’s practice registration information, and have not formed their own personnel management system and supervision system (intermediary system, unified credit System, etc.) Regular comparison verification mechanism with the same caliber data.
Second, the basic information of the sales staff is still incomplete. A random inspection by the China Banking and Insurance Regulatory Commission found that some insurance companies did not fully comply with the relevant regulations of the China Banking and Insurance Regulatory Commission and the “Notice of the China Banking and Insurance Regulatory Commission Office on the Clearing of Registration Data for Sales Practitioners of Insurance Companies”, which is true, complete and Accurately fill in all basic information elements for each salesperson in the intermediary system-practice management subsystem, resulting in the basic information elements of the salesperson in the intermediary system