Information about Operation (OP) Department: Insurance

Head of Department

  •  Agnes Wong

TM

  • Nabilah

Role of OP Department

  • Daily paperwork processing
  • File preparation for advisor’s appointment
  • Effective Sales follow up and follow through
  • Effective Sales Tracking Process
  • Proper documentation filling system

The process:

  1.  Operation team is set up to support advisor from beginning of the appointment which we will prepare sales file according to the appointment purpose.
  2. After the appointment, OPs will assists in terms of submission or application if there is any submission to services providers. Thus, follow up follow through of the sales status is required after the submission is completed.
  3. After the application process, documentation system is required to ensure OPs file the extra forms collected from client especially investment related forms.
  4. After sales services, we have sales tracking such as insurance premium tracking, regular savings tracking and EPF Investment Tracking. These are all of the services we setup to support advisor because these are all relate to client’s life goal.

Why OP

  • To diversify advisor’s time by taking away the administrative work. With this, advisor is able to spend more time to meet up with more Malaysia to transfer the financial knowledge.
  • Reduce business expenses as advisor do no need to spend time to develop process.