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Insurance planning activity plan
In order to ensure the high quality and level of activities, it is necessary to make an activity plan in advance, which is a written plan of activities. Do you know what kind of activity plan can really help us? The following is the insurance planning activity plan I collected for you for your reference, hoping to help friends in need.

Insurance Planning Activity Plan 1 I. Activity Background

Insurance is the best way to protect life. Today, the insurance industry is developing rapidly in China. Some people have tried insurance, but it seems that insurance is not very popular. When it comes to insurance, some people despise it, some people reject it, and some even lament that "insurance is a lie." Some people buy insurance, but they don't know what the specific situation is, wasting a lot of exercisable rights. This is a very serious problem. Why is this happening? It's because many people don't know about insurance, they just hear it through hearsay, and their knowledge about insurance is not clear, and there are still many misunderstandings. The "insurance knowledge into the community" activity we held this time is to let residents know about insurance knowledge, let them know the benefits of insurance, and benefit from it, so that insurance can be recognized by more people. Let more people "clearly buy insurance and live with peace of mind."

Second, the theme of the event:

Develop insurance to ensure employment.

Third, the purpose of the activity:

By consulting or distributing leaflets about insurance knowledge, more people can correctly understand insurance, let insurance be accepted by more people, know the important role of insurance in our daily life, and also exercise students' practical ability and knowledge application. Insurance companies, banks, securities companies, finance companies and social insurance institutions focus on human resources and management capabilities. Now a suitable and excellent insurance practitioner is not.

Often precious. Therefore, it is very necessary for the insurance industry to strengthen the training and reward of insurance majors and encourage more insurance professionals to be born.

Fourth, the activity time:

Xx,xx,XX,XX

Verb (short for verb) Participant:

school

Activity flow of intransitive verbs

Early stage: insurance knowledge contest

Forms and methods of entry:

Entry form:

Team up in class, with 4 people in each team, and take part in the competition.

Input method:

(1). First, select 4-6 players (two standby players) from each player to form a team.

(2) Each team will be given a unified written test, and they will be selected from the written test according to their scores.

Name the finalists. The finalists can participate in insurance into community activities.

Later period: Innovative community insurance publicity services.

1. Cooperate with community streets and insurance companies. Establish a community insurance publicity team with community service personnel as the main body.

2. According to the arrangement of the community, designate a community to hold publicity activities every month. Enrich residents' cultural life

3. Establish insurance consultation points, provide insurance services and improve the community residents' security system.

Seven. Activity requirements and precautions:

1, obey the arrangement on the way back and forth, be organized and disciplined, pay attention to safety and obey the traffic rules.

2. Pay attention to health protection, and do a good job in health during and after the distribution of leaflets.

3. When conducting on-site consultation in the community, don't make a loud noise to disturb the life of community residents.

4. Be polite to community residents and pay attention to polite language.

5. Participants should pay attention to the sequence of activities and do things seriously and responsibly.

Eight. Activity funds:

Posters, leaflets, incentive fees

Nine, preliminary preparation:

1, targeted design publicity materials;

2. Conduct simple training for participants;

3. Contact officials of the Ministry of Public Information;

4. Make corresponding posters:

X. Award setting

Everyone will receive a 80 yuan Prize and a certificate of honor.

XI: the meaning of the activity

(1) Enrich community functions, promote community construction, and cultivate students' practical ability and service consciousness.

(2) Popularize risk knowledge and improve the level of protection.

Establish a scientific concept of insurance consumption, improve insurance coverage to improve the level of residents' security, realize "everyone has insurance, every family has security" for community residents, and improve residents' living standards and quality.

(3) Strengthen social management and serve a harmonious society.

Developing community insurance should not be simply regarded as a commercial activity, but as a management tool to promote residents' harmony and community prosperity.

Insurance planning activity plan 21. Activity background:

1 and June serve as a link between the past and the future. It is not only the end of the second quarter, but also the critical moment for sprinting business in the first half of the year, and it is also the first half of the third quarter, which is a critical period for laying a good start for the second half of the year.

Children's Day is a great opportunity for the insurance market. Children are the love of parents and are willing to give everything for their children. The children's parents are about thirty years old. It is not only the income level and spending power, but also easy to accept new ideas, and it is the most likely potential policyholder in the current society. Today's children are tomorrow's main customers, and companies can make full use of holiday opportunities to publicize insurance concepts and promote children's insurance. Grasping the children's insurance market will undoubtedly seize the future of insurance.

3.6 1 day is a period when all kinds of enterprises make great efforts, and it is also a period of fierce competition when peer insurance companies strengthen publicity. It is the focus of our business to make full use of the heat of the market, mobilize the enthusiasm of salesmen, pass the basic law examination and achieve personal quarterly and semi-annual goals.

Second, the activity time and stage:

20xx June 1

The whole activity planning is divided into three stages:

Stage 1: preparation stage (10 day): May 20th-May 3rd1.

Stage 2: Mid-term operation stage (1 day): June 1 day.

The third stage: post-tracking stage (29 days): June 2-June 30.

III. Contents of activities

Hold a "Baby, I love you, don't discuss" party on June 1 day.

Four. Activity objectives:

Long-term goal: increase the brand promotion of the company, enhance the company's credibility and reputation, and lay a solid foundation for the company's business development.

Short-term goal: collect a large number of effective prospective customers, create opportunities to find excuses to visit, and realize a new single premium of 10,000 yuan.

Verb (abbreviation of verb) activity implementation

The first stage: preparation stage

Including: workplace publicity, "guarantee" Peking University mobilization, venue layout, staff arrangement and other links.

The second stage: the activity stage

A large-scale "Baby, I love you and don't discuss it" party will be held on June 1 day.

The content can include lectures, games, lottery and other links. For more information, see the following:

Lecture session: Understand the importance of children's insurance and strengthen insurance awareness.

1, invite intimate sisters and well-known children's hosts to have intimate conversations with children.

Experts from Children's Hospital will give some lectures on health.

Game link: promote mutual understanding through parent-child interaction. Set up awards and award prizes. Create more contact opportunities for sales staff.

1, "June 1st" baby

We can find the information of children whose birthdays are 6. 1 in the information of our existing customers or prospective customers, organize these children and their parents to celebrate their birthdays collectively on June 1 and give them a big cake.

2. My health, your happiness

Prepare some fruits, biscuits, jam, cream, vegetables and so on for children over 8 years old 14 years old. Let parents be children's helpers. Let the children make food platters with these ingredients. Then make a comparison. Then talk about some health knowledge and introduce insurance topics appropriately.

3. Angels Encounter-Hope Project Love Activity

Mobilize children's customers to help each other one by one, establish hand-in-hand activities with children in poor mountainous areas, send books or holiday gifts to poor children, and send the simplest greetings, which can also bring infinite warmth to children's hearts. Issue "angel love cards" to all participants, and you can also participate in the visit activities organized in the summer vacation.

4.6 1 day father-son photo contest

On the occasion of Children's Day and Father's Day, organize 14 children and parents, carefully select the photos of parents and children when they were young, make a puzzle, and let the children and their fathers participate in the puzzle and compare them. Let's choose which parents are most like their children when they were young. This activity not only makes the family more harmonious, but also increases the affinity of insurance companies and collects customer resources.

5. Love Prose/Painting Activities

Take Love Bear, Snoopy and so on. As an image ambassador (cartoon images can increase affinity very well), and conduct essay writing and painting competitions with love as the theme. Enhance the interaction with customers through public welfare activities, so as to establish a good brand image in the hearts of customers.

Lottery link: lottery can be arranged alternately in the activity, and some small gifts can be selected for customers to increase interest; It can be announced at the end of the activity, and there will be a second lucky draw in the future. The winners can enjoy insurance benefits or activities organized by the company.

Key tip:

1. After the activity, the salesperson can come to collect the works in person.

2. A large number of photos can be taken during the activity, which can be presented by the salesman after the activity.

Remember to leave the customer's detailed address.

The third stage: tracking stage

You can use excuses such as sending photos, publishing winning information, collecting works, and talking about the feelings of experts' lectures to encourage salesmen to increase their visits and promote policy sales.

Key tip:

1, according to the company's financial situation, you can set up a free travel award for customers. (During the activity, you can enjoy a summer vacation travel card if the insurance premium is more than 10,000 yuan. )

2. It is suggested that the second lottery can cover all customers who participate in the activity, and the prize can be set to participate in the "Angel Hand in Hand Love Activity" organized in summer, which can increase the excuse for visiting and pave the way for customer resources for the hot summer exhibition industry.

3. It is suggested that this activity should not set up awards for salesmen, but should increase the tracking of workplace-related competitions, such as tracking the basic law assessment, semi-annual competitions and other business promotion activities, in order to mobilize the enthusiasm of exhibition salesmen and successfully achieve their personal goals.

Auxiliary resources of intransitive verbs

Preparatory cutting

Invitations, tickets, popular bunting, posters, Yi Labao, ribbons, balloons.

active stage

lecture

1, children's learning knowledge manual, children's health manual, children's safety manual, insurance-hold up tomorrow's sun.

Game link

Happy painting brush, animal photo frame, children's kettle, cartoon radio, love music piggy bank, children's umbrella, love card, interesting hand-in-hand tableware.

Lucky draw link

Lottery tickets, tourist cards, cultural pens, key chains, pencil cases, children's schoolbags, QQ cups, children's fans, fun Rubik's Cube.

Tracking stage

Policy passbook and plan

Tips: Our company can provide you with professional personalized design. If you need a gift, please inform us one week in advance!

Scheme III of Insurance Planning Activities According to the work requirements of the 20XX National Insurance Publicity Day of China Insurance Regulatory Commission, this scheme is formulated to further strengthen the public awareness of the insurance industry in our province, promote the continuous improvement of the industry image and public insurance awareness, and ensure the solid and in-depth development of the National Insurance Public Publicity Day activities.

I. Contents of activities

July 8th is the National Insurance Publicity Day. The theme of the National Insurance Publicity Day is "xxxx". The theme of 20XX annual activities is "xxxx". The publicity content is divided into two parts: special publicity and independent publicity. The theme publicity includes the theme of National Insurance Public Publicity Day, the theme of typical insurance cases and the theme of industry image advertising. Independent publicity includes promoting the "Innovation Year" of the insurance industry in our province, promoting insurance supervision and the core values of the insurance industry. It is necessary to fully demonstrate the function and role of insurance protection through publicity activities, and show the good image of the insurance industry in our province in fulfilling social responsibilities and serving people's livelihood.

Second, the principle of activities

Adhere to the pragmatic, economical and efficient principles to carry out publicity activities. Publicity activities adhere to public welfare.

Iii. Working mechanism of activities

A national insurance publicity day working group of Fujian insurance industry was established to be responsible for the unified supervision and implementation of publicity activities. The working group has an office under the office of the Insurance Regulatory Bureau, which is responsible for the organization, coordination, supervision and guidance of activities.

Insurance industry associations in all provinces, autonomous regions and municipalities should strengthen the coordination of activities of member companies, formulate implementation plans, organize local insurance companies to actively carry out publicity activities, and strive to achieve linkage between the upper and lower levels, showing a pattern of overall activities centered and local work highlighted. All insurance companies should strengthen the organization and implementation, designate the person in charge, set up a national insurance public publicity day working group accordingly, formulate specific work implementation plans and carry out publicity activities. Among them, the head office has formulated a unified plan, which can refer to the standards of the head office to formulate the specific implementation plan of our province. Each company's plan should include a list of leaders in charge, responsible departments and contacts.

Four. Specific arrangement of activities and division of responsibilities

(A) theme publicity

1. Theme of National Insurance Public Publicity Day. On July 8, all units will carry out interactive activities and publicity activities.

(1) Interactive activities

A organize the public to visit Fujian Insurance Regulatory Bureau 12378 Insurance Consumer Complaint Hotline Center to learn about the handling of letters and visits from the Insurance Regulatory Bureau.

B organize the public to visit the People's Mediation Committee of Fujian Insurance Industry Association and the Insurance Arbitration Center of Fuzhou Arbitration Committee to learn about the docking of litigation and mediation and insurance arbitration.

C. Organize citizens to visit Fuzhou Road Traffic Accident Rapid Handling Service Center to learn about the situation of quick withdrawal, quick handling and quick compensation of vehicles after minor traffic accidents.

D. Set up an interactive column with netizens in Fujian Insurance Network to answer questions for the public and popularize insurance knowledge.

(2) Publicity activities

A. All insurance institutions shall, in accordance with the unified arrangements of the Head Office, organize and carry out unified publicity activities of this system.

B. network promotion. All insurance institutions' outlets should carry out publicity by hanging banners or electronic display screens on July 8, and the time should last for more than one week. The contents you can choose are: "July 8th is the National Insurance Publicity Day", "Insurance makes life better", "Listen to your heart and interact with you", "Know the insurance consumption with peace of mind" and "Clearly understand that buying insurance is really guaranteed".

In addition, insurance companies can also choose 1-2 outlets with large area and large flow, set up publicity points, and arrange special personnel to answer public consultation questions face to face. On-site publicity should be safe, orderly and stable, and emergency safeguard measures should be in place to ensure the safety of activities.

C. SMS promotion. All insurance companies shall send at least two short messages about the contents of the National Insurance Public Publicity Day to insurance consumers through communication operators or the company's own channels. Among them, a total of 1 messages were sent, which read: "Dear customers, the China Insurance Regulatory Commission will designate July 8th every year as the National Insurance Public Publicity Day. I hope you know insurance, know insurance, and use insurance well. Listen to your heart and interact with you and me! Insurance makes life better! " .

D. online publicity. The column "Fujian Insurance Industry 20XX National Insurance Publicity Day" was set up on the website of Fujian Insurance Regulatory Bureau and Fujian Insurance Online to popularize insurance knowledge and give risk tips.

2. The publicity theme of typical insurance cases. During the period around the national insurance publicity day, the industry will co-ordinate resources and carry out publicity activities with typical cases of insurance claims as the main content.

(1) Newspaper publicity. The industry opened a column in Straits Metropolis Daily, and continuously published typical cases of insurance claims in Fujian. Among them, the first issue was published on July 8. Insurance companies can publish reports on related claims cases in mainstream newspapers and media according to their own reality.

(2) TV publicity. The industry continuously broadcasts typical cases of insurance claims in Fujian on the "West Bank Finance" column of Fujian TV public channel. Among them, the first issue was broadcast on July 8. All insurance companies can broadcast relevant claims cases in TV media according to their own reality.

(3) artificial propaganda. A typical case manual of insurance claims, one for property insurance and one for life insurance will be compiled as a series of fascicles of the Handbook of Insurance Consumption Knowledge. The provincial insurance industry association shall organize all insurance companies to subscribe and distribute manuals, and the insurance industry associations of all districts and cities shall be responsible for organizing local insurance branches to distribute manuals.

(4) Video promotion. Based on the content of typical cases publicized by TV, the video discs of typical cases of property and life insurance claims are made. Organize the outlets of qualified insurance institutions to play on the video player.

(5) Online publicity. Publicize typical cases of insurance claims on the website of Fujian Insurance Regulatory Bureau and Fujian Insurance Network, recommend and publish typical cases of insurance claims in Fujian to mainstream financial websites in the whole country and the whole province, introduce the publicity of typical cases by companies and localities, and expand their influence.

3. Industry image advertising theme. According to the requirements of the CIRC, on July 8th, the local TV media in our province began to put in the industry image advertisements shot and produced by the CIRC to promote the improvement and promotion of the overall image of the industry.

(2) Independent publicity

Focus on promoting the construction of "innovation year" of insurance industry in our province, the core values of insurance supervision and the core values of insurance industry. The Insurance Regulatory Bureau publicizes the core value concept and innovation of insurance supervision, and promotes the industry to further operate in compliance with the law. Insurance industry associations co-ordinate resources, publicize and popularize basic insurance knowledge, and summarize and display industry innovations. The Institute of Insurance will strengthen the theoretical research on insurance innovation, serve the development of the industry and enhance its influence. Insurance companies focus on promoting the innovation of insurance products and services, such as promoting the economic and social development of agricultural insurance and serious illness insurance services, promoting insurance companies to strengthen the concept of honest service through innovation, improve service quality, carry forward the core values of the insurance industry, and popularize knowledge of disaster prevention and mitigation.

Verb (abbreviation of verb) activity requirement

1. Attach great importance to and fully understand the significance of the activity. The National Insurance Public Publicity Day is a key work arranged and deployed by the CIRC to lay the foundation and build the image of the whole industry. All units should attach great importance to it, strengthen the organization and leadership, determine the leaders in charge as the first responsible person, clarify the specialized agencies and the persons directly responsible, ensure the investment of people, money and materials, and ensure the implementation of all publicity activities.

2. Carefully organize and create the publicity momentum of the event. The insurance industry associations of provinces, autonomous regions and municipalities should strengthen the linkage, and form the propaganda momentum of synchronous overall planning and up-and-down linkage in the whole province. Provincial branches of insurance companies shall organize and coordinate the publicity activities of this system. The insurance industry associations of all districts and cities and the provincial branches of all insurance companies shall submit the national insurance public publicity day activity plan to the provincial insurance industry associations before July 3.

3. Make a summary and promote long-term activities. All units should do a good job in relevant data statistics, advanced deeds records and data retention during the activities. The insurance industry associations of all districts and cities and the provincial branches of all insurance companies shall submit the activity summary to the provincial insurance industry associations before July 12. The provincial insurance industry association will summarize the activities carried out in the province and form a written summary report and submit it to the Fujian Insurance Regulatory Bureau. After the publicity day, all units should continue to make use of various resources, organize the publicity work in the follow-up period of the activity, and promote the sustained, in-depth and long-term development of the activity.