Implementation of Insurance: filling up of application forms collection of the premium andremittance

What:   Implementation of insurance for hataw pa more and other insurable accounts

Who:   Cherish, Wendy MM

When:   ASAP

Objectives:

1.   To implement the insurance coverage for the Hataw accounts

2.  To collect and remit the premiums

  

3.  Provide peace of mind and security to the buyers of our products;

4. To keep our word to the customers

Reality:

Nothings moving.  We conducted a series of meeting with MB Life, asked for forms, hired additional people moved into a new office.  We trained people  And we have not insured any one yet.

This is very embarrassing not to mention that we are at great risk in case someone meets accident

Options:

1.  Be the way we are;  We will shoulder the risk

2.  Move now.  Wendy Lirio shall do the PDCA for this project not later than June 21, 2017

We back track beginning June 15 for both GYRT and Personal Accident until we cover up to May 1, 2017.  Then we back track to March 1, 2017

1.  Begin with PA.  List down all:

    1.  employees who are two years or more with the company;

    2.  those who paid in cash from May 1 to June 15 

    3.   those who bought plots form us from May 1 to June 15.

2.  Send the application form to the SBUs for the period mentioned.

    1. Collect the forms

    2.  Remit the 4% deduction for the insurance

    3. MLII will collect

    4.  MLII will pay by remitting the amount to MB life via CBS at the ground floor

    5.  Mail send the policies to the plan/plot holder.  ASAP

3.  WL will handle this as we hire another AA for funds, and an insurance assistant WL will handle the loan accounts at AM and insurance in the PM until the replacement regular is hired

FOR COMPLIANCE

--

Jorge U. Saguinsin
To "be the best, do your best, expect the best" always

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