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○ 11月1日 ,臺灣國泰人壽31人營銷精英團(tuán)來公司參觀訪問。 ○ 9月,公司與瑞士信貸集團(tuán)北京代表處共同組織“首都高級記者訪瑞代表團(tuán)”,由胡昌榮副總裁任團(tuán)長,出訪公司外資股東瑞士信貸集團(tuán)及豐泰人壽保險(xiǎn)公司。 ○ 6月 24日至30 日,陳東升董事長率團(tuán)赴荷蘭、英國考察荷蘭全球人壽養(yǎng)老金運(yùn)營。對 外 交 流 ○ 5月14 日, 瑞士再保險(xiǎn)公司董事長柯力喜來公司進(jìn)行友好訪問。公司不搞鋪張、豪華的大規(guī)模慶典,而是圍繞“愛心、服務(wù)”主題開展“客戶服務(wù)月”活動,由公司董事長兼CEO陳東升、總裁兼COO劉經(jīng)綸等公司高級領(lǐng)導(dǎo)親自帶隊(duì),全體動員,向每一位客戶送去泰康人壽的關(guān)懷。 ○ 7月13日,中國申奧成功,全公司舉行了各種形式的慶?;顒?,當(dāng)晚,公司發(fā)布了慶祝申奧成功的廣告,記錄了中國這一歷史性時(shí)刻,該報(bào)現(xiàn)被中國革命博物館收藏。公司成立五年來,始終堅(jiān)持開展以關(guān)愛兒童為主題的公益活動,體現(xiàn)了公司回饋客戶、回饋社會的一貫宗旨。 ○ 6月1日,全公司圍繞“六一國際兒童節(jié)”,開展了新穎、豐富的公益活動。 ○ 4月,公司創(chuàng)辦“頂層空間”,積極致力于為文化藝術(shù)發(fā)展作貢獻(xiàn),先后舉辦“中國人世紀(jì)肖像”、“澳門民俗風(fēng)情”、“享受金錢”的藝術(shù)展覽,成為長安街上藝術(shù)的新亮點(diǎn)。公 益 活 動 ○“3被保險(xiǎn)人李女士生前投保了生命關(guān)愛重大疾病終身保險(xiǎn)20萬元。經(jīng)總公司核保核賠委員會審核,認(rèn)定趙先生所患疾病屬于保險(xiǎn)責(zé)任范圍內(nèi),該賠案泰康人壽向保單受益人支付重大疾病保險(xiǎn)金20萬元,住院醫(yī)療保險(xiǎn)金1萬元,共21萬元,保險(xiǎn)合同終止?!?7月10日,被保險(xiǎn)人趙先生在醫(yī)院確診為肝癌。被保險(xiǎn)人閻先生投保了永相伴終身保險(xiǎn)3萬元及意外傷害保險(xiǎn)1萬元,重大疾病終身保險(xiǎn)(B)3萬元,重大疾病終身保險(xiǎn)(B98)14萬元及意外傷害保險(xiǎn)1萬元。經(jīng)總公司核保核賠委員會審核,認(rèn)定王女士死亡屬于保險(xiǎn)責(zé)任范圍內(nèi),向保單受益人支付身故受益金32萬元,保險(xiǎn)合同終止。○ 2月12日,被保險(xiǎn)人王女士意外身亡。被保險(xiǎn)人楊先生投保了永相伴終身保險(xiǎn)50萬元和意外傷害保險(xiǎn)100萬元。經(jīng)總公司核保核賠委員會審核,認(rèn)定王先生死亡屬于保險(xiǎn)責(zé)任范圍內(nèi),向保單受益人支付身故保險(xiǎn)金30萬元整,保險(xiǎn)合同終止。重 大 賠 付 ○ 1月22日,被保險(xiǎn)人王先生因一氧化碳中毒不幸身亡。○ 10月,泰康人壽保險(xiǎn)股份有限公司鄭州分公司承保鄭州鐵路局36萬職工補(bǔ)充養(yǎng)老保險(xiǎn),投保團(tuán)體年金保險(xiǎn)(分紅型),首期保費(fèi)收入3000多萬元,以后補(bǔ)充養(yǎng)老保險(xiǎn)保費(fèi)每月按職工工資一定比例交納。重 大 承 保 ○ 4月27日,泰康人壽保險(xiǎn)股份有限公司南京分公司為一客戶承保世紀(jì)長樂、吉祥相伴、附加意外傷害險(xiǎn),累計(jì)保險(xiǎn)金額為400萬元人民幣。尹奇敏為加拿大籍華人,曾先后在加拿大聯(lián)合商業(yè)人壽保險(xiǎn)公司、美商美國人壽臺灣分公司、荷商亞太全球人壽臺灣分公司和金盛人壽擔(dān)任重要職務(wù)??蛻艋氐缴虾:?,上海分公司進(jìn)行了快速理賠。上海的凌先生在出外旅游之前通過泰康在線為全家每人購買了一份期限為8月11日到8月20日、總保額為5萬元的“旅游救援保障計(jì)劃”。此次的評級機(jī)構(gòu)中誠信國際信用評級有限公司對泰康人壽的外部運(yùn)營環(huán)境、基本素質(zhì)、財(cái)務(wù)狀況、風(fēng)險(xiǎn)控制能力、清償能力等進(jìn)行了全方位的評級,得出的結(jié)論是公司“清償能力非常強(qiáng),風(fēng)險(xiǎn)最小”。 ○ 8月15日,公司獲得AAA的高信用等級,這是公司繼1998年首次采用國際通行的評級方式,并獲中國保險(xiǎn)業(yè)第一個(gè)AA信用等級后,再一次獲取高信用等級?!?成都分公司在開業(yè)伊始,就十分重視客戶服務(wù)工作,首創(chuàng)100%電話回訪制度,并請社會人士公開監(jiān)督,推行保單附加值服務(wù)等。公司領(lǐng)導(dǎo)人年內(nèi)兩次出席頂尖級國際性的大型會議,一方面表明了公司在即將加入WTO的背景下積極融入全球經(jīng)濟(jì)一體化的立場和努力,另一方面也說明泰康人壽五年的發(fā)展為社會所認(rèn)同和肯定?!?5月7日至9日,公司董事長兼首席執(zhí)行官陳東升作為國內(nèi)保險(xiǎn)業(yè)唯一被邀請人出席“2001《FORTUNE(財(cái)富)》全球論壇香港年會”,并在主題為“新一代中國企業(yè)家”的觀點(diǎn)論壇發(fā)表講話?!?5月1日,公司正式啟用新型計(jì)算機(jī)軟件系統(tǒng)——Life/Asia系統(tǒng),成為國內(nèi)第一家成功引進(jìn)國外大型先進(jìn)壽險(xiǎn)軟件包,并且投入實(shí)際應(yīng)用的全國性人壽保險(xiǎn)公司。○ 4月26日,公司與國際知名的咨詢公司華信惠悅公司正式簽約,聘請?jiān)摴緸樘┛等藟廴肆Y源改革的合作伙伴,標(biāo)志著歷時(shí)半年有余的人力資源改革項(xiàng)目正式啟動。在第二個(gè)五年計(jì)劃發(fā)展期間,公司將完成三大任務(wù):實(shí)現(xiàn)從中小型向中大型壽險(xiǎn)公司的歷史突破,建立專業(yè)化壽險(xiǎn)集團(tuán)的雛形,推動公司成功上市?!?4月23日至25日,公司召開“加快業(yè)務(wù)發(fā)展會議”。在本次股東大會上,著名經(jīng)濟(jì)學(xué)家董輔礽當(dāng)選為公司獨(dú)立董事,從而成為中國保險(xiǎn)業(yè)首位獨(dú)立董事。○ 3月,公司召開了第一次有外資股東參加的中外股東大會。該險(xiǎn)種是對傳統(tǒng)型團(tuán)體養(yǎng)老保險(xiǎn)的重大突破,具有養(yǎng)老保險(xiǎn)基金化管理、養(yǎng)老金保值增值、客戶收益更透明等特點(diǎn)?!浴侗kU(xiǎn)知識讀本》泰康人壽保險(xiǎn)股份有限公司資產(chǎn)負(fù)債表與損益表BALANCE SHEET AND LOSS amp。但當(dāng)前世界各國的絕大部分保險(xiǎn)業(yè)務(wù)都采用自愿保險(xiǎn)方式辦理,我國也不例外。一般情況下,投保人可以中途退保,但另有規(guī)定的除外。具體地講,自愿原則體現(xiàn)在:投保人可以自行決定是否參加保險(xiǎn)、保什么險(xiǎn)、投保金額多少和起保的時(shí)間;保險(xiǎn)人可以決定是否承保、承保的條件以及保費(fèi)多少。 The pany planned to open the special line 95522 of Tai Kang Life for customer service on January 1, 2001. All this indicated that Tai Kang Life was trying to bee the best life insurance enterprise in the insurance industry. VII. A big advance in information technologyIn 2001, the pany smoothly acplished the introduction of Life/Asia life insurance administrative software that is a big puter software system made by American CSC pany, which is one of the software bag of the most advanced and the most professional life insurance administrative software and used by many international insurance panies. From March 2000, under the technological support of experts from Swiss Winterhur Insurance Co., Ltd, the pany invested about 16 million yuan and succeeded in finishing the development and test and data change in Life/ Asia system Chinese and localization under the mon efforts of the staff member from the information technology department of the pany, unreal office and the Head Office, working hard for more than twenty months, which was at present successful on line in the pany.Life/Asia system was designed and exploited based on the managing thought of taking customers as center. It can not only deal with all customers ’ information, but has a strong ability to do data analysis, which realized the national concentrated management and live change in business data and financial data and ensured the accuracy and promptness of all managing strategy. At the same time, the success of the system greatly reduced the plicated procedure of dealing with customers and further improved the operation model of “taking customer service as a guide” in the pany. VIII. Making great efforts to introduce and train talents In April 2001, the pany invited the world known consultative pany American Wastson Wyatt Company as its advisor, carried on the reform of manpower resource administration. This item went on for over half a year. Combining with the present situation of the pany, the pany extracted the experience and the model of “taking core business as a guide and CEO as a core” of the panies at home and abroad in the advanced management. The pany established the organizational framework with specific liability, clear flows and harmonic relation and the system of scientific entitled rights and entitled trust, determined the system of checking and paying with market, which will make strong productivity.The pany made a breakthrough development in introducing international talents. That the chief actuary and the chief information official who had the experience of working overseas for many years came here brought the pany not only the expertise, but also the international ideas and open vision, which will greatly raise the professional level in the management and give the new vigor into the main culture of “opening, profession and study”. IX. Smoothly starting the construction of brand In 2001, through the definite goal of brand strategy, guiding thought and the fine organized activity, the pany achieved a material progress and encouraging result in the construction of brand. In March 2001, the pany held “the first conference for publicizing the brand” and definitely put forward that brand is productivity and the construction of brand is a system work of the pany and a plan of a hu