Marketing plan for mass sales insurance or Microinsurance (Retail)

Among the main objectives of a mass product is to retain the current clients managed by the company and consolidate new clients that arise in relation to the business units of general insurance, life insurance, health, and mass insurance. . Jointly, it is necessary to expand the client portfolio in order to achieve an increase in participation in related markets and likewise increase policy sales.

To achieve this purpose, emphasis must be placed on the integration (both objectives and goals) of the different functional and business areas, to make improvements in the quality of service, operations and improvements in results. In relation to this and the tasks concerning each functional area, the increase in market share will focus on attracting new customers, not neglecting excellence in service to increase sales volume.

在众多目标中，一项主要目标在于维系公司现有的客户群，并巩固与一般保险、人寿保险、健康保险和大众保险业务单元相关的潜在新客户。共同目标是扩大客户资源，以期在相关市场中提升参与度，并相应增加保单销售量。为实现此目标，必须强调不同职能和业务领域的整合（包括目标和目的），以提升服务质量、运营效率及成果改善。针对各职能领域的相关任务，市场份额的提升将聚焦于吸引新客户，同时不忽视服务质量，以增加销售规模。