CHIN MIN HUI by

Day 1 (6/2/2017 Monday)

minhui_0128 — 2017-02-06 12:20:59 UTC

- Attend morning meeting (every Monday).
- Briefing about how to set up everything before meeting start like prepare the slides and set up the computer.
- Bring out a "piggy bank" and put at meeting room before meeting start, for those who arrive late to meeting (after 9:30am) need to pay RM5 as a punishment. (After the "piggy bank" full, the money will be donate for charity.)
- Learn to update the sales report and filling (weekly task).
- Invitation attend the company CNY dinner at Park Avenue Hotel on this Friday.
*p.s: Because today still on CNY period, I had received an Angpao from my supervisor. ^^

Day 2 (7/2/2017 Tuesday)

minhui_0128 — 2017-02-07 11:18:40 UTC

- Prepare birthday cards (for clients).
- Prepare birthday slides (for agents).
- Learn to check pending case listing, under grace listing and premium due listing via company portal.
- I have my personal account in company portal that was created by my supervisor, it easy for me to do the daily tasks.
- Banking EPF and SOCSO.
- Learn to remind agents to update their agency portal and outstanding cases.
- Learn to check panel servicing by requirements of clients.
- Learn to fill the MDTA form on computer system.
*p.s: This paper shows the tasks that I need to do on weekly and monthly.

Day 3 (8/2/2017 Wednesday)

minhui_0128 — 2017-02-08 11:57:44 UTC

- Follow up previous pending cases.
- Scan documents and create new files on computer for these new cases.
- Record the details about document change and customer's claim application on the notebooks.
- The notebooks need pass to specific staffs together with relevant documents to let them check and signature at notebooks.
- Deal with agents about confirmation attendance of company CNY dinner at this coming Friday night.
- Have a short discussion with my supervisor about her working life, experience, principles and beliefs.
*p.s: I use this computer to complete my daily working activities.

Day 4 (10/2/2017 Friday)

minhui_0128 — 2017-02-10 10:21:15 UTC

- Call to relevant parties to update and follow up cases.
- Scan documents and record in notebooks.
- Email documents to relevant parties.
- Prepare next Monday morning meeting slides.
- Login company portal to calculate and update agents sales productivity.
- Whatsapp certain agents to remind them check their agency portal and update outstanding for close sale deals purpose.
- List down all agents birthday months in Microsoft Word and print out.
*p.s: Yesterday (9/2/2017 Thursday) was Thaipusam Holiday.
*p.s: My office table and today working tasks.

Day 5 (13/2/2017 Monday)

minhui_0128 — 2017-02-13 11:48:27 UTC

- Set up computer and meeting room.
- Attend Monday morning meeting.
- Call to relevant parties to update and follow up cases.
- Email documents to relevant parties.
- Scan documents and record in notebook.
- Learn to summary customers insurance plan or also called as policy delivery.
- Learn to key in new business cases and fill up the forms in system and hardcopy, also known as sales illustration (SI).
- Learn to backup company main folder in hard disk.
- Learn to make and list out the premium due listing and calculate the outstanding by manual.
- Check the sales of all agents and share the close sales in company group Whatsapp.
*p.s: The name list of all agents and I was encouraged to remember their names and recogize them.

Day 6 (14/2/2017 Tuesday)

minhui_0128 — 2017-02-14 11:51:15 UTC

- Learn to update account and filling receipts according from previous date to latest date.
- Check premium due list and calculate the outstanding, make a list to easy read.
- Call to relevant parties to update and follow up cases.
- Email documents to relevant parties.
- Summary customer insurance plan.
- Key in new business case and fill up the forms in system.
- Check the under grace listing.
- Fill up the childbirth form regarding to customer's statement and documents.
- Make a list table for wealth talk, door to door and AGA & BOP.
- Check new business pending cases.
- Follow up document changes.
- Prepare plastic bag, plastic cups and stationary, arrange chairs and table in training room for tomorrow seminar/talk.
*p.s: Training room that accommodate 35 seats.

Day 7 (15/2/2017 Wednesday)

minhui_0128 — 2017-02-15 12:20:00 UTC

- Prepare hot water, coffee, and cups to agents (self-service) before seminar start.
- Prepare zumba dance video for energy excercise use before presenter start the seminar topic.
- Clean the table and cups and arrange back the chairs in training room after seminar end.
- Call to relevant parties to update and follow up case.
- Filling receipt in file.
- Make agent birthday slide.
- Scan documents and record in notebooks.
- Key in new business cases and fill in the forms in system.
- Learn to banking cheque by using mechines.
- Send the customers' birthday cards in postbox.
- Fill in the E-form Authorization Application.
- Check the policy enquiry of customers to get their personal details for fill in information purpose.
*p.s: Today I have spend most time in pantry to prepare for seminar event.

Day 8 (16/2/2017 Thursday)

minhui_0128 — 2017-02-16 11:41:34 UTC

- Scan documents and record in notebooks.
- Email documents to relevant parties.
- Call to GDEX for courier documents purpose.
- Photocopy 20 sets of consent letter.
- Learn to do quotation (a part of sales illustration) in company system.
- Learn to online submit proposal after sales illustration done and refresh to get the policy number for new business customers.
- Filling the receipts according date and uses (eg: office expenses, entertainment, parking fee, medicine, etc.) in file and update account.
- Prepare next Monday morning meeting slides.
- Make the summary or policy delivery proposal to new business customer.
- Check the customer's policy enquiry to get their previous plan for upgrade to new plan purpose.
* p.s: The picture shows one of my job or task today --- key in data in company system.

Day 9 (17/2/2017 Friday)

minhui_0128 — 2017-02-17 12:45:31 UTC

- Check and reply emails.
- Scan documents and record in notebook.
- Print out the previous plan details of customers in company portal for quotation purpose.
- Make summary quotation (upgrade to new plan) for customers and do policy delivery, as a proposal to recommend the new plan to customers (by according their needed and budget).
- Print out customers' birthday list from January to March.
- Check the proposal submit listing of agents for close sales deals purpose, calculate the total sales of agents for this week and send the result in company group Whatsapp.
- Calculate sales of Phuket Challenge (from 1 December 2016 to 28 February 2017).
- Download and hyperlink the videos in next Monday morning meeting slides.
- Print out the sales productivity of all agents and filling the sales results in their files.
- Backup the company main folders in hard disk.
*p.s: Today is quite a busy day, I have many tasks need to settle and follow up. So the topic of picture today is company logo. ^^

Day 10 (20/2/2017 Monday)

minhui_0128 — 2017-02-20 11:17:40 UTC

- Prepare tools needed and check the meeting slides.
- Attend Monday morning meeting.
- Call GDEX to send document to customer and receive documents from other companies.
- Key in new business case in sales illustration system.
- Scan documents and record in notebooks.
- Do the hiring poster for telemarketer and marketing executive positions.
- Check and reply emails.
- Update the agents' sales in white board.
- Fill in the hospitalization claim for childbirth application form.
- Print out the payment receipt.
- Send a document package to postbox.
- Banking the cheque by ATM mechine.
*p.s: My supervisor has explanes the benefits of company's insurance plans one by one and also sharing her knowledge about insurance plans and teach me how to make a proposal (recommend insurance plans to customer based on their budget and needed). She also tells me the importance of insurances especially medical card to people. The picture shows the office, the place that I working.

Day 11 (21/2/2017 Tuesday)

minhui_0128 — 2017-02-21 11:43:50 UTC

- Scan documents and record in notebooks.
- Key in new business cases in sales illustration system.
- Check agents' pending cases and premium due listing.
- Add more details in hiring poster and redo it and send to supervisor by Whatsapp.
- Check and reply emails.
- Learn to fill in the payment claim form for histopathology report of a customer.
- Online search and print out the monthly planner for agents and supervisor.
- Learn to print out payment receipts in company portal system and post to customer by mail.
- Learn to online registration exam for new agent.
*p.s: The picture below is outside office, as a meeting customer's room or also for staffs use as dining table. >¢<

Day 12 (22/2/2017 Wednesday)

minhui_0128 — 2017-02-22 11:29:42 UTC

- Scan documents and filing in company main folder in computer.
- Fax message to klinik ask for medical report of customer (due to official telephone ☎ always off line).
- Update customer's pending case (pending document needed) at white board.
- Print out payment receipt in company portal system.
- Key in new business cases in sales illustration system.
- Print out previous plan details of all customers based on their birthday months which are from January to March and write down phone numbers one by one in their plan details (search customers' phone numbers in portal system).
- Print out customers' birthday list from April to May.
- Online register exam for newbie agent and online payment by credit card (senior agent) and print out the receipt then update the exam date, time and venue of at white board.
*p.s: I got a snack - fortune cookie from my supervisor, so happy. 😀😀☺☺

Day 13 (23/2/2017 Thursday)

minhui_0128 — 2017-02-23 11:04:03 UTC

- Learn to test interviewee's personality (DISC) based on Thomas International Management Analysis.
- Do summary or policy delivery for four new business cases that are already approved by company.
- Do the monthly planner by using Microsoft excel and print out pass to supervisor.
- Prepare next Monday morning meeting slides.
- Calculate the total sales of agents for Phuket Challenge.
- Prepare plastic cups, spoons, forks, chopsticks, plates and rubbish bag for tonight Wealth Talk event.
- Make the Wealth Talk attendance list by using Microsoft excel and print out.
- Total up expenses costs for Wealth Talk event.
- Tonight attend to Wealth Talk event.
- Take video for whole Wealth Talk event.
- After event end, keep the electronic tools back to office.
- p.s: All of these things are prepare for tonight Wealth Talk event. Participants have to enjoy dinner (buffet style) first then only start the event.

Day 14 (24/2/2017 Friday)

minhui_0128 — 2017-02-24 07:55:17 UTC

- Pass documents to staff at ground floor.
- Transfer video (Wealth Talk event) to computer from the video camera.
- Print out the latest life insurance premium statement in company portal to customer.
- Calculate Phuket Challenge's sales of agents and record in next week Monday morning slides and take picture send Whatsapp to supervisor.
- Check premium due and outstanding of customer in company portal.
- Do close sales of agents for this week and publish the sales results to company Whatsapp group.
- Print out customers' previous plan details based on April and May birthday lists and search their phone numbers in company portal one by one and record in their own plan details.
- Download video required by agent from YouTube and hyperlink in next Monday meeting slides.
*p.s: Today I'm alone in office, my supervisor and agents have their own things to do at outside. The outside weather is sunny and cloudy ⛅⛅⛅

Day 15 (27/2/2017 Monday)

minhui_0128 — 2017-02-27 11:23:07 UTC

- Set up computer and tools for morning meeting.
- Attend Monday morning meeting.
- Record important things during meeting discussion session.
- Call GDEX come to collect document and send to other company.
- Print out the monthly planner to agents.
- Key in new business in sale illustration system.
- Check agents pending cases.
- Scan newspapers that are relevant to company business and send to supervisor.
- Prepare birthday cards to customers.
*p.s: The main computer in office has something problems and effect the daily activities of company, some tasks force to hold on temporarily and will be continue after check and repair by technician on tomorrow. The picture below shows the birthday cards of customers. *_

Day 16 (28/2/2017 Tuesday)

minhui_0128 — 2017-02-28 11:48:14 UTC

- Key in new business cases in sales illustration system.
- Do summary or deliver policy for new business customer.
- Fill in E-Application Form for new business customers.
- Fill in Debit Credit Authorization Form for customers who are already make payment.
- Fill in E-Payment Claim Form for existing customer.
- Refill printer ink.
- Check pending case listing of agents.
- Post birthday cards to customers in nearby mailbox.
- Print out previous plan details of existing customers and record date of birth in their plans.
- Print out Payment Acknowledgement Letter (receipt) from company agency portal.
- Learn to key in another type of plan in sales illustration.
*p.s: This printer has out of ink and I need to refill ink and paste a small sticker which has record date of today on the ink.

Day 17 (1/3/2017 Wednesday)

minhui_0128 — 2017-03-01 11:42:45 UTC

- Scan documents and record in notebook.
- Key in new business cases in sales illustration system.
- Print out Payment Acknowledgement Letter (receipts) from company agency portal.
- Check Proposal Submit Listing of agents in company portal.
- Call to relevant parties for follow up previous cases purpose.
- Fill in Amendment To Proposal Form for new business customers.
- Install and update new version softwares (all company systems) in computer.
- Learn to update and renew policy (car and travel insurances) in GenLink system (MSIG portal).
*p.s: Main computer in office already taken by technician to repair and update so I only can use other computer to do my works.

Day 18 (2/3/2017 Thursday)

minhui_0128 — 2017-03-02 11:56:11 UTC

- Key in new business case in GenLink system and print out proposal after submit case.
- Scan documents and record in notebooks.
- Check and calculate premium due list based on this month.
- Do summary for new plans as proposal for existing customers.
- Learn to key in and filing account.
- Learn to record MSIG payment invoice of customers and attach together with it documents and pass to supervisor.
- Learn to filing receipts and slips of GDEX.
- Call to relevant party for follow up purpose.
- Print out documents from email.
- Download detail information documents after submit cases in sales illustration system for new customers and save in their own files.
*p.s: Photo below shows when I key in new business cases ing.... ^_^

Day 19 (3/3/2017 Friday)

minhui_0128 — 2017-03-03 11:32:12 UTC

- Update birthday list for new customers.
- Send documents to customer by pos ekspres.
- Call GDEX to courier letter to Kuala Lumpur.
- Banking SOCSO in Maybank.
- Banking cheque with ATM.
- Scan documents and filing in computer folder and record in notebooks.
- Filing GDEX bill and receipt on last month.
- Do summary plans for customers and print out pass to supervisor.
- Calculate total sales of agents on this week for close sales deal purpose and send sales results in company Whatsapp group.
- Backup company main holder and other important file in hard disk.
- Photocopy all cheques, receipts and bills as references before send to others.
- Filing new case customers documents that already approval in file based on alphabet of their first name.
*p.s: All of these letters and documents I need to post and courier to customers.

Day 20 (6/3/2017 Monday)

minhui_0128 — 2017-03-06 09:37:58 UTC

- Check new business pending cases and print out pass to supervisor.
- Prepare next week Monday morning meeting slides.
- Call to relevant party for follow up purpose.
- Print out all agents sales reports and filing in their own files and update white board based on their productivity amounts.
- Scan documents and filing in computer company folder.
- Call GDEX for courier documents to customer.
- Print out premium due list from company portal and calculate outstanding of customers and pass to supervisor.
- Check agents who are birthday on March and send their names and date of birth to supervisor by Whatsapp.
*p.s: The moment when I print out all agents sales report from agency portal and all of these papers will be filing in their files one by one. ×_×

Day 21 (7/3/2017 Tuesday)

minhui_0128 — 2017-03-07 10:45:06 UTC

- Pass the cheque to computer technician for computer maintenance payment.
- Update and key in account bills and receipts in computer and then keep in file.
- Do summary slide for new business customers and print out send to them.
- Update new business customers' birthday list after their policy approved.
- Do two options sales illustration for each new customers and print out summary quotation and pass to supervisor.
*p.s: Update account almost spend my whole working time today because I need to update start from last year September until now, and still haven't complete yet, tommorow will be continue. @_@ These all files are used to record and keep the customer information and documents.

Day 22 (8/3/2017 Wednesday)

minhui_0128 — 2017-03-08 12:06:05 UTC

- Print out Payment Acknowledgement Letter and send to customers.
- Fill in Debit Credit Authorization Form for those customers who are make the payment.
- Scan documents and forms from other companies and filing in computer main folder and keep in file.
- Do sales illustration for new customers and then do summary proposal for them.
- Photocopy two general companies payment voucher and documents and filing in their own files.
- Learn to make payment voucher in Microsoft excel for sub agents commission and personal assistant wages.
- Fill in Nomination Form for customers.
- Print out previous plan details of existing customer and pass to supervisor.
- Check pending cases for new business.
- Print out Counter Offer Letter and Pending Letter from company portal based on pending case list and pass to supervisor.
*p.s: The photo shows the white board that used for record important things and also for reminder.

Day 23 (9/3/2017 Thursday)

minhui_0128 — 2017-03-09 09:55:53 UTC

- Key in new business case in sales illustration system.
- Scan documents and filing in computer folder.
- Call to hospital ask for previous medical report of new business customer.
- Fill in CCPIF form and E-Application form for new business customers.
- Calculate total agents sales productivity and pass to supervisor.
- Print out Payment Acknowledgement Letter and send to customers.
- Print out exam entry slip for new agent.
- Update birthday list for new business customer.
- Key in and update account file in computer.
- Print out Counter Offer Letter and pass to supervisor.
- Photocopy documents and filing in file.
- Arrange and attach together forms needed for new business case as a set document (aim to easy customer and agent when dealing business).
- Pass commission payment voucher to agent sign and collect balance from her.
*p.s: This picture shows the other white board in office that used for record agents sales productivity.

Day 24 (10/3/2017 Friday)

minhui_0128 — 2017-03-10 11:52:09 UTC

- Scan documents and record in notebooks and filing in computer folder.
- Key in new business cases in sales illustration system.
- Do new plan summary proposal for existing customers.
- Call to hospital ask and request for customer previous medical record and reports.
- Email customer's consent letter and Attending Physician's Statement Form to hospital.
- Backup computer main folder and other important folder to hard disk.
- Calculate agent's sales on this week for close sales deal and send sales results in company Whatsapp group.
- Prepare next Monday morning meeting slides.
*p.s: This photo shows the notice board in office and use to paste important memo.

Day 25 (13/3/2017 Monday)

minhui_0128 — 2017-03-13 11:56:57 UTC

- Set up computer and all tools needed for meeting.
- Attend Monday Morning Meeting.
- Check pending cases for new business in company portal and print out.
- Scan documents and record in notebook and filing in computer folder.
- Do summary proposal for new business customers.
- Do Monday morning meeting attendance name list by Microsoft excel.
- Renew policy for customer with Genlink system and pass the payment to MSIG department.
- Fill in CCPIF forms for customers and scan in computer and email the forms to them.
- Print out pending requirement letter and pass to supervisor.
- Fax the letter to clinic and call them for information.
- Backup other important folders in computer to the hard disk.
*p.s: Nothing to show already so l just put the picture of fax machine, printer and recycle papers. 😂😂😅😅

Day 26 (14/3/2017 Tuesday)

minhui_0128 — 2017-03-14 11:14:39 UTC

- Scan document and record in notebook and filing in computer folder.
- Do birthday slides for agents.
- Do summary proposal with two different plans for customers and print out the quotations to make compare their benefits.
- Call two hospital to follow up medical reports of customers.
- Renew two policy in Genlink system and print out the renewal certificate and put in envelope pass to supervisor.
- Filing documents in files.
*p.s: The picture shows the refreshments we had provided to clients on last time Wealth Talk event. 😏😏

Day 27 (15/3/2017 Wednesday)

minhui_0128 — 2017-03-15 12:44:17 UTC

- Key in new business cases in sales illustration system.
- Do summary proposal for approval new business cases and print out send to customers.
- Do quotation in sales illustration system for three types plans and print out pass to supervisor.
- Do sub agent commission payment voucher in Microsoft excel.
- Update customer's birthday list for new business customers.
- Renew policy with Genlink system and print out renewal certificate and pass to supervisor.
- Banking renew payment in Hong Leong Bank.
- Pass the renew policy payment to MSIG department.
*p.s: Today no photo will be share because too busy with my own tasks and no free time to take photo.

Day 28 (16/3/2017 Thursday)

minhui_0128 — 2017-03-16 11:44:22 UTC

- Filing documents in file.
- Update account in computer folder.
- Do agents birthday slides.
- Record and set alarm for agents birthday date in office used smartphone.
- Prepare next Monday morning meeting slides.
- Send customers birthday cards to postmail.
- Print out previous plan details of existing customers and pass to supervisor.
- Do new plan summary proposal for existing customers.
- Print out official letters to customers.
- Redo Monday morning meeting attendance list for current year and print out.
- Arrange all different forms needed to deal with customers as a set (I have complete 10 sets).
- Call hospital to confirm medical report of customer.
- Email and call GDEX to pick up document purpose.
- Key in new business case in sales illustration system.
*p.s: All these forms that I need to arrange and put together as a set, it will make agents more easy when dealing with customers and require them to sign their names.

Day 29 (17/3/2017 Friday)

minhui_0128 — 2017-03-17 12:03:43 UTC

- Prepare and complete next week Monday morning meeting slides.
- Do summary proposal for existing customers.
- Do quotation in sales illustration system and print out.
- Renewal policy for customers in GenLink system.
- Calculate agents total sales on this week for close sales deal purpose and send sales results in company Whatsapp group.
- Send greeting birthday slide to agent who birthday today in company Whatsapp group.
- Print out total productivity sales and update white board based on amount sales.
- Print out pending letter of new business customer.
- Call to clinic and fax document letter to clinic.
- Do sub agent commission payment voucher.
- Backup computer important main folders in hard disk.
*p.s: Picture shows the stationary usually I used to do my daily operation duties.

Day 30 (20/3/2017 Monday)

minhui_0128 — 2017-03-21 09:20:04 UTC

- Set up computer and all meeting tools needed.
- Attend Monday morning meeting.
- Arrange and update account receipts and bills.
- Renewal policy in GenLink system and print our proposal or renewal certificate and put in envelope send to agent.
- Call to hospital ask for client's medical report on previous three months.
- Key in new business cases in sales illustration system and print out quotation.
- Do summary proposal for new business customers.
- Do sub agent commission payment voucher in Microsoft excel.
- Attend to Wealth Talk event.
- Set up video camera and video recording for Wealth Talk event.
- Clean up all things after event end.
*p.s: This photo take on Wealth Talk event, the agents have present and sharing information to clients

Day 31 (21/3/2017 Tuesday)

minhui_0128 — 2017-03-21 09:36:07 UTC

- Call hospitals ask for medical reports.
- Email and call to GDEX go to pick up medical report.
- Scan documents and record in notebook and filing in computer main folder.
- Key in new business cases in sales illustration system.
- Print out customers' Hot Lead letter.
- Print out quotation after key in new business in SI system.
- Do summary proposal for new business customers.
- Fill in reimbursement form for payment claim.
- Check pending case listing in company agency portal.
- Arrange and update account receipts and bills.
*p.s: The picture shows the company cop I usually use for daily duties especially cop for receive or send documents and letters from GDEX staff.

Day 32 (22/3/2017 Wednesday)

minhui_0128 — 2017-03-22 11:15:15 UTC

- Call to GDEX deal about they send wrongly document to company.
- Scan documents and record in notebook and filing in computer main folder.
- Update account income tax of company in computer folder.
*p.s: Just like before, update account will spend my most time to complete it.

Day 33 (23/3/2017 Thursday)

minhui_0128 — 2017-03-23 11:54:12 UTC

- Scan documents and record in notebook and filing in computer main folder.
- Call and email consent letter and official requirement letter to hospital to request client's medical report.
- Print out histopathology report sent by hospital and filing in file.
- Print out previous plan details of existing customers from company agency portal.
- Do new plan summary proposal for existing customers.
- Call to GDEX come to pick up letter for courier purpose.
- Online register exam for newbie agent and print out the tax invoice statement and filing in file.
- Prepare next week Monday morning meeting slides.
*p.s: Today have an agent "belanja" me these curry pies as the breakfast. 😋😋

Day 34 (24/3/2017 Friday)

minhui_0128 — 2017-03-24 11:46:49 UTC

- Calculate total sales closed by agents on this week and send the sales results in company Whatsapp group.
- Complete next week Monday morning meeting slides.
- Do quotation in sales illustration system for customers.
- Do new plan summary proposal for new and existing customers.
- Update account income tax of company in computer folder.
- Backup computer main folders to hard disk.
- Print out exam entry slip for newbie agent.
- Renewal policy in GenLink system and print out the renewal certificate.
- Send the renewal certificate to customer by mail.
- Download the Life Insurance Premium Statement on last year of customers and email to them.
- Scan documents and record in notebook and filing in computer folders.
- Check pending case listing for new business cases and print out.
- Print out counter offer letter of customer and pass to supervisor.
*p.s: The photo shows other company cops used for daily administration duties.

Day 35 (27/3/2017 Monday)

minhui_0128 — 2017-03-27 11:46:27 UTC

- Set up computer and all meeting materials needed.
- Attend Monday morning meeting.
- Key in new business in sales illustration system.
- Transfer videos from video camera to computer folders.
- Do sub agent commission payment voucher and attach together with tax invoice slips.
- Do new plan summary proposal for new customers.
- Scan documents and record in notebook and filing in computer folder.
- Prepare birthday cards of customers.
*p.s: The photo shows some trophies that received by my supervisor. 😎😎😎

Day 36 (28/3/2017 Tuesday)

minhui_0128 — 2017-03-28 12:34:58 UTC

- Arrange and filing receipts and bills in file.
- Update and key in account in computer folders.
- Check pending case listing for new business cases.
- Print out policy proposal and pass to agent.
- Call and email to hospital ask for client's medical reports.
- Do summary proposal for new customer.
- Scan document and record in notebook and filing in computer folder.
- Print out counter offer letter of customer and pass to supervisor.
- Call GDEX come to pick up package and courier to KL.
*p.s: The picture shows another part of trophies that received by my supervisor.

Day 37 (29/3/2017 Wednesday)

minhui_0128 — 2017-03-29 12:04:21 UTC

- Key in new business cases in sale illustration system.
- Update and key in income tax account in computer folder.
- Scan documents and record in notebook and filing in computer folder.
- Prepare birthday slides for agents.
- Call to hospital ask for medical report of customer.
- Email Life Insurance Premium Statement to customers.
*p.s: For today's picture I have no comment.😏😏😏😏

Day 38 (30/3/2017 Thursday)

minhui_0128 — 2017-03-30 09:11:50 UTC

- Call GDEX come to pick up document and package and courier to customer.
- Follow up client's medical report with hospital.
- Print out sales productivity reports of all agents and filing in their own files.
- Update white board based on sales amounts achieved by the agents.
- Print out and calculate total sales of all agents and pass to supervisor.
- Prepare birthday slides of agents.
- Prepare next week Monday morning meeting slides.
*p.s: The pictures shows the different favour of scented oils used in office.

Day 39 (31/3/2017 Friday)

minhui_0128 — 2017-03-31 09:16:31 UTC

- Print out pending cases listing from 1January to 31 March and pass to supervisor.
- Call GDEX come to pick up document and courier to customer.
- Call to hospital ask for medical report of customer.
- Fax the pending requirement letter to clinic.
- Calculate sales of agents on this week and send the results to company Whatsapp group.
- Calculate sales of agents start from 1 March for Taipei commitment and put the sales results in meeting slides.
- Calculate sales of fast start challenge for Bangkok of new recruit agent and put results in meeting slides.
- Complete next week Monday morning meeting slides.
- Collect payment from agents for Wealth Talk event and open official receipts to them.
- Send the birthday cards of customers to mailbox.
*p.s: The photo shows the birthday cards that I need to post to customers.

Day 40 (3/4/2017 Monday)

minhui_0128 — 2017-04-03 09:56:09 UTC

- Set up computers and prepare all meeting tools needed.
- Attend Monday morning meeting.
- Take the video with video camera when agents sharing their sales stories during meeting.
- Print out histopathology report of client that sent by hospital.
- Scan documents and record in notebooks and filing in computer folder.
- Email customers pending letters to agent.
- Call to hospital ask about customers medical reports.
- Download the new update software from agency portal and install in company computers.
- Print out the summary proposal of new customer and pass to supervisor.
*p.s: The picture shows the slide that discuss about the percentage of health and medical claim of customers in our company.

Day 41 (4/4/2017 Tuesday)

minhui_0128 — 2017-04-04 11:42:38 UTC

- Do the premium list of complete link (medical card plan) with different target premium in Microsoft excel.
- Scan documents and record in notebooks and filing in computer files.
- Check the FPX customer listing.
- Print out the summary proposal of new business customers.
- Filling the bills in file.
- Print out the customers Hot Leads Listing of agents from agency portal.
- Update customer birthday list in computer folder.
*p.s: The picture shows another slides that talking about the top ten causes of death claim of customers in our company on last year.

Day 42 (5/4/2017 Wednesday)

minhui_0128 — 2017-04-05 12:58:22 UTC

- Scan documents and record in notebook and filing in computer folder.
- Do the new plan summary proposal for new and existing customers.
- Print out previous plan details of customers and also quotation for new plan and pass to supervisor.
- Key in new business in sales illustration system.
- Fill in nomination form and standing instruction form for new business customer.
- Call GDEX come to pick up document and courier to customer.
- Call agents come to office to sign the important form.
- Renewal MSIG policy with GenLink system in computer.
- Download the Life Insurance Premium Statement from agency portal and email to customer.
*p.s: The photo shows the statistic of causes of critical illness claim by customers for last year.

Day 43 (6/4/2017 Thursday)

minhui_0128 — 2017-04-06 09:59:59 UTC

- Scan documents and record in notebook and filing in computer folder.
- Update white board and change writing design.
- Banking SOCSO at Maybank.
- Print out tax invoice of renewal policy of a customer and pass to supervisor.
- Download and update the latest software in small laptop that for company used.
- Check and run the target premium of new plan for different age groups and do the listing.
*p.s: The picture shows the system is running to figure out the target premium for customers with different age groups

Day 44 (7/4/2017 Friday)

minhui_0128 — 2017-04-07 09:52:43 UTC

- Scan documents and record in notebook and filing in computer folder.
- Do the banner in power point for agent who achieved fast start challenge for Bangkok tickets.
- Calculate total sales of agents on this week and send to company Whatsapp group.
- Do the commission list for company's products in Microsoft excel and print out.
- Fill in amendment form and print out sale illustration of customer.
- Back up computer main folders to hard disk.
- Do and submit new business in GenLink system and pass to MSIG department.
*p.s: The photo shows when I doing the commission list in Microsoft

Day 45 (10/4/2017 Monday)

minhui_0128 — 2017-04-10 09:45:33 UTC

- Check pending case listing and print out pass to supervisor.
- Print out counter offer letter of customers and pass to supervisor.
- Prepare next Monday morning meeting slides.
- Calculate agents total sales from 1/3/2017 until today for Taipei trip.
- Call to hospital to follow up client's medical reports.
- Fill in the request for change forms for customers.
*p.s: Today no have morning meeting due to supervisors out station. Start from today, I will share some little knowledge from the book I had read.

Day 46 (11/4/2017 Tuesday)

minhui_0128 — 2017-04-11 08:13:47 UTC

- Do the slides with the photos sent by supervisor from the nations congress.
- Print out sale illustration and pass to agent.
- Update account.
- Check pending case listing and print out.
- Check premium due list from agency portal.
*p.s: Anglers go to places with fish; salesmen go to favorite haunts of customers

Day 47 (12/4/2017 Wednesday)

minhui_0128 — 2017-04-12 12:51:31 UTC

- Scan documents and record in notebook and filing in computer folder.
- Cut the articles related to company from newspaper.
- Filing bills in files.
- Do the flyer and summary for new product plan in excel and PDF files.
- Download the life insurance premium statement and email to customer.
- Do the new proposal of new product plan for customer and print out the sale illustration and flyer.
- Print out reduced paid up form of agent and pass to her.
*p.s: Even if you fail, you should still obtain something. 😎😎😎

Day 48 (13/4/2017 Thursday)

minhui_0128 — 2017-04-13 09:42:41 UTC

- Scan documents and record in notebook and filing in computer folder.
- Do the slides in power point.
- Download the life insurance premium statement 2016 of customers from agency portal and email to them.
- Check the customers policy, payment due date and amount and send to supervisor.
- Do the new plan summary proposal for customers and send to supervisor.
- Print out all agents productivity report and filing their own files.
- Print out total productivity sales report from agency portal and pass to supervisor.
- Update the white board based on the agents sales results.
- Online register the exam for new agent and print out the exam permit letter.
*p.s: It is how you treat customers rather than what they are like that counts.

Day 49 (14/4/2017 Friday)

minhui_0128 — 2017-04-14 14:24:18 UTC

- Scan documents and record in notebook and filing in computer folder.
- Guide the agent to key in new business cases in sale illustration system.
- Print out all past exam questions and pass to agents.
- Renewal policy in GenLink system.
- Email payment receipt for client's medical report to hospital.
- Calculate total sales of agent on this week and send the results in company Whatsapp group.
- Calculate agent's sales progress for Taipei trip.
*p.s: Visits are to send your smile and convey your confidence. 😁😀😄😊☺😉

Day 50 (17/4/2017 Monday)

minhui_0128 — 2017-04-17 11:37:16 UTC

- Set up computer and prepare meeting tools needed.
- Attend Monday morning meeting.
- Check pending cases listing and print out.
- Scan documents and record in notebook and filing in computer folder.
- Pass the agreement contract of new agent to main department manager.
- Key in new business cases in sale illustration system.
*p.s: Learn most from customers who are least satisfied.

Day 51 (18/4/2017 Tuesday)

minhui_0128 — 2017-04-18 10:01:48 UTC

- Do new plan summary proposal for existing customers and print out.
- Enroll exam for agent by online registration.
- Do the flyers for new product plan and print out.
- Banking cheque with ATM machine.
- Call to hospital ask for client's medical report.
- Do the sub agent commission payment voucher and print out.
- Design and do the slide for company mission goal in Microsoft PowerPoint.
*p.s: A meaningful sentence. "The name of sale game is service, provide best service for your customers and let him be guilty of making deals with others." from Joe Girard

Day 52 (19/4/2017 Wednesday)

minhui_0128 — 2017-04-19 12:58:00 UTC

- Scan documents and record in notebook and filing in computer folder.
- Download life insurance premium statement from agency portal and email to customer.
- Pass the renewal payment to MSIG department.
- Renewal policy of customer in GenLink system.
- Key in new business case in sale illustration system.
- Print out the new product script to new agent.
- Print out summary proposal and pass to supervisor.
*p.s: Service is not material input but spiritual satisfaction.

Day 53 (20/4/2017 Thursday)

minhui_0128 — 2017-04-20 09:11:20 UTC

- Print out payment acknowledgement letter of customers from agency portal and mail to them.
- Print out MSIG policy proposal of customer and put in envelope pass to supervisor.
- Prepare interview forms for interviewer.
- Do the agency million poster in Microsoft PowerPoint.
- Do the new plan summary proposal and quotation in sale illustration for new customer and print out pass to supervisor.
- Call GDEX come to pick up document.
*p.s: 1% dissatisfaction # 99% satisfaction, 1% customers are dissatisfied.

Day 54 (21/4/2017 Friday)

minhui_0128 — 2017-04-21 11:57:26 UTC

- Online subscription new agent code on agency portal and create portal id and password for the new agent.
- Print out appeal letter for new agent to apply attend MAX program on next week and make fee payment.
- Key in new business cases in sale illustration system.
- Do summary proposal for existing customers and print out the quotation and proposal.
- Calculate agents sales on this week and send sales results to company whataspp group.
- Prepare next week morning meeting slides.
*p.s: Customers are always right.😉😉😉

Day 55 (26/4/2017 Wednesday)

minhui_0128 — 2017-04-26 11:24:09 UTC

- Set up computer and prepare all meeting tools.
- Attend morning meeting.
- Renewal policy in GenLink system and pass the cash payment to MSIG department.
- Email pending letter and consent letter of customer to hospital and call them ask for medical reports.
- Do and design the slides for agency million goal.
- Print out productivity sales of agency and update the white board based on sales of agents.
- Print out Hot Leads letters of existing customers.
- Check plan details of existing customers.
*p.s: This Monday and Tuesday are public holidays so the company was closed.
**p.s: Treat customers as friends also as lovers. 😍😍

Day 56 (27/4/2017 Thursday)

minhui_0128 — 2017-04-27 16:20:08 UTC

- Call to hospital request for client's previous medical report.
- Prepare next week morning slides.
- Calculate agents' sales for commitment to Taipei Trip and closing sales on year 2016/2017.
- Edit the agency million goal slides and send to supervisor by whatsapp.
- Close sales of agents in this week and send the sales results in company group whatsapp.
- p.s: There is no customers who always decline but customers who are not moved yet.

Day 57 (2/5/2017 Tuesday)

minhui_0128 — 2017-05-02 12:35:18 UTC

- Set up computer and prepare all meeting needed.
- Attend morning meeting.
- Scan documents and record in notebook and filing in computer folders.
- Key in new business cases in sale illustration system.
- Call GDEX come to pick up documents and send to customer.
- Print out exam slip and pass to new agent.
- Download life insurance premium statement of customers from agency portal and email to them.
*p.s: Customer's moving=efforts×time

Day 58 (3/5/2017 Wednesday)

minhui_0128 — 2017-05-03 12:07:35 UTC

- Scan documents and filing in computer folder.
- Print out life insurance premium statement of customers and pass to supervisor.
- Key in new business cases in sales illustration.
- Call GDEX come to pick up document.
- Do summary proposal for existing customers.
*p.s: More smile 😊 More greeting 🙋Quicker action, Higher efficiency, Quicker mind, More generosity, More efforts.

Day 59 (4/5/2017 Thursday)

minhui_0128 — 2017-05-04 12:28:27 UTC

- Update account in computer folders.
- Do the sub agent commission payment voucher in excel file and print out.
- Do the new plan summery proposal for existing customers and print out.
- Refill black ink and color ink for printer.
- Calculate the sale of agents for million goal purpose and send to company whatsapp group.
*p.s: Service should satisfy two 'fast' and two 'good'.

Day 60 (5/5/2017 Friday)

minhui_0128 — 2017-05-05 11:45:58 UTC

- Prepare next week meeting slides.
- Calculate sales of agents for Taipei commitment.
- Do new plan summary proposal for existing customers.
- Scan documents and record in notebook and filing in computer folders.
- Do sub agent commission payment voucher in excel file and print out.
- Send document to mailbox.
*p.s: All industries in 21century are service - by Bill Gates. 😎😎

Day 61 (8/5/2017 Monday)

minhui_0128 — 2017-05-08 11:42:32 UTC

- Print out agency current total sales and update on the white board.
- Do new plan summary proposal for existing customers.
- Fill in additional rider forms for those new business customers on last four months.
- Key in new business case in sales illustration system.
- Scan document and record in notebook and filing in computer folder.
- Banking SOCSO in Maybank.
- Take the loan statement from Maybank staff.
*p.s: Share a short story and it's moral value. Stand in the shoes of customers. Do not define the customers first because it indicates your disregard for customers. Any place related to customers conveys information, so pay attention to your words and languag

Day 62 (9/5/2017 Tuesday)

minhui_0128 — 2017-05-09 11:42:20 UTC

- Set up computer and prepare all meeting tools needed.
- Attend morning meeting.
- Banking cheques with ATM machine.
- Scan document and record in notebook and filing in computer folder.
- Key in new business cases in sales illustration system.
- Filing receipts and bills in account folder.
- Back up computer main folders to hard disk.
*p.s: Short story time. Moving service is able to make people forget flaws in the product and to make innovation. Sincere service is more likely to become the most powerful competitiveness in the industry

Day 63 (11/5/2017 Thursday)

minhui_0128 — 2017-05-11 11:44:38 UTC

- Scan documents and record in notebook and filing in computer folders.
- Email documents to customer and agent.
- Fax pending letter of customer to clinic.
- Renewal policy in Genlink system and print out the tax invoices.
- Update account folders and files by key in account in excel files and arrange all the bills and receipts.
*p.s: The value of smile is immeasurable. It costs least but generates most. Never ignore your smile to customers or be frugal of it, because it is the smile that can move customers deeply.

Day 64 (12/5/2017 Friday)

minhui_0128 — 2017-05-12 13:03:10 UTC

- Scan documents and record in notebook and filing in computer folder.
- Calculate total sales of agents on this week for close sale purpose and send the sales results to company whatsapo group.
- Print out agency sales productivity and update the white board.
- Do new plan quotation and summary proposals for existing customers.
- Update and key in account in excel files.
*p.s: Moving points are abundant: pursuit for quality and credibility, but what is the most moving is the long term pursuit for both.

Day 65 (15/5/2017 Monday)

minhui_0128 — 2017-05-15 11:25:28 UTC

- Set up computer and all meeting tools needed.
- Attend morning meeting.
- Scan documents and record in notebook and filing in computer folders.
- Call to hospital request for medical reports of client.
- Fax the pending letter of customers to panel clininc.
- Key in new business case in sales illustration system.
- Send the birthday cards of customers and documents to mailbox.
- Teach newbie agent to key in proposal in sales illustration.
*p.s: Any event can become the source of any customers at any time, as long as it is the customers' interests.

Day 66 (16/5/2017 Tuesday)

minhui_0128 — 2017-05-16 09:59:13 UTC

- Scan documents and record in notebook and filing in computer folders.
- Email documents and forms to customer.
- Update account and key in computer folder by excel file.
- Call to hospitals request for medical reports of customers.
- Banking cheque by machine.
- Fill in the claim form for customer.
- Do the payment receipt for agent.
*p.s: The Fuller the ear is of rice-grain, the lower it bends. An experienced and successful person will always act in humble.

Day 67 (17/5/2017 Wednesday)

minhui_0128 — 2017-05-17 10:03:23 UTC

- Update account and key in computer folders and arrange account files.
- Check premium policy of customer.
*p.s: The heart is like a stretch of land, no sweet fruits will be grown without sowing good seeds.

Day 68 (18/5/2017 Thursday)

minhui_0128 — 2017-05-18 10:02:37 UTC

- Update account and key in computer folders and arrange account files.
*p.s: Upholding the practice of wealth management, so that you will be able to take care of loved ones, including yourself.

Day 69 (19/5/2017 Friday)

minhui_0128 — 2017-05-19 09:55:02 UTC

- Calculate total sales of agents on this week and send results to company whatsapp group.
- Check customer's policy payment status.
- Do the slides with photos sent by supervisor.
*p.s: Learn through life and turn experiences into wisdom. 😀😀

Day 70 (22/5/2017 Monday)

minhui_0128 — 2017-05-22 09:29:21 UTC

- Scan documents and record in notebook and filing in computer folders.
- Teach new agent to do quotation in sales illustration system.
- Email documents to customers.
- Post the policy letter tax invoice of customers to them.
- Check pending listing cases.
- Email customer's life insurance premium statement to supervisor.
*p.s: The higher you lift up the candle, the brighter the light will shine the pathway.

Day 71 (23/5/2017 Tuesday)

minhui_0128 — 2017-05-23 09:02:48 UTC

- Scan documents and record in notebook and filing in computer folders.
- Banking cheque with ATM machine.
- Print out customer's documents and pass to another department staff.
- Check pending cases listing.
- Fax pending letters of customers to clinic.
*p.s: Get to know customers' "needs" and "minds", get them attached to you

Day 72 (24/5/2017 Wednesday)

minhui_0128 — 2017-05-24 08:51:51 UTC

- Update account and arrange account files.
- Check pending cases listing and print out.
- Print out counter offer letter of customer.
- Prepare next week morning meeting slides.
*p.s: Once denied, start all over again; denied again, start once again. As long as you are declined, you shall persist until the customer is moved and accept it.

Day 73 (25/5/2017 Thursday)

minhui_0128 — 2017-05-25 09:38:05 UTC

- Check pending cases listing and print out.
- Continue prepare morning meeting slides.
- Do agent passport details listing in excel file.
- Update account.
*p.s: What moves customers is not how much you know, but how much you know about them.

Day 74 (26/5/2017 Friday)

minhui_0128 — 2017-05-26 08:46:16 UTC

- Scan documents and record in notebook and filing in computer folder.
- Complete next week morning meeting slides.
- Calculate total sales of agents on this week and send sales results to company whatsapp group.
- Print out agency productivity report and update to whiteboard.
- Calculate agents million goal commitment as at todate.
*p.s: Today is my last day internship and I had completed all tasks and duties that given by my supervisors and very appreciate them for teaching, leading and guidance me during my internship period. Here I enclosed my last short meaningful wordings. "Bear in mind customers' names, even if you have not met them. "

BORANG C

minhui_0128 — 2017-06-16 16:52:27 UTC

Attached herewith Borang C.

BORANG SEMAKAN PENYELIA LI

minhui_0128 — 2017-06-16 16:54:56 UTC

Attached herewith Borang Semakan Penyelia LI.

APT 4098 INDUSTRIAL TRAINING REPORT

minhui_0128 — 2017-06-16 16:57:25 UTC