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保誠 - 續保保費客戶名單/ Prudential - Policy List for Renewal Premium 發佈日期:2022-05-11
 致 合作夥伴:


為助您更了解貴公司的經營成績,特附上貴公司之最新續保率作為參考。

續保率 - 19個月

Agent_Cd

Broker

Persistency Rate % (19-mth)

01720113

ASI-UNION GLOBAL ASSETS MANAGEMENT LIMITED

100%



除此之外另附上貴公司需要跟進續保保費的客戶名單並根據有關保單之保費狀況作出分類:



注意事項:



有關本公司之行政工作需注意之關鍵日,可到PIL - LA000010瀏覽 。而客戶之保單資料,亦可登入 (AES查詢詳情。

如已繳付續保保費,便不需要理會本電郵。如有任何疑問,歡迎致電我們的客戶經理查詢。

(*附件之密碼與上月相同)

保誠保險有限公司

經紀及獨立理財顧問業務部謹啟


"PLEASE DO NOT REPLY TO THIS EMAIL."

Dear Business Partner,

To ensure you have a full understand of your business performance, please find the current persistency rate of your company shown above.

Attached is the policy summary to help you follow-up the renewal premium payment with your customers. The premium status of the policy list is summarized in the attached file for your easy reference.

Important Notes:



You may go to PIL - LA000010 for the details of the above mentioned Company's critical dates. You also can login (AES) to view your clients' policy details.

If the renewal premium has already been paid, please disregard this email. Should you have any queries, please contact our Account Managers.

(* Password is the same as last month.)

Thanks & Best Regards,

Brokerage Business
Prudential Hong Kong Limited

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