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Batangas 3 Sales Report Template-Revised

This document appears to be a monthly sales report for microinsurance policies in the Philippines. It lists the names of 35 active microinsurance coordinators and their assigned units. It also includes sales data for the reporting period, including the number of new and renewed policies sold under various plans (SAGIP, Kabuklod, Cardcare Plus), total premiums collected, and comparisons to the previous period's sales. The document was prepared and submitted by the microinsurance supervisor to the PRO_Underwriting for review.

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Sydney Ivy S. Dela Peña
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© © All Rights Reserved
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37 views

Batangas 3 Sales Report Template-Revised

This document appears to be a monthly sales report for microinsurance policies in the Philippines. It lists the names of 35 active microinsurance coordinators and their assigned units. It also includes sales data for the reporting period, including the number of new and renewed policies sold under various plans (SAGIP, Kabuklod, Cardcare Plus), total premiums collected, and comparisons to the previous period's sales. The document was prepared and submitted by the microinsurance supervisor to the PRO_Underwriting for review.

Uploaded by

Sydney Ivy S. Dela Peña
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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SAGIP Plan-1700

No. Name of Active MiC Unit


New Renew

1 GINA DELA FUENTE CALINTAAN 1


2 CALINTAAN 18
3 MARICEL NAVA CALINTAAN 2
4 ROSEL SEVILLE ILING
5 CYNTHIA DACARA MAGSAYSAY 1
6 ELSIE TASANI MAGSAYSAY 2
7 MAGSAYSAY 3
8 MAGSAYSAY 3B
9 RIZAL 1
10 GLORIA BAUTISTA RIZAL 2
11 DIGNA VALDEVIESO RIZAL 3
12 SHERYL PEREZ SAN JOSE 1
13 SAN JOSE 2
14 ANICE M. PANTIG SAN JOSE 3
15 SAN JOSE 4
16 RHEA RABANERA SAN JOSE 5
17 MARY JANE V. PRADO SAN JOSE 6
18 SAN JOSE 7
19 ROSAMIA GALLENERO LIGAYA 1
20 JHOMELYN CADAPAN LIGAYA 2
21 MARICEL ROLDAN SABLAYAN 1
22 MENCHIBE VEBORA SABLAYAN 2
23 DIVINA LABANIEGO SABLAYAN 3
24 PAG-ASA 1
25 MERIAM VICENCIO PAG ASA 2
26 JENLIN DE GUZMAN ABRA 1
27 MARIA FE CONTRERAS ABRA B
28 JUDITH TAJONERA MAMBURAO 1
29 JEANNE ROCHELLE TALAMPAS MAMBURAO 2
30 REMA BELAY MAMBURAO 3
31 MELINDA INSIGNE MAMBURAO 4
32 THELMA VILLAS PALUAN
33 JOAN HILADO STA. CRUZ 1
34 MENCHU TAMAYO STA. CRUZ 2
35 LIEZEL COMILANG STA. CRUZ 3
TOTAL CARD SME Bank - -
PO STAFF
GRAND TOTAL: - -

NEW MiC
Name of MiC Unit (E

Prepared and Submitted by:

Name of MI-Supervisor
MI Sup

SAGIP Plan-1700 SAGIP Plan-2000 Additional Child

Total Amount New Renew Total Amount New Renew Total Amount
- - - - - - - - - -
- - 0 - 0 -
- - - - - - - - - -

NEW MiC
Unit (Ex. NGO BONTOC) Date Oriented
MI Supervisor Monthly Sales Report

For the Month of:

SAGIP Platinum SAGIP Plan TOTAL Kabuklod P

Total Amount Amount(Php) New Renew


- - - - - -
- - -
- - - - - -

MiC Update

Name of MiC

Checked and Approved by:

___________________________________
Name of PRO_Underwriting
Kabuklod Plan CARDCARE PLUS

Total Amount New Renew Total Amount


-
- - - - - -
0 - 0 -
- - - - - -

RESIGNED MiC
Unit (Ex. CB TUBAO) D
NON- MEMBER (count) NEW PR
TOTAL PREMIUM
SP KP CC COLLECTED SPI

0
-
-
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
- 0
- - -
-
- - - -

Date Resigned
NEW PROMO POLICY COMPARATIVE SALES
SPF TOTAL KP CC SPI SPF CHILD CC KP

0 - 0 0 0 0 0 0 0
0 0 - 0 0 0 0 0 0
0 0 - 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0 - 0 0 0 0 0 0 0
0
0
DAKILA
No. AREA Name of MiC Unit REG
SR 1475
550

1 Sto Tomas 1A
2
Sto Tomas 5
3
4 Sto Tomas 2
5 Sto Tomas 4
6 Sto Tomas 6
7 Sto Tomas 9
8 Talisay 1A
9 Talisay 1B
10 Talisay 2
11 Laurel 1A
12 Laurel 1B
13 Laurel 2
14 Tanauan 5A
15 Tanauan 1A
16 Tanauan 2A
17 Tanauan 3
18 Tanauan 5B
19 Tanauan 5C
20 Malvar 1
21 Malvar 2
TOTAL ACTIVE MIC: - -
QSL 0 0

- -

Prepared and Submitted by:


MI Supervisor Monthly Sales Report
For the month of: _______________________________________
Name of PO: ________________________________
DAKILA BHP MediCash Dengue

New Total Amount Total Amount 150 250 350 New Total Amount

CARD Bank SME Inc.


0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
0 - - 0 -
- - - - - - - - - - -
0 - - 0 -

0 0 0 0 - 0 0 0 0 0 -
ort
______________
________
MediCash Lepto ER Care Negosure

Total New Amount Total New Amount 480 1200 New Total Amount

- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - 0 -
- - - - - - - - - - -
- - 0 -

0 0 - 0 0 - 0 0 0 0 0
PROTEKITA

Total Amount

-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- -

0 -
BATANGAS 3
SAGIP Plan 1700 SAGIP Plan 2000
# Unit Name of MiC Name of Referral Agent Loan Loan
Cash (30)
New (10) Renew (5) New (10)

TOTAL 0 0 0 0 0 0 0
FOR THE MONTH OF:
SAGIP Plan 2000 Kabuklod Plan CARD Care Total
Total Premium
Loan SAGIP 125 Loan Loan Incentive
Cash (30) Cash (20) Cash (3) Collected
Renew (5) New (7) Renew (4) New (3) Renew (3) Received
- -
- -
- -
- -
- -
- -
- -
- -
- -
0 0 0 0 0 0 0 0 0 - -
For the Month of
RANKING Provincial Office Institution UNIT Name of MiC
Sagip 1700
of

Sagip 2000 Sagip 125 CARD Care Kabuklod Premium MIC Incetive
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
CARD MRI Insurance Agency (CaMIA)
Monitoring Checklist of MI-Supervisor
MIS PLAN OF WORK FOR THE MONTH OF __________________________
Name of MiS: ____________________________
PLAN OF WORK FOR THE MONTH OF MAY
Accomplishment Issues and Concerns Key agreement Signature
DATE DAY Work with: ACTIVITIES TO UNDERTAKEN
Prepared by: Noted by:

_________________________ ___________________________
MiS PRO

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