Self-inspection report is a report style of self-inspection aimed at the
Self-inspection report is a report style of self-inspection aimed at the problems existing in the implementation of a certain work in a certain period of time. The insurance company makes a self-inspection report. This article is a sample of the insurance company's self-inspection report compiled by me for your reference only.
Fan, the self-inspection reporter of the insurance company, immediately held a guidance meeting after receiving the xxxx Work Plan for the Governance and Rectification of the Insurance Industry, and carried out self-inspection and self-correction according to the relevant requirements in the work plan, requiring all departments of the company to take self-inspection and self-correction as an important link in the rectification and standardization, as well as an important environment for improving the company's management level and providing the company's overall economic benefits. At the same time, set up a self-examination and self-correction team. Focusing on the key contents of the rectification work in the work plan, objectively reflecting their own problems and taking targeted and effective measures for rectification.
1. Insurance enterprise license procedures: Our company has complete business license procedures, including insurance business license issued by CIRC, business license issued by xxxx Industrial and Commercial Bureau, organization code certificate issued by xxx Bureau of Quality and Technical Supervision, and relevant national tax and local tax certificates issued by xxxx. The business license and organization code certificate shall be inspected at the Industrial and Commercial Bureau and the Quality Supervision Bureau on time every year, and the inspection is qualified.
Two. Tax payment: since the issuance of document 20xxxxx14, our unit has paid the withheld and remitted additional taxes such as travel tax and business tax to the local local tax bureau according to the principle of territorial management. Since the document was issued, our company has paid 1087 1 10,000 yuan of travel tax and other taxes and fees totaling 567,600 yuan, and paid 1087 1 10,000 yuan of travel tax, business tax and other additional taxes and fees totaling 567,600 yuan.
Three. Claims service: Claims service process and commitment are posted in a prominent position in our workplace, so that customers can supervise our claims service. At the same time, when the customer underwrites, the billing staff will provide convenient complaint reporting cards, so that the customer can enjoy our most convenient claims service in the shortest time.
Four. Intermediary market: Our unit * * * has 23 intermediary agents, all of whom have valid insurance agent qualification certificates and registered exhibition certificates in the insurance supervision system. Since the end of 2008, our company has implemented "sight draft" for auto insurance according to the requirements of the head office and branches. Since the establishment of the company, there has been no problem of overdue premium receivable. After the completion of this self-examination and self-correction, all departments have a deeper understanding of the key contents of the rectification work in the work plan. Each department promises to take this self-examination and self-correction inspection as an opportunity to strengthen learning, effectively raise awareness of obeying laws and regulations, strictly self-discipline, further standardize business behavior, and ensure sustained and healthy development. ?
According to the requirements of Notice on Forwarding Students' Insurance Violation Cases issued by Weixin County Education Bureau and Provisions on Reducing the Burden issued by Municipal Education Bureau, our school immediately convened a meeting of township principals, and set up a leading group with Yang Wen, the principal of the center, as the team leader, Wu Jun as the deputy team leader and other teachers in the office as members to conduct self-examination and self-correction. The self-inspection is now reported as follows:
First, the basic situation of students' insurance.
The student safety insurance in our school is underwritten by Weixin Branch of China Life Insurance Company. In 20xx, the total number of students in our school was 2,837, and the enrollment rate was 54.9%, and the insurance premium was 30 yuan per student. In 20xx, the total number of students in our school was 2799, of which the number of participants was 1658, and the participation rate was 59.2%. The insurance premium is paid to each student in the form of 50 yuan.
Second, the student insurance work in our school has achieved "one implementation" and "three noes".
Our school has a good understanding of student insurance. Student safety insurance belongs to the category of commercial insurance, and students and parents always choose insurance on the principle of equality and voluntariness. Both the school and Weixin Branch of China Life Insurance Company, which undertakes the student insurance in our school, have made some necessary publicity and positive guidance in strict accordance with relevant laws and regulations, effectively preventing improper behavior in the student safety insurance work, and the whole work has been "implemented".
One "implementation": strictly implement the spirit of the Notice on Further Standardizing the Management of Service Fees and Agency Fees in Primary and Secondary Schools in Yunnan Province issued by Yunnan Provincial Price Bureau and Yunnan Provincial Education Department, and there is no * * * and administrative intervention by relevant departments in student insurance. As a school, students and parents are allowed to participate voluntarily and respect the wishes and choices of parents and students.
Three "no":
1. Students shall not be required to take out insurance in any form or be required to take out insurance in designated insurance institutions. At present, Weixin Branch of China Life Insurance Company, which is insured by students in our college, stresses credibility and adheres to principles in insurance work, and pays students for accidental injuries in time, which makes the insured students and their parents very satisfied and voluntarily takes out insurance in this company. The insurance coverage rate of our students is about 55%, accounting for about half of the total number. The school does not force students to pay insurance.
2. There is no interest sharing with insurance institutions. All the faculty and staff of the school have never accepted the invitation to dinner or kickbacks from insurance institutions, and from the perspective of insurance companies, they have never treated faculty and staff as gifts or returned kickbacks. Everything is handled according to principles.
3, no school personnel to participate in the collection of insurance premiums, by the insurance company salesman himself.
In short, through self-examination, all the work of student safety insurance in our school is normal, and relevant laws and regulations have been effectively implemented, effectively safeguarding the interests of students' parents, and at the same time resolving contradictions and passing on school risks. ?
After the self-inspection report of insurance company Fan Wensan xx received the Notice on Carrying out Anti-* * * * Self-inspection issued by the People's Bank of China, the General Manager's Office attached great importance to it and set up an anti-* * * self-inspection and self-correction working group headed by Jing, general manager of China Branch. The members of the working group are the manager of public resources department, the anti-* * compliance specialist, the manager of finance department, the manager of operation department and the manager of training department. All departments are required to do a good job in the self-examination and self-correction work of our branch against * *, and the public * * * resources department is responsible for tracking, implementing, summarizing and reporting this work.
Anti-self-examination and self-correction work covers all departments and service departments of the central branch. The self-examination time is 20xx from March 25th to April 30th, and the self-examination time span is 20xx from June 65438+1 October1day to March 30th. Our company has completed the anti-* *, and now we report the self-inspection as follows:
A, anti * * organization construction:
Our central sub-branch implements the responsibility system for anti-* *, and has set up an "anti-* * management working group", with the manager of public resources department as the compliance specialist, the manager of finance department and the manager of operation department as the compliance specialist, and the managers of other departments and the front desk positions as the compliance intelligence officers.
In case of personnel changes, our central branch can report to the People's Bank of China in time as required.
Two. Establish and implement rules and regulations and business processes, and oppose * * *
According to the requirements of the Anti-* * Law, On February 20 10, our central branch formulated the detailed rules and operating procedures for the investigation of assistance against * * by Maoming Central Branch of xx Insurance Co., Ltd. {xx Maofa [20xx] No.010} and the internal inspection system against * * by Maoming Central Branch of xx Insurance Co., Ltd. Work assessment methods: Anti-secrecy System of Maoming Central Branch of xx Insurance Co., Ltd. {xx Maofa [20 10] No.013}, Work Publicity and Training System {xx Maofa [20 10] No.014}, etc. Kloc-0/0] No.015}, and formulated the Report on the Work Plan of 20xx * * * {xx TDB [20xx] No.001}, the Notice on the Inspection Plan of 20xx * * and the training of 20xx * *.
By formulating anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-
Three. Large and suspicious transaction reports
Maoming Central Branch can basically strengthen the monitoring of transfer payment transactions, and implement the reporting system of large and suspicious transactions and suspicious transactions suspected of terrorist financing in accordance with the file requirements of the Detailed Rules for the Implementation of Large-value Transactions, Suspicious Transactions and Suspicious Transaction Reports of Maoming Central Branch of xxxx Insurance Co., Ltd. [20xx Revision] {xx Maofa [20xx] No.007}, and fill in all kinds of reports in a timely and accurate manner and report them to the higher authorities. At present, our central branch adopts the combination of systematic screening and manual analysis, which further improves the accuracy of large and suspicious reports.
Four. Customer identification
Underwriting, surrender, payment, claim settlement and other links shall be carried out in strict accordance with the Detailed Rules for Customer Identification and Preservation of Customer Identity Data and Transaction Records of xxxx Maoming Central Branch (revised 20 10 {xx Maofa [20xx] No.007).
Verb (abbreviation for verb) Storage of customer identity data and transaction records.
Maoming Central Sub-branch has scanned the original data of customers at the time of initial entry, and kept the electronic files at the same time. The company has a special business file manager, and all business data are classified and filed according to the date of occurrence, managed in an orderly manner according to the Measures for the Management of Business Physical Files of xxxx Insurance Co., Ltd., and the insurance, surrender and compensation records of customers are stored.
Six, the * * training situation
Through holding special training, early meeting publicity, knowledge test, new training materials and other forms, the internal and external employees of our central branch company are trained. 20xx * * has conducted X times of special anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti- Trainees include all internal and external staff; Every training is conducted with corresponding knowledge test, and the test results are archived as an important basis for personal year-end performance appraisal.
Incorporate anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti-anti- Make full use of the new training courses to train the relevant new field staff on anti-* * knowledge, so as to institutionalize and popularize the anti-* * training.
Seven. counter-propaganda
In response to the call of Maoming Central Sub-branch of the People's Bank of China and provincial companies, Maoming Central Sub-branch has carried out various forms of anti-publicity in light of its own situation.
Our central branch launched the "Anti-Publicity Month" in the service department under the jurisdiction of the whole city in xx, 20xx. Publicity activities are led by the Ministry of Public Resources, and corresponding anti-publicity activities groups are set up to arrange the time, form and requirements of the activities. "Anti-publicity column", anti-publicity leaflets, X-display stands, banners and other contents are constantly updated in the workplace throughout the year and placed in a prominent position in the workplace. Through setting up publicity spots in downtown areas and other activities, we will face employees and customers back and forth, further improve employees' awareness of law-abiding and anti-* * work, and at the same time let customers know more about and cooperate with our anti-* * work.
Eight, the rectification plan for the problems found.
* * * A * * question:
1. There are omissions in the internal control system.
2. The comprehensive level of employees' protection against * * needs to be improved.
* * * II * * * Rectification measures:
1. Improve the internal control system for * * *, and put an end to the phenomenon that the internal control system fails to report to PBOC again.
2. Our central branch company strengthened the anti-* training for employees, and combined the anti-* * knowledge test with the anti-* * operation in practical work, which was included in the year-end assessment.
In the future, we will continue to take the anti-* * work as a long-term important work, strictly implement the reporting system of large-sum and suspicious transactions, increase the publicity and training of anti-* *, ensure that all employees have the due anti-* * awareness, master the necessary anti-* * skills, and enhance the sense of urgency and initiative against * *; In the work, strictly fulfill the obligations against * * * and effectively crack down on * * * activities.
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