Submitted by: Submitted by kath110591
Views: 219
Words: 1011
Pages: 5
Category: Business and Industry
Date Submitted: 03/05/2013 06:34 PM
COMPANY PROFILE
MTV INSURANCE AGENCY
Rm 309 Campos Rueda Bldg. Urban ave. Makati City
Mission: To provide excellent insurance protection and security
Vision: To be remarked as a reliable insurance agency that accords quality insurance protection and security
Services
Non-life insurance broker representing:
* Prudential Guarantee & assurance Co.
* UCPB Gen. Insurance Co.
* Intra strata assurance Co.
* Plaridel insurance Co.
* Monarch insurance Co.
* BF gen. Insurance Co.
Description of the Manual System
Existing manual system is simple. The agency consists of the Executive, only 3 major office employees (secretary, cashier, and collector) and sub-agents that performs fieldwork of finding prospective clients. Process of insuring non-life properties is
Contact Person and Details:
Moreto T. Valiao
Cellphone: 09196466246
Tel no: 844-6557 Fax: 844-1365
CONSULTANCY ENGAGEMENT PLAN
Objectives
The primary objective of the team is to help the client in improving their current system or providing them another system, if needed, for a better chance of achieving goals. The team is to research on their internal control if it’s efficient for operation.
(a) To develop, introduce and improve schemes to enhance current system capabilities through automation for effective delivery of services.
(b) To promote better delivery of services through establishing developing and continuously updating and disseminating information to end-users.
DATE | TIME | ACTIVITY | EXPECTED OUTCOME | PERSONS INVOLVE |
Dec. 26, 2012 | 12pm | >company visit/observation>group meeting | To know the overview of the company and its background | -Management of the company -Members of AV WEBs consultants |
Jan. 11,2013 | 10am | >interview with the manager/employees | Know more important details and to obtain deeper knowledge and what’s their daily routine | -Management and employees of the company-Members of AV WEBs consultants |
Jan. 14,...