PERFORMANCE CONTRACT BETWEEN (NAME OF EMPLOYEE) AND ACCENSURE

Period:
N KPA Criteria Val Measurement Comments/Corrective action
o ue
Sales and new Identify new opportunities in Number of new
clients terms of new clients and opportunities
opportunities
Achieve agreed sales Target
targets Target
Achieve profit targets
Maintenance of Providing advice to clients. No complaints on service
client base levels from clients.
Personalised insurance No enquiries on
personalised service
Manage relations with ?
allocated clients
Visit clients according to a Minimum one visit per
visitation program renewal cycle
Deal with complaints and 24 hour turnaround time
enquiries timeously
Administration Comply with underwriting 100% compliance
and administrative
principles, systems and Assisted with claims
procedures Completed reports at d-
Assist with claims when dates
necessary
Reporting to the C.E.O.
Self-development Being up to date with all Being up to date.
legal requirements,
 regulations and policies that
is applicable to insurance. Functions attended
Attend workshops and
function

Sign by employee:______________________ EE: Exceeding Expectation

Sign by manager:_______________________ S: Satisfactory

Date: ________________________ U : Unsatisfactory