China Life Strategic Assessment.docx

China Life Strategic Assessment.docx

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ChinaLifeStrategicAssessment

ChinaLifeStrategicAssessment

External&InternalAssessment

©2003ChinaLifeInsuranceCompany,LTD.

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InternalConfidential

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English

Distribution:

InternalProjectManagement–DC&HP

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1

TableofContents

2EXECUTIVESUMMARY

Executivesummaryheretodescriptthedocumentation（e.gbackground,objectives,approach,etc）

3ExternalAssessment

3.1InsuranceIndustryReview

3.1.1Lifeinsuranceindustryreview

3.1.2Keyregulatoryissues&trends

3.1.3Customersegment&profilereview

aGlobalbestpracticereviewandtrends

（i）Customer/client

（ii）Distribution

（iii）Program/product–packaging,pricing

（iv）Operations/administration

（v）Technology&applications

（vi）Finance

（vii）Servicenetworkdevelopment

（viii）Servicing

（ix）Providerselection/caremanagement/caredelivery

3.2CompetitiveEnvironmentReview（Domestic&ForeignInsures）

3.2.1Competitorprofile/contextreview

aCapabilities&dynamicsreview（e.g.product,channel,operations,etc）

bFinancialposition&results

3.2.2Marketopportunitiesandthreats

3.2.3ChinaLifecompetitiveadvantages/differentiators

3.3InformationTechnologyAnalysis&Assessment

3.3.1GlobalTrends

3.3.2TrendsinChina

3.3.3Reviewselectedpackages

aFinance

bActuarial/Valuation

cPolicyAdministration

dClaims

eInvestment

3.3.4E-commerceissuesandtrends

aRegulatoryconstraintsandtrends

bAdvancemarkets–distributionmanagement/agencysupport,client,serviceprovider,billing&cashmanagement

cPrivacyconsiderations

4InternalAssessment

4.1StrategicObjectivesReview&Assessment

4.1.1Businessdefinition

4.1.2Strategic&tacticalmission

4.1.3Vision&value

4.1.4Businessoperatingmodel&structure

4.2InsuranceValueChainAssessment

4.2.1Customer/client

4.2.2Distribution

4.2.3Program/product–packaging,pricing

4.2.4Operations/administration

4.2.5Technology&applications

aOrganizationalstructure

bOperatingprinciples&model/process

cPlanning,budgeting,evaluating

dProjectmonitoring&projectmanagement

eBusinessapplicationsystem

fTechnicalinfrastructure

4.2.6Finance

4.2.7Servicenetworkdevelopment

4.2.8Servicing

4.2.9Providerselection/caremanagement/caredelivery

4.3KeyStrategic&TacticalInitiativesReviewandSummary

4.3.1Keyinitiativesreview

4.3.2Alignmentreview&businesscaseassessment

5SWOTAnalysis

5.1Strength

5.2Weaknesses

5.3Opportunities

5.4Threats

5.5StrategicConclusion&Recommendation–inputtocurrentChinaLifestrategicplan

6AdditionalInputtoITStrategy

6.1TransitionRequirements

6.1.1Organizational

6.1.2Application

6.1.3Dataandmetadata

6.2ITOrganizationandManagementProcesses

6.2.1Organizationalstructure

6.2.2Operatingprinciples&model

6.2.3Planning,budgeting,evaluating

6.2.4Projectmonitoring&projectmanagement