“A Future We Aspire to Create Together”

1. Building Trust Through “Customer First” and Genuine Hospitality

We are committed to a “Customer First” philosophy and the spirit of heartfelt hospitality. By standing in our customers’ shoes and understanding their life stages and individual needs, we strive to offer optimal solutions tailored to each person, thereby fostering strong, lasting relationships built on trust.

2. Upholding the Duty to Prioritize Customers’ Best Interests

We deeply understand our customers’ needs and circumstances, and we conduct our business with integrity and fairness, always placing their best interests at the forefront of our operations.

3. Strengthening Internal Systems, External Collaboration, and Individual Expertise

To enhance the quality of our services as an agency, we are dedicated to improving our internal structures, reinforcing external partnerships, and elevating each team member’s professional skills—ensuring that the information and services we provide are both specialized and practical.

4. Sustainable Growth

We aim to become a true partner in supporting our customers’ lives by building a business model that fulfills our social responsibilities and emphasizes sustainability, while nurturing long-term trust with our customers.

5. Driving Digital Transformation

By leveraging ever-evolving technologies, we continuously improve operational and management efficiency, paving the way for new value creation.

 Fiscal Year 2025

Goal: Review and Strengthen the Fundamental Framework

1. Enhancing Customer Quality

• Promote and establish the “Customer Trust Quality Standards”
• Thorough implementation of the duty to consider optimal customer interests
• Propose optimal plans from the customer’s perspective
• Conduct customer surveys and analyze feedback

2. Improving Agency Quality

• Promote early policy renewals
• Advance paperless procedures for bank account transfers
• Increase the number of policies held (automobile, fire, accident)
• Promote earthquake insurance add-ons

3. Enhancing Sales Representative Quality

• Conduct internal training programs
• Encourage participation in external training
• Support acquisition of professional certifications

4. Utilizing Digital Tools

• Promote registration and use of Mobason
• Review and improve Cybozu applications
• Share information via website and Mobason

5. Compliance System

• Strengthen data security
• Conduct regular compliance training

🗓Fiscal Year 2026

Goal: Further Expansion of the Customer Base

• Continue initiatives from items 1–5 above

6. Acquiring New Customers

• Utilize social media and other channels for customer acquisition

7. Hosting Customer Seminars

• Offer individual insurance consultations
• Plan seminars with valuable content for customers

8. Hiring Certified Professionals

• Recruit individuals with qualifications such as SME consultants

9. Active Recruitment of Young Talent
10. Leveraging AI Technologies

 Fiscal Year 2027

Goal: Continued Expansion of the Customer Base

• Continue initiatives from items 1–10 above

11. Review of Assigned Territories

• Reevaluate and reorganize representatives for affiliated agencies and headquarters contracts

12. Development of Management Department Staff
13. Expanding Customer Support via Mobason

• Use Mobason for accident response, renewal notifications, and other customer communications

単位：千円