Panin Dai-Ichi Life, PT (PDL)
Panin Life
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Client ID
142
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Client Name
Panin Dai-Ichi Life, PT
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Alias
Panin Life
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Initial
PDL
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Account Manager
Aldyan Allain, Harry Nugraha, Levitasari Darmawan
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Industry
Insurance
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Address
Panin Life Center, 6th Floor, JL. Letjen.S.Parman Kav. 91 Jakarta
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 183/PDL-LD/VI/25 | How to Build Customer Satisfaction | 6432 | IDR 40,000,000 | 10 | 2025 |
| 2 | 258/PDL-AA/X/22 | Delivering Great Customer Experience Training Series | 5482 | IDR 54,500,000 | 12 | 2022 |
| 3 | 260/PDL-SA/VII/17 | CS Excellence Training | 4246 | IDR 48,000,000 | 8 | 2017 |
| 4 | 260/PDL-SA/VII/17 | CS Excellence Training | 4267 | IDR 48,000,000 | 9 | 2017 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 183/PDL-LD/VI/25 | How to Build Customer Satisfaction | IDR 40,000,000 | 10 | 2025 |
| 2 | 258/PDL-AA/X/22 | Delivering Great Customer Experience Training Series | IDR 54,500,000 | 12 | 2022 |
| 3 | 260/PDL-SA/VII/17 | CS Excellence Training | IDR 48,000,000 | 8 | 2017 |
| 4 | 260/PDL-SA/VII/17 | CS Excellence Training | IDR 48,000,000 | 9 | 2017 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 417/PDL-SA/XI/17 | BAncassurance kick off | Deal Lost | IDR 240,000,000 |
| 2 | 186/PDL-SA/VI/18 | Leadership Training Session | Deal Lost | IDR 30,000,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Dethy | Human Capital | +62 811-8882-403 | dethy.putri@panindai-ichilife.co.id |
| Detty | 08118882403 | dethy.putri@panindai-ichilife.co.id, | |
| Didit | Bancassurance Manager | 0812 1988 1971 | didit.septiadi@panindai-ichilife.co.id |
| Rika | HR officer | 0811892362 | rika.djuhartono@panindai-ichilife.co.id |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Dethy | Talent & Organizational Development Senior Manager | ||
| Ibu Dethy | Talent & Organizational Development Senior Manager | ||
| Rika | HR officer | 0811892362 | rika.djuhartono@panindai-ichilife.co.id |
| Rika | Human Capital | 0811892362 | rika.djuhartono@panindai-ichilife.co.id |
Wrap up report dan revisi e-certificate kelas 2025
Revisi tanggal penagihanClick here for proposal detail
Confirm running date 20 dan 27 SeptemberClick here for proposal detail
Contract created with number 094/PDL-LD/LOA/VIII/25. with subject How to Build Customer Satisfaction Click here for proposal detail
Reschedule ke bulan septemberClick here for proposal detail
Nego harga dengan tim procurement, sedang dalam proses pengajuan ke managementClick here for proposal detail
Kirim revisi Proposal Customer Satisfaction, sesuai hasil presentasi meeting
Revisi Proposal Customer Satisfaction, sesuai hasil presentasi meeting
Presentasi mengenai program training how to build Customer Satisfaction untuk 22 peserta dari CS & SOA. Program akan diadakan selama 2 hari tanggal 9 & 16 Agustus 2025, full day online training
Submit proposal pitching "How to Build Customer Satisfaction"
Proposal created with number 183/PDL-LD/VI/25Click here for proposal detail
Akan dikonfirmasi dulu ke divisi2 lain apakah ada peserta yang ingin di daftarkan di kelas publicnya
kirim jadwal public bulan maret, akan disebar dulu ke tim HC
Follow up katalog 7 compro yg sudah dikirim by email
Follow up katalog & compro yg sudah dikirim by email
Perkenalan dan kirim katalog & compro melalui whatsapp dan email dengan Bu Rika
Forecast addedClick here for proposal detail
Untuk planning terdekat, PDL membutuhkan pelatihan untuk para leader terkait teknik interview. Leader = para kepala department. Menginformasikan juga mengenai team building dan benchmarking yang SQC miliki
Visit untuk mencari opportunity
Call terkait acara Program Preview kemarin dan kebutuhan training tahun ini
Mengirimkan outline DSE, CIAO, CX
Call menanyakan rencana tahun ini
Call for opportunity
Call terkait e-certificate
Mempersiapkan post training report
Call FU kelas ke 2 yang sudah berjalan
Mempersiapkan PKS
Mengirimkan video tutorial membaca star profiling, konfirmasi pergantian trainer SQCI
Menyiapkan LOA untuk dikirimkan ke Panin Dai-Ichi Life
Call terkait LOA, PKS, dan hasil star profiling
Mempersiapkan link, mengirim welcome letter, chat peserta
Mempersiapkan grup wa, revisi PKS, revisi detail proposal
FU LOA, PKS, dan list peserta pelatihan
Sudah ada email konfirmasi, tinggal menunggu ttd LOA dan PKSClick here for proposal detail
Mempersiapkan LOA
FU tentang rencana training
FU tentang rencana training
Harga setelah final discountClick here for proposal detail
FU proposal yang telah dikirimkan
Proposal created with number 258/PDL-AA/X/22Click here for proposal detail
Meeting pemaparan outline untuk pelatihan DSE dan CIAO
Call untuk follow up email sebelumnya tentang public class
Follow up message, explore kebutuhan di Q2
Follow up message ke Ibu Dethy Putri, coba explore kebutuhan di 2022
Perkenalan PIC baru ke Ibu Dethy Putri, pengganti Ibu Sofia
Perkenalan dengan Ibu Dethy Putri via whatsapp message
Bidding process lost in 1st wave ( no presentation yet)
using facilitator from BOD referral
Proposal created with number 186/PDL-SA/VI/18
req speaker for 1 hour BOC sesion
Proposal created with number 417/PDL-SA/XI/17
check hotel and melly for costing event calculation
send proposal event for feb 2018
collect PKS-- picked up by pak Wag.
discuss on batch #2 preparation & adjustment to fit the pax need
batch #2 rundown confirmation
ask for detail info on pax for certificate printing purposes
Confirming PIC that any trainer in charge are competent on the material-- no need to be IQ
confirm meeting for next week
send report batch #1
PKS confirmation -- ready to be printed and approval
adm confirmation-- rev for certificate
send questionnaire batch 2
rev sertificate info ( pax are not client employee) no need client name on them
draft PKS review and ask ER for approval
ask to prepare MOU
2 times term of payment
sending LOA
training preparation, report confirmation ( can not provide individual report since pax number and single trainer in charge)
participant list, title on the certificate & training venue confirmation
adm detail to be completed
PIC inchare detail on LOA
discuss on detail program activity
discuss with trainer about client request: to have more intensive roleplay & report
submit PKS draft to be reviewed by client
ask ML to prepare PKS draft
need LOA instead of PKS, ask ML to prepare
set FAM schedule
ask to add pax to max 30 person
nego due to limuted budget
nego-- open on 96 jt/2 days training/ 2 batch
send MOM
Proposal discussion
Proposal created with number 260/PDL-SA/VII/17
Send proposal for CS team
update proposal status
update status, collect detail information for proposal
f.up training need detail (will emailed by PIC)
collect detail info to prepare proposal
explore and discuss with user for training need on Q3
send previous SQCI proposal and report for new PIC info
Confirmation friday meeting
New PIC need to reinfo reg prev training intervention by sqci Next meeting on friday morning