Integrated Analysis Guidelines.Times Roman, 12 Font, Single-Spaced.docx

Integrated Analysis Guidelines.Times Roman, 12 Font, Single-
Spaced
· This is the final report you submit according to the date in the
syllabus.
· Title page (No running head!) See Sample Report Formats.
· Text of report (in five major sections as defined below)
1. Purpose. One or 2 paragraphs that introduce your
organization and define your role in the learning experience.
2. Project Accomplishments or Learning Experience Discussion.
Describe your plan and your role in what was accomplished.
Typically 3-4 pages.
3. Concept Integration and Application (applying management
theory to your project, learning activity and/or any experience
in your internship). This is where you relate your internship
into management theories, and the theories should directly
relate to one of the above.
· YOU MUST HAVE 3 THEORIES
· Management theories may be found in 350 texts and a number
of texts are on reserve in the library.
· A good source for initial exploration of possible theories is
http://www.12manage.com . (Pull down tab: Strategies,
Methods, Models and Theories. ( You will have to register first
and it is free)
· Another good internet source is www.mindtools.com
· This section is typically 3-4 pages.
4. Personal Reflection is where you reflect and critically
analyze your learning experience. This section is typically 1-2
pages.
5. Conclusion is where you discuss what you learned and draw
some general conclusions. This section is typically 3-4
paragraphs.

4
MGT 401 Business Internship
Integrative Analysis Report:
SGL Insurance Services
Submitted By:
Cheng Li
San Diego State University
August 06, 2014
Instructor:
Michael L. Sloan
Integrative Analysis Report: SGL Insurance Services
Purpose
During my internship, I worked at SGL Insurance Services, an
insurance services business that has been operational since
2006. They are a full service with personal, commercial, health,
and life insurance brokerage that was established to serve the
insurance needs of individuals and businesses throughout the
state of California.
When I start my internship at SGL Insurance Services, I have
several projects should be complete, such as The main project
of my internship with SGL Insurance Services was to build
relationships in trust, commitment, and communication,
information the company needs from different clients, identify
customer for the insurance requirements, and create an
insurance contract, and development and improvement the
insurance service qualities. To be part of the SGL Insurance
Services should particularly using the internet, phone call, and
good customer services to expand the company’s visibility in
the market. The second project, to sale insurance to clients and

help SGL insurance industry reduce costs, increase revenues,
and improve the quality of their product or service, and take
part in SGL insurance marketing how to increase revenue and
make effective commercial advertisement. When I work at SGL
Insurance Service, some my language skill, speak mandarin with
Chinese our clients, can help me to get close and understand
each other to quote the different insurance policies, filing
paperwork, paying bills, and improving key customer
communications in English and Chinese. It could increase my
work effective.
For my Management 401 Business internship class, I created a
several steps to finish my internship projects. In this report, I
will describe my internship tasks and how I followed through
with the project and gives supporting facts of my internship
activities. Specific learning objectives are described in my
Project Course Contract (See Appendix A). Second, I will
describe some learning experience during the internship how
influenced my future personal work careers. Third, I will
discuss some classes learned, effective my learning experience,
and support the SGL Insurance Service develop in the future.
Finally, I will summarize my report and make some
preconceptions of my future actions. My supervisor has also
written an assessment of my performance. (See Appendix B)
Learning Experience Discussion
The begin purpose during my internship was to increase SGL
Insurance Service’s competitive force, by several different
project. First I began to learn how to work well at SGL
Insurance Services, I have to know work area and business
strategies function in the company. I begin to do some simple
paper work, such as manage clients’ quotation information; I
will become familiar with the SGL insurance service how effect
clients’ life, collect information from customer reviews and
comments. Also, SGL always offers client the best option
quotes for every customer. I will help them collect information

and make some phone call then make the final options for
different customers requires. I began this project by researching
existing insurance website and web hosts to help in our
company collect usefully information to help us can easier to
find out the best option suit our each client.
Research and compare different insurance services company
My first objective was to research and manage client insurance
documents in order to learn about the types of insurance
services offered by existing SGL Insurance Services, con
currently, I researched the process of incorporating insurance
business; finally, I have been help by supervisors, then my work
back on trial. The final steps in the completion of this project
were to construct the SGL Insurance Services competitive
power advantage during the whole market.
The initial goal during my internship was to increase Five Star
Banquet Hall’s visibility in the market, thereby increasing
future hall bookings. I began this project by researching
existing banquet hall websites and web hosts to assist in
determining our own company’s website needs. I proceeded
with drawing up a website draft as a guide to completing the
website. The final steps in the completion of this project were
to construct the company’s website and add the company to
several internet directories. Concurrently, I researched the
process of incorporating a business; lastly, I prepared and filed
the necessary forms to incorporate the business.
Research and compare banquet hall websites
My first objective was to research and compare banquet hall
websites in order to learn about the types of services offered by
existing banquet halls, determine possible layouts for our
website, compare pricing information and obtain ideas about the
types of external links possible.

I listed my findings under each of the above categories as I
browsed the internet looking at banquet hall websites;
subsequently, I compiled a summary of those findings to assist
in the creation of the company’s own website. Screen shots of
the top five websites as well as an outline of my findings are
included in Appendix C as evidence of completion of this
activity.
Determine our company’s website needs and research web hosts
My second objective was to determine our company’s website
needs and research web hosts to find the best match. Because of
the extensive amount of information discovered during the
website research described above, I shared the most pertinent
information for the industry with the business owner. We
discussed the benefits and drawbacks of including each category
of information and agreed on several categories to include in
the company website.
Researching web hosts began with learning about the different
types of web hosting choices available, such as free, shared,
reseller and various types of dedicated hosting services. We
opted for a shared web host due to the lower cost, absence of
pop-ups and longer uptime.
Selecting a shared web host proved to be the a challenging task
due to the extremely competitive nature of the market and the
similarities between the services offered. It was difficult to find
objective reviews of web hosts. I encountered many “glowing”
reviews and determined that they were more than likely posted
by the web hosts themselves.
Ultimately, the decision was made by comparing objective data
from several web hosts to get to the top five; then relying on
advice from friends and family members regarding the ease of
use of each web host interface and the web hosts’ customer
service and support. We opted to use Blue Host as our shared

web host based on the positive feedback received from current
customers.
Using only the objective information mentioned above, I
completed a table of the top five web hosts and their pertinent
data. This table is included in my report in Appendix D as
evidence of completion of this activity.
Website Draft
My third objective was to draw up a paper draft of the
business’s home page and review it with the business owner to
gain additional input before beginning the construction of Five
Star Banquet Hall’s website.
I drew up a paper draft of the company’s ideal website using
information obtained from our previous meeting and went over
it again with the business owner to obtain his approval. We
eventually hope to be able to incorporate all of the features and
information presented in the web site draft. This website draft
can be found as Appendix E in this report.
Add Five Star Banquet Hall to several internet directories
My fourth objective was to add the business to several internet
directories in order to increase its exposure on the internet. I
began researching for the best internet directories by searching
for a banquet hall on the internet as a customer would do; that
is, by typing ‘banquet hall’ in several search engines to see
which directories came up. Next, I contacted a few of the
current customers that were listed on the directories and
inquired about the success of their using the particular internet
directory listing. The final step was to add Five Star Banquet
Hall to the top three internet directories based on the current

customers’ feedback.
Screen shots of my internet searchings both prior to and after
listing the business with these directories in Appendix F.
Website Completion
My fifth objective was to create Five Star Banquet Hall’s
website. After selecting a web host and making a draft of the
website, I had a good idea of what we wanted the website to
include. However, what I found when I went into Blue Host was
that I needed to either have the skills to use HTML, a computer
programming code, or a website creation software, like
Dreamweaver, in order to complete the website. I had neither of
these two skills, so I began learning HTML. Shortly after
beginning my self-instruction into this programming code, I
learned that Microsoft Publisher, a program I found much easier
to use, also has the capability of constructing websites. I
immediately switched over to using Microsoft Publisher to build
a basic website which included plenty of pictures. Several
screenshots of the website are included in Appendix G as
evidence of completion of this activity.
Review the process of incorporating a business
My sixth objective was to learn the process of incorporating the
business. Originally, incorporating the business was not part of
my internship; however, when the business owner’s CPA
recommended he incorporate the business, he asked me to take
on that task and I amended my internship contract to reflect
this. I began by searching the internet for resources and came
upon Nolo’s “How to Form Your Own California Corporation”
book. This book came in handy throughout the process of
incorporating the business into a C-Corporation.
After reading the book, I explained the impact and

responsibilities associated with incorporating the business to
the business owner to make sure he wanted to proceed. Next, we
compared the benefits offered by incorporating into the
different types of corporate entities. We decided to incorporate
into a C-Corporation. My next step was to outline the steps
necessary to complete the process.
Although this task was not complicated, it did offer many
learning opportunities along the way. For example, the issuance
of stock must follow the securities laws of California and the
federal Securities Act. This act is intended to assure that
companies fully disclose all relevant information to prospective
buyers and can be quite expensive and complicated to follow.
Luckily for us, our company qualified for the California limited
offering exemption. Issuing stock by means of this exemption
came with its own strict guidelines. For example, we could only
issue shares to individuals purchasing them for their own
account, could not announce the sale of shares in any way,
could only issue shares for something of value, must file a
notice of transaction form with the department of corporations
within 15 days of first sale and must accurately disclose all
material information.
I have included the outline of the required incorporation steps
in my report as Appendix H as evidence of completion.
Prepare and file the proper forms to incorporate the business
My seventh and final objective was to prepare and file the
required forms to incorporate the business. The business owner
had already selected the name: Five Star Hall Incorporated so I
reserved that business name at the State of California’s Office
downtown. However, when I checked for the availability of the
domain name www. fivestarhall.com, I found that it had already
been registered to another party; as a result, we had to change
the business name. After some consideration, the business
owner agreed with the name: Five Star Banquet Hall
Incorporated.

I began the process by filing the articles of incorporation with
the state of California. This document specifies the name of the
corporation, names and addresses of its directors and registered
agent as well as the corporation’s capital stock structure. Our
articles of incorporation were approved and returned to us the
following week with the stamp of the Secretary of State’s
office. The next step was to set up a corporate records book to
hold the official documents of the corporation. This step was
easily completed by purchasing a three ring binder to hold our
documentation. That being done, I filled out the basic
information on the corporation’s official bylaws and printed
them out for adoption at our first meeting of the board of
directors. I also printed out the fill-in-the-blank for our minutes
of this same meeting. Unfortunately, this meeting has not been
able to occur due to the fact that one of the directors is in
another country and has not been able to travel to the United
States.
I have already prepared the shareholder representation letters
for Five Star Banquet Hall Incorporated to issue shares of stock.
Under the California limited offering exemption, only six
different types of shareholders may exist. This restriction is
intended to protect the shareholders by limiting shareholders to
groups of people that have a direct interest with the company at
time of the stock issuance. For Five Star Banquet Hall Inc., the
shareholders consisted of the business owner and his three
children. All four of our shareholders fit into either the first or
sixth category because they were directors, officers or relatives
of a person that falls under one of the six categories. Appendix I
includes several of the incorporation forms that have been filed
or prepared during the incorporation process of Five Star
Banquet Hall Inc.
Concept Integration and Application

4S Web Marketing Mix Method
Instead of focusing on the four P’s: product, place, price and
promotion, this e-marketing method “is designed primarily for
conventional, physical corporations planning to establish and
internet presence” which makes it ideal for us to take into
account while increasing the company’s internet presence
(Constantinides, 2002).
4S web marketing mix method consists of four essential
managerial parts. They are scope, site, synergy and system.
These parts and their ingredients are discussed below:
1. Scope:
a. The scope identifies the strategy and objectives of the
company’s web activities such as performing a market analysis
to be familiar with your competitors, evaluating market
potential, trends and forecasts. In addition, scope also looks at
the profiles, motivation, and needs of potential customers. An
internal analysis of the resources and processes as well as
determining the strategic role of the web activities is also
covered in scope.
2. Site:
a. Site refers to the actual website experience and whether it
meets the company’s needs and is customer oriented. “The
prime mission of the Web Site is to attract traffic, establish
contact with the online target markets and brand the online
organization” (Constantinides, 2002). In this section, companies
must establish whether the website meets the customers’
expectations with regards to content, design, layout, aesthetics,
web positioning and the classic 4Ps: product, price, place,
promotion.
3. Synergy:
a. Synergy looks at how the web site itself is integrated into the

company’s marketing strategy and organizational processes. In
addition, during the synergy phase, management must assess
how the website will integrate with third party networks, such
as search engines and web directories.
4. System:
a. System evaluates a variety of technological factors such as
software, hardware, communication protocols, content
management, system service, site administration, hosting
decisions, payment systems and performance analysis to assure
the “secure, safe, cost-efficient and customer-friendly
operations of the corporate web site. (Constantinides, 2002).
Scope under 4S Web Marketing Mix Method for me involved
studying the customers’ needs and motivation by observing their
interests/behaviors when they phoned in and visited the
business. This provided me with information that I took into
account when deciding on website content. In addition, I
researched competitor’s websites to get an idea of their web
marketing strategies.
Site entailed making sure that our website met our company’s
needs and our customers’ expectations. I purposely chose a
simple layout for our website to keep the customers focused on
the information provided, instead of the presentation. In
addition, the web site also included information that could
differentiate us from our competitors. For example, we offer
two all-inclusive packages for events; I thoroughly described
what each of these two packages offers in our website.
For synergy, it is essential to realize that the company’s
marketing strategy has changed as part of this project.
Previously, marketing for this business exclusively consisted of
paper advertising. Now, marketing includes the creation of a
website as well as listings on web directories. All of these
marketing avenues are integrated to make up the company’s
marketing strategy.

Up until now, System has been covered mostly under the choice
of web host that I made. I opted for a web host that was
reasonably priced, yet well-known. Hopefully, this will offer us
the benefit of more website uptime. So far, my experiences with
our web host’s customer service and support departments
confirm that I made the correct decision. My plan is to continue
updating and improving our website as necessary to keep up
with changes in the business.
Conclusions and Recommendations: I found this 4S Web
Marketing Mix Method to be a good alternative to the 4P’s
model for businesses that wish to expand their marketing to the
internet. It covers the four major subsections related to
marketing via a web site. Five Star Banquet Hall Inc. should
continue to use this marketing model as a tool to assure that
their web site is reliable, meets their customers’ needs, is easy
to use, and contributes towards the earning of revenue by
generating quality leads.
Deming Cycle (PDSA)
The Deming Cycle, Deming Wheel, or Continuous Improvement
Spiral is named after W. Edwards Deming, a statistician who
traveled to Japan after WWII to teach total quality methods.
This method consists of a repetition of four simple, yet critical
steps: plan, do, study and act.
1. Plan:
a. This first step involves preparing oneself for a change aimed
at improvement. This preparation involves getting ready for
unexpected outcomes along the way as well as anticipating and
predicting possible results of the action.
2. Do:
a. In this step, we carefully implement the change that we
prepared for in the first step discussed above.

3. Study:
a. This is a crucial step in this method in which we study the
results obtained after implementing the change in the second
step. We must ask ourselves what went wrong and what was
learned from the process. According to Dartmouth’s College
website of Quality Improvement Tools, we must use several
measures to monitor the level of improvement.
4. Act:
a. In this final phase of the method, we take a close look at the
implementation and results obtained as a result of the task
performed and evaluate whether the change is worth continuing.
“Since the Deming Cycle focuses on continuous improvement,
the improvements that result from the final plan inspire further
improvements and a return to the plan stage-and the rest of the
cycle” (Rusinko, 2005). This circular application of Deming’s
cycle is designed to keep the organization on a path that will
consistently result in higher quality. I will share my application
of the Deming Cycle to one of my tasks for this project:
researching internet directories in which to list the business.
In the Planning stage, I searched for banquet halls and closely
examined the types of web listings for content, taking notes
along the way. Then I focused my search on local banquet halls
and narrowed my attention to the top five web directories. After
that, I called several existing customers of these directories to
get their feedback on their experience with their provider and
the types of leads generated.
In the Do stage of the Deming Cycle, I reviewed the website
content notes obtained from the previous step to come up with a
draft of our directory listing. I personalized this information
along with a summary of the services provided by Five Star
Banquet Hall Inc. and published this listing on the top three
internet directories.

The Study stage consisted of keeping track of how our
prospective customers learned about us. This was done by
asking how they learned about us when they phoned or visited
the business. This stage helped verify that we did acquire more
business after listing our business with three internet
directories.
The shortest stage for this particular task was the Act stage.
This stage consisted of reflecting back on listing the business
with three internet directories and deciding if it was worth
continuing. The answer in this case was yes because the benefits
of the increased number of interested people learning about our
services far outweighed the cost and time involved.
Conclusions and Recommendations: Based on my small
application of the Deming Cycle for one of my projects, I can
see why it has been found so useful in improving quality. My
recommendation would be for Five Star Banquet Hall Inc. to
adopt and continue to use the Deming Cycle to evaluate and
improve their current processes.
Interpersonal Communication
Interpersonal communication is the way that people
communicate amongst themselves. It consists of the three basic
methods: oral, written and nonverbal communication.
Oral communication is the main way of conveying ideas. The
advantages associated with this means of communications are
the ability to quickly convey a message and provide/obtain
rapid feedback if the message is unclear. The major
disadvantage of oral communications in an organization is that
the message may need to filter down through several levels
before reaching the intended audience. The more people that a
message must pass through, the greater the level of distortion
that will result.
Written communications include “any device that is transmitted

via written words or symbols” (Robbins, 2005). The chief
advantage of this type of communication is it is “tangible and
verifiable” (Robbins, 2005). Should any questions arise
regarding the message, it can easily be retrieved and verified.
Another advantage of written communications is that, in
general, people are more careful when writing something than
they are when speaking. They think more thoroughly about the
message and the tone they would like to convey; as a result,
these messages “are more likely to be well thought out, logical,
and clear” (Robbins, 2005). The disadvantages to written
communications are that they are time consuming and they lack
the “built-in feedback mechanism” that oral communications
provides. (Robbins, 2005).
Nonverbal communication is the most difficult to discern
because it includes many components that are associated with
body movement. For example haptics, the study of touching and
vocalics, the study of nonverbal cues of the voice are both
included in nonverbal communication. “Body language adds to,
and often complicates, verbal communication” (Robbins, 2005).
From an early age, we are more inclined to trust nonverbal
messages over oral messages when they conflict. To complicate
matters even more, these nonverbal messages vary from culture
to culture…so what may be an acceptable gesture in one country
could be offensive in another.
Interpersonal communications played a large role in the success
of my internship. Of the three types of communications, I used
oral communications the most while I was on site at Five Star
Banquet Hall Inc. Part of my responsibilities involved
answering the phone and assisting walk-in customers; this, of
course, was mostly done via oral communications.
Written communications were used occasionally with customers
to provide them with quotes or additional information. Written
communication was also used in completing both of my
projects, particularly when compiling the necessary evidence of

completion of the tasks associated with this internship. This
integrative analysis report serves written communication of my
internship experience during these last few months.
Nonverbal communication was in use anytime that I spoke to a
person face-to-face, such as when assisting customers or talking
with employees at the business. Our customers are ethnically-
diverse; because of this, I paid special attention to maintaining
nonverbal behavior that was neutral and inoffensive.
Conclusions and Recommendations: Most of us use
interpersonal communications to get our messages across daily.
My recommendation is for everyone at Five Star Banquet Hall
Inc. to continue to focus on clear, objective communication with
appropriate, reinforcing nonverbal communication. Reaching
this level of communication may be difficult to achieve, yet I
feel that it is something worth pursuing.
Personal Reflection
Book knowledge:
This internship presented me with an opportunity to apply some
of my business school knowledge to a real-world situation,
especially during my second project of incorporating the
business.
I remembered learning about the different types of corporate
entities and the benefits/drawbacks associated with them in my
finance class. Knowing this was helpful when I went over the
types of corporate entities in the book “How to Form Your Own
California Corporation” with the business owner. Another
significant piece of book knowledge that was useful was being
familiar with the severity and consequences of “piercing the
corporate veil” before I encountered that phrase in the book. I
made sure to cover this information with the business owner
thoroughly before continuing with the incorporation process.
Learning Experiences:
I had many learning experiences throughout my internship. My

goal of increasing the company’s exposure on the internet
resulted in a couple unforeseen challenges. I didn’t realize how
“non user-friendly” creating a web site from scratch would be. I
found that trying to learn HTML was interesting, yet time
consuming so I opted for an easier-to-use program in the end.
Although I was vaguely familiar with the process of
incorporation from when we owned our own business, I didn’t
realize how much the incorporation process had changed. I
discovered that the laws pertaining to the issuance of shares of
stock were changed in 2005. These changes consisted of
severely limiting who a shareholder can be in an effort to
protect them from fraud.
Another learning experience occurred while I was working at
Five Star Banquet Hall Inc. I became more aware of the
intricacies in the customers’ needs and wants. It was interesting
to learn what each particular customer found of high value for
their special event. Some people paid special attention to the
quality of the decorations used while others focused on the
types of appetizers they would be served. This experience
reinforced the fact that people are unique individuals with
special needs.
My recommendations:
In my opinion, my first project of expanding the business
marketing onto the internet was a wise decision; nowadays,
many people refer to the internet for their research in almost
any area. As a result, the phone book is being used less and
less. The website that I created is very basic, but suitable for
now. I recommend that the website be updated and expanded to
include more information and specialized pictures in the future.
One feature that I would especially like to see on the website is
a 360-degree view of the establishment. Not all prospective
customers are always able to drive down to visit our facility;
having this feature on our website will allow them to get a much
better look at our facility without them having to leave the

comfort of their home or office.
On a different note, I also would recommend that the business
owner hire an experienced person to assist him with the daily
operations of the business. Having a highly-motivated
individual in the office with the knowledge and experience in
word programming, spreadsheet programs and sales experience
would free him up to pursue other interests.
In order for the business owner to hire another employee, he
would need to share some of the necessary information
currently found only in his head. For example, we recently
began offering wedding, Quinceañera and baptism invitations
for sale yet a price list has not been created. As a result, we
need to contact him for a price quote anytime a customer
inquires about them. Not only is this an inefficient way to
conduct business but it also affects the image of the business.
How can the customer reasonably expect us to handle their
special event when we can’t handle their invitation order?
Touching back on a learning experience described above, I will
reiterate that the experience of working at Five Star Banquet
Hall Inc. taught me the importance of treating people as the
individuals that they are. Continuing to offer all-inclusive
packages yet being flexible in customizing them to fit the
customer’s needs will increase the likelihood that the customer
will be satisfied. This is what I see as this business’s
competitive edge and definitely something that should continue.
Conclusion
Having been out of the workforce for so long, I found
participating in this internship exciting and mentally-
stimulating. It was nice to be able to get out into the workforce
and put my skills to use. Additionally, I had always wondered if
hospitality or event planning was for me because it always
sounded appealing. After working at a banquet hall, I know that
it is something I could definitely do. I found it rewarding to be

able to help people plan their special occasions and although I
didn’t have the opportunity to plan an event from start to finish,
I can imagine it could be a challenging experience.
Through my internship, I was able to contribute towards Five
Star Banquet Hall Inc.’s future revenue increases by
establishing its presence on the internet. Already, we have
witnessed an increase in the number of prospective customers
calling us. It has been a rewarding experience for me to know
that my actions have had a direct impact on this business. In
addition, by incorporating the business, it and its shareholders
will benefit from a reduced personal liability, among other
benefits.
Five Star Banquet Hall Inc. is a small family-owned business
with the business owner working at the facility most days. It
was enlightening to see his dedication to the business, which
has made it so successful. Also, his entrepreneurial spirit was
contagious. He accepts a much higher level of risk than I do. I
never knew what to expect when I walked in the door: would he
be inquiring into buying another business this day? This only
added to the excitement of the experience. It was nice to see
things from ‘the other side’ of business, the real side. Being in
class prepares you in one way but it doesn’t quite do it justice.
References
Constantinides, E. (2002). The 4S Web-Marketing Mix model.
Department of Technology and Management, University of
Twente, Enschede, The Netherlands. Retrieved April 21, 2007,
from
http://www.crm2day.com/library/EpVuyuklAAgsONnzLE.php
Robbins, S. (2005). Organizational Behavior. Eleventh Edition.
Upper Saddle River, New Jersey: Pearson Education, Inc.

Rusinko, Ca. (2005). Using Quality Management as a Bridge to
Environmental Sustainability in Organizations. S.A.M.
Advanced Management Journal, 70(4), 54- Retrieved April 21,
2007 from ProQuest electronic database, San Diego State
University.
Cheng Li
MGT 401 Learning Activity Worksheet
Company Description
I will participate in a three month internship with SGL
Insurance Services. They are a full service with personal,
commercial, health, and life insurance brokerage that was
established to serve the insurance needs of individuals and
businesses throughout the state of California. The company’s
purpose is saving clients’ time and money while providing
customer services and more customer expectation. They take
good pride in providing unmatched customer service to clients.
They also collect the reviews and comments from the customer
service calling, which is help them develop in the future. They
also build relationships in trust, commitment, and
communication. Through the strong relationships with their
clients, they have distinguished themselves from other agencies
by having one of the highest client retention rations in the
industry.
This internship will provide me a lot of experience and
knowledge in the following areas: insurance contracts, customer
service, manage clients’ quotes, business meeting notes manage,
business negotiations, industry development, and much more. I
will experience with business problems solving, obtain feedback
from customer, and reconcile insurance accidents, and more. To
fulfill the requirements for MGT 401, I will pursue five learning
activities described below.

Learning Objectives
Note: At least five learning objectives must be developed
jointly by the student and the supervisor. Each learning
objective should be specific, have a target timeframe for
completion, and state how you will provide proof that you
learned what you stated you will learn. Use the following
format:
1. I will learn the insurance company how to build relationships
in trust, commitment, and communication – by June 5, 2014. I
will become familiar with the SGL insurance service how effect
clients’ life, collect information from customer reviews and
comments. Also, SGL always offers client the best option
quotes for every customer. I will help them collect information
and make some phone call then make the final options for
different customers requires. I will provide sample and
evidences signed by my supervisor in my report as evidence of
my ability to working in SGL insurance.
2. I will learn what information the company needs from
different clients, identify customer for the insurance
requirements, and create an insurance contract by June 15,
2014. I will ask my supervisor what we need from insurance and
then how to research and collect information can meet our
expectations. The objective of my work will help SGL insurance
service create more appropriate with different quotes and
different accidents report every day. I will remain and create
clear notes on the computer for customers’ contact information.
I will generate a report and submit it to my supervisor for
signature and include it in my report as evidence of my
successfully completing this objective.
3. I will learn how to development and improvement the
insurance service qualities by June 22, 2014. This task claims
that I will learn what clients’ reviews, requires also complains.
For example, I will help clients find appropriates solution for
the questions and learn the real world business situations. Such

as, after accident what suggestion them to move; help clients
offers more useful information and helps; like contract local
services as soon as possible; and arrange transportation to and
from off the problems. I will use this information to create a
system of client problems and provide sample forms to help
SGL insurance solve future problems. I will provide learning
program and signed by my supervisor.
4. I will learn how to sale insurance to clients and help SGL
insurance industry reduce costs, increase revenues, and improve
the quality of their product or service by July 4, 2014. I will do
my own research for arrangements have been most requested by
consulting with the sales and operation team. I will develop the
sale system and gather information from school students, and
keep in touch with different companies’ insurance department.
During the contact program system good and positive attitude to
reply are required. I will try to contact with different clients’
sale some insurance. I will try to reduce costs and increase
revenues by anything. For example, save the utility water and
electronic equipment; try to sale as many as I can different
insurance. My supervisor will sign these samples.
5. I will learn SGL insurance marketing how to increase
revenue and make effective commercial advertisement by July
24, 2014. I will meet with sales department personnel and
discuss the current income statement and cash flow. Then we
will make current marketing analysis and create income forecast
to measure the different cost and revenue. I will analyze the
existing information and historical case to help make effective
commercial advertisement. Such as, we provide good deal with
current student who has more than 3.0GPA. Also, we build
clients historical information system; in the future we could
offer them better deals. These will be signed by my supervisor.
___________________________
______________________________

Student’s Signature and Date
Supervisor’s Signature and Date
___________________________
_____________________________
Student’s Name (Printed)
Instructor’s Signature and Date
Michael L. Sloan

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