3rd annual latin american insurance summit 2014

15
Become customer-centric Drive customer loyalty Increase market share Tel: +44 (0) 203 141 8700 | Email: [email protected] www.retail-insurance.com Fernando Concha CEO Latin America RSA 44 EXPERT SPEAKERS INCLUDE: PARTNERS: “The definitive meeting point for the Latin American insurance industry.” Seguros Falabella Argentina 20 – 24 OCTOBER 2014 MIAMI Alejandro Arze General Manager Seguros Falabella Alessandro Deodato CEO BNP Paribas Cardif Alessandro Jarzynski Regional CEO Latam QBE Raúl Bessone General Manager Sancor Seguros 3 RD ANNUAL LATIN AMERICAN Antonio Cassio Dos Santos Chairman & CEO General Insurance Latin America Zurich Raphael Swierczynski CEO QBE Brazil Agustín Polanco CEO Banamex Seguros Felipe García-Huidobro Rivas CEO Seguros Ripley Mauricio del Pozzo CEO HSBC Seguros Simultaneous Translation Javier Ganso Global Life Latam Chief Claims Officer Zurich David Gibert Durkheim Director Global & Regional Partners BNP Paribas Cardif Thais Kirschner SR Vice President & COO Global Specialty Liberty International Underwriters Alejandro Nino General Counsel Latin America RSA Alexander Montoya President AIG RESEARCHED & DEVELOPED BY:

Upload: lothifa-chowdhury

Post on 28-Nov-2014

477 views

Category:

Business


4 download

DESCRIPTION

The 3rd Latin American Retail Insurance Summit will tackle exactly what you need to do to radically improve your distribution, develop a powerful digital strategy and create win-win retail partnerships. Learn from the proven and hard won experiences of insurers and distributors ahead of the game in building successful retail distribution channels and developing innovative products.

TRANSCRIPT

Page 1: 3rd Annual Latin American Insurance Summit 2014

Become customer-centric Drive customer loyaltyIncrease market share

Tel: +44 (0) 203 141 8700 | Email: [email protected]

www.retail-insurance.com

Fernando ConchaCEO Latin America RSA

44 EXPERT SPEAKERS INCLUDE:

PARTNERS:

“The definitive meeting point for the Latin American insurance industry.” Seguros Falabella Argentina

20 – 24 OCTOBER 2014 MIAMI

Alejandro ArzeGeneral Manager Seguros Falabella

Alessandro DeodatoCEO BNP Paribas Cardif

Alessandro JarzynskiRegional CEO Latam QBE

Raúl BessoneGeneral Manager Sancor Seguros

3RD ANNUAL LATIN AMERICAN

Antonio Cassio Dos SantosChairman & CEO General Insurance Latin America Zurich

Raphael SwierczynskiCEO QBE Brazil

Agustín PolancoCEO Banamex Seguros

Felipe García-Huidobro RivasCEO Seguros Ripley

Mauricio del PozzoCEO HSBC Seguros

Simultaneous Translation

Javier GansoGlobal Life Latam Chief Claims Officer Zurich

David Gibert DurkheimDirector Global & Regional Partners BNP Paribas Cardif

Thais KirschnerSR Vice President & COO Global Specialty Liberty International Underwriters

Alejandro NinoGeneral Counsel Latin America RSA

Alexander MontoyaPresident AIG

RESEARCHED & DEVELOPED BY:

Page 2: 3rd Annual Latin American Insurance Summit 2014

This summit is the definitive meeting point for the Latin American insurance industry to acquire the tools we need to successfully face the challenges ahead. Flavia Nuñez, General Manager, Seguros Falabella Argentina

This is the forum to access the key players in the international insurance market as they share their knowledge and their strategic vision on the evolution of the business. Javier Ganso, Chief Claims Officer, Zurich Global Life Latam

This high-level event is the perfect opportunity to share and exchange experiences with insurance industry leaders, allowing us to improve our businesses in the process. Nidia Solano Brenes, President, Bancrédito

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

2

WELCOME TO THE LATIN AMERICA’S RETAIL INSURANCE MEETING PLACE: BENEFITS OF ATTENDING

WHAT MAKES THE LATIN AMERICAN RETAIL INSURANCE SUMMIT SPECIAL?

CONTENTS

Meet the Speakers: 3

Agenda At A Glance: 4

Agenda Day 1: 5

Agenda Day 2: 8

Workshops: 11

Networking: 12

Sponsors: 13

About This Summit: 14

Venue & Pricing Options: 15

Each year, the leaders of the Latin American insurance community meet at the Retail Insurance Summit to access new ideas and make new connections which help them build more profitable, more competitive, and more customer-centric businesses.

This October, those in the room will get ahead by uncovering the latest regional and global thinking to help them:

• Stay ahead of new customer-centric regulations transforming the regional market place with practical insights from Ripley, Falabella and Liverpool and more

• Respond more effectively to a more demanding customer with valuable lessons learnt from QBE, Cardif, Zurich, Mapfre, Liberty, Metlife and RSA and more

• Achieve long term success in partnerships with stakeholders by hearing experiences from Banamex, HSBC, ACE, AIG, Caixa, Pacifico and Icatú and more

• Access new customers with new products with exclusive insights from Marsh, BNP Paribas Cardif, Bradesco Seguros, Zurich Global Life and more

Throughout this summit, those who attend will get to listen to exclusive case studies and participate in unique interactive sessions and debates with the most experienced C-level leaders from leading insurers and distribution channels in the region.

You will leave able to make better business decisions and more accurately communicate with your customers and prospects in a highly competitive, high-growth marketplace.

Page 3: 3rd Annual Latin American Insurance Summit 2014

SPEAKERSAntonio Cassio Dos SantosChairman & CEO GI Latin America Zurich

Fernando ConchaCEO Latin AmericaRSA

Alessandro DeodatoCEOBNP Paribas Cardif

Alejandro ArzeGeneral ManagerSeguros Falabella

Mauricio del PozzoCEOHSBC Seguros

Alessandro Jarzynski Regional CEO LatamQBE

Agustín PolancoCEOBanamex Seguros

Javier GansoGlobal Life Latam Chief Claims OfficerZurich

Felipe García-Huidobro RivasCEOSeguros Ripley

David Gibert DurkheimDirector Global & Regional Partners BNP Paribas Cardif

Caio ValliRegional Director for Latin American & Caribbean Customers & Affinity Marsh

Thais KirschnerSR VP & COO Global Specialty, Liberty International Underwriters

Guillermo HeyerRegional Head of Direct Marketing & Bancassurance Latam Metlife

Alejandro NinoGeneral Counsel Latin AmericaRSA

Flavia NúñezGeneral ManagerFalabella Argentina

Raphael SwierczynskiCEOQBE Brazil

Ana Paula de Almeida SantosLegal DirectorAssurant

Fabiola FrancoRegional A&H Life Senior VP America Latina ACE

Raúl BessoneGeneral ManagerSancor Seguros

Rafael RebollarChief Marketing OfficerMapfre Seguros

María del Carmen RíosChief Commercial OfficerAon Bolivia

Gabriela Ortiz de RozasDirector Strategy and Marketing Caixa Seguros

Federico SpagnoliConsumer Head, Latin America and CaribbeanAIG Property Casualty

Nidia Solano BrenesPresidentBancrédito

David LamkCEOIstmo Compañía de Reaseguros

María Karina Suárez RodríguezRegional Actuary Latin America Division AIG

Enrique AriasDirector AffinitiesRSA Mexico

Marcos SiqueiraSuperintendent Strategic Planning and DistributionLiberty Seguros

María Félix TorreseDirector Partnerships and Personal LinesPacífico Seguros

José Morales MauriGeneral ManagerIdepro Institución Financiera de Desarrollo

Eduardo Cassab MachaenCEOSegudirecto

Regina SimõesExecutive DirectorBradesco Seguros

Juan Luis de VegaInsurance DirectorTiendas Liverpool

Gustavo Figueira RosaProduct Director CapitalizationIcatú Seguros

Luis Bosch DelarueCEOAllianz Global Assistance

Vito TreccharichiFormer Head of TransformationZurich

Rodrigo Vázquez CaleroVP International Mass MarketingPan-American Life Mexico

Antonio GuzmánPresidentInmotion GIT

Alejandro JaramilloPresident ReMark International

Ralph Schonenbach CEOTrestle Group

Eduardo OlivoCEOSudseguros

This is the not-to-be-missed meeting point for experts to review trends and share experiences with mass insurance stakeholders. María Félix Torrese, Director Partnerships and Personal Lines, Pacífico Seguros

Alexander MontoyaPresidentAIG

Alper ErdinçExecutive VP of Agency ChannelBNP Paribas Cardif Turkey

Constantino BenkoRegional Consumer Compliance ManagerACE

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

3

Page 4: 3rd Annual Latin American Insurance Summit 2014

In this interactive workshop you will learn how to adapt your business strategy and operating models to access new customers with new products through new distribution channels to enable growth.

PRE-CONFERENCE WORKSHOP A BUSINESS INNOVATION AND TRANSFORMATION TO INCREASE MARKET SHARE

AGENDA AT A GLANCE

The definitive strategic insurance meeting point at which senior executives in the region gather to benchmark their retail insurance strategies against regional and global best practices, develop partnerships and set future priorities for mass insurance.

MAIN CONFERENCE

These two interactive workshops are designed to help you go a step further in your product development. Choose Workshop B if you want to boost your market share through your bancassurance strategy. Or choose Workshop C if you want to conquer new and under-explored opportunities at the base of the pyramid.

POST-CONFERENCE WORKSHOPS B & C UNCOVER HIDDEN OPPORTUNITIES IN BANCASSURANCE AND MICROINSURANCE TO BOOST GROWTH

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

4

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 23 October 2014

Actively participate in this seminar to design future strategies, expand your business model and conquer new customers with products with added value by

learning the latest market trends, customer behavior in different Latin American countries.

Felipe García-Huidobro Rivas, General Manager, Ripley Seguros

Page 5: 3rd Annual Latin American Insurance Summit 2014

CONFERENCE DAY ONE

7.00 Registration

8.15 Welcome & Opening Remarks From The Chairman

8.30 OPENING KEYNOTE SESSION

Examining The Strategic Role Of Retail Insurance And How Innovation Is The Next Step To Boost Growth

Predict the trends that will impact our business in future years, in order to adapt your strategy now.

Antonio Cassio Dos Santos, Chairman & CEO General Insurance Latin America, Zurich Brazil

9.00 PREPARING FOR NEW REGULATION

How Regulation Is Shaping The Way We Do Business In The Region And What We Can Learn From Past Experiences

Understand the customer-centric set of regulatory changes that have been implemented in different countries and how they impact business strategy.

Alejandro Nino, General Counsel Latin America, RSA

What Is Next In Regulation And How To Lead The Change• Minimize risk by understanding the fundamentals behind

the regulators’ reform

• Gain access to a comprehensive view of the regulators’ reform through the region

• Understand how regulation reforms impact business

Interactive Discussion: Re-Framing Your Business Strategy Based On Regulatory Changes Question the presenters on their perspectives and discuss the key themes raised with your peers in order to establish a shared,

industry wide agreement on the best way forward.

Facilitated by the Chair

11.00 Morning Refreshments and Speed Networking The Speed Networking sessions are a great opportunity to meet the attendees you would like to have more in-depth conversations with later in the

conference. This session is the ideal opportunity to get face-to-face time with many of the brightest minds working in your field.

12.00 UNDERSTANDING THE NEW CONSUMER

Identifying New Consumers, Meeting Their Expectations And Gaining Loyalty Through Product Innovation

Tackle the shift in the market that has been driven by changes in consumer preferences to better attract and retain customers.

Alessandro Jarzynski, Regional CEO Latam, QBE

TUESDAY 21 OCTOBER 2014Keynote Session Interactive Session Networking Session

Solutions Spotlight Panel Session

Constantino Benko, Regional Consumer Compliance Manager, ACE

Flavia Nuñez, General Manager, Falabella Argentina

Ana Paula de Almeida Santos, Legal Director, Assurant Solutions

María Karina Suárez Rodríguez, Regional Actuary Latin America Division, AIG

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

5

Page 6: 3rd Annual Latin American Insurance Summit 2014

How The Digital Era Is Shaping A New Consumer Understand how marketing and mobile payment technologies along with demographic

micro-segmentacion may boost your growth.

Alexander Montoya, President, AIG Seguros

Listening To The Customer: How To Fill The Gap And Generate More Revenue• Link customers with insurers to build trust and loyalty

• Integrate multiple channels and devices to connect easily

• Listen to your client for effective product development

• Become a customer-centric business that makes a difference

Interactive Discussion: What Global Lessons Can Be Applied In A Regional Context? Question the presenters on their perspectives and discuss the key themes raised with your peers in order to establish a shared,

industry wide agreement on the best way forward.

Facilitated by the Chair

Using Analytics To Improve Your Marketing Efforts And Address The New-Era Customer In A Digital World

Accelerate the development of analytics to understand your market’s behaviour and optimize your distribution strategy.

Alejandro Jaramillo, President Latin America, ReMark International

14.00 Networking Lunch

15.30 ACCESSING THE NEW CONSUMER

Key Factors In Insurance Distribution Through Retailers And Bancassurance: Differentiation And Pricing For Innovation

Examine how to develop targeted products according to distribution channel in order to engage clients and prospects.

Caio Valli, Latin American and Caribbean Director Customers and Affinity, Marsh

Successful Partnerships To Proactively Take The Product To The Client

Discover how Seguros Ripley developed a partnership with Cardif which now crosses the borders of Chile, Perú and Colombia.

Felipe García-Huidobro Rivas, General Manager, Seguros Ripley

David Gibert Durkheim, Global Regional Partners Director Latin America, BNP Paribas Cardif

Capitalization And Open Private Pension Schemes As An Opportunity To Increase Long-Term Relationships And Client Loyalty

Understand the applications of this product and how it impacts market growth, learning from the Brazilian experience.

Gustavo Figueira Rosa, Product Director Capitalization, Icatú Seguros

CONFERENCE DAY ONE CONTINUED

TUESDAY 21 OCTOBER 2014Keynote Session Interactive Session Networking Session

Solutions Spotlight Panel Session

Nidia Solano Brenes, President, Bancrédito Seguros

Luis Bosch Delarue, CEO, Allianz Global Assistance

Federico Spagnoli, Latin America Consumer Head, AIG

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

6

Page 7: 3rd Annual Latin American Insurance Summit 2014

Relating To The Lifecycle Of Our Customers To Build Trust And Loyalty• Link customers with insurers to boost cross-selling

• Integrate multiple channels and devices to connect easily

• Listen to your client for effective product development

• Become a customer-centric business that makes a difference

Interactive Discussion: What Is Working, What Is Not, And What Is Needed For Success? Question the presenters on their perspectives and discuss the key themes raised with your peers in order to establish a shared,

industry wide agreement on the best way forward.

Facilitated by the Chair

17.30 Afternoon Refreshments and Networking

Roundtable Solution-Finding Session: What Are The Biggest Inhibitors To Our Ability To Develop Capabilities Faster In Our Businesses And How Do We Overcome Them?

Each table will be given 20 minutes to discuss the challenges and 20 minutes to discuss the solutions, before sharing their ideas with the group.

Facilitated by the chair

18.00 Closing Remarks From The Chairman and End of Day 1

CONFERENCE DAY ONE CONTINUED

TUESDAY 21 OCTOBER 2014Keynote Session Interactive Session Networking Session

Solutions Spotlight Panel Session

Javier Ganso, Latin America CCO, Zurich Global Life

Maria Félix Torrese, Director Partnerships and Personal Lines, Pacífico Seguros

Enrique Arias, Director Affinities, RSA

Regina Simões, Executive Director, Bradesco Seguros

Juan Luis de Veja, Insurance Director, Tiendas Liverpool

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

7

This market changes every day, so this event represents a terrific opportunity to stay up to date on regulations, and share best practices and experience.

Ana Paula Almeida Santos, Legal Director, Assurant

Page 8: 3rd Annual Latin American Insurance Summit 2014

CONFERENCE DAY TWO

7.00 Registration

8.15 Opening Remarks From The Chairman

8.30 OPENING KEYNOTE SESSION

Emerging Consumers And The Key Industry Development Required To Access Them

Get insights from RSA on new approaches to connect with customers empowered by technology.

Fernando Concha, CEO Latin America, RSA

9.00 THE NEW ERA FOR BANCASSURANCE

How To Understand Bancassurance From A New Perspective

Learn how to expand your bancassurance strategy, adding non credit-related products to your portfolio effectively.

Mauricio del Pozzo, CEO, HSBC Seguros

Envision The Opportunities To Move From Credit-Related Products To Customer-Centric Offers• Analyse the emerging trends such as regulatory

considerations and product diversification to understand the future of Bancassurance

• Build an effective partnership to increase penetration

• How to include new technologies and social media in this channel for profitable revenue growth

Interactive Discussion: Ensuring Our Bancassurance Strategy Is Effective Question the presenters on their perspectives and discuss the key themes raised with your peers in order to establish a shared,

industry wide agreement on the best way forward.

Facilitated by the Chair

11.00 Morning Refreshments

11.30 SUSTAINABLE PARTNERSHIPS WITH RETAILERS

How To Develop Win-Win Partnerships With Retailers And Expand The Range Of Options

Accelerate the development of your retail channel by understanding how to benefit from the opportunities in this channel and overcome challenges.

Guillermo Heyer, Head of Direct Marketing & Bancassurance, Metlife

WEDNESDAY 22 OCTOBER 2014Keynote Session Interactive Session Networking Session

Solutions Spotlight Panel Session

Agustín Polanco, CEO, Banamex Seguros

Thais Kirschner, COO & Sr VP Global Specialty, Liberty International Underwriters

Gabriela Ortiz de Rozas, Director Strategy and Marketing, Caixa Seguros

Raúl Bessone, General Manager, Sancor Seguros

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

8

Page 9: 3rd Annual Latin American Insurance Summit 2014

CONFERENCE DAY TWO CONTINUED

Business Case: Examining Falabella And Cardif’s Partnership To Successfully Develop a Retail Channel

Understand the key factors that led the Falabella-Cardif partnership to high market penetration and growth.

Alejandro Arze, General Manager, Seguros Falabella

Alessandro Deodato, CEO, BNP Paribas Cardif

The Role Of Technology In Increasing Market Share In Retailers And Utilities• Analyse the emerging trends such as regulatory

considerations and product diversification to understand the future of Bancassurance

• Build an effective partnership to increase penetration

• How to include new technologies and social media in this channel for profitable revenue growth

Interactive discussion: What is needed to achieve long-term sustainable partnerships with distribution channels?

Question the presenters on their perspectives and discuss the key themes raised with your peers in order to establish a shared, industry wide agreement on the best way forward.

Facilitated by the Chair

How To Implement Flexible Solutions To Respond Faster To The Market And Launch Products Before Your Competitors

Gain insight into your customers’ preferences and deliver personalized content for real-time decisions, with consistent service across multiple service channels.

Antonio Guzmán, President, Inmotion GIT

13.30 Networking Lunch

15.00 INNOVATION IN DIRECT MARKETING

How To Implement More Effective Internet Strategies And Re-Launch Telemarketing

Understand how to transform your distribution models into a digital, efficient process.

Raphael Swierczynski, CEO, QBE Brasil

WEDNESDAY 22 OCTOBER 2014Keynote Session Interactive Session Networking Session

Solutions Spotlight Panel Session

At this key event we will share how the insurance industry should adapt to new trends to more effectively protect our customers and develop our businesses. I invite you to join me to learn in depth the key to making better business decisions in a changing world.

Raúl Bessone, General Manager, Sancor Seguros

Marcos Siqueira, Superintendent Strategic Planning and Distribution, Liberty Seguros

Fabiola Franco, VP Accident & Health Latin America, ACE

Rodrigo Vázquez Calero, VP International Mass Marketing, Pan-American Life Mexico

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

9

Page 10: 3rd Annual Latin American Insurance Summit 2014

Telemarketing and the Internet: Past, present or future?• Determine the most appropriate strategy for your

product lines to attract customers’ attention and motivate them

• Integrate unconnected initiatives for an omni-channel strategy

• Understand digital disruption and lead communication strategies

Interactive Discussion: How Can We Best Structure Effective Omni-Channel Strategies? Question the presenters on their perspectives and discuss the key themes raised with your peers in order to establish a shared,

industry wide agreement on the best way forward.

Facilitated by the Chair

17.30 Afternoon Refreshments and Networking

Closing Interactive Discussion: Tackling The Future Together – Understanding The Concerns And Objectives For The Next Year Based On What We Learned Over The Course Of The Day

Facilitated by the Chair

18.00 Closing Remarks From Chairman and End of Conference

CONFERENCE DAY TWO CONTINUED

WEDNESDAY 22 OCTOBER 2014Keynote Session Interactive Session Networking Session

Solutions Spotlight Panel Session

I consider it an important event that gives us resources to better meet the challenges ahead, while generating valuable contacts in our industry.

María Karina Suárez Rodríguez, Regional Actuary Latin America Division, AIG

This event is the annual opportunity to set strategy based on understanding industry trends, and the experience of experts in the Latin American Bancassurance and Mass Insurance industry.

David Gibert Durkheim, Director Global & Regional Partners Latam, BNP Paribas Cardif

Rafael Rebollar, Chief Marketing Officer, Mapfre Mexico

Eduardo Cassab Machaen, CEO, Segudirecto

David Lamk, CEO, Istmo Compañía de Seguros

Eduardo Olivo, CEO, Sudseguros

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

10

Page 11: 3rd Annual Latin American Insurance Summit 2014

María del Carmen RíosChief Commercial OfficerAON Bolivia

José Morales MauriGeneral ManagerIdepro IFD

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

11

WORKSHOPS

PRE CONFERENCE WORKSHOP A

POST CONFERENCE WORKSHOP B

POST CONFERENCE WORKSHOP C

Attend this workshop and:• Understand how the balance of power has clearly shifted from suppliers

to consumers

• Explore the opportunities in every division for transformation and innovation

• Discuss how IT can be an enabler for growth

You will leave this workshop able to:• Enhance your business performance by reshaping your strategy and execution with

your new transformational perspective

• Successfully transform your business model to stay relevant to your clients

• Monitor key indicators of success

Business Innovation And Transformation For Increasing Market Share In The Insurance Industry

Date: Monday 20 October 2014 Time: 9.00 – 16.00

Attend this workshop and:• Understand how to integrate the Bancassurance channel into your business model

to achieve market expansion

• Discover how the Turkish experience can be implemented in Latin America

• Determine how to design optimization models

You will leave this workshop able to:• Accelerate the development of your Bancassurance strategy

• Create a strategy with mutual sustainable benefits for both insurer and bank

• Leverage the synergies for profitable growth

How To Take Your Bancassurance Strategy To The Next Level

Date: Thursday 23 October 2014 Time: 9.00 – 16.00

ABOUT YOUR WORKSHOP LEADER:Alper has a degree in Statistics. He joined Cardif 3 ago, prior to which he served as Chief Marketing Officer in Zurich Sigorta. At Cardif he was responsible for Bancassurance strategy, performance and business development where he increased Technical Profitability with 242% growth rate in three years.

Attend this workshop and:• Understand all the key factors involved in developing a successful microinsurance

program

• Discuss how to integrate a microinsurance program with long-term deposits capture

• Evolve your systems and processes to respond to the needs of your microinsurance business

You will leave this workshop able to:• Accelerate the development of your microinsurance program

• Determine new approaches to financial education for your clients

• Develop new business models, partnerships and opportunities to meet the needs of your microinsurance customers

How To Identify The Hidden Opportunities In Microinsurance

Date: Friday 24 October 2014 Time: 9.00 – 16.00

ABOUT YOUR WORKSHOP LEADERS:Ralph has held senior positions at Andersen and Ernst & Young. He has advised high-level executives on how to transform the way they manage and deliver services.

Vito has held various senior management positions at Zurich, and most recently, regional CIO in Latin America. He has more than 20 years of experience in IT, Process Improvement, Strategy Development & Implementation, and Transformation Management.

Ralph SchonenbachCEO Trestle Group

Vito Treccharichi Former Head of Operational Transformation, Zurich

Alper ErdinçExecutive VP of Agency Channel BNP Paribas Cardif Turkey

ABOUT YOUR WORKSHOP LEADERS:María joined Aon Bolivia 8 years ago, prior to which she served in different management positions in a cemeteries and funeral homes corporation.

José has a degree in Industrial Engineering and a Masters in Business Finance and Management in Corporate Banking. He has more than 16 years of working experience in the financial system.

Page 12: 3rd Annual Latin American Insurance Summit 2014

NETWORKING

COMPANIES WHO HAVE ATTENDED

YOU’LL MEET PEOPLE FROM...

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

12

AT THE LATIN AMERICAN RETAIL INSURANCE SUMMIT

SPEED NETWORKINGA structured networking session - run like speed dating - especially designed to facilitate quick introductions to the majority of attendees. Use the time wisely to meet new contacts, reconnect with old friends and identify those you want to spend more time with....

ROUND TABLE DISCUSSIONSTake part in facilitated discussion sessions focused around specific, high priority issues. Discuss your experiences and observations within focus groups then share your and the other groups’ finding with the main conference.

STRUCTURED NETWORKING BREAKSIn between the formal presentations the networking carries on. Use the multiple refreshment and lunch breaks to continue your discussions in an informal relaxed atmosphere.

An event that provides us with the resources to face our challenges.

María Karina Suárez Rodríguez, Regional Actuary Latin America Division, AIG

59%

Governments & Associations

Banks & MFIs

Brokers

Consultants & Technology Providers

Distribution Channels

Insurance companies23%

15%

10%

1%

6%

ATTENDANCE BY COMPANY

TYPE

45%

Argentina

Brazil

Bolivia

Chile

Colombia

Ecuador

Mexico

Central America

Peru

United States

Europe

Other

11%

5%

9%

ATTENDANCE BY COUNTRY

19%

8%5%7%

9%

10%

5%

6%6%

C-level

Director level

Manager

Staff

SENIORITY LEVEL

25%

40%

33%

2%

Page 13: 3rd Annual Latin American Insurance Summit 2014

PARTNERS

Sign Up

Contact

Lothifa Chowdhury Partnerships Director, Insurance, Latin America

Tel: +44 (0)203 141 8700 Email: [email protected]

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

13

Inmotion GIT is part of the Chilean holding Inmotion, and the result of a merge with the software house “Global Insurance Technology” in 2011. They have built insurance software and only insurance software for 30 years in more than 20 countries. The holding has other companies for training, SAP implementations, software factory, software testing, distribution of world class applications, Oracle and Cloud Computing.

www.inmotion.cl

The Latin American Retail Insurance Summit would like to welcome the following partners:

PROGRAM PARTNER

For nearly 30 years, ReMark has been providing end-to-end marketing, product, technology and financing solutions to banks, insurers and affinity groups.

Since 1984, our operational experience in over 40 countries and 21 languages has earned us global leadership status in the direct distribution of insurance products. We have multi-domain marketing experience in Bancassurance, life/non-life policyholders, Takaful banking and insurance, and affinity partnerships.

www.remarkgroup.com

PROGRAM PARTNER

This conference is becoming a “must” in the industry in the region. The key players are here. It combines senior level executives with top notch content in a great package.

Alejandro Jaramillo, President, Remark

Rise above the growing competition

A time to launch new products and services

Build loyalty and show support to the industry

Access the rapidly growing retail insurance industry in Latin America

Page 14: 3rd Annual Latin American Insurance Summit 2014

ABOUT THE LATIN AMERICAN INSURANCE COMMUNITY

MEET THE HANSON WADE INSURANCE TEAM

The region´s leading event to focus on Insurance Technology, this is the meeting point for leading decision makers and where the most innovative products are presented to the market.

For the past five years, Hanson Wade has been proud to operate the Latin American Insurance Community on behalf of, and in close collaboration with, the region’s insurers, banks and distribution channels.

We facilitate the exchange of new ideas, high level insights and encourage practical problem solving amongst this community with the goal of helping

companies capitalise on opportunities and achieve commercial results faster.

The annual meetings of this community have become known as “definitive meeting points” (Seguros Falabella Argentina) and the “best meetings to get to know best practices and to generate great new contacts” (AON Seguros).

Gabriela RozierLatAm Insurance Portfolio Program Director

David GonzálezCommercial Manager LatAm

Jennifer Brazier-ThompsonLatAm Event & Customer Management Executive

Silmara Prowse Sr. Project Co-ordinator

Lothifa ChowdhuryPartnerships Director, Insurance, Latin America

Juan Pablo LacorteSr. Project Co-ordinator

The key event in Brazil to offer solutions to the challenges faced by this specific market in product development, distribution and innovation to boost market share in a competitive environment.

The annual meeting place for leaders in the Latin American insurance community. This is the forum where strategy is set, solutions are found, and partnerships are made.

At its 5th edition in March, this event brought together more than 100 executives to share how to radically improve product development and distribution to the base of the pyramid in Latin America.

2 n d A N N U A L B R A Z I L I A N

Summit 2015

3RD ANNUAL LATIN AMERICAN

2 n d A N N U A L B R A Z I L I A N

Summit 2015

3RD ANNUAL LATIN AMERICAN

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

14

Page 15: 3rd Annual Latin American Insurance Summit 2014

PRICES AND DISCOUNTS

Code: 4543

REGISTRATION CHECKLIST1. Have you checked if anyone else from your business is attending? If 3 or more of you register together, you will all benefit from reduced rates.

2. Could you register your place early to take advantage of early booking rates?

3. Have you carefully evaluated which package will best help you achieve your goals?

TEAM DISCOUNTS*

Full payment is due on registration. Cancellation and Substitution Policy: Cancellations must be received in writing. If the cancellation is received more than 14 days before the conference attendees will receive a full credit to a future conference. Cancellations received 14 days or less (including the four-teenth day) prior to the conference will be liable for the full fee. A substitution from the same organization can be made at any time.

Changes to Conference & Agenda: Hanson Wade reserves the right to postpone or cancel an event, to change the location or alter the advertised speakers. Hanson Wade is not responsible for any loss or damage or costs incurred as a result of substitution, alteration, postponement or cancellation of an event for any reason and including causes beyond its control including without limitation, acts of God, natural disasters, sabotage, accident, trade or industrial disputes, terrorism or hostilities.

Data Protection: The personal information shown and/or provided by you will be held in a database. It may be used to keep you up to date with developments in your industry. Sometimes your details may be obtained or made available to third parties for marketing purposes. If you do not wish your details to be used for this purpose, please write to: Database Manager, Hanson Wade, Suite A, 6 Honduras Street, London EC1Y 0TH

TERMS & CONDITIONS

SECURE YOUR PLACE*When you’ve made your selections

VENUE

3+ Delegates: 10% Discount4+ Delegates: 15% Discount5+ Delegates: 20% Discount10+ Delegates: 25% Discount

*Please note: Team discounts are only valid when three or more delegates from one company book and pay at the same time. ‘Early Bird’ discounts require payment at the time of registration (or prior to the cut-off date) to secure the applicable discount. All advertised discounts cannot be combined with any other offer.

All prices are in US dollars.

PACKAGE PRICES Register Before 4th July

Register Before 8th August

Register Before 12th September

Standard Price

BRONZE PACKAGEConference Only $2099 (save $600) $2299 (save $400) $2499 (save $200) $2699

SILVER PACKAGEConference + Full Day WorkshopSelect Workshop A, B or C

$3398 (save $700) $3598 (save $500) $3798 (save $300) $3898 (save $200)

GOLD PACKAGEConference + 2 Full Day WorkshopsSelect Workshop A, B or C

$4697 (save $800) $4797 (save $700) $4897 (save $600)$5097

(save $400)

PLATINUM PACKAGEConference + 3 Full Day Workshops $5896 (save $1000) $5996 (save $900) $6096 (save $800)

$6296 (save $600)

WORKSHOPSFull Day Workshop Only (Each)Select Workshop A, B or C

$1299 (save $100) $1299 (save $100) $1399 $1399

Tel: +44 (0)203 141 8700 Email: [email protected] www.retail-insurance.com

Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasil

3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014

15

You can register your place quickly and easily online. Visit:www.retail-insurance.com/registerContact us: If you require any further information on the event, or would like us to assist you in making your booking, please contact Hanson Wade via the contact details below.

Conrad Miami 1395 Brickell Avenue Miami, Florida 33131, USAwww.hotelconradmiami.comOvernight accommodation is not included in the registration fee, however accommodation options will be sent out with your confirmation email upon registering.