brazilian retail insurance summit

Tel: +1 212 537 5898 Fax: +1 212 537 5898 Email: [email protected]

www.brazilianretailinsurance.com @SegurosLatam #SegurosLatam

Ângela Beatriz de Assis Insurance Director Banco do Brasil

Carlos Gracia Armendariz former Country Manager Spain and Portugal Google Enterprise

• BuildaMulti-ChannelStrategy

• BoostSponsorsandCustomers

• OptimizeyourDigitalApproach

Event delivered in Portuguese

Alfredo Lalia Neto CEO HSBC

Elcio Pereira COO & Head of Consumer Marsh

Tiago Neves Affinity Director Willis

Roberto Shimizu Country Manager Genworth

Bento Zanzini Executive Director Grupo Segurador BB-Mapfre

Ingo Dietz Executive Director Allianz

Henrique Lima Chairman Odonto System

Rolf Steiner Senior Vice PresidentPrimaryValue Chain Life & Health Swiss Re

Peter Rebrin Global Head of Partnerships for General Insurance Zurich

23 RETAIL INSURANCE EXPERTS IN BRAZIL INCLUDING:

12 – 15 May 2014 | São Paulo

Regina Simões General Coordinator Insurance Products SUSEP

The best meetings to discover best practices … and generate great new contacts.

Cardif

Eugênio Liberatori Velasques Executive Director Bradesco Seguros e Previdência

Sponsors



12 – 15 May 2014 | São Paulo

It is important for the industry to know how we have delivered our programmes, and the ideal place to explain it is the Summit — leading event for the industry.

Mapfre

BENEFITSOFATTENDINGAt the 1st Annual Brazilian Retail Insurance Summit you will discover exactly what you need to know to capture market share and capitalise on the opportunities presented by a rising middle class.

Attend this event to change the way you reach the market by optimizing your digital approach, engaging more effectively with your clients, building a successful multi-channel strategy and boosting sales from sponsors.

Learn from the companies that have a proven record of success and extensive experience in Brazil, network with the most respected minds in the insurance market, and ask your most pressing business questions in the interactive workshops, especially designed to tackle the most critical topics in Brazil today.

Attend Brazilian Retail Insurance Summit and:

• Discover new opportunities in the Brazilian insurance market. Insights from HSBC Seguros, Susep, Genworth and more.

• Unlock the keys to Bancassurance leadership development success. Learn from the successful experiences of Zurich, Banco do Brasil and Grupo Segurador BB-Mapfre.

• Be innovative with your products and channel distribution. Hear success stories from SwissRe, Grupo Pão de Açúcar and Willis.

• Incorporate proven business strategies from other markets in Latin America and Europe. Allianz and Zurich will share similarities and differences between Brazil, Germany and other emerging markets.

• Develop your own mobile and digital strategy through open dialogue around what is working and what is not. Assess the experiences of 4k-Seguros-Brasil Insurance, Marsh, AON, Grupo Pão de Açúcar and more.

Thank you for being such a good hostess and congratulations on a successful event! It was a pleasure be able to collaborate and interact with such a great crowd.

Zurich Latin America

Very enriching exchange of success stories with regional colleagues. Thanks to Hanson Wade for the invite, it was a great experience.

Liberty Seguros

Search groups for Líderes de Seguros Masivos - Seguros Massificados / América Latina & Brasi to join the online community.

PRAISE FOR HANSON WADE’S LATIN AMERICAN INSURANCE PORTFOLIO

Very useful, we dealt with many ideas and suggestions which are applicable in the short term.

Aon



12 – 15 May 2014 | São Paulo

Ângela Beatriz de Assis Communication and Products Officer Banco do Brasil

Rolf Steiner Senior Vice President Primary Value Chain Life & Health Swiss Re

Carlos Gracia Armendáriz former Country Manager Google Enterprise Spain and Portugal

João Paulo Moreira de Mello Superintendente de Parcerias Classic Seguros

Elcio Pereira COO & Head of Consumer Marsh Brasil

Bento Zanzini Executive Director Grupo Segurador BB-Mapfre

Eugênio Liberatori Velasques Executive Director Bradesco Seguros e Previdência

Alfredo Lalia Neto CEO HSBC Seguros

Tiago Neves Affinity Director Willis

Regina L. G. Simões General Coordinator SUSEP

Anderson Araujo Business Manager Grupo Pão de Açúcar

Ingo Dietz Executive Director Allianz

Peter Rebrin Global Head of Partnerships for General Insurance Zurich

Henrique Lima Chairman Odonto System

Served as Executive Manager of Management Products for Insurance, Pension Plans and Capitalization at Banco do Brasil, Executive Director of the Directorate of Internal Controls and as Division Manager at Cards.

Joined Swiss Re in 1998. Roles included Marketing Actuary, Client Manager and Region Head. In 2010 he became Head for Brazil and the Southern Cone, and currently drives new projects to enter into Life Insurance in Latin America and Health Insurance in Brazil.

As CEO of Mögrav, he helps large financial organizations to handle customer-facing processes, multichannel services and self service for digital customers. He was Mobile Banking and Payments Director in Santander Group.

35 years’ experience. Professor at Escola Nacional de Seguros - Funenseg. Contributor to the site “Tudo Sobre Seguros”. Vice President of Clube de Seguros de Pessoas de MG and member of the Conselho Empresarial de Seguros da Associação Comercial de Minas.

Has held the positions of COO Latin America at Willis, COO at Tempo Assist, and within Citigroup, Latin America Training and Development Center Director, Regional Director, and Asia Pacific Service & Quality Director.

He joined MAPFRE Group in 2002, after holding board level positions at insurance and financial services institutions in Brazil. He is currently responsible for the Strategic Business Unit of Life at Grupo Segurador BB-Mapfre.

Executive Director at BSP Affinity. Member of the Principles for Sustainable Insurance Initiative & Insurance Commission at UN Environment Programme, the Micro-insurance Network, SUSEP for MI and Popular Insurance and of FENAPREVI and Chairman of the Commission for MI at CNSeg.

Studied Physics, with an actuarial formation and an MBA in Insurance, Quality and People Management. Worked in insurance marketing since 1994 and at HSBC since 2001, where he worked in technical and risk positions, including regional position as CRO.

Has held the positions of Chief Operating Officer at MDS, Corporate Banking Director at Banif Investment Banking, Director at Caixa Geral de Depósitos, and Director at Unibanco.

Served as Coordinator at Working Group on MI, COREMEC Financial Inclusion Subcommittee and the multilateral working group for retail insurance rules. Member of the IAIS-CGAP on MI, the Delegation at WTO and at the Insurance Commission and the Solvency Margin Sub-commission MERCOSUL.

Currently responsible for the financial services sales team in Extra hypermarkets. Previously Regional Manager of the joint venture Banco Itaú-Grupo Pão de Açúcar. 9 years´experience in managing financial services sales team within retailers.

At Allianz Group he has held leading positions in Strategic Planning, Marketing, Public Policy and Government Relations. He holds a Masters Degree in International Law as a Fulbright grantee from the University of Texas-Austin.

Joined Zurich in 1999, where he held various Latin American leadership positions, including Head of Bank Distribution for General Insurance in Latin America. Previously worked at Cigna and AIG.

Qualified as Engineer, with an MBA (FGV / EAESP), PhD in Water Resources and Environmental Sanitation (UFRGS) and Executive Coach (SBC). He is currently CEO of Dental Plans Dental System and professor of specializations in business management.

SPEAKERSRoberto Shimizu Country Manager Genworth

Was CCO in Latam and CEO of Willis Peru, Managing Director of GE’s Shared Service Centre (Brazil) and Regional Insurance Director for GE Money Latam. He also worked for GE Switzerland, Dow Chemical and Price Waterhouse.

Valdinei Luiz Financial Products Manager Lojas Riachuelo

Manager responsible for retail marketing of financial products and services group: Credit Card - Flag and PL (Visa and Mastercard), Insurance and Assistance (10 types), Personal Loan.

Waldinei Guimaraes Business Intelligence & CRM Manager Grupo Pão de Açúcar

For the last 18 years he has worked in finance, pharma and retail leading companies: Credicard Itaú, Novartis and Grupo Pão de Açúcar. He holds professional and academic experience in CRM and Business Intelligence.

Francisca Mariano Commercial Manager Affinity 4K-Brasil Insurance

Responsible for the implementation of business development with a focus on start-up operations and innovation sales, as well as sales management for 4K-Brasil Insurance Group.

Anderson Freire Campus CEO Universidade Salgado Oliveira

Anderson is currently CEO of the Salgado Oliveira University and consultant at A3FW. He was responsible for commercial management of consumer financing and insurance at Itaú Unibanco in partnership with Group Pão de Açúcar/Ponto Frio.

Mariana Esteves Affinity Superintendent 4k - Brasil Insurance

At 4K, Brasil Insurance Group she pioneered the opening of new business frontiers for the company with large and medium retailers, focusing on business management, trade marketing and technological innovation.

For the Full Event Brochure

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brazilianretailinsurance.com

http://brazilianretailinsurance.com/download-brochure?utm_source=Slideshare&utm_medium=Slideshare&utm_content=Brochure&utm_campaign=Slideshare




12 – 15 May 2014 | São Paulo

The 1st Annual Brazilian Retail Insurance Summit brings together the key players in the retail insurance chain in Brazil. You will meet Presidents, CEOs, COOs, Executive Directors, Commercial Vice Presidents, Technology & Operations Directors and Heads of Distribution and Retail Insurance from across the major global and regional insurers. You’ll also meet the Insurance Heads and Commercial Managers from the country’s leading distribution channels.

WHOSHOULDATTEND

Insurers

Associations

Telecoms Operators

Supermarkets

Technology Providers

Brokers

Utilities

Consultants

SPEAKERSCONTINUED

Banks

The reason I am participating is the opportunity offered to executives and companies to expand the scope of their respective market segments that have been underdeveloped, i.e. segments that have not tended to have the opportunity to access financial products and insurance products.

AIG Seguros

Alan Barros CEO, Foco! Participações

Implemented business management policies, team training and new products, with focus on business development in various distribution channels, including retail chains, correspondent banking, insurance brokers, and administrators of credit cards.

Scott Horwitz Insurance Senior Director FICO

He brings full capabilities of decision management to the insurance industry in UK, Belgium, Germany, Canada, Brazil and US. He led the research for the first pooled property and casualty insurance underwriting risk scores using credit data.


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12 – 15 May 2014 | São Paulo

AGENDADAYONE | 13/05/2014

8.00 Registration & Coffee

9.00 Welcome and Opening Remarks from the Chairman

Overview of Brazil´s Retail Insurance Market

9.10 Overview of key opportunities in the Brazilian insurance market. Scope and opportunities in product development, distribution channels and customer loyalty• Learn how the new emerging middle class represents a

big growth in opportunities to increase market share• Envision what the market will need next in product

innovation, new channels and integrated technologies Eugênio Liberatori Velasques, Executive Director,

Bradesco Seguros e Previdência

9.50 How effectively has the insurance market capitalised on the Brazilian opportunity and what opportunities lie ahead? In this session you will understand what can be done to:• Create more balanced products• Deliver more value to the customer• Reduce distribution and manufacturing costs

Alfredo Lalia Neto, CEO, HSBC Seguros Brasil

10.30 Understanding regulation changes to protect the customer, and what this means for your business• Understand how to adapt at the market’s pace to

continue providing excellence in customer service and fair prices in a competitive market

Regina L. G. Simões, General Coordinator, SUSEP

11.10 Morning Refreshments and Speed NetworkingCoffee will be served after Hanson Wade’s unique Speed Networking Session, which is a great opportunity to meet the attendees with whom you would like to have a more in-depth conversation 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.Come armed with lots of business cards and network with the entire audience.

New Opportunities in Bancassurance

11.50 Challenges for the Brazilian market in Bancassurance. Benchmarking with other high-growing markets• See how the favourable regulatory landscape, low insurance

penetration and high, large bank penetration presents significant growth potential for Bancassurance

• Benchmark with similar scenarios from other high-growing markets such as Turkey and Poland

Peter Rebrin, Global Head of Partnerships for General Insurance, Zurich

12.30 Opportunities in Bancassurance for the Brazilian market• Determine what opportunities lie ahead for profitable

growth in strategy, sales, distribution and marketing Ângela B Assis, Products and Operations Director,

Banco do Brasil

13.10 Lunch and Networking Following speed networking, extend to 1-2-1 time

with attendees of your choice in this relaxed, informal environment.

14.30 Challenges and opportunities for the Brazilian market in Bancassurance - how to reach different regions and segments in emergent societies• Understand the difficulties that emerge when taking

insurance protection to the population living away from the more developed regions

• Consider how to address the various segments of society, taking into account the huge economic differences among them

Bento Zanzini, Executive Director, Grupo Segurador BB-Mapfre

Market Innovation Through Products and Distribution

15.00 Customer retention: Developing satisfied customers through loyalty programs• Discuss whether enthusiastic insurance customers are

wishful thinking or an achievable key factor of success• Learn how to untap potential even in saturated markets• Take away practical learnings from Allianz’ customer

loyalty program and their latest strategic digital moves Ingo Dietz, Executive Director, Allianz Seguros

15.40 How to respond to your customer’s evolving financial concerns and build confidence in insurance products and services• Understand how the “Genworth Index” provides a clear

and robust picture of the general financial situation of households in several countries, including Brazil

• Assess the key findings that came out of Genworth´s research in the process of creating this index

• Discover what drives the consumer’s feelings of financial security and vulnerability, and how insurance companies could respond to those demands

Roberto Shimizu, Country Manager, Genworth Brazil

16.20 Afternoon Refreshments and Networking

17.00 How to overcome the protection gap in life insurance in Brazil• Analyse the results of Swiss Re´s recent Latin American

surveys - special focus on Brazil• Understand the behavior of Life Insurance customers

better• Develop strategies for selling Life Insurance and expand

your market share in this segment Rolf Steiner, Senior Vice President, Primary Value Chain

Life & Health, Swiss Re

17.40 Understanding the broker’s role in a stressed and mature Brazilian market• Look back on how the affinity market has evolved

agressively• Understand what has led to today’s fairly mature stage

in brokerage, and how to easily adapt to the remaining regulatory, operational and structural adjustments

• See how insurers have evolved in their value proposition, in direct relation to sponsors

• Rediscover the role of brokers and redefine your service Tiago Mateus das Neves, Affinity Director, Willis Brasil

18.20 Closing remarks from the Chair and end of Day One

Keynote Session Panel Session Networking Session


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12 – 15 May 2014 | São Paulo

Designed to cater more exclusively to the Brazilian market, the 1st Annual Brazilian Retail Insurance Summit will be the key meeting point in the Brazilian Insurance event calendar to bring together Brazil´s insurance professionals for mass markets for

unparalleled networking and unique industry-first case studies. It is the community meeting point for CEOs, Directors and decision makers in Retail Insurance to meet and benchmark their strategies for continuing growth in 2014 and

beyond. The portfolio has been described by Aon Seguros as giving the “best meetings to get to know best practices in different parts of the region and to generate great new contacts that will help us in our daily work”.

ABOUTHANSONWADEHanson Wade operates the Latin American Insurance Portfolio of conferences in close collaboration with the region’s insurers, banks and distribution channels. The company has established its pedigree in developing industry leading summits that facilitate the exchange of high level business information and knowledge sharing with the aim of achieving commercial results faster.

insurance leaders attended a portfolio event

in the last two years

400+of research went into developing

the agenda

60+hrsof networking over four days

8+hrs of interactive sessions and workshops

14+hrs

Over the last five years the Hanson Wade Insurance Portfolio events have become industry reference points and are recognized by the most important insurance, banking and retail industry leaders. It has developed an active community which meets to benchmark product development and distribution innovation, in order to find a way to be successful and profitable in a challenging market.


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brazilian retail insurance summit

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