This document outlines the agenda for the 3rd Annual Latin American Retail Insurance Summit taking place from October 20-24, 2014 in Miami. The summit will bring together over 40 expert speakers from leading insurance companies in Latin America to discuss strategies for driving customer loyalty, becoming more customer-centric, and increasing market share. The agenda includes keynote sessions on trends impacting the industry, regulatory changes in the region, and understanding the new consumer. Additional sessions will focus on topics such as product innovation, the impact of digital technologies, partnerships and distribution strategies, and capitalizing on opportunities in bancassurance and microinsurance. Interactive workshops and networking sessions are also included to facilitate discussion and experience sharing among attendees.
The 2nd Annual Latin American Hanson Wade Retail Insurance Summit, taking place 28th October to 1st November 2013. Speakers include Chairman and CEO General Insurance Zurich Latin America. CEO
Banamex Seguros Mexico, CEO Axa Mexico, Chairman
Mapfre Insurance Brazil, General Manager – Digital & Direct ABSA Life South Africa and many others.
In developing this event, the Latin American Retail Insurance Week team has interviewed over 300 Latin American insurers, distribution channels, brokers, consultants and technology providers focusing on Brazil and Spanish speaking America. This was done through a series of in-depth quantitative surveys and qualitative interviews over a three month period this year. The purpose of this research was to get to the heart of the biggest
challenges and opportunities facing Latin American Insurers as they endeavour to win business in the highly competitive and fast paced retail insurance space. The result of this research was this meeting. Almost 30 CxO and senior insurance leader speakers from Insurers
and Distribution channels will help you improve your commercial partnerships, drive distribution innovation and optimize your digital and multi-channel strategies in the
new coming digital age. Attend this event to hear keynote CEO insights, case studies, interactive panels, international speakers and participate in masterclasses.
LAWYERS! Need some help BUILDING YOUR PRACTICE while social distancing FROM HOME? Here is a 50-page sample of a hot-off-the-presses new 2020 legal-marketing book, "The Ultimate Law Firm Partner's Working-From-Home Marketing Checklist: The Renowned Step-by-Step Process For Lawyers Who Want To Develop Clients." It's based on the best-selling "Ultimate Associate Marketing Checklist" with 10,000+ copies in print, revised for the new COVID-19 self-isolation situation. Kindle versions are available on Amazon (t.ly/86lE0) for $15 each, or you can buy 10+ e-books directly from the author for $5/lawyer at ross@fishmanmarketing.com. Email with questions or orders!
TABLE OF CONTENTS:
Book Overview
Acknowledgements
Preface
Introduction
Getting Started
Intra-Firm Marketing
Building Your Marketing Platform
Expanding Your Work from Existing Clients
Growing Your Network
Staying in Touch
Turning Prospects Into Clients
Client Service
Marketing Training
A Plea to Focus Your Marketing
Social Media Tools
LinkedIn
Twitter
Facebook
YouTube
Instagram
Snapchat
Presentations to Build Your Brand
Your Elevator Speech
Visiting Clients
Business Cards
Networking and Attending Seminars
Conduct a “Needs Assessment.”
General Mindset
Gender-Based Communication Musings
Your Mental Health
Conclusion
Author Biography
APPENDIX
Niche and Industry Marketing Checklist
Long Version
Short Version
Individual Marketing Plan
Long Version
100-Day Short Version
How to Write for the Internet and Enhance Your SEO
Writing an SEO-Enhanced Practice-Area Page
Writing an Effective Industry-Group Page
Writing a Great Website Biography/Profile Page
Drafting a Persuasive LinkedIn Profile
How to Write Persuasive Case Studies
Litigation Case Summary Form
Transactional Case Summary Form
The 2nd Annual Latin American Hanson Wade Retail Insurance Summit, taking place 28th October to 1st November 2013. Speakers include Chairman and CEO General Insurance Zurich Latin America. CEO
Banamex Seguros Mexico, CEO Axa Mexico, Chairman
Mapfre Insurance Brazil, General Manager – Digital & Direct ABSA Life South Africa and many others.
In developing this event, the Latin American Retail Insurance Week team has interviewed over 300 Latin American insurers, distribution channels, brokers, consultants and technology providers focusing on Brazil and Spanish speaking America. This was done through a series of in-depth quantitative surveys and qualitative interviews over a three month period this year. The purpose of this research was to get to the heart of the biggest
challenges and opportunities facing Latin American Insurers as they endeavour to win business in the highly competitive and fast paced retail insurance space. The result of this research was this meeting. Almost 30 CxO and senior insurance leader speakers from Insurers
and Distribution channels will help you improve your commercial partnerships, drive distribution innovation and optimize your digital and multi-channel strategies in the
new coming digital age. Attend this event to hear keynote CEO insights, case studies, interactive panels, international speakers and participate in masterclasses.
LAWYERS! Need some help BUILDING YOUR PRACTICE while social distancing FROM HOME? Here is a 50-page sample of a hot-off-the-presses new 2020 legal-marketing book, "The Ultimate Law Firm Partner's Working-From-Home Marketing Checklist: The Renowned Step-by-Step Process For Lawyers Who Want To Develop Clients." It's based on the best-selling "Ultimate Associate Marketing Checklist" with 10,000+ copies in print, revised for the new COVID-19 self-isolation situation. Kindle versions are available on Amazon (t.ly/86lE0) for $15 each, or you can buy 10+ e-books directly from the author for $5/lawyer at ross@fishmanmarketing.com. Email with questions or orders!
TABLE OF CONTENTS:
Book Overview
Acknowledgements
Preface
Introduction
Getting Started
Intra-Firm Marketing
Building Your Marketing Platform
Expanding Your Work from Existing Clients
Growing Your Network
Staying in Touch
Turning Prospects Into Clients
Client Service
Marketing Training
A Plea to Focus Your Marketing
Social Media Tools
LinkedIn
Twitter
Facebook
YouTube
Instagram
Snapchat
Presentations to Build Your Brand
Your Elevator Speech
Visiting Clients
Business Cards
Networking and Attending Seminars
Conduct a “Needs Assessment.”
General Mindset
Gender-Based Communication Musings
Your Mental Health
Conclusion
Author Biography
APPENDIX
Niche and Industry Marketing Checklist
Long Version
Short Version
Individual Marketing Plan
Long Version
100-Day Short Version
How to Write for the Internet and Enhance Your SEO
Writing an SEO-Enhanced Practice-Area Page
Writing an Effective Industry-Group Page
Writing a Great Website Biography/Profile Page
Drafting a Persuasive LinkedIn Profile
How to Write Persuasive Case Studies
Litigation Case Summary Form
Transactional Case Summary Form
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1. Become customer-centric
Drive customer loyalty
Increase market share
Tel: +44 (0) 203 141 8700 | Email: join@hansonwade.com
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
3RD
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:
2. 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: join@hansonwade.com 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.
3. SPEAKERS
Antonio Cassio Dos
Santos
Chairman CEO
GI Latin America
Zurich
Fernando Concha
CEO Latin America
RSA
Alessandro Deodato
CEO
BNP Paribas Cardif
Alejandro Arze
General Manager
Seguros Falabella
Mauricio del Pozzo
CEO
HSBC Seguros
Alessandro
Jarzynski
Regional CEO Latam
QBE
Agustín Polanco
CEO
Banamex Seguros
Javier Ganso
Global Life Latam
Chief Claims Officer
Zurich
Felipe García-
Huidobro Rivas
CEO
Seguros Ripley
David Gibert
Durkheim
Director Global
Regional Partners
BNP Paribas Cardif
Caio Valli
Regional Director for
Latin American
Caribbean Customers
Affinity Marsh
Thais Kirschner
SR VP COO Global
Specialty, Liberty
International
Underwriters
Guillermo Heyer
Regional Head of
Direct Marketing
Bancassurance
Latam Metlife
Alejandro Nino
General Counsel
Latin America
RSA
Flavia Núñez
General Manager
Falabella Argentina
Raphael
Swierczynski
CEO
QBE Brazil
Ana Paula de
Almeida Santos
Legal Director
Assurant
Fabiola Franco
Regional AH Life
Senior VP America
Latina
ACE
Raúl Bessone
General Manager
Sancor Seguros
Rafael Rebollar
Chief Marketing
Officer
Mapfre Seguros
María del Carmen
Ríos
Chief Commercial
Officer
Aon Bolivia
Gabriela Ortiz de
Rozas
Director Strategy
and Marketing
Caixa Seguros
FedericoSpagnoli
Consumer Head,
Latin America and
Caribbean
AIGPropertyCasualty
Nidia Solano
Brenes
President
Bancrédito
David Lamk
CEO
Istmo Compañía de
Reaseguros
María Karina
Suárez Rodríguez
Regional Actuary
Latin America
Division AIG
Enrique Arias
Director Affinities
RSA Mexico
Marcos Siqueira
Superintendent
Strategic Planning
and Distribution
Liberty Seguros
María Félix Torrese
Director Partnerships
and Personal Lines
Pacífico Seguros
José Morales Mauri
General Manager
Idepro Institución
Financiera de
Desarrollo
Eduardo Cassab
Machaen
CEO
Segudirecto
Regina Simões
Executive Director
Bradesco Seguros
Juan Luis de Vega
Insurance Director
Tiendas Liverpool
Gustavo Figueira
Rosa
Product Director
Capitalization
Icatú Seguros
Luis Bosch Delarue
CEO
Allianz Global
Assistance
Vito Treccharichi
Former Head of
Transformation
Zurich
Rodrigo Vázquez Calero
VP International Mass
Marketing
Pan-American Life
Mexico
Antonio Guzmán
President
Inmotion GIT
Alejandro
Jaramillo
President
ReMark
International
Ralph
Schonenbach
CEO
Trestle Group
Eduardo Olivo
CEO
Sudseguros
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 Montoya
President
AIG
Alper Erdinç
Executive VP of
Agency Channel
BNP Paribas Cardif
Turkey
Constantino Benko
Regional Consumer
Compliance
Manager
ACE
Tel: +44 (0)203 141 8700 Email: join@hansonwade.com 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
4. 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: join@hansonwade.com 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
5. 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 2014
Keynote 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: join@hansonwade.com 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
6. 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 2014
Keynote 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
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3rd Annual Latin American Retail Insurance Summit 2014
Miami | 20 – 24 October 2014
6
7. 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 2014
Keynote 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
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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
8. 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 2014
Keynote 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
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Líderes de Seguros Masivos - Seguros Massificados / América Latina Brasil
3rd Annual Latin American Retail Insurance Summit 2014
Miami | 20 – 24 October 2014
8
9. 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 2014
Keynote 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
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Líderes de Seguros Masivos - Seguros Massificados / América Latina Brasil
3rd Annual Latin American Retail Insurance Summit 2014
Miami | 20 – 24 October 2014
9
10. 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 2014
Keynote 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
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Líderes de Seguros Masivos - Seguros Massificados / América Latina Brasil
3rd Annual Latin American Retail Insurance Summit 2014
Miami | 20 – 24 October 2014
10
11. María del Carmen Ríos
Chief Commercial Officer
AON Bolivia
José Morales Mauri
General Manager
Idepro IFD
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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 Schonenbach
CEO
Trestle Group
Vito Treccharichi
Former Head of Operational
Transformation, Zurich
Alper Erdinç
Executive 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.
12. NETWORKING
COMPANIES WHO HAVE ATTENDED
YOU’LL MEET PEOPLE FROM...
Tel: +44 (0)203 141 8700 Email: join@hansonwade.com 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 NETWORKING
A 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 DISCUSSIONS
Take 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 BREAKS
In 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 companies
23%
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%
13. PARTNERS
Sign Up
Contact
Lothifa Chowdhury
Partnerships Director, Insurance, Latin America
Tel: +44 (0)203 141 8700
Email: sponsor@hansonwade.com
Tel: +44 (0)203 141 8700 Email: join@hansonwade.com www.retail-insurance.com
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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
14. 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 Rozier
LatAm Insurance Portfolio
Program Director
David González
Commercial Manager
LatAm
Jennifer Brazier-
Thompson
LatAm Event Customer
Management Executive
Silmara Prowse
Sr. Project
Co-ordinator
Lothifa Chowdhury
Partnerships Director,
Insurance, Latin America
Juan Pablo Lacorte
Sr. 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
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3rd Annual Latin American Retail Insurance Summit 2014
Miami | 20 – 24 October 2014
14
15. PRICES AND DISCOUNTS
Code:4543
REGISTRATION CHECKLIST
1. 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% Discount
4+ Delegates: 15% Discount
5+ Delegates: 20% Discount
10+ 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 PACKAGE
Conference Only
$2099 (save $600) $2299 (save $400) $2499 (save $200) $2699
SILVER PACKAGE
Conference + Full Day Workshop
Select Workshop A, B or C
$3398 (save $700) $3598 (save $500) $3798 (save $300)
$3898
(save $200)
GOLD PACKAGE
Conference + 2 Full Day Workshops
Select Workshop A, B or C
$4697 (save $800) $4797 (save $700) $4897 (save $600)
$5097
(save $400)
PLATINUM PACKAGE
Conference + 3 Full Day Workshops
$5896 (save $1000) $5996 (save $900) $6096 (save $800)
$6296
(save $600)
WORKSHOPS
Full Day Workshop Only (Each)
Select Workshop A, B or C
$1299 (save $100) $1299 (save $100) $1399 $1399
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3rd Annual Latin American Retail Insurance Summit 2014
Miami | 20 – 24 October 2014
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You can register your place
quickly and easily online. Visit:
www.retail-insurance.com/register
Contact 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, USA
www.hotelconradmiami.com
Overnight accommodation is not included in the registration fee, however accommodation
options will be sent out with your confirmation email upon registering.