2nd Annual Retail Insurance Summit

28th October to 1st November, MIAMi

2ND ANNUAL LATIN AMERICAN

WEEK 2013
• Develop Better Retail Partnerships
• Drive Distribution Innovation
• Optimize Digital & Multi Channel

Simultaneous
Translation

26+ Expert Insurance Leaders Include:
Antonio Cassio dos Santos
Chairman and CEO General
Insurance
Zurich Latin America

Agustin Polanco
CEO
BANAMEX
SEGUROS
MEXICO

Gonzalo Maureira
Commercial Division Head
WALMART FINANCIAL
SERVICES CHILE

Xavier de Bellefon
CEO
AXA MEXICO

Ayanda Seboni
General Manager –
Digital & Direct
ABSA LIFE SOUTH
AFRICA

Marcos Ferreira
Chairman
MAPFRE INSURANCE
BRAZIL

José Luis Bernal
Managing Director –
Global Direct
Insurance
MAPFRE

Alessandro Jarzynski
CEO for Brazil, Ecuador,
Chile & Puerto Rico
QBE INSURANCE GROUP

Program Partner

Innovation Partner

Tel: +1 212 537 5898 Fax: +1 212 537 5898

www.retail-insurance.com

Email: info@hansonwade.com

28th October to 1st November 2013 | MIAMI

HOW THIS EVENT WAS CREATED
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.

The 2nd Latin American Retail
Insurance Week 2013 has been
designed specifically with these
challenges in mind. Attend
this event to hear keynote CEO
insights, case studies, interactive
panels, international speakers and
participate in masterclasses.

ABOUT the Latin American Retail &
Microinsurance Portfolio
Established in 2010, the Latin American Microinsurance Summit and
later Latin American Retail Insurance Week have succeeded in bringing
together entire teams from the major global as well as local insurers,
banks and distribution channels focusing on retail and mass market
insurance.
Delegates include CEOs, COOs, Commercial Vice Presidents and other
senior insurance leaders from Latin American insurance firms, banks
and traditional and non traditional distribution channels.

ABOUT HANSON WADE
Hanson Wade operates the Latin American Retail & Microinsurance
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.
The 2nd Latin American Retail
Insurance Week is the only meeting
in the Latin American Insurance
event calendar to bring together
the region’s retail insurance

professionals for unparalleled
networking and unique and industryfirst case studies. Attracting over
130 insurance leaders in 2012, the
event, which has been described as

Tel: +1 212 537 5898 Fax: +1 212 537 5898


the “best meeting point” for retail
insurance in Latin America, will unite
over 180 participants in 2013.



BENEFITS OF ATTENDING
Make sure that your retail insurance strategy sets you
apart from your competitors.
The significant and - in some cases - double digit growth in retail insurance
presents opportunities to the Latin American insurance market, yet some
insurers and distributors are way ahead of the game. What is setting them
apart from their competition?
The 2nd Latin American Retail Insurance Week tackles 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 the major global insurers in building successful retail
distribution channels and developing innovative products.
The focus this year is on distribution innovation and reaching the unbanked
through effective distribution networks and payment mechanisms. Discover
how the major insurers are succeeding with electronic distribution, big data,
automization of CRM campaigns and more. In addition, don’t miss the sponsor
focus including insights from major sponsors on how insurance is helping
build customer loyalty and create new revenue streams.
You’ll leave with a roadmap for achieving the transformational change
necessary to quickly evolve your digital strategy and significantly improve
distribution.
Attend the 2nd Latin American Retail Insurance Week and:
• Join the Latin American Insurance Leaders Panel on Wednesday 30th
October, including the CEOs from Banamex, Axa Mexico, Zurich Latin
America, Mapfre Brazil & QBE Insurance Group Brazil, Ecuador, Puerto
Rico & Chile
• Identify exactly how Brazil has gained its leading status in retail
insurance across Latin America through distribution innovation, business
transformation and product development. Hear over 6 presentations from
the leading Brazilian Insurers including Zurich, Mapfre, Icatu Seguros,
Sinaf Seguros & QBE Insurance Group
• Identify exactly how you can significantly increase sales through your
distribution channels: Hear key insights from major retailers and banks
including Walmart & Mibanco Peru
• Evolve your digital strategy, including mobile. Hear fresh insights from,
AXA, Seguros Sura S & Açoreana Seguros and more
• Develop innovative new ways to reach the unbanked: Understand how from
Absa Life South Africa, Pioneer Philippines & MITEC
• Quantify the business case and establish how to identify the hidden
opportunities in auto-extended warranty: Hear how from former President
International Markets – Virginia Surety

Search groups for Leaders in Latin American
Insurance to join the online community.

Tel: +1 212 537 5898 Fax: +1 212 537 5898


Praise for Hanson
Wade’s Latin
American Insurance
Portfolio
I consider this one of the
best meetings to get to
know best practices in
the different parts of the
region and generate great
new contacts that will
help us in our daily work.
Claudio Orellana, CEO,
BNP Paribas Cardif

The quality of the
attendees and the quality
of the Hanson Wade staff
made this event not only
excellent value but also
an enjoyable experience.
Thank You!
Director of Marketing,
Latin America CSC

Good presentations and
high level attendees. Very
enriching and good for
networking.
CEO,
Red Seguros

Enriching in terms of the
new approach to retail
insurance in Latin America,
the new strategies in
development, marketing
and lower costs for new
products that satisfy
customers.
Global Reinsurance Brokers



SPEAKERS
Fabian Alvarez
Massive Channels
Manager
Seguros Sura
Colombia
Fabian is responsible for
distribution channels such as
large retailers, catalogue sales,
utilities, telesales and Internet. A
Civil Engineer from the National
University of Medellin.

Antonio Cassio Dos
Santos
Chairman and CEO
General Insurance
Zurich Latin America
Antonio was former Chairman
of the Board and CEO of Mapfre
Brazil and responsible for the
JV between Mapfre and Banco
do Brasil. He is the current Vice
President of CNseg.
Marcos Ferreira
Chairman
Mapfre Insurance
Brazil
Marcos has over 20 years
experience in the insurance
industry. As well as his position
at Mapfre, Marcos also holds a
directorship position at FenSeg.

Geric Laude
Vice President
Microinsurance
Pioneer Philippines
Geric is First Vice President and
the champion for Microinsurance
of the Pioneer Group of Insurance
Companies. Having 27,000 clients
in 2009, Pioneer Microinsurance
saved more than a million lives
in 2012.

Sanjay Mohan
Senior Vice President
and Head of Insurance
Americas
Polaris Financial
Technology
Sanjay has been working with
client executives globally for
almost 20 years and has developed
extensive business knowledge
coupled with deep understanding
of technology and information
systems.

Enrique Arias
Director Affinity
RSA Group Mexico
Enrique has 18 years experience
in the insurance sector,
starting in Argentina with
regional responsibilities for
Latin America and the Mexican
Market.

David Castro
Director of Individual
Life
Pan American Life
Ecuador

Jose Luis has more than 18
year experience in General
Insurance, specializing in the
Direct Channel. He is now
responsible for the Global Direct
Structure with the mission of
developing Direct Insurance
Business throughout the world
for the Mapfre Group.
Xavier De Bellefon
CEO
AXA Mexico

David is an Economist specializing
in insurance. He has experience
in marketing, developing and
distributing through direct
channels and third parties as well
as non-traditional channels. He is
always searching for new channel
and protection alternatives.

Xavier has been CEO of AXA Mexico
since 2008 and has been with AXA
since 2004 where he has held varied
leadership roles including sales
and distribution in Spain, Product &
Marketing in France and Planning
and Development for Northern
Europe and CEE.

Anderson Freire
Former Commercial
Manager (Pão De
Açucar)
Itau Unibanco Brazil
Anderson is currently acting
as CEO of the Salgado Oliveira
University and consultant at
A3FW. He was responsible for
the commercial management
of consumer financing and
insurance at Itaú Unibanco in
partnership with Group Pão de
Açúcar/Ponto Frio.

Hilario Itriago
Customer, Operations
& IT Director
RSA Latin America

Henrique F. Lucas
CFO
Eletrosom S/A
Henrique Lucas, MSc in
Economics, is currently CFO of
Eletrosom S/A. He is responsible
for Financial Services, Consumer
Financing and Insurance
Products. He was responsible
for the Strategic Planning and
Products in the Retail segment at
Semear Bank S/A.

Carlos has been General Manager
at Mibanco since April 2012. Prior
to this he spent 14 years at Banco
de Crédito BCP where his roles
included Commercial Division
Manager, Provincial Commercial
Area Manager and Small Business
Bank Manager.


Hilario is responsible for
operations in Latin America,
including inspections, issuance,
policy supply chain/distribution,
back-office support, for Personal,
Broker and Affinity businesses.

Gonzalo Maureira
Commercial Division
Head
Walmart Financial
Services Chile
Gonzalo has 20 years of experience
in the financial services sector
with roles including Personal
Banking Products Manager at
Bank Corpanca as well as Product
Division Head at Banco Ripley and
Intermediation and Transaction
Services Manager.

Pedro leads SINAF Group,
a private group with nine
companies in five business
divisions and 29 years of
experience in the funeral service
business. Since 2002 SINAF
Group has been a pioneer in
the development of popular
insurance in Brazil.
James L. Donaldson
Founder Global
Business Development
& Former President
International Markets
Virginia Surety North
America
James has over 22 years of
executive experience driving
profitable warranty programs
in 28 countries around the
globe. James is a consultant
to insurance companies and
administrators around the globe.
Alessandro Jarzynski
Regional CEO Brasil,
Ecuador, Chile &
Puerto Rico
QBE Insurance Group
Brazil
Alessandro is currently CEO of
QBE Brazil. He is responsible for
Insurance Products distributed
through strategic partners in
the Utilities and Retail segment,
using Direct Marketing tools.
Antonio Ceño Merino
Global Head of IT
Solutions for Financial
Services
Indra
Antonio started his professional
career in Indra in 2000, since
when he has assumed different
responsibilities including Director
of several projects in Asia, Latin
America and Middle East, Head of
Center of Competences in Indra
Brazil and Head of international
insurance markets.

Cristian Nieto Gavilan
Intermediation
Manager
Walmart Financial
Services Chile

Carlos Morante
General Manager
Mibanco Peru

Tel: +1 212 537 5898 Fax: +1 212 537 5898

Pedro Bulcao
Director
Sinaf Seguros Brazil

José Luis Bernal
Managing Director –
Global Direct Insurance
Mapfre

Cristian has 10 years of experience
in retail insurance with roles
including Massive Channels
Manager at ISE Chile, Manager
of Personal Lines in Walmart
Financial Service Chile.

Esteban Pico
Commercial Vice
President
QBE Insurance Group
Ecuador
Esteban has been specializing in
agricultural and banking insurance
for over 16 years and is in charge
of Property and Casualty, Cargo,
Bonds, Bank Insurance and Agro
Units at QBE Insurance Group.



SPEAKERS Continued
Agustín Polanco
CEO
Banamex Seguros
Mexico
Agustín has 20 years of experience
in the financial sector. He is
an actuary and is an expert on
financial risk management and
strategic planning, with both
academic and practical experience.

Ayanda Seboni
General Manager Direct & Digital
ABSA Life South Africa
Ayanda is responsible for the
Direct and Digital distribution
of Absa Life. She is responsible
for the distribution of Non
Underwritten products through
all non face to face channels
including telesales, online,
mobile and ATM’s.

Luis Reis
Head of Partnerships
Latin America
Zurich Brazil
Working for the past fifteen years
in the insurance industry Luis has
held a number of senior executive
positions including Accident,
Benefits & Life Director for Latin
America at Chubb and Director of
Life & Pensions at Icatu Hartford
in Brazil.

Aura Rebelo
Product & Markting
Director
Icatu Seguros
Aura Rebelo is a Social
Communications, with an
MBA in Administration at
Coppead-RJ. She has 25 years
of experience in marketing and
businesses development in
leading companies of various
segments.

Igal Rubinstein built the first
website in Mexico for car insurance
sales. He is an expert in designing
new products, creating channels
and vehicles to commercialize
different kinds of insurance.

Bento Zanzini
Executive Director
Banco do Brasil &
Mapfre Insurance
Group

Juan Carlos
Viramontes
CEO
MITEC Mexico

Roberto Tinoco
CEO - International
Affinity
WILLIS
Roberto has always worked
with insurance developing
partnerships with Financial
Institutions, Professional Trade &
Associations, Auto Manufactures,
Retailers, Utility Companies,
Real Estate Agents and Big
Employers.

Igal Rubinstein
CEO
Seguros S Mexico

Juan is responsible for running
all facets of the organization,
bringing more than 20 years of
experience innovating by the
development of business models
to accommodate customer
needs.

Bento joined the MAPFRE Group
in Brazil in 2002, after holding
positions at the board level in
insurance and financial institutions
in the Brazilian market. Since June
2011 MAPFRE Group entered into
a partnership with Banco do Brasil.

WHO SHOULD ATTEND
The 2nd Latin American Retail Insurance Week brings together the key players in the retail insurance
chain in Spanish and Portuguese speaking America. You will meet CEOs, COOs, Commercial
Vice Presidents, Technology & Operations Directors & Heads of Distribution, Retail Insurance &
Microinsurance from across the major global and regional insurers. You’ll also meet the Insurance
Heads and Commercial Managers from the region’s distribution channels.

Insurers

Brokers

Associations

Technology Providers

Utilities

Telecoms Operators

Consultants

Banks

Tel: +1 212 537 5898 Fax: +1 212 537 5898



Supermarket

AGENDA DAY ONE | 30/10/2013

Keynote Session

8.00 Registration & Coffee

9.10 Opening Remarks from the Chairman
9.20 Insurance market trends and the role of technology in
emerging markets
Antonio Ceño Merino, Global Head of IT Solutions for
Financial Services, Indra

Addressing Progress Being Made & Identifying Gaps
13.00 The importance of insurance in the business of financial
services in Walmart Chile

• Analyzing customer loyalty at Walmart
• Exploring the value of insurance in the retail business

Reflections - Insurance Leaders in Latin America
9.50 Reflections and highlights of Zurich’s retail insurance
strategy in Latin America
• Exploring the opportunities and challenges presented by
the significant growth in general insurance

Antonio Cassio dos Santos, Chairman and CEO General
Insurance, Zurich Latin America
10.05 Brazilian experience in alternative distribution channels:
enabling access to insurance and respecting regional
differences
• Determining the key steps for growing your mass market
insurance business

Marcos Ferreira, Chairman, Mapfre Insurance Brazil
Bento Zanzini, Executive Director,
Banco Do Brasil & Mapfre Insurance Group
10.20 eflections and highlights of QBE’s distribution strategy in
R
Brazil
• The importance of a customer oriented culture to the
relationship with distribution partners
• How internet and social media is gaining relevance in
managing brand reputation

Alessandro Jarzynski, Regional CEO Brasil, Ecuador, Chile
& Puerto Rico, QBE Insurance Group
10.35 Moving from channels to segments
• Integrating multiple channels to better reach customers

Agustin Polanco, CEO, Banamex Seguros Mexico
10.50 Insights into AXA Mexico’s digital strategy
• Building a leading digital brand
• Digitalizing insurance distribution

Xavier De Bellefon, CEO, AXA Mexico
11.05 Speed Networking & Coffee

Coffee will be served after Hanson Wade’s unique speed
networking session. Come armed with lots of business
cards to meet the entire audience in on 30 minute session.
12.05 Latin America Insurance Leaders Panel – Driving
distribution innovation and forming powerful partnerships

Panellists include:
Agustin Polanco, CEO, Banamex Seguros Mexico, Antonio
Cassio dos Santos, Chairman and CEO General Insurance,
Zurich Latin America, Marcos Ferreira, Chairman,
Mapfre Insurance Brazil, Alessandro Jarzynski, Regional
CEO Brasil, Ecuador, Chile & Puerto Rico,
QBE Insurance Group,
Xavier De Bellefon, CEO, AXA Mexico


Networking Session

12.30 Retailers, Sponsors & Bancassurance Insight

Developing powerful and profitable retail partnership
• Determining which retail channels to invest resources in
for mass market insurance

Luis Reis, Head of Partnerships Latin America,
Zurich Brazil

9.00 Welcome address from Nicola Freeman, Program
Director, Hanson Wade

Tel: +1 212 537 5898 Fax: +1 212 537 5898

Panel Session

Gonzalo Maureira Von Bischoffshausen, Commercial
Division Head, Walmart Financial Services Chile

13.30 Networking Lunch
14.30 Optimizing your product diversification
• Determining how to diversify into credit, health and life
insurance

Carlos Morante, General Manager, Mibanco Peru
15.00 Understanding how QBE Ecuador has developed an
optimal Bancassurance model
• Understanding the end to end process from platform
integration to operation and customer care

Esteban Pico, Commercial Vice President,
QBE Insurance Group Ecuador

Affinity & Partnerships
15.30 Driving innovation through customer-centricity
• Achieving effective interaction and determining what the
client wants

Enrique Arias, Director Affinity, RSA Group Mexico
16.00 Afternoon Refreshments
16.30 Exploring best practice in payment collection and door to
door sales team management
• Identifying how to incentivize and train door to door
sales teams
• Determining how to move towards regular payments

Pedro Bulcao, Director, Sinaf Seguros Brazil
17.00 Developing a win-win commercial strategy for working
with a major retailer
• Mapping your segment and developing mutli-channel sales
models
• Defining your portfolio and aligning your position
• Converting the retail client flow into sales opportunities using
electronic channels to win higher volumes of business

Anderson Freire, Former Commercial Manager (Pão De
Açucar), Itau Unibanco Brazil
17.30 Closing remarks from the Chair and end of Day One
Join the speakers and delegates for networking drinks
immediately following the conference. Take advantage of
the more relaxed environment to strengthen the contacts
you made in speed networking.


AGENDA DAY TWO | 31/10/2013

Panel Session

12.20 Exploring insurance product development for clients at
Walmart Chile

8.00 Registration & Coffee
9.00 Opening Remarks from the Chairman

• Simplifying products to create value for the customer

Electronic Distribution, Mobile & Technology

• Ensuring transparency

9.10 Understanding the critical lessons learnt in Mapfre’s
global direct insurance business
• Building web as the key direct channel and linking this
with telephone or agents to successfully close the sale
• Understanding the key lessons learnt across the globe and
how these relate to Latin America

José Luis Bernal, Managing Director – Global Direct
Insurance, MAPFRE

12.50 Networking Lunch
14.10 Panel Discussion: Challenges and opportunities for
insurance retail distribution

Panellists include:

Cristian Nieto Gavilan, Intermediation Manager, Walmart
Financial Services Chile; Henrique F. Lucas, CFO,
Eletrosom S/A

14.50 Developing a powerful cross and upselling strategy for
credit, health and life insurance through your branches

10.10 Getting your multi-channel digital strategy right
• Evaluating your technology strategy and identifying
what you need to invest in to move forward with multichannel customer relations
• Identifying the key challenges associated with joining
up data from mobile, telemarketing, internet, agents and
call centers
• Determining how to develop cross and upselling
initiatives based on data

Fabian Alvarez, Massive Channels Manager,
Seguros Sura Colombia
10.40 Morning Refreshments

• Understanding how to segment your client portfolio to
obtain better and more profitable products
• Determining the data needed to develop an attractive
product offering

David Castro, Director, Individual Life,
Pan American Life Ecuador

15.20 Afternoon Refreshments
15.50 Identifying new approaches to developing financial
education to boost demand for mass market insurance
• Exploring the financial planning needs of each segment

Direct Marketing & Distribution Innovation
11.10 Next Generation Insurance
The next generation of insurance consumers will mandate
the carrier to look and behave very differently than the
carrier of today . What strategies do carriers need to adopt to
win in this environment?

Sanjay Mohan, Senior Vice President and Head of
Insurance Americas, Polaris Financial Technology

• Developing financial education programs through online
content, games and actions in social networks
• Fostering a culture for consumer protection

Aura Rebelo, Product & Marketing Director ,
Icatu Seguros

16.20 Panel Discussion: Reaching the unbanked and new
segments of the population
This session will explore new product innovation and
partnerships with alternative distribution channels

11.20 Insurance sales innovation through different kinds of
business models
• How to find the right business models
• How to find the right product
• Why offer integral solutions and not just insurance?

Igal Rubinstein, CEO, Seguros S Mexico

Panellists include:

11.50 Key insights on winning telemarketing from Absa Life
South Africa
• Exploring leads management, product suitability, scripting,
sales and retention and monitoring and reporting
• Getting the data and profiling accurate as a key success
factor in campaigns

Ayanda Seboni, General Manager – Direct & Digital,
ABSA Life South Africa


Cristian Nieto Gavilan, Intermediation Manager,
Walmart Financial Services Chile

This session will invite all retail channels in Latin America
including banks, supermarkets, dealers, cell phone
operators and more.

9.40 Using technology to drive distribution innovation and
transform the customer experience: IT, operations &
customer experience perspectives
• etermining the framework and approach for
D
transforming distribution
• Establishing how technology can be used to become
much more customer facing
• Improving operational efficiency through technology

Hilario Itriago, Customer, Operations & IT Director,
RSA Latin America

Tel: +1 212 537 5898 Fax: +1 212 537 5898

Networking Session

Geric Laude, Vice President Microinsurance,
Pioneer Philippines, Igal Rubinstein, CEO,
Seguros S Mexico, Juan Carlos Viramontes, CEO,
MITEC, Ayanda Seboni, General Manager – Direct &
Digital, ABSA Life South Africa

17.00 End of Conference & Closing Remarks from the Chairman


Masterclass A: Quantifying the business case and establishing how to set
up an extended warranty business
Date: 28th October 2013 | Start and end times: 09.00-16.00
Masterclass Leader: James L. Donaldson, Founder, Global Business Development
& Former President International Markets, Virginia Surety
Is extended warranty part of your company’s strategic plan? This masterclass will assist you and your firm in determining
a business case for establishing a strategy and implementing extended warranty operations across personal lines, general
and auto insurance distribution channels as well as indicate where opportunities lie at retail and beyond.
By attending this world-leading masterclass, you will leave able to:
• Understand which products can be warranted and have sufficient volume in the market to rationalize the effort,
including Cell Phones, Technology, Camping Tents, Underground Cabling, Waterlines, Consumer Electronics,
Automobile, Agricultural Equipment and more.
• Establish the difference between retail versus Channel versus Affinity warranty sales. Is there room for both?
• Determine the pros and cons of distributing through dealers and developing direct affinity models

Masterclass B: Developing new approaches for optimizing and streamlining your
retail insurance business in Latin America
Date: 29th October 2013 | Start and end times: 09.00-16.00
Masterclass Leader: Roberto Tinoco, CEO – International Affinity, Willis
The aim of this workshop is to develop new business and operational models to capture the significant growth of retail and
mass market insurance in Latin America. The workshop will be divided into four parts, which will include presentations and
then interaction where all of the participants will break into working groups to debate and exchange ideas.
• Explore the opportunities presented by new and alternative distribution channels such as mobile, retail, banks,
professional associations, auto dealers, utilities and more
• Discuss the opportunity for new product development as a result of partnerships with new and alternative distribution
channels
• Determine how to evolve your systems and processes to respond to the needs of your mass market business
• Explore new business models, partnerships and opportunities in retail insurance in Latin America

Masterclass C: Build your payment strategy for retail insurance
Date: 1st November 2013 | Start and end times: 09.00-16.00
Masterclass Leader: Juan Carlos Viramontes, CEO, MITEC
Attend this masterclasss to speed up your expertise of online, mobile and alternative methods of payment. Being able
to develop a real time payment mechanism that can complete the sale at the point of purchase will be the main focus of
this one day masterclass.
• Understand what you can and cannot do in terms of payments, as opposed to assuming that everything is forbidden
• Understand new approaches for reaching the unbanked
• Understand how to set up safe online and mobile payments
• Develop a payment strategy for web and mobile and getting up to speed on alternative payment methods: Exploring
UKash, Mwallets, phone payments and new advances
• Determine how to minimize the risks of fraud
• Get the automization of payments up and running to close the sale at the time of purchase

Tel: +1 212 537 5898 Fax: +1 212 537 5898




2nd Latin American Retail Insurance Week
AT A GLANCE
Where will the attendees come from?
Mexico & Central
America 17%
10%

17%

18%

6%
41%

Andean Countries
(Colombia,
Ecuador, Peru,
Bolivia &
Venezuela) 41%
Southern Cone
(Argentina, Chile,
Paraguay &
Uruguay) 6%
Brazil 18 %

57hrs

13+hrs

of research went
into developing
the agenda

Rest of the World
10 %

11%

12%

Ask your
questions

16.5 hours of
interactive sessions
and workshops

Who will be attending?
4%

of networking
over 5 days

Sponsors/Distribution
Channels 12%
Insurance Companies 58%

15%

Brokers 15%
Consultants & Technology
Providers 11%
58%

135
companies have
attended a Latin
American Retail
Insurance conference

Governments &
Associations 4%

The quality of the attendees
and the quality of the
Hanson Wade staff made
this event not only excellent
value but also an enjoyable
experience. Thank You.
Director of Marketing,
Latin America CSC

185
individuals have
attended a Latin
American Retail
Insurance confernece

Tel: +1 212 537 5898 Fax: +1 212 537 5898


Hanson Wade are fast
becoming the deliverers of
content and networking in
this space.


Principle,
Omidyar Network


WHY SPONSOR
Do you have a service or product that could help insurers, distribution channels and brokers improve
distribution, bring down costs or increase operational efficiency? If so, sponsorship at this event will
enable you to capitalize on the huge exposure to – and give you a credible platform in front of - Latin
America’s insurance and retail distribution community – who are actively looking for proven solutions
to help them reach the mass market more efficiently.

Why Sponsor?
Hanson Wade’s insurance series consistently delivers
the latest intelligence. Benefit from positioning
yourself as an industry expert in a room packed with
senior executives from Latin America’s insurers,
brokers, banks and retail distribution channels.
Position yourself as an industry leader in
insurance in Latin America
Build credible relationships with future buyers

Access the rapidly growing retail insurance
industry in Latin America

For information on sponsorship,
please contact Miles Harley at:
mharley@hansonwade.com
or call +44 (0) 20 3141 8700

program partner

Innovation partner

Founded in 1993, Polaris Financial Technology Limited
with 250+ clients worldwide offers state-of-the-art
products and solutions for Insurance, Wealth & Asset
Management, Core and Corporate Banking segments
for unprecedented operational productivity. Polaris is
the chosen partner for 7 of the top 10 global insurance
companies and 9 of the top 10 global banks.
Polaris’ 56+ insurance clients worldwide have
achieved unparalleled efficiency through our unique
Frameworks, Assets and IP.
Polaris has a talent strength of over 12,000 solution
architects, domain and technology experts. The
company owns the largest set of Intellectual
Properties in the form of a comprehensive “Intellect”
product suite which is the first pure play SOA based
application suite for Insurance, Retail, Corporate and
Investment banking.
For more information, please visit
www.polarisFT.com

Indra is a global company of high
value-added IT solutions and services,
leader in Spain and one of the leadings
of Europe and Latin America. Indra
operates in more than 128 countries
and has more than 42.000 employees
worldwide. On the insurance market,
Indra has more than 20 years of
experience working with our clients to
develop and implement core systems.
Its iONE platform was awarded with
the “XCelent Technology 2012” award
as the most technologically advanced
platform of 2012 in Latin America.
www.indracompany.com

Tel: +1 212 537 5898 Fax: +1 212 537 5898


Featured Exhibitor

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



NETWORKING AT 2nd Latin American RETAIL
INSURANCE WEEK
Making contact with your colleagues in the industry is one of the most important parts of your
conference experience. Sharing experiences with your industry peers will not only help you to
benchmark your distribution strategy but provides a rare opportunity to meet with the key retail
insurance retail and distribution channels stakeholders involved in taking these insurance products
to the mass market. At the 2nd Latin American Retail Insurance Week, you’ll have over 13+ hours of
networking time built into the agenda at various stages across the five days.

SPEED
NETWORKING
Build relationships with industry peers and future
clients from across the retail insurance industry,
in dedicated Speed Networking. This is a 1 hour
period of intensive networking giving you the chance
to meet other attendees. Take advantage of this
time to break the ice, exchange contact details and
coordinate 1-2-1 meetings.

DRINKS
RECEPTION
After the formal presentations have finished, the networking
carries on. The Drinks Reception is an informal part of the
conference agenda, allowing you to connect with your peers
after the conference in a relaxed atmosphere and continue to
forge new relationships with other security representatives.
Enjoy well earned drinks and canapés at the end of day 1.

Don’t forget your business cards!

1-2-1

NETWORKING
Use the speed networking to arrange 1-2-1
networking meetings. Get extended face time with
attendees of your choice in the relaxed, informal
environment at lunch, refreshment breaks and the
drinks reception.

Tel: +1 212 537 5898 Fax: +1 212 537 5898



28th October to 1st November 2013 | MIAMI | Priority Code:

MKT

Event Prices

Register
Tel: +1 212 537 5898
Fax: +1 212 537 5898
Email: register@hansonwade.com

Mail:
Hanson Wade
Charter House
13-15 Carteret St
London, SW1H 9DJ

Package

Venue
Hilton Miami Downtown
1601 Biscayne Boulevard
Miami, FL 33132
Accommodation
Overnight accommodation is not included in the registration
fee, however accommodation options will be sent out with
your confirmation email upon registering.

US$2289
(Save $200)

US$2389
(Save $100)

US$2489

US$3388
(Save
US$400)

US$3488
(Save
US$300)

US$3588
(Save
US$200)

US$3688
(Save
US$100)

US$4487
(Save
US$600)

US$4587
(Save
US$500)

US$4687
(Save
US$400)

US$4787
(Save
US$300)

Conference + 3
Masterclasses

Venue and Accommodation

US$2189
(Save $300)

Conference + 2
Masterclasses

Please note that discounts are only valid when three or more
delegates from one company book and pay at the same time.

Valid until
Friday 13th
September*

Conference + 1
Masterclasses

• 10% discount – 3 delegates
• 15% discount – 4 delegates
• 20% discount – 5 or more delegates

Valid until
Friday 2nd
August*

Conference Only

Team Discounts

Valid until
Friday 14th
June*

US$5386
(Save
US$1000)

US$5486
(Save
US$900)

US$5586
(Save
US$800)

US$5686
(Save
US$700)

Masterclasses
Each

Standard
Price*

US$1299

*All discount offers (including team discounts) require payment at the time of registration to receive any discount. ‘Early Bird’ discounts require payment at time of
registration and on or before the cut-off date to receive any discount. All discount offers cannot be combined with any other offer. The conference fee includes lunch,
refreshments and course documentation. The fee does not include travel or hotel accommodation.

Delegate Details
Title: Forename:

Surname:

Job Title:

Company/Organization:

Email:

Direct Manager:

Address:

Country:

Direct Telephone:

Direct Fax:

Mobile:

Switchboard:

Postcode:

Signature:

Date:

Payment Details
Number of delegates:

Amount: $

Conference Documentation:

Card No:

Credit Card:

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Amex

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Valid from:

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Expiry Date:

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Date:

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TERMS & CONDITIONS
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, Charter House, 13-15 Carteret Street, London SW1H 9DJ

Hanson Wade Limited. Registered in England & Wales. Company No: 6752216

Tel: +1 212 537 5898 Fax: +1 212 537 5898



Code: 3004

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
fourteenth day) prior to the conference will be liable for the full fee.
A substitution from the same organization can be made at any time.

2nd Annual Retail Insurance Summit

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