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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:
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.
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
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
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
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
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
6
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
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
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
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
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
8
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
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
9
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
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
10
María del Carmen Ríos
Chief Commercial Officer
AON Bolivia
José Morales Mauri
General Manager
Idepro IFD
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
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.
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%
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
Líderes de Seguros Masivos - Seguros Massificados / América Latina  Brasil
3rd Annual Latin American Retail Insurance Summit 2014
Miami | 20 – 24 October 2014
13
Inmotion GIT is part of the Chilean holding Inmotion, and the
result of a merge with the software house “Global Insurance
Technology” in 2011. They have built insurance software
and only insurance software for 30 years in more than 20
countries. The holding has other companies for training, SAP
implementations, software factory, software testing, distribution
of world class applications, Oracle and Cloud Computing.
www.inmotion.cl
The Latin American Retail Insurance Summit would like to welcome the following partners:
PROGRAM PARTNER
For nearly 30 years, ReMark has been providing end-to-end
marketing, product, technology and financing solutions to
banks, insurers and affinity groups.
Since 1984, our operational experience in over 40 countries
and 21 languages has earned us global leadership status in
the direct distribution of insurance products. We have multi-
domain marketing experience in Bancassurance, life/non-life
policyholders, Takaful banking and insurance, and affinity
partnerships.
www.remarkgroup.com
PROGRAM PARTNER
This conference is becoming
a “must” in the industry in the
region. The key players are
here. It combines senior level
executives with top notch content
in a great package.
Alejandro Jaramillo, President, Remark
Rise above the growing competition
A time to launch new products
and services
Build loyalty and show support to
the industry
Access the rapidly growing retail
insurance industry in Latin America
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
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
14
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
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
15
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.

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3rd Annual Latin American Insurance Summit 2014

  • 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 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 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 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 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 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 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 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 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 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 10
  • 11. María del Carmen Ríos Chief Commercial Officer AON Bolivia José Morales Mauri General Manager Idepro IFD 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 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 Líderes de Seguros Masivos - Seguros Massificados / América Latina Brasil 3rd Annual Latin American Retail Insurance Summit 2014 Miami | 20 – 24 October 2014 13 Inmotion GIT is part of the Chilean holding Inmotion, and the result of a merge with the software house “Global Insurance Technology” in 2011. They have built insurance software and only insurance software for 30 years in more than 20 countries. The holding has other companies for training, SAP implementations, software factory, software testing, distribution of world class applications, Oracle and Cloud Computing. www.inmotion.cl The Latin American Retail Insurance Summit would like to welcome the following partners: PROGRAM PARTNER For nearly 30 years, ReMark has been providing end-to-end marketing, product, technology and financing solutions to banks, insurers and affinity groups. Since 1984, our operational experience in over 40 countries and 21 languages has earned us global leadership status in the direct distribution of insurance products. We have multi- domain marketing experience in Bancassurance, life/non-life policyholders, Takaful banking and insurance, and affinity partnerships. www.remarkgroup.com PROGRAM PARTNER This conference is becoming a “must” in the industry in the region. The key players are here. It combines senior level executives with top notch content in a great package. Alejandro Jaramillo, President, Remark Rise above the growing competition A time to launch new products and services Build loyalty and show support to the industry Access the rapidly growing retail insurance industry in Latin America
  • 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 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 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 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 15 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.