9:00 am Chair’s Opening Remarks

  • Mario Traverso Former Senior Vice President LatAm Strategy & Distribution Head, METLIFE, Argentina

9:10 am Opening Keynote – Strategic Alignment of Distribution Channels – Customers- Targets – Solutions to Customers – New Technologies – Critical Talents

  • Mario Traverso Former Senior Vice President LatAm Strategy & Distribution Head, METLIFE, Argentina

Synopsis

• Effectiveness and efficiency of traditional distribution channels
• Efficiency and transformation of distribution channels in seguros masivos
• Incorporation of new indispensable capacities in this new era
• Creating opportunity through the application of predictive analytical models (propensity to
buy, remain/loyalty, etc.)
• Changing focus from traditional products to client services
• Evaluating the future of digital tools and new digital channels

9:50 am Accelerating the Digitization of Business Processes to Optimize Distribution Models & Customer Services

Synopsis

• Evolution of mass insurance sales through telemarketing
• Creation of a roadmap for digital transformation in the seguros masivos business
• Value of human resources in supporting the transformation of the massive business
• New distribution channels and technologies used
• What are the top selling seguros masivos products and for what reasons?

10:30 am Morning Refreshments & Speed Networking

Synopsis

This Speed Networking session is the ideal opportunity to meet face-to-face with other
seguros masivos leaders. Specifically designed to connect you with many other high
level insurance professionals, this is your opportunity to share learnings, strategies and
insights, as well as develop your connections.

11:10 am Exploring New Opportunities to Maximize Results Through Online Sales

  • Andre Rizzo Corporate Strategy & International, INDEX Canada

Synopsis

• Financial and operational efficiency for the retail and insurance chain
• Taking advantage of opportunities generated by the online bancassurance channel
• Evolution of B2B, B2C, B2B2C with intense integration in the use of these channels
• Creating customer loyalty in the context of their new demands

11:50 am Case Study – Development & Success of the Mass Insurance Model in the Traditional & Digital Retail Channel

Synopsis

• Successful products for retail sale
• Characteristics of these products
• Processes associated with products sold in retail
• Comparative sales in the retail channel: online vs physical stores
• Retail trend in relation to points of sale: Increase or decrease physical stores?

12:30 pm Lunch

1:30 pm Case Study – Understanding the Maturity of the Bancassurance Channel & Identifying New Steps for Growth with the Process of Digital Transformation & Customer Service

Synopsis

• Using and increasing banking services to deliver mass insurance sales
• Sales strategies for traditional and digital channels
• What types of insurance and specific products?
• How to add insurance in electronic bank transactions
• Challenges placed with the recent achievements of innovative banks and Fintechs

2:10 pm Insurtechs Irruption: How to Add Value in the Relationship Between Startups & Traditional Insurers

  • Gustavo Muniz VP Latam Hub Sales Leader & Senior AE, AON United States

Synopsis

Main changes and key points for operators to make the most of partnerships
• How Insurtechs are transforming the concept of insurance around the world
• How does the traditional insurance market see Insurtechs?
• What can each party do to obtain an intelligent partnership?
• The challenges of the Insurtech for the mass insurance market
• Perspectives for the mass insurance market from the point of view of traditional
insurers vs Insurtechs

3:00 pm Afternoon Refreshments

3:30 pm Optimizing AI use to Establish Strategic Partnerships with New Distribution Channels

  • Andre Rizzo Corporate Strategy & International, INDEX Canada

Synopsis

• AI in improving customer service and efficiency in some operational processes
• Exploring the information generated by the technology’s capacity
• Connecting partnerships and distribution channels utilizing AI
• Strategies used in these channels for mass insurance

4:10 pm Implementing the Omnichannel Strategy to Accelerate Digital Transformation

Synopsis

• Effectiveness to compete in the digital world
• Advantages of the omnichannel strategy to accelerate the steps of digital transformation
• Integrating the traditional system to the new features of the insurtechs
• Opportunities to generate important information about the customer experience

4:50 pm Chair’s Closing Remarks

  • Mario Traverso Former Senior Vice President LatAm Strategy & Distribution Head, METLIFE, Argentina

5:00 pm End of Day One