CORPLAN for CORPLAN for 20122012FLIC FLIC

UNDERWRITIUNDERWRITING – NG –

MEDICALMEDICAL

NAZARIO A. MACALINTAL NAZARIO A. MACALINTAL JR.,MD, FPCP, FPCCP, JR.,MD, FPCP, FPCCP,

ALMIALMIDecember 2December 2ndnd , 2011 , 2011

THRUSTSTHRUSTS

REGULAR Professional REGULAR Professional Development ACTIVITIES for Development ACTIVITIES for

StaffStaff

Medical Information Medical Information EnhancementEnhancement

Enhanced Medical Services Enhanced Medical Services

CRITICAL AREA I:CRITICAL AREA I: Professional Professional DevelopmentDevelopment

GOAL 1:To continue

advancing the art,

science and practice of

Life Underwriting

in the company –

and developing

our staff into well-rounded professionals

of the highest standards in

Life Underwriting,

by:

•PLAN 1: Complete the 2010 “Back to Basics” Course part 2Degenerative Neuromuscular Diseases>Gynecologic Malignancies For 2012 - New Epidemics (H1N1) / Unusual Diseases

QTR 1

Dec 2011Jan 2012

CRITICAL AREA I:CRITICAL AREA I: Professional Professional DevelopmentDevelopment

GOAL 1:To continue

advancing the art,

science and practice of

Life Underwriting

in the company –

and developing

our staff into well-rounded professionals

of the highest standards in

Life Underwriting,

by:

PLAN 2: Deliver 12 monthly “Mortality-Morbidity Reviews” in medical risk assessment for Underwriting Staff :

Action using Underwriting

conventions program as guide on which to focus

on for the month (CLIMOA, IUC,etc.)

Jan 2012 –Dec 2012

CRITICAL AREA I:CRITICAL AREA I: Professional Professional DevelopmentDevelopment

GOAL 1:To continue

advancing the art,

science and practice of

Life Underwritin

g in the company –

and developing

our staff into well-rounded

professionals of the highest

standards in Life

Underwriting, by:

PLAN 3: To create an INTERACTIVE on-line forum for discussing interesting cases with staff

•Action: create a closed FB account

QTR 1 2012

CRITICAL AREA I:CRITICAL AREA I: Professional Professional DevelopmentDevelopment

GOAL 1:To continue

advancing the art,

science and practice of

Life Underwritin

g in the company –

and developing

our staff into well-

rounded professional

s of the highest

standards in Life

Underwriting, by:

PLAN 4: to update the department website which contains past lectures for Underwriting Staff’s reference to help them appreciate their underwriting work

PLAN 5: To Complete LOMA Course

Action: Pursue 361 Course –

2012 - Optional Elective : IT Course

Dec 2011Updated

May ’11,2012

Nov 2012

CRITICAL AREA I:CRITICAL AREA I: Professional Professional DevelopmentDevelopment

GOAL 1:To continue advancing the art, science and practice of Life Underwriting in the company - Continue developing our staff into well-rounded professionals of the highest standards in Life Underwriting, by:

PLAN 6: To continue sharing more leadership / motivation talks using the latest talks by famous motivational speakers , and extend the same to other officers

Jan-Dec 2012

CRITICAL AREA 2:CRITICAL AREA 2: MEDICAL MEDICAL INFORMATIONINFORMATION

To adapt to

changing environme

nt of medical

information and

effectively access

needed informatio

n for underwriti

ng use:

•PLAN 1: To explore newer modes, of patient data storage, e.g., digital radiography, and make all clients’ available digital data retrievable

•Action: Installation of Osirix Dicom viewer

Jan. 2012

CRITICAL AREA 2:CRITICAL AREA 2: MEDICAL MEDICAL INFORMATIONINFORMATION

PLAN 2: To monitor issues arising from the upgraded new booklet-type application form* once it becomes implemented and assist sales force accordingly

___*Created 5/24/2011

QTR 1-4 2012

Critical Area 2: Medical Critical Area 2: Medical informationinformation

GOAL 1:To advance the art, science and practice of Life Underwriting in the company - Continue developing our staff into well-rounded professionals of the highest standards in Life Underwriting, by:

PLAN 3: To provide additional medical references to NBD staff that will allow both staff with biological and non-biological background to grasp salient points of a disease

Action 1: Find 5-Minute MED CONSULT book

Action 2: To provide an accessible and inviting reading area for our

reference materials

PLAN 4: To REGULARLY contribute to the FLIC News Magazine and provide inputs to current issues on latest medical concerns

QTR 1,2012

where?

On-Going

CRITICAL AREA 3:CRITICAL AREA 3:NON-MEDICAL NON-MEDICAL AUTHORITYAUTHORITY****

To provide a system of

properly awarding

NMAs commensur

ate with the

anticipated production

PLAN 1: To actively participate in the implementation of NMA upgrading and downgrading proposal.

____*done July 20 2011

QTR 1

New!

__** in place of Medical Examiners

Critical Area 4: Medical Critical Area 4: Medical ExaminersExaminers

The The Medical Examiners list will still be created Medical Examiners list will still be created on-line , to be properly posted and announced on-line , to be properly posted and announced in the current magazinein the current magazine Retrievable by Sales force anytime, anywhere;Retrievable by Sales force anytime, anywhere; Updatable by Medical Examiner himself/herself on Updatable by Medical Examiner himself/herself on

line;line;

The time-tested mechanics of getting The time-tested mechanics of getting prospective MDs from an area using directories prospective MDs from an area using directories of medical societies from contacts from Rx of medical societies from contacts from Rx companies will be retained as a periodic option. companies will be retained as a periodic option.

(New) CRITICAL AREA 5: (New) CRITICAL AREA 5: HEALTH CARE HEALTH CARE ASSISTANCE TO STAFF ASSISTANCE TO STAFF

PLAN 1: To continue providing medical

assistance to staff and officers when available

Action 1: 50 FREE Flu vaccines available.

done

Dec 2011

Thank you for listening.Thank you for listening.

http://FortuneLife-Medical.synthasite.com