insurance tech 2015 brochure

The Incubator For Innovation In Latin American Insurance

Predict | Disrupt | Accelerate

Tel: +1 212 537 5898 | Email: [email protected]

www.insurancetechbr.com

Summit 2015

Simultaneous Translation

Silvana MouraHead of IT LatAm Generali

24 EXPERT SPEAKERS INCLUDE:

PARTNERS:

Henrique V. Magalhães MarquesCOO JLT Brasil Holdings

Josep CelayaChief Innovation Officer Mapfre

Mick SimonelliLead Innovation Executive USAA

Jose TrasancosDirector Analytics and Business Intelligence Preferred Mutual

24 – 27 August 2015 | São Paulo, Brazil

RESEARCHED & DEVELOPED BY:

‘This summit helps enterprises deliver results faster’ Chubb Seguros

WELCOME FROM THE CHAIRMAN

WHAT MAKES THIS SUMMIT UNIQUE

Tel: +1 212 537 5898 Email: [email protected]

www.insurancetechbr.com Leaders in Latin American Insurance

3rd Annual Latin American Insurance Tech Summit São Paulo, Brazil | 24 – 27 August 2015

SEE WHAT SPEAKERS HAVE TO SAY ABOUT THE SUMMIT

This forum helps us discuss and analyze the state of the industry, what challenges the industry faces and what particular issues each industry branch or country in the region needs to overcome.

Carlos Belloni, COO Global Life LatAm, Zurich

A unique opportunity to learn what the insurance market is doing to improve its operations and how these innovations can be implemented in our own business.

Nadia Alencar, IT & Business Process Director, AON

Dear Colleagues,

In the current economic and social climate, improvements in technology - which do not always call for significant investment - are an important competitive factor for success in achieving better returns and new customers. The challenge for this community lies in analyzing which improvements to make, and how to implement them.

Having worked for over 15 years in different positions within the insurance and services sector, I have witnessed major changes in the technology environment in this market. I am confident that more changes are yet to come, and notably a huge opportunity lies in adapting and importing trends in technology from other industries for the benefit of the insurance market.

If you have similar views and goals, your participation and involvement at the 3rd Annual Latin American Insurance Tech Summit 2015 will be extremely valuable.

This summit is an ideal opportunity for us, as industry executives, to share ideas, experience and knowledge to develop tangible products, increase scale of productivity, manage process and risk and improve knowledge transfer to ensure company sustainability.

Your participation will be key to the success of this summit.

I hope to see you there.

Sincerely,

Daniel Meneghin, Operations Director, Tempo USS

We believe technology and innovation are the engines for growth in Latin American Insurance. In order to remain competitive it is imperative that we accelerate the rate of innovation.Every year we gather the community together at this summit with a mandate to transform the way insurance companies are using technology, and to ensure you get the most out of your investment in innovation.

This year the goal is to take a radical approach to understand how technology can partner with business to make a real impact on your strategy for customer centricity. Key areas we will address include how to:

Expand digital capacity, building on legacy systems

Use big data to predict future behaviour

Interact with a more technology-sophisticated customer

Transform the enormous amount of information produced by big data and business intelligence into tangible benefits for the business

Move to the cloud for more efficiency

We will build on these questions and others in August, so you get two days of information which will inspire a year´s worth of innovation.

This is a great opportunity to check in with the technological trends in the insurance market, learn new approaches and incorporate them into projects and processes for continuous improvement.

Vitor Massari, IT Agile Project Leader, Chubb Seguros

Summit 2015

Summit 2015

Summit 2015

Summit 2015

Summit 2015

SPEAKERS




Jackeline González RojasCIO Global Life LatAmZurich

Carlos Belloni COO Global Life Latin AmericaZurich

Henrique V. Magalhães MarquesCOOJLT Brasil Holdings

Silvana MouraHead of IT LatAmGenerali Seguros

Jose Trasancos Director Analytics and Business IntelligencePreferred Mutual

José Torres Llosa VillacortaVP Operations and TechnologyRimac International

Paulo SgarbiCIOHDI Seguros

Josep CelayaChief Innovation OfficerMapfre Seguros

Dario Okrente-Commerce DirectorWibe (BBVA Group)

Marcos Antonio Nogueira de SiqueiraSuperintendent Strategic Planning and DistributionLiberty Seguros

Felipe Avila CarneiroIT & Security Executive ManagerBrasilcap

Daniel MeneghinOperations DirectorTempo USS

Duilio MontrasiCOOSan Cristóbal Seguros

Juan MazziniSenior AnalystCelent

Fernando DiacoCIOGrupo Sancor Seguros

Mick SimonelliFormer LeadInnovation ExecutiveUSAA

Daniel Costa SchererIT Executive ManagerGrupo SABEMI

Mike FitzgeraldSenior AnalystCelent

Gaspar Lins CIO LatAmAON

Greice HamadaDigital Solutions ManagerBradesco Vida e Previdência

Andrew HellardSolution Marketing ManagerGMC Software Technology

Vitor MassariIT Agile Project Leader Chubb Seguros

An extraordinary event to broaden your horizons. Marcelo Famá, COO, Willis

Emerson Feliciano Da Silva Technical Superintendent Cesvi Brasil

Nadia AlencarIT & Business Process DirectorAon Holdings

CONFERENCE DAY ONE

8.00 Registration And Networking Breakfast

TRANSFORMATIONAL STRATEGY: ACHIEVE GROWTH THROUGH TECHNOLOGY

9.00 Connection Before Content: Chairman’s Welcome And Shared Goal Setting

Daniel Meneghin, Operations Director, Tempo Assist

9.20 Adapting To Game-Changing Consumer Trends To Achieve High Growth In A Slow Growth Economy• Share the six game-changing consumer trends that are generating

significant growth

• Understand what you need to adapt to stay a step ahead of your competition

• Unveil the methods and motivations behind your clients’ consumption behavior

Carlos Belloni, COO Global Life LatAm, Zurich

10.00 Securing The Right Investment For Future Growth• Understand how to sell a compelling value proposition to increase investment in IT

for the digital world

• How to monetize and translate into KPIs for continuity of investments

Henrique V. Magalhães Marques, COO, JLT Brazil Holdings

Daniel Meneghin, Operations Director, Tempo Assist

10.40 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.

11.40 How To Improve Business Process Management By Going Paperless• Learn how to make ecosystem processes safer and faster

• Discover how to develop efficient storage and retrieval and search for information online

• Discuss the barriers faced in implementing the model: legislation, acceptance and technology

Daniel Luis Costa Scherer, IT Executive Manager, Grupo SABEMI

12.20 Multichannel Strategies To Increase Customer Retention And Loyalty• Understand how to get over 35% increase in response rates and 40% boost in

cross/up sells by adding value to your communication with your clients

• Learn how to improve your operational efficiency by communicating in real time in a multichannel strategy

Andrew Hellard, Solution Marketing Manager, GMC Software Technology

13.00 Lunch And Networking




Tuesday 25 August 2015 Keynote Session Interactive Session Networking Session

CONFERENCE DAY ONE

USE TECHNOLOGY TO BUILD A CUSTOMER–CENTRIC STRATEGY

14.30 Enable Interaction Throughout The Company To Focus On The Client• Learn how to design e-commerce platforms and direct marketing strategies to

prospect and sell online

• Understand how simplicity is driving business to enhance customer experience

Dario Okrent, e-Commerce Director, Wibe (BBVA Group)

15.10 New Consumer, New Services: How To Create Innovation And Value For Customers In A Fast Changing World• Discover how digital wallet will enhance your relationship with customers and

partners

• Understand how Bradesco Seguros uses Facebook to give access to financial services and get closer to a new generation

Greice Hamada, Digital Solutions Manager, Bradesco Vida e Previdência

15.50 Afternoon Refreshments And Networking

16.30 The Impact Of SII Or Risk-Based Regulations In Operations And Technology• Understand how the regulatory changes will affect process

• Learn how technology areas need to be prepared for data consistency for reporting to the regulators and market

Jackeline González Rojas, CIO Global Life Latin America, Zurich

17.10 Centralized Processes And Outsourcing – What Is The Best Strategy For A Customer Centric Vision And Why?• Explore both business models to reduce costs and optimize processes

• Learn how to generate efficiency savings by reengineering the business process

Moderator: Daniel Meneghin, Operations Director, Tempo Assist

Nadia Alencar, IT & Business Process Director, Aon Brazil

Silvana Moura, Head of IT LatAm, Generali

17.50 Chair´s Closing Remarks And Summary Of Key Action Points From Day One

The Insurance Tech Summit is a unique opportunity to share technical knowledge and consequently contribute to solid and sustainable growth for our companies and market.

Henrique Magalhães Marques, COO, JLT Brasil Holdings




Tuesday 25 August 2015 Keynote Session Interactive Session Networking Session

CONFERENCE DAY TWO

8.00 Registration And Networking Breakfast

INNOVATION AS THE ENGINE OF CHANGE WITHIN ORGANIZATIONS

8.30 Culture Eats Innovation For Lunch: How to Create A Culture Of Innovation• Learn how organizational culture is critical to innovation and must be accounted

for, but can also be influenced to support innovation

• Discover simple but effective tactics and techniques from building USAA’s program and numerous other large financial services companies

Mick Simonelli, former Lead Innovation Executive, USAA Military Home, Life & Auto Insurance

9.10 Big Data And BI: How To Collect And Store For A Business-Defined Purpose• Learn how to identify relevant data and make operational changes to put data to

meet business needs

• Explore how to improve data capture to enhance your capabilities in big data to improve efficiency and increase revenue

Marcos Antonio Nogueira de Siqueira, Superintendent Strategic Planning and Distribution, Liberty Seguros

9.50 Business Analytics: Much More Than Business Intelligence• Find real value in corporate data by implementing solutions to analyze and predict

• Develop a simple architecture to reduce costs, increase revenue and maximize the value of available information

Duilio Montrasi, COO, San Cristóbal Seguros

10.30 Morning Refreshments and Networking

11.00 Disruptive Changes In Auto Insurance In The Context Of Connected Cars• How the industry will change with cars that carry sensors that transmit

information on the car, the route and nearby vehicles

• Telematics as an enabler of change in a disruptive new environment

• Understand how companies should reinvent themselves in the new context

Josep Celaya, Corporate Director & Chief Innovation Officer, Mapfre Seguros

11.40 What Is To Come In Vehicle Tracking In Brazil: The Outlook For Insurers• Understand why telematics will have great influence on the insurance business in

Brazil in the near future

• Learn how technology related to telematics can offer technical parameters that will help you to upgrade the quality of your portfolio

Emerson Feliciano, Technical Superintendent, CESVI Brasil

12.20 How To Empower Your Business For Predictive Analysis• Strategies to engage teams in your business to change their work behavior and

grow their talent

• Understand how an Agile approach can improve the profitability of your company

Vitor Massari, IT Agile Project Leader, Chubb Seguros

13.00 Lunch And Networking




Wednesday 26 August 2015 Keynote Session Interactive Session Networking Session

CONFERENCE DAY TWO

14.30 The Application Of Drones And Telematics To Improve Efficiency• Understand how insurers benefit from their investment on R+D+I (Research,

Development and Innovation)

• Review case studies on telematics in the region

• Unveil how to gain operational efficiency by reducing costs and increasing accuracy in the report generated

Fernando Diaco, CIO, Grupo Sancor Seguros

15.10 How The Cloud Can Be Implemented In Insurance Companies• Learn the key benefits of the cloud in insurance companies for operational

flexibility, cost saving, scalability and business agility

• Understand the regional legal barriers for regional deployment

Felipe Avila Carneiro, Executive Manager TI, Brasilcap

MULTICHANNEL STRATEGY FOR A SUPERIOR CUSTOMER EXPERIENCE

15.50 How To Position Your Company In Preparation For A Multichannel Strategy• Gain insights into multichannel strategies in the LatAm market

• Discuss how the ecosystem should focus on the client to meet their needs and expectations

Gaspar Lins, CIO Latin America, AON

16.30 Afternoon Refreshments And Networking

17.00 Connectivity: How To Develop A Network To Enhance Relationships Between All Channels• Learn how legacy systems should be simplified to support the marketing strategy

for a consistent customer experience across channels

• Discuss how to cooperate with brokers and sponsors to ensure customer centricity

José Torres Llosa, VP Operations & Technology, Rimac International

17.40 Tackling The Future Together: How To Interact With A More Technologically Sophisticated Client• Understand the changes that will affect your business in the years to come

• Learn how to interact with insured clients and brokers and deliver remotely

• How Operations and Technology should be ready to satisfy the new consumer’s needs

Paulo Sgarbi, CIO, HDI Seguros

18.20 Chair’s Closing Remarks And Summary Of Key Action Points From Day Two




Wednesday 26 August 2015 Keynote Session Interactive Session Networking Session

TURN OVER TO CHECK OUT THE WORKSHOPS

EXTEND YOUR KNOWLEDGE

WORKSHOP A

WORKSHOP B




This workshop will focus on preparing your organization for the deployment and subsequent control and management of a predictive risk model. The general nature of predictive risk models will be discussed, however, the workshop will focus on ensuring that your organization’s operating model, supporting processes and business unit management are ready and correctly positioned to support successful implementation, deployment and management of predictive risk models.

You will leave this workshop able to:

• Understand the phases of development and implementation for you to promote organization engagement and establish governance models

• Ensure your organization is ready in terms of resource planning, resource reallocation, cultural awareness and importance of objective gap analyses for technology deployment

• Visualize Day One, including daily operational summaries, valuable external sources of information and data, line management control and accountability to prepare you for contingencies

• Make the product life cycle a reality by developing a culture of operational excellence in your company

ABOUT YOUR WORKSHOP LEADER:33 years in the Property and Casualty insurance industry, largely with a Personal Lines focus. Extensive experience in general management, claims management, data architecture, quantitative research, organizational effectiveness and operational quality in companies such as Progressive Corporation, Allstate Corporation, GMAC Insurance Holdings, The Hanover Insurance Group and NBIC Holdings.

Data Is The New Strategic Asset: An Operational View For Success From Day One

Date: Monday 24 August 2015 Time: 09.00 - 16.00

Jose TrasancosDirector Analytics and Business Intelligence Preferred Mutual

When it comes to innovation, the overall focus of the insurance industry tends to be on the theoretical - the “what”. Celent has teamed with Simonelli, LLC to explore the “how.” How exactly are firms who are finding success in innovation executing their initiatives? What processes have they put in place that enable them to move beyond the theoretical and carry them into the realm of the actual?

You will leave this workshop able to:

• Understand the role innovation is playing in the Latin American insurance market and how you can use it to gain a competitive advantage

• Reduce risk in your technology implementation strategy, drawing on case studies from Latin America and around the world

• Apply best practice innovation processes in prototyping, incubation, using social technologies to manage innovation, and changing company culture in your business

Mick served as the senior innovation executive for USAA, where he built and drove the enterprise-wide innovation program to world class status. During his tenure, USAA received numerous awards and accolades including InfoWeek 500’s Most Innovative, BusinessWeek’s #1 Customer Service, and People’s Choice Awards.

Executing Innovation And Adopting Disruptive Technologies To Fundamentally Change The Insurance Business Model

Date: Thursday 27 August 2015 Time: 09.00 - 16.00

Mick SimonelliFormer Lead Innovation Executive, USAA Military Home Life & Auto Insurance

His research focuses on innovation management, business process and operations, social media use in insurance, and distribution systems. Prior to joining Celent, he was VP of Enterprise Underwriting Solutions at Zurich North America.

Mike FitzgeraldSenior Analyst Celent

Juan’s career spans 20 years in the insurance and banking IT industries. His research and consulting focuses on: technology strategy, life and P&C insurance IT related issues, core banking, business strategy, and systems selection. Prior to joining Celent, he was Corporate VP at Sistran.

Juan MazziniSenior Analyst Celent

NETWORKING

YOU’LL MEET PEOPLE FROM...Event OverviewPurpose: To help implement innovation and new technologies faster

2 Additional Deep-dive Workshops

16Director, VP and Head of

Function speakers

65% Content and Insights

35% Networking and Connections

1

Networking sessions8

Conference Sessions

19

Across

DAYS2

30 Hoursof industry best practice

20 Leading Companies Sharing Best Practices




AT INSURANCE TECH 2015

This summit shows new ways to add value and how can the CIO can become a key player in the transformational process of business.

Fernando Diaco, CIO, Grupo Sancor Seguros

Brazil

Mexico

United States

Argentina

Colombia

Bolivia

Chile

Central America

Peru

Other

C-Level

Director Level

Manager

Other

This is a unique opportunity to share experiences and discuss the current issues that can be applied in everyday work.

Silvana Moura, Head of IT LatAm, Generali Seguros

EXPECTED ATTENDANCE BY COUNTRY

EXPECTED ATTENDANCE BY SENIORITY

41%

23%

27%

9%

40%

14%10%

10%

9%

5%

4%4%

3% 1%

SPONSORS

Commercial Partnership Opportunities

To ensure we get the optimal mix of solution providers and end users in the collaborative discussions, we are limiting access to the conference for vendors. Priority access will be given to commercial partners. Should you wish to be a commercial partner, please get in touch with Lothifa Chowdhury at [email protected]




GMC Software Technology, named a leader in Customer Communications Management by Forrester and Gartner, provides an interactive multi channel CCM platform, that enables insurance enterprises of every size to handle legacy applications, reduce costs on various levels, change workflows, reduce time to market and increase communication agility. GMC integrates new touch points with the client, monitors the communication process and brings the customer communication experience to a new level. GMC’s applications deliver critical and regular forms of customer communication to traditional and electronic, online based communications, leading the marketplace from customer inquiry, onboarding to servicing.

www.gmc.net

Company specialized in Business Intelligence and Business Analytics solutions with over 20 years of international experience in the insurance market, using mainly the IBM Cognos and SPSS platform.

In addition, SBI has an area dedicated to software application development, which complements the existing systems used in insurance companies and their goal is to offer solutions to specific business processes.

www.sbi-technology.com

The 3rd Annual Latin American Insurance Tech Summit 2015 would like to welcome on board the following sponsors:

PROGRAM PARTNER PROGRAM PARTNER

The perfect opportunity to start new business deals. The best for networking, it has the right combination of people, organizer support and activities. This event has the right level of attendees and we receive support to make connections with potential customers.

InMotion

The first annual meeting point for Latin American leaders of finance and risk for insurance companies. With regulation changing fast to follow European standards, this is the place to meet the implementation challenge and understand the impact of regulation on business decision making.

A unique event to connect with senior executives and learn how to radically improve product development and distribution to the base of the pyramid in Latin America to boost market share within the unbanked population.

Brazil’s annual opportunity for the insurance industry community to benchmark progress, set strategy, and determine the agenda for the next 12 months.

INSURANCE CALENDAR AT A GLANCE

2nd Annual Latin American Solvency II Summit 2015

3rd Annual Brazilian Retail Insurance Summit 2016

7th Annual Latin American MicroInsurance Summit 2016

Hanson Wade operates the Latin American Insurance Portfolio of conferences in close collaboration with the region’s insurers, banks, brokers and distribution channels. It has developed an active community that gathers at industry leading summits designed to facilitate the exchange of high level business information and knowledge sharing, with the aim of achieving commercial results faster.

MARCH

MAY

1 S T A N N U A L L A T I N A M E R I C A N

Solvency IISummit 2014

The region’s definitive strategic insurance meeting place at which senior executives in Latin America gather to benchmark their retail insurance strategies against regional and global best practices, develop partnerships and set mass insurance priorities.

4th Annual Latin American Retail Insurance Summit 2015

OCTOBER

NOVEMBER




PRICES AND DISCOUNTS

Code: 5211

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

VENUE

3 Delegates: 10% Discount4 Delegates: 15% Discount5+ Delegates: 20% Discount10+ Delegates: 30% 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.

You can register your place quickly and easily online. Visit: www.insurancetechbr.com/register

3 REASONS TO BOOK YOUR PLACE NOW:

INSPIRECollaborate, connect and benchmark with the best in the business to help you innovate

ACCELERATEBuild internal capability and find external partners to help you to achieve success faster

DISCOVERIdentify the disruptive technologies set to change the shape of the insurance business

INDUSTRY PRICING Register and pay by April 24th*

Register and pay by July 17th*

StandardPrice

BRONZE PACKAGEFull Day Conference Only $1679 (save $1120) $2239 (save $560) $2799

SILVER PACKAGE Conference + Full Day Workshop $2399 (save $1599) $3198 (save $800) $3998

GOLD PACKAGEConference + 2 Full Day Workshops $3118 (save $2079) $4158 (save $1039) $5197

Full Day Workshop Only (Each) $899 (save $600) $1199 (save $300) $1499

All prices in US Dollars

SOLUTION PROVIDER PRICING Register and pay by April 24th

Register and pay by July 17th

StandardPrice

BRONZE PACKAGEFull Day Conference Only $2399 (save $400) $2599 (save $200) $2799

SILVER PACKAGE Conference + Full Day Workshop $3698 (save $300) $3898 (save $100) $3998

GOLD PACKAGEConference + 2 Full Day Workshops $4897 (save $300) $4997 (save $200) $5197

Full Day Workshop Only (Each) $1399 (save $100) $1499 $1499

All prices in US Dollars

* Only 20 places at this price available. Once places are filled, higher prices apply.




Sheraton São Paulo WTC Hotel Avenida das Nações Unidas 12559 São Paulo, SP, 04578-903 Brazil

www.sheratonsaopaulowtc.com.br

Overnight accommodation is not included in the registration fee, however accommodation options will be sent out with your confirmation email upon registering.

insurance tech 2015 brochure

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