Distribution Summit_Insurance_2014

www.efma.com/insurance

STATEN ROOM : INSURANCE DISTRIBUTION

EFMA DISTRIBUTION SUMMIT

The changing face of distribution models in insurance New approaches, new strategies and new trends Like many other areas within the financial services sector, the insurance industry is having to evolve in response to changing customer behaviour and the increasing digitisation of many processes. However, this evolution is sometimes painfully slow.

There is a pressing need for insurers to continue to develop seamless and versatile multidistribution models.

At the same time, any new model must also have the needs of the customer as its central focus. New technologies offer exciting new opportunities for meeting customer needs and

enhancing the customer experience. They can also help to strengthen the capabilities of more traditional channels, such as agents and brokers.

As part of its three-day Distribution Summit, Efma is delighted to introduce a two-day conference on ‘Insurance Distribution’.

A range of experienced international speakers will look at different tools and strategies that could help to increase the productivity and profitability of insurers in the future.

Key questions ultidistribution models: What are the key advantages of a M multidistribution model and what are the specific channels and levers that will help insurance companies to grow in the future?

Hot topics T he role of the aggregator: threat or partner?

The impact of digital channels, such as mobile and social media

I nnovation: What are the latest developments in incremental and disruptive innovation? How can innovative solutions be developed without creating conflict within the channels? ustomer satisfaction: How can new technologies be used C to enhance the customer experience? What is the role of loyalty programmes?

T he role of more traditional channels: bancassurance, agents and brokers New insurance value propositions for families

STUDY PRESENTATIONS Hear new research findings backed up by case studies on how to implement critical change & innovation in your own organisation: - The World Insurance Report 2014, by Capgemini and Efma - Aggregators and traditional insurers, by Roland Berger and Efma

18–19 March 2014 Amsterdam

TUESDAY 18 MARCH 2014

www.efma.com/insurance

MORNING STATEN ROOM

PLENARY SESSION

Mark Culleton Head of Channel Adoption AIB Ireland

Delivering an innovative customer experience through a digital store

Maurício Machado de Minas Executive Director Banco Bradesco Brazil

How omnichannel is changing sales and services models to improve the customer experience

Caspar van Haaften Bancassurance & Partnership Director Aviva France

The advantages of the multimodel in insurance

Cristina de Villeneuve Global Head of Hello Bank!

Hello Bank! – BNP Paribas France

Focus on the financial life of consumers in a digital world: why Hello bank! and why now

Neil Hiltz Head of Financial Services, Global Vertical Marketing Facebook USA

Banking on a connected world: leverage this channel to help attract new customers, while solidifying your existing base

Brett King CEO & Founder Moven USA

BREAKING BANK$: looking for revenue and risk in all the wrong places

PANEL DISCUSSION: Why is it so complex to reinvent banking? How disruptive are alternative models? with Hello Bank!, first direct, Moven and Banco Bradesco

AFTERNOON

STUDY PRESENTATION

Jan Verlinden Principal Consultant, Insurance Leader Belgium Capgemini Global Financial Services

World Insurance Report 2014 – The customer experience reality check: where do insurers stand?

Manuel Leiria Marketing Director Açoreana Seguros Portugal

Insurance Client Management – a new approach

Reinhardt Schink Head of Market Analysis & Strategy

Satisfied customers through loyalty programmes

Allianz Germany

Gilles Normand Chief Executive Covéa United Kingdom

Is insurance distribution in the UK a role model for other markets?

Eveline van Baar-Verwijmeren & Jasper van Erp Commercial Managers Avéro Achmea Netherlands

Dutch experience of building a sustainable broker business based on trust and relationship

Rui Ramos Gonçalves Marketing Channel Development Director Fidelidade-Companhia de Seguros Portugal

Distribution trends: the Fidelidade’s experience

WEDNESDAY 19 MARCH 2014

www.efma.com/insurance

MORNING STATEN ROOM C STUDY PRESENTATION

Mathieu Sébastien Partner Roland Berger Strategy Consultants

European insurers’ strategy towards aggregators

Josep Celaya Deputy Director – Global Direct Insurance Mapfre Spain

Price comparison sites from Mapfre’s point of view: a global insurer

Augustin Leman Director of Sales LeLynx.fr France

Aggregators: partner rather than supplier

Alain Hade SVP, Business Development, Sales & Customer Service Desjardins Insurance Canada

From a regional player to a nationwide insurer: multidistribution as the starting point: focusing on multidistribution growth

Ibón Urgoiti Urioste Private Banking Director Laboral Kutxa Spain

Absorbing the insurance subsidiary’s branch network and migrating to a true bank insurance model

Nathalie Bois-Monier Head of International Marketing & Distribution Crédit Agricole Assurances France

Potential pitfalls and benefits in bancassurance

AFTERNOON

Jan Hendrik van Dalen Senior Manager Strategy & Innovation Aegon Netherlands

Innovation at Aegon Netherlands: best practices and learnings

Tsukasa Makino Manager, Corporate & IT Planning Department Tokio Marine & Nichido Fire Insurance Japan

Disruptive innovation: innovative insurance products and services using latest technologies

Sebastian Herfurth Managing Director & Co-Founder Friendsurance Germany

Friendsurance’s business model: an innovative tool for insurance companies

Delphine Asseraf Head of Digital

Insurance, the next business to be transformed by digital

Allianz France STUDY PRESENTATION

Jan Verlinden Principal Consultant, Insurance Leader Belgium Capgemini Global Financial Services

Turning a digital presence into a differentiating customer experience. Voices from the World Insurance Report 2014

Roberto Salas Romero Executive VP & COO European Region Liberty International Spain

Liberty insurance Europe: from multiple channels to multiple access

18–19 March 2014 Amsterdam

REGISTRATION FORM

Scan me and register online now

INSURANCE DISTRIBUTION 18–19 March 2014 Amsterdam ATTENDEE’S INFORMATION Mrs.

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Institution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VAT ID number (if applicable) _ _ _ _ _ _ _ _ _ _ _ Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Assistant’s information (or person in charge of the registration) First name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Last name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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PRACTICAL INFORMATION DATES The conference will begin with a welcome coffee on Tuesday 18 March 2014 at 8.15 a.m. and will end on Wednesday 19 March 2014 around 6.00 p.m.

LOCATION Hilton Amsterdam hotel Apollolaan 138 1077 BG Amsterdam, Netherlands Tel: +31 20 71 06 000 Fax: +31 20 71 06 080 LANGUAGE All sessions will be held in English.

ACCOMMODATION

Each participant must pay the cost of his or her accommodation directly to the hotel before departure. Rooms have been provisionally reserved for the nights of Monday 17, Tuesday

18 and Wednesday 19 March 2014 at the Hilton Amsterdam hotel. The cost of a single or double room per night is 210 euros (excluding breakfast (27 euros) and 5.5% city tax).

An automatic confirmation will be sent by email within 24 hours after your registration.

In this email you will find a link to book your accommodation online. The hotel guarantees room availability and price until Monday 3 March 2014. The hotel will automatically bill unoccupied rooms or late cancellations.

If you look for more affordable accommodation, we suggest the following hotels: - Hotel Apollofirst 4* - Hampshire Classic 4* - Hampshire Hotel Beethoven 3*

in full prior to the event. Efma reserves the right to refuse entry to any delegate who has not paid his or her invoice prior to the event.

We welcome late-bookers, but credit card information must be provided.

CANCELLATION All cancellations must be received in writing.

A 20% cancellation fee will be charged for all cancellations received on or before Tuesday 4 March 2014. The full fee will be charged for cancellations made after that date, as well as to delegates who are unable to attend on the day, unless a substitute delegate is provided.

Substitutions are accepted at any time.

REGISTRATION The registration fee covers participation in the conference, documents, lunches and coffee breaks. Registration fees must be paid

REGISTRATION FEE 1,600 (VAT excluded) for Efma Members. e e1,800 (VAT excluded) for Efma Business Partners e2,400(VAT excluded) for non-member institutions.

All registrations are strictly individual.

If you are interested but you cannot attend the conference, ask for the event’s sessions summary at marketing@efma.com € 400 (+VAT 20% if applicable) for Efma Members € 600 (+VAT 20% if applicable) for non members

PAYMENT By bank transfer to Efma Sarl bank account IBAN: FR 76 3000 7999 9904 2252 7800 001 BIC: NATXFRPPXXX Natixis, FE3: Unité 3B/747 BP 4, F- 75060 Paris Cedex 2 By credit card: MasterCard Visa American Express

Card n° Expiry date DATE

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