Project for Q4 2014

PRIVILEGE CARD

Main Objective:

To work with LICA AutoNation, Rapide and Hertz in promoting our products and services for increased sales

Distribution:

1. For FREE as a Promotional item of LICA Insurance Services

2. For SALE at P1000

1. For FREE – Proceed to any of our Insurance Offices, Fill-up a Form, Request Policy Issuance, Pay your Premium and Get your insurance Policy and PRIVILEGE CARD

2. For SALE – Proceed to Service, Fill-up the Form, Submit to Cashier, Pay P1000 and Get your PRIVILEGE CARD

PACKAGING:

1. CARD For FREE - Platinum For SALE - Gold

2. TERMS & CONDITIONS Validity – 1 Year Non-Transferable – One card per

unit List of Accredited Shops Privileges

PRIVILEGES OF CARDHOLDER:

PLATINUM 1. SPECIAL DISCOUNT

- 10% Discount on Labor & 5% on Parts and Accessories for Over-the-counter Sales, BRP

and GJ except for PMS (with Free 20-pt check-up)

Note: Cannot be used in conjunction with any other promos

2. ROADSIDE ASSISTANCE

ROADSIDE ASSISTANCE PRIVILEGES

PRIVILEGES OF CARDHOLDER:

PLATINUM 3. SPECIAL DEDUCTIBLE DISCOUNT

- Fixed Deductible of P2000 for Sedan & P3000 for

Non-sedan

4. PRIORITY QUEUING

5. FREE CARWASH during service

6. FREE PERSONAL ACCIDENT INSURANCE COVER- Accidental death & Permanent

disability – P100,000

7. SEASONAL PROMOS - Any other promos tied-up with partners which may be exclusive for Privilege cardholders

PRIVILEGES OF CARDHOLDER:

GOLD 1. SPECIAL DISCOUNT

- 10% Discount on Labor & 5% on Parts and Accessories for Over-the-counter Sales, BRP

and GJ except for PMS (with Free 20-pt check-up)

Note: Cannot be used in conjunction with any other promos

2. ROADSIDE ASSISTANCE (Limited cover)- Free Towing Service up to P4000

PRIVILEGES OF CARDHOLDER:

GOLD 3. PRIORITY QUEUING

4. FREE CARWASH during service

5. SEASONAL PROMOS - Any other promos tied-up with partners which may be exclusive for Privilege cardholders

Excluded – Deductible Discount, Personal Accident, Limited Coverage on Roadside Assistance

EXPECTATIONS:

LICA INSURANCE – More insurance sales

LICA AUTO NATION – Improved Customer retention and in winning back lost customers

RAPIDE – Sales from LICA Insurance

HERTZ – Sales on Towtruck service

KEY FOR PRIVILEGE CARD TO BE SUCCESSFUL:

END OF PRESENTATION

LICA INSURANCE SERVICES

TOP 5 GOALS

PRIORITY GOALS

Q3 & Q4 2014

TOP 5 GOALS

1. To hit Q3 Renewal Target of: No. of Policies : 1350 for Q3 or 450 per month

2013 Q3 Actual 1050

2014 Q3 Target 1350

Growth 29%

Gross DI : P3.4M for Q3 or P1.133M per month2013 Q3 Actual P2.981M

2014 Q3 Target P3.400M

Growth 14%

TOP 5 GOALS

1. To hit Q4 Renewal Target of: No. of Policies : 1425 for Q4 or 475 per month

2013 Q4 Actual 1139

2014 Q4 Target 1425

Growth 25%

Gross DI : P3.6M for Q4 or P1.2M per month2013 Q3 Actual P2.9M

2014 Q3 Target P3.6M

Growth 24%

TOP 5 GOALS

2. To hit Trust Fund Target of: No. of Policies : 180 for Q3 or 60 per month

2013 Q3 Actual 14

2014 Q3 Target 180

Growth 1186%

Net Trust Fund : P1.6M for Q3 or P533k per month2013 Q3 Actual P117k

2014 Q3 Target P1.6M

Growth 126%

TOP 5 GOALS

2. To hit Trust Fund Target of: No. of Policies : 180 for Q4 or 60 per month

2013 Q3 Actual 33

2014 Q3 Target 180

Growth 445%

Gross Trust Fund : P1.6M for Q4 or P533k per month2013 Q3 Actual P291k

2014 Q3 Target P1.6M

Growth 449%

TOP 5 GOALS

3. To intensify Marketing Programs for promotion and advertising

Flyers for dealer events

Brochures for policy attachment

Simple Social Network creation

Website update

TOP 5 GOALS

4. Privilege Card Terms and Conditions

Printing

Distribution

Monitoring

TOP 5 GOALS

5. Manpower Assessment and Training Reorganize Team to create Sales Group

Conduct Training to Sales Consultants