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Project for Q4 2014 PRIVILEGE CARD Main Objective: To work with LICA AutoNation, Rapide and Hertz in promoting our products and services for increased.

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Presentation on theme: "Project for Q4 2014 PRIVILEGE CARD Main Objective: To work with LICA AutoNation, Rapide and Hertz in promoting our products and services for increased."— Presentation transcript:

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2 Project for Q PRIVILEGE CARD

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

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5 Distribution: 1.For FREE as a Promotional item of LICA Insurance Services 2. For SALE at P1000

6 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

7 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

8 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

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

11 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

12 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

13 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

14 KEY FOR PRIVILEGE CARD TO BE SUCCESSFUL:

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16 END OF PRESENTATION

17 LICA INSURANCE SERVICES

18 TOP 5 GOALS PRIORITY GOALS Q3 & Q4 2014

19 TOP 5 GOALS 1. To hit Q3 Renewal Target of: No. of Policies : 1350 for Q3 or 450 per month 2013 Q3 Actual Q3 Target 1350 Growth 29% Gross DI : P3.4M for Q3 or P1.133M per month 2013 Q3 Actual P2.981M 2014 Q3 Target P3.400M Growth 14%

20 TOP 5 GOALS 1. To hit Q4 Renewal Target of: No. of Policies : 1425 for Q4 or 475 per month 2013 Q4 Actual Q4 Target 1425 Growth 25% Gross DI : P3.6M for Q4 or P1.2M per month 2013 Q3 Actual P2.9M 2014 Q3 Target P3.6M Growth 24%

21 TOP 5 GOALS 2. To hit Trust Fund Target of: No. of Policies : 180 for Q3 or 60 per month 2013 Q3 Actual Q3 Target 180 Growth 1186% Net Trust Fund : P1.6M for Q3 or P533k per month 2013 Q3 Actual P117k 2014 Q3 Target P1.6M Growth 126%

22 TOP 5 GOALS 2. To hit Trust Fund Target of: No. of Policies : 180 for Q4 or 60 per month 2013 Q3 Actual Q3 Target 180 Growth 445% Gross Trust Fund : P1.6M for Q4 or P533k per month 2013 Q3 Actual P291k 2014 Q3 Target P1.6M Growth 449%

23 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

24 TOP 5 GOALS 4. Privilege Card Terms and Conditions Printing Distribution Monitoring

25 TOP 5 GOALS 5. Manpower Assessment and Training Reorganize Team to create Sales Group Conduct Training to Sales Consultants


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