1. PRIORITY GOALS 3rd Quarter 2013

2. PRIORITY GOALS
SPECIFIC ACTION
MEASUREMENT / TARGET

3. PRIORITY GOALS
SPECIFIC ACTION
MEASUREMENT / TARGET

4. PRIORITY GOALS
SPECIFIC ACTION
MEASUREMENT / TARGET

5. PRIORITY GOALS
SPECIFIC ACTION
MEASUREMENT / TARGET

6. Reference:
KPI Report (Sept 2011 to May 2013)

7. KPI

8. CROSS SELLING PROJECT With an Affiliate (proposed)

9. AFFILIATE: LDB

10. GOALS : To introduce LDB to Insurance customers who are
requesting for installment payment on insurance
premium.
: To offer customers to open an account of either :
a. checking account
b. savings account/auto-debit arrangement

11. FACTS : About 80% of renewals are installment basis. Ave
FACTS : About 80% of renewals are installment basis Ave. monthly renewals Installment : At present, about 30% of installment transactions have no pdc’s No checking account -80

12. 1. LDB to provide the following to LICA Insurance
PROCEDURE:
1. LDB to provide the following to LICA Insurance
a. Application form, Signature specimen, etc.
b. List of requirements
c. Bank branches directory
2. LDB to extend special accommodations to LICA
Insurance referred clients:
a. Low opening deposit
b. Low maintaining balance
c. Same day release of check books
3. LICA INSURANCE to offer customers without Checking
account to open an account with LDB.

13. BENEFITS : LDB : Additional depositors to the bank LICA Insurance : PDC’s will guarantee payment of outstanding balance without need of follow-up / demand

14. PERFORMANCE MEASUREMENT :
Ave. No. of Customers per month
Ave. No. of Installment payment
With PDC’s (estimate)
Without PDC’s (estimate)
Target for endorsement to LDB %
80 x 20% = 16 new accounts / mo.

15. THANK YOU.