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The President’s Report 2003

The President’s Report 2003. Isang Taon na Tayo at Patuloy pang Lumalakas!. Introduction. Report on the State of the PAKISAMA Mutual 2002-2003 By Oscar M. Castillo, President. Report Outline. Membership Build-up Basic Marketing Strategy: Kadamays and POs

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The President’s Report 2003

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  1. The President’s Report 2003 Isang Taon na Tayo at Patuloy pang Lumalakas!

  2. Introduction • Report on the State of the PAKISAMA Mutual 2002-2003 • By Oscar M. Castillo, President

  3. Report Outline • Membership Build-up • Basic Marketing Strategy: Kadamays and POs • Marketing and Administrative Support • Committed Leadership for a Young Mutual • BOT Decisions • International Recognition

  4. In the beginning… 1st Convention, Aug. 17, 2002 held at the ISO, Ateneo University

  5. Mr. Gerard Pierik, VP-Interpolis awarding Plaque of Friendship to Oscar Castillo and Ananias Loza, Presidents of PMBA & PAKISAMA respectively.

  6. Region Membership/ Policyholders Rank Gross Membership Premium (Pesos) Rank Metro Manila/ North Luzon 103 4 170,000 3 South Luzon 319 2 262,320 2 Visayas 167 3 115,680 4 Mindanao 438 1 266,400 1 Total 1,027 815,100 Membership Build-Up Table 1: Membership Status (as of July, 2003)

  7. Membership Build-Up Table 2: List of PMBA Chapters (as of July 31, 2003) LUZON: 1.AGRIZKAYA – DCDC Nueva Viscaya 2.LAFF Quezon 3.MAGSAKA-CA Camarines Sur 4.MMPC Quezon 5.NAGKASAMA Batangas 6.SAMBA Rizal 7.SANDIGAN Sorsogon 8.SUMAPI Laguna 9.SIMPCI Quezon 10.TODA – D3 Laguna Laguna 11.TODA - D4 Laguna Laguna 12.PAKISAMA – Manila Manila 13.PIFACOCO Quezon

  8. Membership Build-Up Table 2: List of PMBA Chapters (as of July 31, 2003) VISAYAS: 1.ABRAC Capiz 2.ALAMKA Cebu 3.BUKLOD – Aklanon Aklan 4.KAMPI Ilo - Ilo 5.NOFEAR Negros Oriental 6.WAB Northern Samar MINDANAO: 1.BAHA-MPC Bukidnon 2.CVFPMPC Lanao del Sur 3.DCIC Zamboanga Norte 4.KAMSICO Bukidnon 5.KETSCAP Bukidnon 6.LARBMPC Bukidnon 7.NAGMMATABA Zamboanga Sibugay 8.PALAMBU Bukidnon

  9. Region As of November 2002 Rank As of July 2003 Rank Metro Manila/ North Luzon 3 4 50 2 South Luzon 4 3 16 4 Visayas 8 1 45 3 Mindanao 7 2 55 1 Total 22 166 Basic Marketing Strategy • Partnership w/ Kadamays Table 2: Number of Kadamays (Agents)

  10. Basic Marketing Strategy Kadamay Chapter Area Policies Rank GMP (Pesos) Rank Gregoria Vargas NAGMMATABA Zamboanga Sibuguey 180 1 111,780 2 Renato Gloriane SANDIGAN Sorsogon 158 2 126,480 1 Lolita Benesisto WAB Northern Samar 53 3 37,200 3 Crispin Aguelo BUKLOD-AKLANON Aklan 51 4 31,320 5 Allan Cosrojas BIC Bukidnon 48 5  31,860 4 • Partnership w/ POs Table 3: Top 5 Kadamay Producers for 2002 - 2003

  11. Top Producers 2002-2003 From left to right: Renato Gloriane of SANDIGAN, Lolita Benesisto of WAB, Gregoria Vargas of NAGMMATABA, the Best Kadamay Awardee & Cris Batunghinog , President of NAGMMATABA as Best PO Producer.

  12. Basic Marketing Strategy PO Chapter/Cluster Date Pax LUZON 1) LAFF (Quezon) July 4, 2003 48 2) TODA (District 3 & 4 of Laguna) June 30, 2003 28 3) NAGKASAMA (Batangas) April 24, 2003 52 4) SANDIGAN (Sorsogon) May 7, 2003 72 5) AGRIZKAYA–DCDC (Nueva Viscaya) December 18, 2002 50  6) SAMBA (Rizal) July 13, 2003 30 VISAYAS 1) FAMPC / BUKLOD – Aklanon (Aklan) February 3, 2003 40 2) NOFEAR (Negros Oriental) February 15, 2003 26 3) ALAMKA (Cebu) June 15, 2003 28 4) PAKISAMA Visayas December 16, 2002 36 5) WAB (Northern Samar) May 25, 2003 28 MINDANAO 1) BAHA – MPC (Bukidnon) February 28, 2003 84 2) DCIC (Dapitan, Zamboanga Norte) March 03, 2003 68 3) NAGMMATABA (Alicia, Zamboanga) March 06, 2003 103 4) KAMSICO (Valencia, Bukidnon) March 12, 2003 50 5) CVFPMPC (Wao, Lanao del Sur) April 28, 2003 53 6) KETSCAP (Impasug-ong, Bukidnon) June 4, 2003 36 • Product Launching

  13. Basic Marketing Strategy Mr. Castillo giving an inspirational talk in the PMBA launching in Kalibo, Aklan sponsored by the Buklod, February 3, 2003 • Product Launching

  14. Basic Marketing Strategy Mr. Pierik and Mr. Rik Delnoye of Agriterra as guests at the PMBA launching of the Buklod, together with Buklod President and PMBA Board Member Mr. Max Salavante • Product Launching

  15. Basic Marketing Strategy Province Date No. of POs Pax LUZON 1) MManila – Pollock Center March 21, 2003 2 17 2) Sorsogon June 18, 2003 12 12 3) San Pablo, Laguna June 30, 2003 3 30 MINDANAO 1) Bukidnon May 15, 2003 12 27 2) Zamboanga Sibugay July 12, 2003 4 21 VISAYAS 1) Western Visayas April 11, 2003 10 10 2) Northern Samar May 24, 2003 9 14 3) Cebu June 14, 2003 9 13 NATIONAL 1) PMBA Training-Workshop Nov. 4-6, 2002 20 31 • Kadamay Training (As of July 30, 2003)

  16. Marketing Support: Various Media • Posters

  17. Marketing Support: Various Media • Brochures

  18. Marketing Support: Incentives, Contests & Awards • Cell phone incentive:for Kadamays in order to facilitate faster communication w/ each other & w/ head office • Huling Hirit sa 2003, Patalbugan sa 2004:aimed at increasing production • Kadamay Mo, Kadamay Ko: encourage policyholders to pay on annual mode and choose higher value plans

  19. Marketing Support: Various Media • PMBA Website: http://pakisamamutual.tripod.com/pksm

  20. Marketing Support: MIS, Offices & Collection Bank • OASE software: generate certificates, monitor premiums, claims, other financial statistics • Offices: Quezon City, Nueva Vizcaya, Sn Pablo City, Iloilo City & Malaybalay City • Land Bank as premium depository

  21. Committed Leadership • BOT members facilitated participation of their local POs • Satisfactory participation in BOT meetings • No. of BOT mtgs: 4 • August 17, 2002; ISO, Ateneo de Manila University • November 7, 2002; ISO, Ateneo de Manila University • January 28, 2003; ISO, Ateneo de Manila University • July 8, 2003; PCED Hostel, UP Diliman, Quezon City

  22. Important BOT Decisions Resolution No. Title/Content 1-2002 PMBA BOT Election of Officers 2-2002 On the issue of 2-year Contestability Period 3-2002 On the issue of length of residency of a member to be qualified for a Member’s Account 5-2002 Creation of Board Committees 6-2003 Adding the following provision in the membership agreement: “after three years of continuous membership and the member resigns, he/she is entitled to 50% of his/her total contribution.” 7-2003 Approval of the 2003 Projected Income and Budget. 9-2003 Approval of the Definition of “Hospitalization”

  23. Important BOT Decisions 10-2003 Approval of modified 2003 Budget as per consultation w/ Partners 11-2003 Adoption of the audited 2002 Financial Report. 12-2003 Approval in principle of the Standards for a Kadamay, CIC, BIC in Good Standing 13-2003 Approval of Quarterly Regional Mtgs of Kadamay to be charged to the Kadamay trng fund w/ preconditions. 14-2003 Approval of holding of regular Kadamay Cluster Meetings 15-2003 Approval of the strategy of offering the product to small or micro-entrepreneurs w/ small number of employees, incl. drivers & transport operators associations

  24. Important BOT Decisions 16-2003 Refinement of definition of “Disability.” 17-2003 On the issue of “double compensation” for the insured (i.e. both parents insured with same child as beneficiary) 18-2003 On the issue of “hunting” as means of livelihood & its insurability 19-2003 On the issue of conflicting reports between Kadamay and the police. 20-2003 On the issue of acceptability of photocopied documents as basis for claims. 21-2003 On the issue of the one-month grace period prior to coverage upon issuance of membership policy.

  25. Important BOT Decisions 22-2003 On the need for an operational interpretation of a separate agreement for children. 23-2003 On the development of new insurance products 24-2003 Budget realignment of Kadamay Training & Cellphone Incentive fund. 25-2003 Decision on the further development of an incentive package for the Kadamays. 26-2003 On the venue, date and mechanics of participation to the 2nd Annual Convention

  26. International Recognition • Nominated as one of “Best Partnerships for the Year 2003” by the Agriterra during it’s 5th Anniversary Celebration in Arnhem, Netherlands.

  27. Happy Anniversary at Mabuhay Kayong Lahat!

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