Insurance tech 2015 brochure

The Incubator For Innovation In Latin American Insurance
Predict | Disrupt | Accelerate
Tel: +1 212 537 5898 | Email: info@hansonwade.com
www.insurancetechbr.com
Summit 2015
Simultaneous Translation
Silvana Moura
Head of IT LatAm
Generali
24 EXPERT SPEAKERS INCLUDE:
PARTNERS:
Henrique V. Magalhães Marques
COO
JLT Brasil Holdings
Josep Celaya
Chief Innovation Officer
Mapfre
Mick Simonelli
Lead Innovation Executive
USAA
Jose Trasancos
Director Analytics
and Business Intelligence
Preferred Mutual
24 – 27 August 2015 | São Paulo, Brazil
RESEARCHED & DEVELOPED BY:
‘This summit helps enterprises deliver results faster’
Chubb Seguros

WELCOME FROM THE CHAIRMAN
WHAT MAKES THIS SUMMIT UNIQUE
Tel: +1 212 537 5898 Email: info@hansonwade.com
www.insurancetechbr.com Leaders in Latin American Insurance
3rd
Annual Latin American Insurance Tech Summit
São Paulo, Brazil | 24 – 27 August 2015
SEE WHAT SPEAKERS HAVE
TO SAY ABOUT THE SUMMIT
This forum helps us discuss
and analyze the state of the
industry, what challenges
the industry faces and what
particular issues each industry
branch or country in the region
needs to overcome.
Carlos Belloni, COO Global
Life LatAm, Zurich
A unique opportunity to learn
what the insurance market is
doing to improve its operations
and how these innovations can
be implemented in our own
business.
Nadia Alencar, IT & Business
Process Director, AON
Dear Colleagues,
In the current economic and social climate,
improvements in technology - which do not
always call for significant investment - are an
important competitive factor for success in
achieving better returns and new customers. The challenge for this
community lies in analyzing which improvements to make, and how
to implement them.
Having worked for over 15 years in different positions within the
insurance and services sector, I have witnessed major changes in
the technology environment in this market. I am confident that more
changes are yet to come, and notably a huge opportunity lies in
adapting and importing trends in technology from other industries
for the benefit of the insurance market.
If you have similar views and goals, your participation and
involvement at the 3rd Annual Latin American Insurance Tech
Summit 2015 will be extremely valuable.
This summit is an ideal opportunity for us, as industry executives, to
share ideas, experience and knowledge to develop tangible products,
increase scale of productivity, manage process and risk and improve
knowledge transfer to ensure company sustainability.
Your participation will be key to the success of this summit.
I hope to see you there.
Sincerely,
Daniel Meneghin, Operations Director, Tempo USS
We believe technology and innovation are the engines for growth in Latin American Insurance.
In order to remain competitive it is imperative that we accelerate the rate of innovation.
Every year we gather the community together at this summit with a mandate to transform the way insurance companies are using
technology, and to ensure you get the most out of your investment in innovation.
This year the goal is to take a radical approach to understand how technology can partner with business to make a real impact on your
strategy for customer centricity. Key areas we will address include how to:
Expand digital capacity, building on legacy systems
Use big data to predict future behaviour
Interact with a more technology-sophisticated customer
Transform the enormous amount of information produced by big data and business intelligence into tangible benefits for
the business
Move to the cloud for more efficiency
We will build on these questions and others in August, so you get two days of information which will inspire a year´s worth of innovation.
This is a great opportunity to
check in with the technological
trends in the insurance market,
learn new approaches and
incorporate them into projects
and processes for continuous
improvement.
Vitor Massari, IT Agile
Project Leader, Chubb Seguros
Summit 2015
Summit 2015
Summit 2015
Summit 2015
Summit 2015

SPEAKERS
3rd
Jackeline González Rojas
CIO Global Life LatAm
Zurich
Carlos Belloni
COO Global Life
Latin America
Zurich
Henrique V. Magalhães
Marques
COO
JLT Brasil Holdings
Silvana Moura
Head of IT LatAm
Generali Seguros
Jose Trasancos
Director Analytics and
Business Intelligence
Preferred Mutual
José Torres Llosa
Villacorta
VP Operations and
Technology
Rimac International
Paulo Sgarbi
CIO
HDI Seguros
Josep Celaya
Chief Innovation Officer
Mapfre Seguros
Dario Okrent
e-Commerce Director
Wibe (BBVA Group)
Marcos Antonio
Nogueira de Siqueira
Superintendent Strategic
Planning and Distribution
Liberty Seguros
Felipe Avila Carneiro
IT & Security
Executive Manager
Brasilcap
Daniel Meneghin
Operations Director
Tempo USS
Duilio Montrasi
COO
San Cristóbal Seguros
Juan Mazzini
Senior Analyst
Celent
Fernando Diaco
CIO
Grupo Sancor Seguros
Mick Simonelli
Former Lead
Innovation Executive
USAA
Daniel Costa Scherer
IT Executive Manager
Grupo SABEMI
Mike Fitzgerald
Senior Analyst
Celent
Gaspar Lins
CIO LatAm
AON
Greice Hamada
Digital Solutions Manager
Bradesco Vida e
Previdência
Andrew Hellard
Solution Marketing
Manager
GMC Software
Technology
Vitor Massari
IT Agile Project Leader
Chubb Seguros
An extraordinary event to broaden your horizons.
Marcelo Famá, COO, Willis
Emerson Feliciano
Da Silva
Technical Superintendent
Cesvi Brasil
Nadia Alencar
IT & Business Process Director
Aon Holdings

CONFERENCE DAY ONE
8.00 Registration And Networking Breakfast
TRANSFORMATIONAL STRATEGY: ACHIEVE GROWTH THROUGH TECHNOLOGY
9.00 Connection Before Content: Chairman’s Welcome
And Shared Goal Setting
Daniel Meneghin, Operations Director, Tempo Assist
9.20 Adapting To Game-Changing Consumer Trends To Achieve
High Growth In A Slow Growth Economy
• Share the six game-changing consumer trends that are generating
significant growth
• Understand what you need to adapt to stay a step ahead of your competition
• Unveil the methods and motivations behind your clients’ consumption behavior
Carlos Belloni, COO Global Life LatAm, Zurich
10.00 Securing The Right Investment For Future Growth
• Understand how to sell a compelling value proposition to increase investment in IT
for the digital world
• How to monetize and translate into KPIs for continuity of investments
Henrique V. Magalhães Marques, COO,
JLT Brazil Holdings
Daniel Meneghin, Operations Director, Tempo Assist
10.40 Morning Refreshments and Speed Networking
The Speed Networking sessions are a great opportunity to meet the attendees you would like to have more in-depth conversations with later in the
conference. This session is the ideal opportunity to get face-to-face time with many of the brightest minds working in your field.
11.40 How To Improve Business Process Management
By Going Paperless
• Learn how to make ecosystem processes safer and faster
• Discover how to develop efficient storage and retrieval and search for information
online
• Discuss the barriers faced in implementing the model: legislation, acceptance and
technology
Daniel Luis Costa Scherer, IT Executive Manager,
Grupo SABEMI
12.20 Multichannel Strategies To Increase Customer Retention
And Loyalty
• Understand how to get over 35% increase in response rates and 40% boost in
cross/up sells by adding value to your communication with your clients
• Learn how to improve your operational efficiency by communicating in real time in
a multichannel strategy
Andrew Hellard, Solution Marketing Manager,
GMC Software Technology
13.00 Lunch And Networking
3rd
Tuesday 25 August 2015 Keynote Session Interactive Session Networking Session

CONFERENCE DAY ONE
USE TECHNOLOGY TO BUILD A CUSTOMER–CENTRIC STRATEGY
14.30 Enable Interaction Throughout The Company To Focus On
The Client
• Learn how to design e-commerce platforms and direct marketing strategies to
prospect and sell online
• Understand how simplicity is driving business to enhance customer experience
Dario Okrent, e-Commerce Director,
Wibe (BBVA Group)
15.10 New Consumer, New Services: How To Create Innovation
And Value For Customers In A Fast Changing World
• Discover how digital wallet will enhance your relationship with customers and
partners
• Understand how Bradesco Seguros uses Facebook to give access to financial
services and get closer to a new generation
Greice Hamada, Digital Solutions Manager,
Bradesco Vida e Previdência
15.50 Afternoon Refreshments And Networking
16.30 The Impact Of SII Or Risk-Based Regulations In
Operations And Technology
• Understand how the regulatory changes will affect process
• Learn how technology areas need to be prepared for data consistency for reporting
to the regulators and market
Jackeline González Rojas, CIO Global Life
Latin America, Zurich
17.10 Centralized Processes And Outsourcing – What Is The
Best Strategy For A Customer Centric Vision And Why?
• Explore both business models to reduce costs and optimize processes
• Learn how to generate efficiency savings by reengineering the business process
Moderator: Daniel Meneghin, Operations Director,
Tempo Assist
Nadia Alencar, IT & Business Process Director,
Aon Brazil
Silvana Moura, Head of IT LatAm, Generali
17.50 Chair´s Closing Remarks And Summary Of Key Action Points From Day One
The Insurance Tech Summit is a unique opportunity to share
technical knowledge and consequently contribute to solid and
sustainable growth for our companies and market.
Henrique Magalhães Marques, COO, JLT Brasil Holdings
3rd
Tuesday 25 August 2015 Keynote Session Interactive Session Networking Session

CONFERENCE DAY TWO
8.00 Registration And Networking Breakfast
INNOVATION AS THE ENGINE OF CHANGE WITHIN ORGANIZATIONS
8.30 Culture Eats Innovation For Lunch: How to Create A
Culture Of Innovation
• Learn how organizational culture is critical to innovation and must be accounted
for, but can also be influenced to support innovation
• Discover simple but effective tactics and techniques from building USAA’s program
and numerous other large financial services companies
Mick Simonelli, former Lead Innovation Executive,
USAA Military Home, Life & Auto Insurance
9.10 Big Data And BI: How To Collect And Store For
A Business-Defined Purpose
• Learn how to identify relevant data and make operational changes to put data to
meet business needs
• Explore how to improve data capture to enhance your capabilities in big data
to improve efficiency and increase revenue
Marcos Antonio Nogueira de Siqueira, Superintendent
Strategic Planning and Distribution, Liberty Seguros
9.50 Business Analytics: Much More Than Business
Intelligence
• Find real value in corporate data by implementing solutions to analyze and predict
• Develop a simple architecture to reduce costs, increase revenue and maximize the
value of available information
Duilio Montrasi, COO, San Cristóbal Seguros
10.30 Morning Refreshments and Networking
11.00 Disruptive Changes In Auto Insurance In The Context Of
Connected Cars
• How the industry will change with cars that carry sensors that transmit
information on the car, the route and nearby vehicles
• Telematics as an enabler of change in a disruptive new environment
• Understand how companies should reinvent themselves in the new context
Josep Celaya, Corporate Director & Chief
Innovation Officer, Mapfre Seguros
11.40 What Is To Come In Vehicle Tracking In Brazil:
The Outlook For Insurers
• Understand why telematics will have great influence on the insurance business in
Brazil in the near future
• Learn how technology related to telematics can offer technical parameters that
will help you to upgrade the quality of your portfolio
Emerson Feliciano, Technical Superintendent,
CESVI Brasil
12.20 How To Empower Your Business For Predictive Analysis
• Strategies to engage teams in your business to change their work behavior and
grow their talent
• Understand how an Agile approach can improve the profitability of your company
Vitor Massari, IT Agile Project Leader, Chubb Seguros
13.00 Lunch And Networking
3rd
Wednesday 26 August 2015 Keynote Session Interactive Session Networking Session

CONFERENCE DAY TWO
14.30 The Application Of Drones And Telematics To Improve
Efficiency
• Understand how insurers benefit from their investment on R+D+I (Research,
Development and Innovation)
• Review case studies on telematics in the region
• Unveil how to gain operational efficiency by reducing costs and increasing
accuracy in the report generated
Fernando Diaco, CIO, Grupo Sancor Seguros
15.10 How The Cloud Can Be Implemented In Insurance
Companies
• Learn the key benefits of the cloud in insurance companies for operational
flexibility, cost saving, scalability and business agility
• Understand the regional legal barriers for regional deployment
Felipe Avila Carneiro, Executive Manager TI, Brasilcap
MULTICHANNEL STRATEGY FOR A SUPERIOR CUSTOMER EXPERIENCE
15.50 How To Position Your Company In Preparation For
A Multichannel Strategy
• Gain insights into multichannel strategies in the LatAm market
• Discuss how the ecosystem should focus on the client to meet their needs and
expectations
Gaspar Lins, CIO Latin America, AON
16.30 Afternoon Refreshments And Networking
17.00 Connectivity: How To Develop A Network To Enhance
Relationships Between All Channels
• Learn how legacy systems should be simplified to support the marketing strategy
for a consistent customer experience across channels
• Discuss how to cooperate with brokers and sponsors to ensure customer centricity
José Torres Llosa, VP Operations & Technology,
Rimac International
17.40 Tackling The Future Together: How To Interact With A
More Technologically Sophisticated Client
• Understand the changes that will affect your business in the years to come
• Learn how to interact with insured clients and brokers and deliver remotely
• How Operations and Technology should be ready to satisfy the new consumer’s
needs
Paulo Sgarbi, CIO, HDI Seguros
18.20 Chair’s Closing Remarks And Summary Of Key Action Points From Day Two
3rd
Wednesday 26 August 2015 Keynote Session Interactive Session Networking Session
TURN OVER TO CHECK
OUT THE WORKSHOPS

EXTEND YOUR KNOWLEDGE
WORKSHOP A
WORKSHOP B
3rd
This workshop will focus on preparing your organization for the deployment
and subsequent control and management of a predictive risk model. The
general nature of predictive risk models will be discussed, however, the
workshop will focus on ensuring that your organization’s operating model,
supporting processes and business unit management are ready and
correctly positioned to support successful implementation, deployment and
management of predictive risk models.
You will leave this workshop able to:
• Understand the phases of development and implementation for you to
promote organization engagement and establish governance models
• Ensure your organization is ready in terms of resource planning, resource
reallocation, cultural awareness and importance of objective gap analyses
for technology deployment
• Visualize Day One, including daily operational summaries, valuable
external sources of information and data, line management control and
accountability to prepare you for contingencies
• Make the product life cycle a reality by developing a culture of operational
excellence in your company
ABOUT YOUR WORKSHOP LEADER:
33 years in the Property and Casualty insurance industry,
largely with a Personal Lines focus. Extensive experience in
general management, claims management, data architecture,
quantitative research, organizational effectiveness and
operational quality in companies such as Progressive
Corporation, Allstate Corporation, GMAC Insurance Holdings,
The Hanover Insurance Group and NBIC Holdings.
Data Is The New Strategic Asset: An Operational View For
Success From Day One
Date: Monday 24 August 2015 Time: 09.00 - 16.00
Jose Trasancos
Director Analytics and Business Intelligence
Preferred Mutual
When it comes to innovation, the overall focus of the insurance industry
tends to be on the theoretical - the “what”. Celent has teamed with
Simonelli, LLC to explore the “how.” How exactly are firms who are finding
success in innovation executing their initiatives? What processes have they
put in place that enable them to move beyond the theoretical and carry them
into the realm of the actual?
You will leave this workshop able to:
• Understand the role innovation is playing in the Latin American insurance
market and how you can use it to gain a competitive advantage
• Reduce risk in your technology implementation strategy, drawing on case
studies from Latin America and around the world
• Apply best practice innovation processes in prototyping, incubation, using
social technologies to manage innovation, and changing company culture in
your business
Mick served as the senior innovation executive for USAA,
where he built and drove the enterprise-wide innovation
program to world class status. During his tenure, USAA
received numerous awards and accolades including InfoWeek
500’s Most Innovative, BusinessWeek’s #1 Customer Service,
and People’s Choice Awards.
Executing Innovation And Adopting Disruptive Technologies
To Fundamentally Change The Insurance Business Model
Date: Thursday 27 August 2015 Time: 09.00 - 16.00
Mick Simonelli
Former Lead Innovation Executive,
USAA Military Home
Life & Auto Insurance
His research focuses on innovation management, business
process and operations, social media use in insurance, and
distribution systems. Prior to joining Celent, he was VP of
Enterprise Underwriting Solutions at Zurich North America.
Mike Fitzgerald
Senior Analyst
Celent
Juan’s career spans 20 years in the insurance and banking
IT industries. His research and consulting focuses on:
technology strategy, life and P&C insurance IT related issues,
core banking, business strategy, and systems selection. Prior
to joining Celent, he was Corporate VP at Sistran.
Juan Mazzini
Senior Analyst
Celent

NETWORKING
YOU’LL MEET PEOPLE FROM...
Event Overview
Purpose:
To help implement innovation and
new technologies faster
2Additional
Deep-dive
Workshops
16
Director, VP
and Head of
Function
speakers
65% Content and Insights
35% Networking and Connections
1
Networking
sessions8
Conference
Sessions
19
Across
DAYS
2
30 Hours
of industry best practice
20 Leading
Companies
Sharing Best
Practices
3rd
AT INSURANCE TECH 2015
This summit shows new ways to add
value and how can the CIO can become
a key player in the transformational
process of business.
Fernando Diaco, CIO, Grupo Sancor Seguros
Brazil
Mexico
United States
Argentina
Colombia
Bolivia
Chile
Central America
Peru
Other
C-Level
Director Level
Manager
Other
This is a unique opportunity to share
experiences and discuss the current
issues that can be applied in everyday
work.
Silvana Moura, Head of IT LatAm, Generali Seguros
EXPECTED
ATTENDANCE
BY COUNTRY
EXPECTED
ATTENDANCE
BY SENIORITY
41%
23%
27%
9%
40%
14%
10%
10%
9%
5%
4%
4%
3% 1%

SPONSORS
Commercial Partnership Opportunities
To ensure we get the optimal mix of solution providers and end users in
the collaborative discussions, we are limiting access to the conference for
vendors. Priority access will be given to commercial partners.
Should you wish to be a commercial partner, please get in touch with
Lothifa Chowdhury at sponsor@hansonwade.com
3rd
GMC Software Technology, named a leader in Customer
Communications Management by Forrester and Gartner,
provides an interactive multi channel CCM platform, that
enables insurance enterprises of every size to handle legacy
applications, reduce costs on various levels, change workflows,
reduce time to market and increase communication agility.
GMC integrates new touch points with the client, monitors
the communication process and brings the customer
communication experience to a new level. GMC’s applications
deliver critical and regular forms of customer communication
to traditional and electronic, online based communications,
leading the marketplace from customer inquiry, onboarding
to servicing.
www.gmc.net
Company specialized in Business Intelligence and Business
Analytics solutions with over 20 years of international
experience in the insurance market, using mainly the IBM
Cognos and SPSS platform.
In addition, SBI has an area dedicated to software application
development, which complements the existing systems used
in insurance companies and their goal is to offer solutions to
specific business processes.
www.sbi-technology.com
The 3rd Annual Latin American Insurance Tech Summit 2015 would like to welcome on board the following sponsors:
PROGRAM PARTNER PROGRAM PARTNER
The perfect opportunity to start new
business deals. The best for networking,
it has the right combination of people,
organizer support and activities. This
event has the right level of attendees and
we receive support to make connections
with potential customers.
InMotion

The first annual meeting point for Latin American leaders of
finance and risk for insurance companies. With regulation
changing fast to follow European standards, this is the place to
meet the implementation challenge and understand the impact
of regulation on business decision making.
A unique event to connect with senior executives and learn how
to radically improve product development and distribution to the
base of the pyramid in Latin America to boost market share within
the unbanked population.
Brazil’s annual opportunity for the insurance industry community
to benchmark progress, set strategy, and determine the agenda
for the next 12 months.
INSURANCE CALENDAR AT A GLANCE
2nd
Annual Latin American Solvency II Summit 2015
3rd
Annual Brazilian Retail Insurance Summit 2016
7th
Annual Latin American MicroInsurance Summit 2016
Hanson Wade operates the Latin American Insurance Portfolio of conferences in close collaboration with the region’s
insurers, banks, brokers and distribution channels. It has developed an active community that gathers at industry leading
summits designed to facilitate the exchange of high level business information and knowledge sharing, with the aim of
achieving commercial results faster.
MARCH
MAY
1 S T
A N N U A L L A T I N A M E R I C A N
Solvency IISummit 2014
The region’s definitive strategic insurance meeting place at
which senior executives in Latin America gather to benchmark
their retail insurance strategies against regional and global best
practices, develop partnerships and set mass insurance priorities.
4th
Annual Latin American Retail Insurance Summit 2015
OCTOBER
NOVEMBER
3rd

PRICES AND DISCOUNTS
Code:5211
TEAM DISCOUNTS**
Full payment is due on registration. Cancellation and Substitution Policy:
Cancellations must be received in writing. If the cancellation is received more
than 14 days before the conference attendees will receive a full credit to a
future conference. Cancellations received 14 days or less (including the four-
teenth day) prior to the conference will be liable for the full fee. A substitution
from the same organization can be made at any time.
Changes to Conference & Agenda: Hanson Wade reserves the right to
postpone or cancel an event, to change the location or alter the advertised
speakers. Hanson Wade is not responsible for any loss or damage or costs
incurred as a result of substitution, alteration, postponement or cancellation
of an event for any reason and including causes beyond its control including
without limitation, acts of God, natural disasters, sabotage, accident, trade or
industrial disputes, terrorism or hostilities.
Data Protection: The personal information shown and/or provided by you will
be held in a database. It may be used to keep you up to date with developments
in your industry. Sometimes your details may be obtained or made available to
third parties for marketing purposes. If you do not wish your details to be used
for this purpose, please write to: Database Manager, Hanson Wade, Suite A, 6
Honduras Street, London EC1Y 0TH
TERMS & CONDITIONS
VENUE
3 Delegates: 10% Discount
4 Delegates: 15% Discount
5+ Delegates: 20% Discount
10+ Delegates: 30% Discount
**Please note: Team discounts are only valid when three or more delegates from one company
book and pay at the same time. ‘Early Bird’ discounts require payment at the time of registration (or
prior to the cut-off date) to secure the applicable discount.
You can register your place quickly and easily
online. Visit: www.insurancetechbr.com/register
3 REASONS TO BOOK YOUR PLACE NOW:
INSPIRE
Collaborate, connect
and benchmark
with the best in the
business to help
you innovate
ACCELERATE
Build internal
capability and find
external partners to
help you to achieve
success faster
DISCOVER
Identify the disruptive
technologies set
to change the shape
of the insurance
business
INDUSTRY PRICING
Register and pay
by April 24th*
Register and pay
by July 17th*
Standard
Price
BRONZE PACKAGE
Full Day Conference Only
$1679 (save $1120) $2239 (save $560) $2799
SILVER PACKAGE
Conference + Full Day Workshop
$2399 (save $1599) $3198 (save $800) $3998
GOLD PACKAGE
Conference + 2 Full Day Workshops
$3118 (save $2079) $4158 (save $1039) $5197
Full Day Workshop Only (Each) $899 (save $600) $1199 (save $300) $1499
All prices in US Dollars
SOLUTION PROVIDER PRICING
Register and pay
by April 24th
Register and pay
by July 17th
Standard
Price
BRONZE PACKAGE
Full Day Conference Only
$2399 (save $400) $2599 (save $200) $2799
SILVER PACKAGE
Conference + Full Day Workshop
$3698 (save $300) $3898 (save $100) $3998
GOLD PACKAGE
Conference + 2 Full Day Workshops
$4897 (save $300) $4997 (save $200) $5197
Full Day Workshop Only (Each) $1399 (save $100) $1499 $1499
All prices in US Dollars
* Only 20 places at this price available. Once places are filled, higher prices apply.
3rd
Sheraton São Paulo WTC Hotel
Avenida das Nações Unidas 12559
São Paulo, SP, 04578-903
Brazil
www.sheratonsaopaulowtc.com.br
Overnight accommodation is not included in the
registration fee, however accommodation options
will be sent out with your confirmation email upon
registering.

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