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The Progressive Bank Experience Gilbert Soliven Head, Special Projects 2012 RBAP-MABS National Roundtable Conference June 7-8, 2012 Hyatt Hotel & Manila Session 7: Transforming MI from Service to Business

Lessons in Microinsurance Business Expansion

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Mr. Gilbert Soliven of Progressive Bank shares how to effectively market and sell microinsurance products during the 2012 RBAP-MABS National Roundtable Conference on June 8.

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Page 1: Lessons in Microinsurance Business Expansion

The  Progressive  Bank  Experience      Gilbert Soliven

Head,  Special  Projects  

2012 RBAP-MABS National Roundtable Conference June 7-8, 2012

Hyatt Hotel & Manila  

Session  7:            Transforming MI from Service to Business  

Page 2: Lessons in Microinsurance Business Expansion

Lessons in Microinsurance Business Expansion

Gilbert E. Soliven Head, Special Projects Department

Progressive Bank, Inc.

Page 3: Lessons in Microinsurance Business Expansion

Scope

•  Guiding Principles

•  Strategy – the POGI Approach

•  From Service to Business

Page 4: Lessons in Microinsurance Business Expansion

Guiding Principles

“Asenso Mo, Misyon Ko!” (Your Progress, Our Mission!)

The provision of financial services is just a portion of PBI’s involvement with our clients. Ensuring that they get more from these services and their

business sustainability is our primordial mission.

Page 5: Lessons in Microinsurance Business Expansion

P – Partnership/Product Development

O - Outreach

G - Group

I – Invest, Innovate, Initiate

The “POGI” Approach

Page 6: Lessons in Microinsurance Business Expansion

From Service to Business – You Get a ROSE

R – Retain your clients

O – Open opportunities

S – Serve and Build Reputation

E – Earn More

Page 7: Lessons in Microinsurance Business Expansion

Thank you!