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OURVISION 3 “Make a difference in people’s lives!” “Making a difference in people’s lives!”
OURVISION 4 “Making a difference in people’s lives!” “Make a difference in people’s lives!” OURVALUES GOD-Centeredness FAMILY-Centeredness CUSTOMER-Centeredness PARTNER-Centeredness TRUTHFULNESS
OURVISION 5 “Making a difference in people’s lives!” “Make a difference in people’s lives!” Our Mission OURVALUES WHY US? GOD-Centeredness FAMILY-Centeredness We provide comprehensive medical plans to CUSTOMER-Centeredness Micro, Small and Medium Enterprises PARTNER-Centeredness (MSMEs), Family Groups, Seniors, LGBTs and TRUTHFULNESS the Deprived. + We help customers avail of the most competitive and suitable plans, through tailored arrangements with our medical partners. By insuring a minimum of three (3), we believe we can make a difference in the lives of our customers. [email protected] +63 998 997 0112 https://www.facebook.com/healthproplus3 +63 917 575 7103
OURVISION 6 “Making a difference in people’s lives!” “Make a difference in people’s lives!” Our Mission OURVALUES WHY US? GOD-Centeredness FAMILY-Centeredness We also carry the following services: CUSTOMER-Centeredness PARTNER-Centeredness • Motor Insurance • Property Insurance TRUTHFULNESS • Travel Insurance • Accident Insurance + • Bonds • Casualty Insurance [email protected] +63 998 997 0112 https://www.facebook.com/healthproplus3 • Engineering Insurance • Marine Insurance +63 917 575 7103 • Life Insurance • Investments • Credit Insurance • Mortgage Redemption Insurance • Mortgage/Loan Advice
7 THE PEOPLE BEHIND “Making a difference in people’s lives!”
8 THE PEOPLE BEHIND ALEX Tolentino MANAGING PARTNER Diploma in Financial Services (DFP, AUS); Licensed in Traditional Life, Variable Universal Life & Non-Life Insurance “Making a difference in people’s lives!”
“Making a difference in people’s lives!” 9 THE PEOPLE BEHIND ALEX Tolentino MANAGING PARTNER Diploma in Financial Services (DFP, AUS); Licensed in Traditional Life, Variable Universal Life & Non-Life Insurance LUIS Villena MANAGING PARTNER Practicing HROD Consultant, Thought Leader & Corporate Trainer
1 0 “Making a difference in people’s lives!” THE PEOPLE BEHIND ALEX Tolentino MANAGING PARTNER Diploma in Financial Services (DFP, AUS); Licensed in Traditional Life, Variable Universal Life & Non-Life Insurance LUIS Villena MANAGING PARTNER Practicing HROD Consultant, Thought Leader & Corporate Trainer ANNALYN Pontigon OPERATIONS HEAD
1 1 OUR PARTNER HEALTH PROVIDERS “Making a difference in people’s lives!”
1 2 PARTNER Referral Program
1 3 PARTNER Referral Program HELP & EARN!
1 4 PARTNER Referral Program Requirements to join the Partner Referral Program: • Must be invited by HP+. • Must attend the briefing session. • Must join our HP+ FB Group page.
OUR PRIMARY MARKETS 1 5 INITIAL FOCUS
OUR PRIMARY MARKETS 1 6 INITIAL FOCUS A MSMEs Micro, Small and Medium Enterprises. B FAMILY Father, Mother, Children. C ELDERS The Seniors. D LGBTs and the DEPRIVED Those who are always left out of this opportunity.
HOW ARE WE DIFFERENT? 1 7 OUR VALUE PROPOSITION
HOW ARE WE DIFFERENT? 1 8 OUR VALUE PROPOSITION
HOW ARE WE DIFFERENT? 1 9 OUR VALUE PROPOSITION + + When others require a minimum of ten (10), we facilitate the enrollment of at least three (3). This is our commitment to help!
HOW ARE WE DIFFERENT? 2 0 OUR VALUE PROPOSITION + Plans for our dear ones: + Individual HMO When others require a Plans for Seniors minimum of ten (10), Family Group HMO we facilitate the Plans enrollment of at least three (3). This is our commitment to help!
OUR SALES PROCESS 2 1 4 STEPS
OUR SALES PROCESS 2 2 4 STEPS 24 ENGAGEMENT CONVERSION FOLLOW THRU PROMIOON TION 13
OUR SALES PROCESS 2 3 4 STEPS 24 ENGAGEMENT CONVERSION FOLLOW THRU PROMIOON TION 1 3 Referral Partner (RP) promotes HMO.
OUR SALES PROCESS 2 4 4 STEPS • RP sends collateral to prospect. 4 • …obtains contact details. • …informs prospect that HP+ will touch base. 2 ENGAGEMENT CONVERSION FOLLOW THRU PROMIOON TION 1 3 Referral Partner (RP) promotes HMO.
OUR SALES PROCESS 2 5 4 STEPS • RP sends collateral to prospect. 4 • …obtains contact details. • …informs prospect that HP+ will touch base. 2 ENGAGEMENT CONVERSION FOLLOW THRU PROMIOON TION 1 3 Referral Partner (RP) promotes HMO. • HP+ makes initial contact. • …asks for details to make the proposal. • …sends proposal and additional collaterals.
OUR SALES PROCESS 2 6 4 STEPS • HP+ conducts meeting to explain the proposal. • RP sends collateral to prospect. • …sends appropriate forms. • …obtains contact details. • …sends docs to HMO for underwriting. • …informs prospect that HP+ will touch base. • …sends SOA for collection. • …obtains payment. 2 • …conducts briefing. 4 ENGAGEMENT CONVERSION FOLLOW THRU PROMIOON TION 1 3 Referral Partner (RP) promotes HMO. • HP+ makes initial contact. • …asks for details to make the proposal. • …sends proposal and additional collaterals.
Partner Referral Program Gains 2 7 SAMPLE: BASED ON INDUSTRY PRACTICE
Partner Referral Program Gains 2 8 SAMPLE: BASED ON INDUSTRY PRACTICE CLIENT PROFILE PLAN TYPE ANNUAL REFERRAL FEE UPON RENEWAL PREMIUM P 1,912.12 (next 2 years) INDVL: 40 years old P 200k BL 20% of P 59,556 P 1,912.12 HP+ INDVL: 74 years old Commissions Company with 23 employees + 2 individual policies Company with 218 employees *For “Non-Life”, it’s 20% of HP+ Commissions
Partner Referral Program Gains 2 9 SAMPLE: BASED ON INDUSTRY PRACTICE CLIENT PROFILE PLAN TYPE ANNUAL REFERRAL FEE UPON RENEWAL PREMIUM (next 2 years) INDVL: 40 years old P 200k BL P 1,912.12 P 1,912.12 20% of P 1.5M BL P 59,556 P 2,466.86 HP+ INDVL: 74 years old P 2,466.86 P 123,343 Commissions Company with 23 employees + 2 individual policies Company with 218 employees *For “Non-Life”, it’s 20% of HP+ Commissions
Partner Referral Program Gains 3 0 SAMPLE: BASED ON INDUSTRY PRACTICE CLIENT PROFILE PLAN TYPE ANNUAL REFERRAL FEE UPON RENEWAL PREMIUM (next 2 years) INDVL: 40 years old P 200k BL P 1,912.12 P 1,912.12 20% of P 1.5M BL P 59,556 P 2,466.86 P 2,466.86 HP+ INDVL: 74 years old P 123,343 (Various MBL) P 7,921.88 P 7,921.88 Commissions Company with 23 employees P 396,084 + 2 individual policies Company with 218 employees *For “Non-Life”, it’s 20% of HP+ Commissions
Partner Referral Program Gains 3 1 SAMPLE: BASED ON INDUSTRY PRACTICE CLIENT PROFILE PLAN TYPE ANNUAL REFERRAL FEE UPON RENEWAL PREMIUM (next 2 years) INDVL: 40 years old P 200k BL P 1,912.12 P 1,912.12 20% of P 1.5M BL P 59,556 P 2,466.86 P 2,466.86 HP+ INDVL: 74 years old P 123,343 (Various MBL) P 7,921.88 P 7,921.88 Commissions Company with 23 employees P 70k MBL P 396,084 P 30,520 P 30,520 + 2 individual policies P 1,526,000 *For “Non-Life”, it’s 20% of HP+ Company with 218 employees Commissions
OUR SALES MONITOR 3 2
OUR SALES MONITOR 3 3
3 4 PARTNER Referral Program HELP & EARN!
PARTNER Referral Program 3 5 HELP & EARN! THANK YOU!
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