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  • 3 On Shedule - Example of RoadShow by Omar David Villa

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    Oscar Merlano Lobo
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    The document outlines the schedule and tasks for organizing an upcoming road show to renew an important all-risks insurance policy for a company. It details the schedule with plant surveys in January, defining tasks in February, receiving consolidated information and sending invitations in March, conducting the road show in April, and receiving feedback in May. Responsibilities are allocated with the relationship manager focusing on investors, the maintenance manager on maintenance programs, the risk manager on risk programs, and the insurance director on insurance programs. The road show aims to engage insurers, reinsurers, brokers and investors to renew the $10 million all-risks policy expiring in June 2017.

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    The document outlines the schedule and tasks for organizing an upcoming road show to renew an important all-risks insurance policy for a company. It details the schedule with plant surveys in January, defining tasks in February, receiving consolidated information and sending invitations in March, conducting the road show in April, and receiving feedback in May. Responsibilities are allocated with the relationship manager focusing on investors, the maintenance manager on maintenance programs, the risk manager on risk programs, and the insurance director on insurance programs. The road show aims to engage insurers, reinsurers, brokers and investors to renew the $10 million all-risks policy expiring in June 2017.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    5 views6 pages

    3 On Shedule - Example of RoadShow by Omar David Villa

    Uploaded by

    Oscar Merlano Lobo
    The document outlines the schedule and tasks for organizing an upcoming road show to renew an important all-risks insurance policy for a company. It details the schedule with plant surveys in January, defining tasks in February, receiving consolidated information and sending invitations in March, conducting the road show in April, and receiving feedback in May. Responsibilities are allocated with the relationship manager focusing on investors, the maintenance manager on maintenance programs, the risk manager on risk programs, and the insurance director on insurance programs. The road show aims to engage insurers, reinsurers, brokers and investors to renew the $10 million all-risks policy expiring in June 2017.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 6

    3 – On Schedule

    Case Study
    ORGANIZING A ROD SHOW
    Index

     Slide 1: Why was important the road show?

     Slide 2: Schedule

     Slide 3: Allocate tasks

     Slide 4: Investors
    Slide 1- Why?

     We have a “long term policy” type all risks for Property and BI

     This policy expired in june 1st 2017 (next 2019)

     Our all risks policy pay approximetily USD 10.000.000

     All risks policy is very important because insured the core of business
    Slide 2: Schedule

    January: plants’ February March April May


    surveys • Week 1: define and • Week 1: to receive • Week 1: road show • Week 2: proposals
    • Week 2: Honduras allocate tasks and to consolidate • Week 4: feedback
    Week 3: check and info
    Week 3: Panama
    resolve problems Week 2: send out
    Week 4: Colombia
    invitations
    Week 3: to book
    venues
    Slide 3: Allocate tasks

    Tasks Responsible
     General information  Relationship with inversors
     Maintenance program  Maintenance’s Manager
     Risks Program  Risks´ Manager
     Insurance Program  Insurance´s Director
    Slide 4: Investors

    Reinsurer
    Insurer
    Broker
    Insured

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