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  • General Insurance Strategy 2024

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    Fakhriy Wibowo Edriatama
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    The document outlines a general insurance strategy for 2024. It discusses strengthening techniques such as expanding partnerships with insurers, creating binders for different insurance products, and specializing in high-risk areas. It also discusses strengthening client relationships through cross-selling, recommendations, and sales from purchased data. Targets for 2024 include growing brokerage income to 3.5 billion with 60% in Q1, 20% in Q2, 15% in Q3, and 5% in Q4, primarily from motor vehicle, property, marine, and surety bond insurance products.

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    The document outlines a general insurance strategy for 2024. It discusses strengthening techniques such as expanding partnerships with insurers, creating binders for different insurance products, and specializing in high-risk areas. It also discusses strengthening client relationships through cross-selling, recommendations, and sales from purchased data. Targets for 2024 include growing brokerage income to 3.5 billion with 60% in Q1, 20% in Q2, 15% in Q3, and 5% in Q4, primarily from motor vehicle, property, marine, and surety bond insurance products.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    17 views11 pages

    General Insurance Strategy 2024

    Uploaded by

    Fakhriy Wibowo Edriatama
    The document outlines a general insurance strategy for 2024. It discusses strengthening techniques such as expanding partnerships with insurers, creating binders for different insurance products, and specializing in high-risk areas. It also discusses strengthening client relationships through cross-selling, recommendations, and sales from purchased data. Targets for 2024 include growing brokerage income to 3.5 billion with 60% in Q1, 20% in Q2, 15% in Q3, and 5% in Q4, primarily from motor vehicle, property, marine, and surety bond insurance products.

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    of 11

    General Insurance Strategy

    2024

    Let us offer our


    expertise
    Muhammad Fadilah
    Personal Data
    Name : Muhammad Fadilah,
    S.E.As.
    Religion : Islam
    Address : Kuningan Timur, Jakarta
    Selatan

    Educational Background
    Institute of Risk Management and Insurance (STIMRA)
    Bachelor - Graduated on May 2015
    Major/Faculty : Insurance/Economics

    Working Experience
    • PT Sentana Mitra Kualita, Oct 2023 – Now
    • PT Fresnel Perdana Mandiri, Feb 2023 – Oct 2023
    • PT Pasar Polis Insurance Broker, Jun 2021 – Jan 2023
    • PT Insurance Broking Services, Dec 2019 – Jun 2021
    • Sompo Insurance Indonesia, May 2016 – Dec 2019
    • ACE Jaya Proteksi, Oct 2009 - May 2016

    Title
    currently taking AAPAI classes
    PT Sentana Mitra Kualita
    Established since October 1st , 1998

    General Life
    Insurance Insurance

    Loyal Client

    Core Business
    150 Clients
    2500 Clients

    Bf : IDR 1.000.000
    BF : IDR 10.000.000

    General Insurance ?
    Apa yang harus dilakukan???

    •Perkuat Teknik

    •Pererat Client
    Perkuat Teknik
    1. Perbanyak Kerja sama dengan Asuransi
    Perkuat Teknik
    2. Create Binder : Property, Motor Vehicle and Marine Cargo

    Property Chubb General Insurance


    Asuransi Bina Dana Arta
    Asuransi Umum Takaful

    Motor Vehicle Asuransi Umum Videi


    Asuransi Staco Mandiri
    Chubb Syariah

    Marine Cargo Chubb General Insurance


    Great Eastern
    Perkuat Teknik
    3. Pembagian asuransi berdasarkan kekuatan product
    Property Contractor All Risk CPM
    (High Risk)
    China Taiping Askrindo JRP
    ACA JRP Raksa
    MTWI BRIns MNC
    JRP Tugu Astra
    etc etc etc

    Marine Hull Protection & Indemnity Surety Bond & KBG

    Tugu Ms Amlin Askrindo


    Jasindo Maritime Mutual JRP
    Astra Tugu (Consorsium) Jasindo
    MPM etc Sinarmas
    etc etc
    Pererat Client
    Profile Existing Client SENTANA
    Client

    22% Bank
    33%
    Lembaga Pembiayaan

    Direct Corporate (swasta)

    Retail / Perorangan
    8%
    36%
    Pererat Client
    How to approach?

    Cross Selling

    Recommendation

    sales process through purchased data


    TARGET 2024
    Brokerage : 3,5 M 60% 20% 15% 5%
    Q1 Q2 Q3 Q4

    Insurance Product Target Brokerage Income


    Motor Vehicle 1,150,000,000
    Property 950,000,000
    Marine Insurance 700,000,000
    Surety Bond & KBG 200,000,000
    Lainnya 500,000,000
    TERIMA KASIH

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