5th Operational Excellence in Insurance Summit LIVE ONLINE 2020
12 November 2013 - 14 November 2013
Manila, Phillippines

Our Speakers

  • Shefali SonparShefali Sonpar
    Digital Transformation Evangelist, Thought Leader
  • K V DipuK V Dipu
    Liberty Insurance Private Limited K V Dipu President – Head Operations & Customer Service,
    Bajaj Allianz General Insurance
  • Ian KlossIan Kloss
    Head of Region SE Asia | CEO,
    Old Mutual International
  • John M. Lerebulan John M. Lerebulan
    Founder & Managing Director,
    PT. Miracle Anugerah Gemilang
  • Alvin NandAlvin Nand
    Chief Operating Officer – Asia,
    QBE Insurance
  • Twinkle ShahTwinkle Shah
    Senior Manager - Business Excellence,
    Prudential Assurance Company Singapore
  • Dr. Kumud BordoloiDr. Kumud Bordoloi
    Former Chief Underwriting Officer,
    AXA Hong Kong
  • Sean M. BurnsSean M. Burns
    Head of Analytics - Group Operations,
    QBE Insurance
  • Mark Ian PacayMark Ian Pacay
    Regional head of Customer Operations,
    AXA Group Operations Philippines, Inc.
  • Melecio Jr ValerioMelecio Jr Valerio
    Head of Enterprise Data Management and Governance,
    FWD Life Insurance
  • Rico T. BautistaRico T. Bautista
    President and CEO,
    Etiqa Life & General Assurance Philippines Inc.
  • Alex TanAlex Tan
    AVP, Asia Experience Lead | Lean,
    Manulife Hong Kong
  • Joel LunaJoel Luna
    Former Operational Excellence & Resilience Manager,
    AXA Singapore
View All Speakers

World’s Leading Operational Excellence in Insurance Summit is Back in Digital Platform!

Established as the world’s foremost and leading event of its kind, Equip Global is pleased to announce the leading 5th Operational Excellence in Insurance Summit will be delivered digitally this coming November. Backed by demand, this summit is an exclusive networking and learning platform for Insurance & Reinsurance Companies to discuss and share insightful case studies, best practice solutions to key challenges and uprising trends.

The Insurance Sector is constantly growing and due to the challenging and competitive landscape of this industry, insurance companies have a lot of pressure to step it up within their Operations, Strategy & Process Excellence Departments.

This summit will focus on best practice strategies on how you can enhance operational excellence in your organization through topics including streamlining operational systems & SOP, leveraging innovation such as AI, ML and RPA to enhance day to day works such as underwriting, administrative processes, distribution, data analysis and many more to minimize loss, leading strategies to fraud detection, identification and risk assessments, improving customer experience, discussing key considerations on partner/vendor selections, insurance operational process excellence programs how to reinvent departments in your organization and revamp the company culture and more!

Anticipate case-studies from globally insurance experts can overcome pertinent challenges faced when it comes to improving operational efficiency to deliver a more cost-efficient result in ROI whilst keeping in line with the company’s SOP, customer expectations and keeping abreast of your competition.

A LIVE conference truly worth experiencing and cannot be overlooked by Operational Excellence Professionals within the Insurance Industry!

What makes it A Must-Attend Event:

  • Equip Global’s Operational Excellence in Insurance Summit are established as the world’s foremost and leading event of its kind!
  • Open Discussions – Case studies on Operational Excellence in Insurance across Asia Pacific including Indonesia, Vietnam, Cambodia, Singapore, Thailand, Philippines, India, Malaysia, Hong Kong and many others
  • Gain Insights on the Best Practices on How you can Streamline Processes through integration of front end tech with existing back-office processes, restructure underwriting process to minimize risk, properly detect fraud to reduce operational cost, leverage digitalization to keep up with market trends, implement proper company culture transformation strategies, and to enhance customer satisfaction on service delivery
  • Stay Ready & Updated – Discussion on how digitalization will impact and enhance operational processes in the industry and how you can optimize this opportunity to achieve it
  • Explore new technologies and innovations that are the current talk of insurance companies on the solutions and techniques related to Business Process Automation, Administrative Process, Digital Marketing, Machine Learning, RPA, Back-End System Support, Data Analytics, Telematics Solutions and more
  • In-depth workshops – attend 6 pre and post-summit workshops led by only the best world leading operations and transformation experts to get valuable insights on how we can strive for operational excellence
  • Networking Opportunities – with up to 40 hours of networking and discussion opportunities with insurance decision maker across the value chain in the Operational Excellence professional network looking to improve their operational process

Take advantage of the early bird discount and reserve your seat today to not miss a chance to be involved in the 5th Operational Excellence in Insurance Summit 2020! Endless opportunities for first-hand updates, networking and discussion on global strategies and discovering new innovative solutions with only the best in their field to further develop proven strategies to ensure your company’s operational efficiency is at top notch.

Who Should Attend:

Tailor-made specifically for top decision makers, Heads, Directors, Senior Managers, and Managers of the following divisions across insurance and reinsurance companies:

  • Operational Excellence
  • Business transformation
  • Business Improvement/Continuous Improvement
  • Operations
  • Strategic Planning/Strategy
  • Process Management/Excellence
  • General/Life/P&C/ Health Insurance
  • Distribution
  • Claims and Underwriting
  • Digital Strategy
  • IT

A detailed conference agenda is still under development. If you wish to hear on a specific topic or from a specific speaker, please provide your feedback to: enquiry@equip-global.com


  • GlobalRisk Community
  • The European Financial Review
  • Capital Markets in Africa
  • The European Sting
view all partners
Register Now
Register Before 6 August 2020 for EARLY BIRD DISCOUNTED RATES!

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PIC – 40% cash back when you register for an Equip Global Conference or Training Course

The objectives of the PIC Scheme are the same as those of Equip Global. Both support investment in innovation, productivity and continuous training.

If you are a registered business in Singapore, you can enjoy huge huge tax savings in the form of cash payouts and/or tax deductions when you invest in training of employees. Your attendance at any Equip Global conference or training course is eligible for PIC credits, either as a 40% cash refund or 400% tax deduction. We will provide you with full supporting documentation after the event and assist you in getting the claim completed.

Continuous training and upgrading of your employees is key to the success of your organization. What’s more, boost your tax savings and claim 40% of your registration fee by attending an Equip Global conference or training course today. To do so, follow this simple 5 minute process:

  1. Select, register and pay for your conference/training course of your choice
  2. Complete the PIC form which you can download here: http://www.iras.gov.sg/irasHome/uploadedFiles/Quick_Links/Tax_forms/Business_and_employers/Cash%20Payout%20Application%20Form_B2011_final.xls
  3. Attend the event, learn and network with industry peers
  4. File your receipt (which we will email you), record of attendance (which we will provide you at the event) and the completed PIC form with your accounts department which they will submit to IRAS to process the claim. If you do not have an accounts department or need help with the PIC claim, our staff will be very happy to assist.

Take advantage of the PIC scheme to upgrade your skills, gain the latest information in your field of work, and get access to the knowledge that can help drive your organizations’ performance and productivity.

For more information visit http://www.iras.gov.sg/irashome/picredit.aspx. Terms and conditions apply.

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5th Operational Excellence in Insurance Summit LIVE ONLINE 2020
09 November 2020 - 12 November 2020
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