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OUR CORE VALUES
IntegrityWe will be honest and truthful in all our transactions
ultimately, we will base our decisions on what is right and not what is popular.
ExcellenceWe will seek to deliver the highest standards of
performance, pursuing excellence no less,committing to deliver only the best for our customers,
our intermediaries, our company and ourselves.
DependabilityProviding insurance solutions is the reason we exist as
a business. Hence we will seek every means possible to support and look after our customers.
Concern for OthersWe will look outside our own interests and deal with others with utmost understanding,appreciation and consideration. We will treatpeople with respect and dignity at all times.
Customer FocusWe will serve the needs of our customers first,
sharing their values and delivering whatis due them to the best of our ability. They are the reason we remain vibrant in the industry and they
deserve to be treated with extreme importance.
TeamworkWe will work as a team, knowing that the best output can only be attained
if we work harmoniously together towards ourcommon vision while setting
aside personal interests.
OATH OF CUSTOMER SATISFACTION
I pledge to put the customer first, understanding that they
Deserved nothing less
I will commit to provide a personalized prompt, courteousand reliable service
I am dedicated to excellence and committed to providing value added service in a pro active, flexible and efficient manner
I will always deliver the highest standards of productand quality service
I will strive to resolve your concerns to your satisfactionAs your satisfaction is a direct reflection of my effectiveness as an employee of PCIC
I will honor all commitments madeI will always keep in mind and in heart, PhilCharter’s corporate philosophy of SERVICE
EXCELLENCE
PHILIPPINE SAVINGS BANK
Address: PSBank Center777 Paseo de Roxas Ave. cor. Sedeño St.Legaspi Village, Makati City
Contact Number: +63 (2) 885-8208
E-mail Address: [email protected]
Contact Person: PASCUAL M. GARCIA III
Position: President
Website: http://www.psbank.com.ph
PSBank is the second largest savings bank in the country with assets of more than P 55 billion and total capital funds of P 5.3 billion as of December 2005. It has a network of 150 branches nationwide. It is the first savings bank to be listed in the Philippine Stock Exchange.
FIRST METRO INVESTMENT CORPORATION
Address: 20th Floor, GT Tower InternationalAyala Avenue corner H.V. dela Costa St., Makati City
Contact Number: +63 (2) 840-5751 to 56
Contact Person: FRANCISCO C. SEBASTIAN
Position: President
Website: http://www.firstmetro.com.ph
First Metro Investment Corporation is the investment banking arm of the Metrobank Group. The company is composed of three strategic business units: the Investment Banking Group, the Treasury Group, and the Investment Advisory Group. With the vision to be a leading and respected financial institution specializing in investment banking services and to be a prime mover in the development of the Philippine capital markets, First Metro Investment in 2006 posted 1.06 Billion net income. The company holds the distinction of being the only public listed investment bank among the 44 member institutions of IHAP (Investment House Association of the Philippines).
METROBANK CARD CORPORATION
Address: Metrobank Card CorporationMCC Center6778 Ayala Avenue Makati City Philippines 1226
Contact Number: +63 (2) 870-0900
Contact Person: ANNE MARIE YOUNG
Position: President
Metrobank Card Corporation promises new and exciting things for its cardholders. Worldwide acceptance, higher credit limits, a new and improved rewards program are just a few of the wonderful features that the cards have to offer. The Metrobank Credit Cards also boast of an installment program that provides the cardholder a flexible payment scheme up to a maximum period of 25 months at a low interest rate. What’s more, the cardholder can charge his or her expenses from non-credit card establishments thru the BEAT. For more convenience, supplementary cards can be assigned a monthly spending limit each. Great things are definitely taking shape at Metrobank Card Corporation.
ORIX METRO LEASING AND FINANCE CORPORATION
Address: 21st Floor, GT Tower InternationalAyala Avenue corner H.V. dela Costa St., Makati City
Contact Number: +63 (2) 858-8888
Contact Person: EDUARDO R. ALVAREZ
Position: President
Website: http://www.orix.com.ph
ORIX METRO Leasing and Finance Corporation (ORIX METRO) is a joint venture between the Metrobank Group and ORIX Corporation. ORIX METRO serves top corporations through financing facilities and leasing services for transportation equipment, office equipment, industrial machinery, and manufacturing machinery among others.
FIRST METRO SECURITIES BROKERAGE CORPORATION
Address: Unit 1515, 15th Floor, Tower One, Ayala TriangleAyala Avenue corner Paseo de Roxas, Makati City
Contact Number: +63 (2) 759-4133 to 34
Contact Person: FRANCISCO CO
Position: President
First Metro Securities Brokerage Corporation (formerly Multi-Grade Securities Corporation) is a licensed stockbrokerage house and has been a member of the Philippine Stock Exchange (PSE) since 1996. The company is a wholly owned subsidiary of First Metro Investment Corporation. It serves both institutional and retail clients. In the first half of 2004, First Metro Securities ranked 22nd in terms of value turnover, out of 130 active brokers in the PSE.
AXA PHILIPPINES
Address: Ground Floor, Philippine AXA Life CentreSen. Gil J. Puyat Ave., Makati City
Contact Number: +63 (2) 5815-AXA or 5815-292
E-mail Address: [email protected]
Contact Person: MR. ANDREW D. ALCID
Position: President and Chief Executive Officer
Website: http://www.axa.com.ph
AXA Philippines was forged out of a joint venture between the Metrobank Group and the Global AXA Group. It is the fastest growing life insurer in the country and ranked no. 2 in 2006 in terms of total premium income.
SMBC METRO INVESTMENT CORPORATION
Address: 20th Flr., Rufino TowerAyala Ave. corner Herrera St.Makati City
Contact Number: +63 (2) 811-0845 to 52
Contact Person: KATSUYUKI ITAYA
Position: President
SMBC Metro Investment Corporation is a joint venture undertaking between the Metrobank group and the Sumitomo Mitsui Banking Corporation, Japan’s third largest capitalized bank. The company aims to tap the top-tier Japanese corporations in the Philippines. SMBC Metro’s wide array of services includes underwriting, arrangement of peso and foreign currency fund requirements, financial advisory services, and investment management.
MBTC TECHNOLOGY, INC.
Address: 14th Floor,PSBank Center777 Paseo de Roxas corner Sedeño St., Makati City
Contact Number: +63 (2) 811-4855
Contact Person: JOSE RAYMUND O. VERGARA
Position: President
MBTC Technology, Inc. (MTI) used to be named Systematics Technology Services, Inc. The new name represents the company's role as the Information Technology (IT) company of the Metrobank Group, where MTI champions adoption of technology solutions to help achieve the businesses' revenue and profitability goals. The new name also communicates the company's expansion into other technologies beyond the Systematics banking application. In recent years, the company has ventured into the development, maintenance and implementation of client-server and browser-based (Internet) systems. Aside from servicing the technology requirements
of Metrobank, MTI also supports the various IT needs of PSBank, Metrobank Card, Orix Metro and Charter Ping An Insurance.
FIRST METRO TRAVEL INC.Formerly Thomas Cook (Philippines) Inc.
Address: Ground Floor, Skyland PlazaSen. Gil J. Puyat Ave., Makati City
Contact Number: +63 (2) 816-3701 to 10
Contact Person: ANGELITO M. VILLANUEVA
Position: President
First Metro Travelex, Inc. (Travelex) is the joint venture between Metrobank and Travelex, plc of UK. A full service travel agency, Travelex offers a complete line of travel products and services which include corporate travel management, foreign and domestic leisure travel, travel documentation services, and traveler's cheques.
TOYOTA MOTOR PHILIPPINES CORPORATION
Address: Toyota Santa Rosa Industrial Complex Santa Rosa-Tagaytay Road, City of Santa Rosa, Laguna
Contact Number: +63 (2) 825-8888; +63 (49) 541-3020
Contact Person: MR. HIROSHI ITO
Position: President
Website: http://www.toyota.com.ph
Toyota Motor Philippines Corporation (TMP), since it started operations in 1989, has asserted its market leadership in the Philippine automotive market for 15 of the last 16 years. Despite economic and political uncertainties, Toyota seized the highly coveted Triple Crown (No. 1 in Total, Passenger Car, and Commercial Vehicle Sales) for the second consecutive year in 2003, with 27,821 units sold and a market share of 30.1%. TMP posted PhP519.2 million in net income for 2003.
TOYOTA MANILA BAY CORPORATION
Address: Metropolitan Park Roxas Blvd. Corner EDSA Extension Boulevard 2000, Pasay City
Contact Number: +63 (2) 832-3408 to 10
Branch: Toyota Cavite
Address: Aguinaldo Highway, Salitran, Dasmarinas, Cavite
Contact Number: +63 (2) 529-8132
Contact Person: LEO J. FERRERIA
Position: President
The year 2005 was a challenging one for Toyota Manila Bay Corporation, with the intense competition in the retail market, the Company managed to maintain its lead among the Toyota dealers nationwide. Its Toyota Dasmarinas Cavite branch continued to support the Company by capturing the south of Metro Manila vehicle and parts & service market.
Together with Toyota Cubao, Inc. the tandem captured 16% share of the entire Toyota market with consolidated revenues of P4.7 billion, or a 24% increase over 2004.
TOYOTA CUBAO, INCORPORATED
Address: 962 Aurora Blvd. Cubao, Quezon City
Contact Number: +63 (2) 911-0651 to 64
E-mail Address: [email protected]
Branch: Toyota Marikina
Address: Sumulong Highway cor. Toyota Ave. Barangay Sto. Nino, Marikina City
Contact Number: +63 (2) 682-9701 to 03
Contact Person: LEO J. FERRERIA
Position: President
In 2005, Toyota Cubao, Inc. and its Toyota Marikina Service Station continued to dominate the vehicle fleet accounts market by offering better customer service and exceeding clients’ expectations. With the implementation of Toyota Dealer’ Association’s “One Pricing Policy” among Toyota Dealers, our Team Members showed that they can compete in an even playing field.
In terms of operations, Toyota Cubao’s revenues increased by 10% with total peso sales exceeded the P2 billion mark. In the recently concluded Kaizen Competion, the Company’s Kaizen Team was awarded as first runner-up among all Toyota dealers nationwide.
TOYOTA FINANCIAL SERVICES PHILIPPINES CORPORATION
Address: 32nd Floor GT Tower InternationalAyala Avenue corner H.V. dela Costa St., Makati City
Contact Number: +63 (2) 858-8500
Contact Person: DEXTER P. PASION
Position: President
Toyota Financial Services Philippines Corporation (TFSPH), started operations only last October 2002 but has joined the top ten largest financing companies in the country per latest SEC reports. It posted a 140% year-on-year growth, reaching P2.4 billion in total resources as of Fiscal Year end March 2004. TFSPH is part of a network of Toyota Financial Services companies established in 27 countries to support Toyota sales through various products and services.
PRODUCTS & SERVICES
STANDARD PRODUCTS SPECIAL PRODUCTS
Motor Car Insurance
Fire Insurance
Bonds
Marine Insurance
Personal Accident Insurance
Engineering Insurance
Casualty Insurance
REFER & EARN
To be an accredited agent, simply apply for and pass the licensure examination conducted by the Insurance Commission (IC) or Insurance Institute for Asia and the Pacific (IIAP). Once you pass, Charter Ping An will process your license and you will begin to earn big commissions and enjoy the privileges and benefits that we offer!
Requirements:
1. Three (3) identical I. D. size photos (1X1)2. Xerox copy of Income Tax Return duly stamped by BIR3. Affidavit-Declaration of Current Year Gross income.4. In case of CA holder or former CA holder, xerox copy of current Privilege Tax Receipt5. In case of previously employed by the government, copies of clearance issued by previous government employer6. In case of aliens, copy of ACR and receipt of annual report fee, ICR and BOI clearance7. Permission from company previously/presently represented8. Photo copy of any one of the ff: Driver’s license ; Passport or SSS/GSIS ID9. Result of non-life insurance examination with the Insurance Commission10. Processing Fee 11. Residence Certificate - Current year number, date and place of issue
We offer FREE seminars and training for our agents on our various products and services.
For further details, contact our Licensing Unit or any of our 16 branches nationwide.
PREVENTION & SAFETY TIPS
Car Theft Prevention Tips
1. Take your keys and lock your car. 2. Never hide a second set of keys in your car. 3. Park in well-lit and attended lots. 4. If you are to use valet parking, leave only the ignition/door key. 5. Never leave your car running, even if you will be gone only for a few minutes. 6. Do not leave the registration in your car. This includes other valid documents that can easily trace your other properties that would interest the thief.
Safe Driving Tips
1. Pay Attention. This is the number one cause of accidents based on statistics. Distracted drivers include talking/texting on a cell phone, eating, drinking, reading, putting on make up or taking something from backseats.2. Slow down. Practice cautious driving especially in severe weather conditions.3. Have a ready Charter Ping An Accident Notification Form. This will give you ready reference on what to do in case of an accident. Include the checklist on claims requirements. Know what your insurance covers.4. Practice good car maintenance and have your car checked at least once a year, especially
before taking long trips. If you notice something unusual with the unit, have it checked by your trusted mechanic.5. Prepare a car emergency kit with the essential items needed in the event of an emergency
Emergency Kit
1. Battery powered portable radio and extra batteries 2. Can of motor oil3. Early warning device should be kept in the trunk 4. Empty gas can 5. Flashlight with spare batteries.6. Car cellular phone charger7. Fuses 8. Jack for tires 9. Spare tire. 10. Tool box with screwdrivers, wrenches and a small hammer (keep this in glove compartment) 11. Tow rope
RESIDENTIAL FIRE – YOU WILL NEVER KNOW
Here are some safety tips for preventive residential fire. Use in your respective offices when applicable
1. Create a Fire Emergency Plan
Plan Ahead. Purchase fire safety items accessible in every part of your house and to member of your household. Do not lock and make sure that every member knows the location of these safety items. Mark an escape routes for each part of the house. Get everyone involved in the planning and essentially execute a fire drill.
2. Prepare Your Home
When possibly afforded, have a smoke alarm especially in the bedroom areas. Do not place in the kitchen or garage as the fumes could active the alarm
b . Have fire extinguishers in key areas of your home such as the garage and your kitchen.
2.1 Electrical
1. Make sure all electrical work is performed by a qualified electrician. 2. Make sure you use the proper wattage bulbs for lamps, and keep lamps away from
combustible materials. 3. Appliances:
Check your appliances’ (toasters, coffee makers, hair dryers and irons, and the like) cords and plugs for cracks or frayed areas.
Keep appliances off and unplugged when not in use. Clean off grease and food build-up on kitchen appliances. Unplug appliances while
cleaning. Keep electrical appliances away from wet floors and counters. Make sure TVs have adequate ventilation. Fuse box or electrical panel should be checked yearly for the right fuses and breakers.
2.2 Outlets and Extension Cords
Discard or replace frayed or damaged cords. Don’t plug too many appliances into the same electrical outlet or on the same extension
cord, or link too many cords together. You could overload the circuit. Never use extension cords with heating or air conditioning equipment. Both kitchen and bathrooms (and other rooms as recommended by electrician) should
be equipped with ground-fault circuit-interrupters (GFCI) to minimize fire and shock hazards.
The kitchen should have higher current wiring for many appliances.
2.3 Kitchen
1. Store kitchen items such as dishtowels, paper towels, potholders, wooden spoons, plastic utensils and food items away from stove and cook-top burners. 2. The storage area above a stove or range should not contain any flammable or combustible items. 3. Follow manufacturer's guidelines when using appliances 4. Use only microwave-safe items in microwave ovens. Do not use metal or plastic products. 5. Don’t leave food cooking on stovetops unattended. 6. Keep pot handles inward, out of reach. Teach children to stay three feet away from the stove while you are cooking. 7. When using the stove or range, turn on the exhaust fan while cooking. Be sure to clean the vent filters regularly. 8. If a fire should occur, use a fire extinguisher or suffocate it with a pot/pan lid, or close the oven door. Then turn off the burner. 9. Never pour water on grease fires. These may cause the fire to get larger or create an explosion. 10. Use caution when using woks and deep-fryers. The large amount of hot oil can cause serious burns and dangerous grease fires. 11. When you are finished with appliances, turn them off and unplug them. 12. Avoid grease build-up in the kitchen (stove, oven, appliances, etc). Clean stove, oven and
microwave after cooking to prevent grease fires.
3. Prepare a Home Inventory
1. Create a household inventory - videotape, photograph or compile a written inventory of your home and belongings. This will make it easier to file an insurance claim. 2. Keep the inventory off-premises in a safety deposit box or with an out-of-the area contact. The inventory will provide a record for you and the insurance company. 3. Update your inventory every two to three years and every time a major purchase is made or significant renovations are undertaken in your home or on your property. 4. Prepare a Master Information Box which contains copies of important documents and records, photos and contact information.
FREQUENTLY ASKED QUESTIONS
1. WHERE TO PAY?
a. Through Authorized Agents & Brokers. You can ask the services of our authorized licensed agents to collect the premium payment and remit the same to Charter Ping An. You may verify with Charter Ping An or ask for Identification of the said agent for security purposes.b. Through our Utility Payment. You can pay at any Metrobank branches nationwide
i. Use the Utility Payment Formii. Indicate the name of insured, corresponding policy number and amount to be paidiii. No account number required. Just indicate the name of the company as Charter Ping An Insurance Corporation.
c. Go to Charter Ping An Branch Near You. We have 15 branches nationwide located strategically in Luzon, Visayas and Mindanaod. Through Metrobank Credit Card. Simply enroll your credit card for Auto Debit Facility for your convenience.
2. HOW FAST DO I GET MY POLICY?
Generally, qualified applications for insurance coverage shall be released within 24 hour from approval. In most cases, policies can be released on the same day.
For Fire Insurance Coverage, the issuance of policy shall commence upon inspection/evaluation of property to be insured.
3. WHAT PROPERTIES CAN BE COVERED FOR INSURANCE?
Properties that have legal interest on the side of the owner. Rightful owners can insure cars, buildings including residential properties and contents. Even properties in transit such as cargos- in land, air and water conveyance- can be insured.
4. HOW LONG IS THE COVERAGE OF INSURANCE?
Insurance "in general" is on a per year basis, renewable each year. The premium payment shall vary on the coverage and amount to be insured. The amount of insurance is dependent on the advise of the client.
ASSESSING THE SITUATION
3.1 Introduction
Being owned by the Metrobank Group, is indeed a great edge over the other insurance company,Metrobank is known in the country as the strongest bank in the Philippines, from the good reputation of Metrobank, Charter Ping An Insurance Corp. also made a very good impression to its’ present and future clients, they can solicit from the client of Metrobank Branches without the difficulty of explaining the company’s credibility since it came from a good roaster.
3.2
3.3 Stren
3.4 Critical Issues
Below is the industry ranking
Top 10 Non-Life Insurance Companies according to Gross Premiums As of December 31, 2010(Tentative as of July 12, 2011)
1 . Malayan Insurance Company, Inc. – Php 5,858,106,6202 . Prudential Gtee. & Assce., Inc. – Php 4,066,148,2113 . BPI/MS Insurance Corporation – Php 3,539,295,8094 . Pioneer Insurance & Surety Corporation – Php 2,718,585,4465 . Standard Insurance Company, Inc. – Php 2,382,765,0776 . Chartis Philippines Insurance, Inc. – Php 2,186,046,6927 . UCPB General Insurance Company, Inc. – Php 1,711,150,5568. Charter Ping An Insurance Corporation – Php 1,708,507,3289 . Federal Phoenix Assurance Co., Inc. – Php 1,701,163,75510 . Mapfre Insular Insurance Corporation – Php 1,657,172,423
The ranking determines the standing and worth of one’s company, Charter Ping An Insurance Corporation being on the Top 8 rank, has an impact on a client’s perspectives, it helps them analyze if the insuring company has an edge over the other in terms on settling premiums.
STRATEGIES ,GOALS AND OBJECTIVES
4.1
IMPLEMENTATION STRATEGY
5.1 ONE of the top 10 non-life insurance companies in the country gears up to meet the demands of globalization, and along with their affirmation to keep their clients’ investments as secure as possible, it is only fitting for Philippine Charter Insurance Corp. to rebrand itself as Charter Ping An Insurance Corp.
‘Ping An’ is a Mandarin term to mean ‘safe and sound’, which president Melecio Mallillin emphasizes as the brand promise of Charter Ping An. He explains that it is not enough to merely gain the trust of clients, but to nurture that trust and ensuring that their wealth is in good hands.
“Globalization is Charter Ping An’s partner in growth,” Mallillin says. “It has allowed us to continuously improve our range of future-ready products to cater to the changing socio-demographic and economic trends.”
With demographic shifts, medical advancements, urbanization, climate change and catastrophies, globalized capitalism and tax treatments affecting the insurance industry, Mallillin adds that the insurance companies of today need to stay one step ahead of the pack and be ready to adapt to the ever-evolving demands of the market.
This is one of Charter Ping An’s priorities that come with their rebranding, along with their continuous commitment to provide security, stability and peace of mind to Filipinos. A member of the Metrobank Group of Companies, it currently has 19 branches nationwide since its establishment in 1960. It aims to be globally competitive with expansion of its offices in years to come.
5.2 Action Planning
A. Activities that are lined for the year are as follows:
Sales Drive Launching
Binibining Pilipinas Pageant
Invites for Company’s Anniversary
Agent’s Night
Metrobank Referral Program Pizza Night
Christmas Party for Agent’s
The mentioned activities will help in promoting the company, to be updated with it’s stakeholders and to build a good relationship with them by showing gratitude for their contribution in the company.
B. Budget
