2019 Agency Innovation Conference and Asia Trusted Life Agents & Advisers Awards Dinner

• Thursday, July 18, 2019

  11:30 am - 12:30 pm: PANEL: The Agent of the Future

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Clarie Kwa

Before joining 360F, Ms. Kwa headed the Asian insurance practice in a multinational management consulting firm. Having spent the last decade in the insurance/ advisory industry crossing a wide span of functions from front-line distribution, training to management consulting, she observes hopeful signs of change emerging, such as InsurTech. However, in the advisory business where financials are personal, she believes that technological innovations do not immediately equate competitiveness. Rather, being a certified Reiss Profile® Master, she maintains that an agent’s or a firm’s competitive advantages can only be sustained if they are premised on a deep understanding of human behavior.

• Thursday, July 18, 2019

  10:30 am - 11:30 am: PANEL: The Digital Advantage

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Calvin Lee

Mr Calvin Lee joined the Financial Services Industry in 2008. He achieved MDRT consecutively in his first 2 years, embarked on a management career path and in 2016, co-founded his current agency group.

Being an engineer by training and a strong believer of embracing digital technology with a human touch, Calvin was awarded LinkedIn Champion 2018 by his company for his proven success in using LinkedIn for recruitment.

With his guidance, one of his agents was awarded Digital Agent of the Year 2018 by Asia Trusted Life Agents & Advisers Awards, which honours the best in Asia’s life insurance industry. Calvin was further recognised for his digital work when he was named a Finalist for Digital Agency Leader of the Year 2019, ranking him among the Top 5 in Asia for the digitally-savvy agency leader who is leveraging on the power of social media and technology to run his agency.

Believing in giving back and serving the industry, Calvin is also the President of Financial Services Managers Association of Singapore.

• Thursday, July 18, 2019

  10:30 am - 11:30 am: PANEL: The Digital Advantage

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Tay Kah Lok

 Throughout his 7-year career as an adviser, Kah Lok found that clients and the people he met asked him similar questions. He figured the best way to help his clients and the community was to film the answers in a series of videos so that others could access the knowledge and information they required 24/7. That led to the creation of MONEYMAP, where he filmed a series of three-minute educational videos revolving around financial literacy for the benefit of the general public. As of May 2019, he produced 40 such videos. Utilising the power of social media, he has shared his videos on various platforms such as Facebook, YouTube, Instagram and LinkedIn.  Through the exposure of his content and brand online, and by regularly keeping his clients updated via channels such as WhatsApp broadcast group, he has instilled greater confidence and trust in his professionalism. The combination of initiatives focused on creating value for the community has elevated his business model from push to a client-attracting pull-model with clear measurable outcomes. He has since clocked 113 five-star recommendations on his Facebook Page and his business is now 100% powered by passive referrals and existing clients only. 

• Thursday, July 18, 2019

  2:30 pm - 3:15 pm: CONCURRENT SESSIONS

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Joshua Luke

Joshua Luke is a professional speaker whohas addressed tens of thousands of international audiences in his career spanning over 15 years with clients such as AIA, AXA, Prudential, Great Eastern Life, and other multinational corporations. In Asia’s banking and insurance sector, he is the go-to-guy for development in the areas of personal branding, sales communication, and leadership performance. From winning contests, to starting his own businesses and winning entrepreneurship and personal branding awards, Joshua has adopted a genuine, connective approach to addressing his audience, often inspiring them to make deep shifts in their mindset and behaviour.

• Thursday, July 18, 2019

  1:30 pm - 2:15 pm: CONCURRENT SESSIONS

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Małgorzata Moderacka

Product Manager of Comarch Digital Insurance for 4 years, Malgorzata focused on expanding the insurance front-office solution with great user experience and omnichannel customer journey build in. On a daily basis, she cooperates with the R&D team, UX specialists, implementation, consultants, account managers, marketing and analytics companies, which allows her to gain requirements and experiences from many different areas and business perspectives. She is involved in creating a software used by the insurance companies like AXA Luxembourg and UNIQA Poland. Małgorzata has a Master's degree in Economics and Management and has completed Business Analyst postgraduate studies.

• Thursday, July 18, 2019

  11:30 am - 12:30 pm: PANEL: The Agent of the Future

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Spann Ngamsuriyaroj

Spann Ngamsuriyaroj is currently leading health innovation projects at Fuchsia Innovation Centre – Muang Thai Life Assurance (MTL). She is also the head of customer’s insights and trends. She joined MTL in early 2017 with the task of bringing a more customer centric culture and process into the organization. She is also creating health innovation projects that truly answer consumers’ needs and move with the fast-changing consumers’ trends. Spann is highly passionate with new technologies, especially health and bio tech, and believes that they can be integrated into the innovation initiatives, to help business meet consumers’ needs better.

Spann’s background is mainly around business strategy and marketing. She graduated with bachelor degree in Marketing from BBA Thammasat, and got her MBA degree from Ashridge business school (UK). Prior to joining MTL, Spann worked in several marketing and business strategy related positions including; a corporate business consultant at Advanced info service PLC (AIS), Business development manager at Central department store, and Associate consultant at Vitamins consulting and research.

• Thursday, July 18, 2019

  11:30 am - 12:30 pm: PANEL: The Agent of the Future

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Kartik Sakthivel, MS-IT/MS-CS, M.B.A.

As chief information officer for LIMRA and LOMA, Kartik Sakthivel is responsible for developing the information technology strategic direction for the enterprise. In this capacity, he directs and manages computing and information technology policies, programs and schedules for business and enterprise systems, and manages information services to meet LIMRA and LOMA’s corporate goals and objectives.  An industry thought leader, Kartik champions the use of technology to improve the revenue, profitability and efficiency of the organization.

Joining LIMRA and LOMA in 2017, Kartik has broad industry experience, most recently as director of technology at Liberty Mutual Insurance.  Kartik holds a Master of Science in Computer Information Systems / Information Technology, as well as a Master of Business Administration from Southern New Hampshire University.

• Thursday, July 18, 2019

  11:30 am - 12:30 pm: PANEL: The Agent of the Future

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Michael Shin

Michael Shin is Chief Executive Officer, RGA Korea, and Senior Vice President, RGA Hong Kong, with executive oversight responsibility for all of RGA’s business activities in South Korea and Hong Kong. He is also Chief Marketing Officer for RGA Asia, with responsibility for all marketing activities in RGA’s Asia Pacific region.  His insurance industry experience spans nearly three decades. Prior to joining RGA in 2011, he served as Executive Vice President and Chief Marketing and Distribution Officer of New York Life Korea (now ACE Life), where his duties included being Head of Agency Distribution, Marketing, Product Design and Corporate Communication. He was also with Samsung Life Insurance South Korea, where he was Corporate Vice President, Channel Strategy and Planning, and Senior Vice President and Chief of Advisors and Financial Planning Center. Earlier, he spent more than 15 years with Prudential Financial Insurance, where he was Managing Director for the Asia market.  Michael received a Bachelor of Arts (B.A.) degree in economics and international business from the University of Wisconsin–Madison.

• Thursday, July 18, 2019

  3:55 pm - 4:55 pm: CLOSING KEYNOTE: #HUMANfactor - The New X factor to Multiply Your Business

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Jensen Siaw

Jensen is a motivational speakerwho has extensively addressed over 250,000 live audiences since 2006. Known as a master motivator in the life insurance industry, he has coached MDRT/COT/TOT qualifiers as well as leaders of Multi-Million Dollar Agencies. He is also the creator & chief master trainer of AIA (Singapore) Breakthrough to MDRT Bootcamp from 2014 to 2019. His clientele include Fortune 500 companies and multinational corporations such as Coca-Cola, 3M, AIA, Allianz, Aviva, AXA, Prudential, Tokio Marine, Manulife and Zurich. Jensen is also the author of a life breakthrough manual, “Change Your Inner Cards, Win the Outer Game”. Effectively bilingual, he has co-hosted motivational talk shows on Singapore mandarin radio stations and delivered keynotes on mega-platforms across Asia.

• Thursday, July 18, 2019

  1:30 pm - 2:15 pm: CONCURRENT SESSIONS

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Divya Tusnial

In a mere 10 years, Divya has traveled an incredible journey of transformation from ordinary homemaker in a traditional Indian family and mother of two daughters to an internationally acclaimed insurance advisor. As an agent who has gone the extra mile to protect her customer’s financial future, it certainly speaks to her mission and philosophy to be honest and sincere and give her clients the best possible advice, after understanding and analyzing their needs. The satisfaction of her client is of paramount importance and their interest her priority. Divya has had a steady stream of successes starting with graduating from the Commerce University of West Bengal. She is certified by the American College & LUTCF; IIM certified; holds 5 MDRT awards, 2 Court of Table awards & 4 Top of Table honors. She is a LIMRA International Quality Award winner; winner of the Insurance Agent of the Year at the 2nd Asia Trusted Life Agents & Advisors Awards for 2017; a Tata AIA’s Real Life Hero finalist; winner of Inspirational Agent of the Year at the 3rd Asia Trusted Life Agents and Advisers Awards 2018 edging out some 400 participants from 14 markets. The list goes on with having served on the Membership Communications Committee (MCC); Zone 4 South Asia as Company Chair for Tata AIA Life for 2016-2017; and conducting a school called “Hello Divya” to train probable MDRTs. Her motto – Success does not lie in results, but in effort; being the best is not as important as doing the best. With over 4800 satisfied client, she must be doing something right.

• Thursday, July 18, 2019

  1:30 pm - 2:15 pm: CONCURRENT SESSIONS

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Nick Wilson, MCIPD

Nick Wilson is a Learning and Development Director with a proven track record of success in the development of people in global organizations. During his career, he has focused on talent management as a key skill, developing and coaching top organizational leaders and sales people. He has directed projects with AIA, HSBC, British Telecom and Rotork Engineering on leadership and sales development initiatives designed to groom executives and to drive organizational change. Wilson is a Graduate Member of the Institute of Personnel Management (MCIPD) and has earned the Mortgage Advice Qualification (MAQ) from the Chartered Insurance Institute. His other qualifications include Business application of Neuro Linguistic Programming, Advanced Skills and Business tools DISC and Relationship Awareness Theory. He also received the Business Education Council National Award in Great Britain.