W/Broker Employee

AO Company Name Industry Contact Person/Designation Contact Number HMO Provider Expiry Date Count Remarks
(Y/N) (EST)
Action (5/6) Tele: Follow-up the BOR and masterlist to
MOD Arvin International Mr. Obet Relloso/ HR Manager 528 1231 N N N 100
process the proposals.
Action (5/6) Tele: email letter of Intent and Company
MOD Accutech Steel and Service Center Ms. Czarina 838 9192 N N N 84 Profile to Ms Czarina. Next Step: will follow up and
schedule for presentation
Action (5/6) Tele: Ms. Ria requested to fax letter of intent
to Ms. Joy. Ms. Joy is currently onleave but she's the
MOD Advance Textile Mills, Inc. Ms. Joy Avena/ HR for benefits 838 5303 incharge for the benefits of employees Next Step: follow-
up to Ms. Joy the letter and request for presentation next
week
Action (5/6) Tele: Emailed LOI and Company Profile to Mr.
MOD ADR Shipping Mr. Jonathan Rodriguez/ VP Rodriguez Next Step: Will follow up and request for
appointment
Action (5/6) Tele: Discussed and present the services of
our company and the benefits of having an HMO.
Interested and will sign the BOR. Also he is asking if we
MOD Paragon Trading Mr. Liberato Tan/ VP 817 9230 / 88746 N N N 35
could also provide proposal for retirement benefits. Next
Step: Emailed the BOR and masterlist template and will
process the following after returning it to us.
Action (5/6) Tele: informed that they have existing HMO
but interested to use our services. Assigned personnel for
MOD Nur Shipping Mr. Mohammad Nordin/President 844 5950 / 844 59 Medicard 20 benefits is onleave and will back to work on Monday.
Next Step: Will coordinate with Ms. Sally/personnel
benefits for the renewal of their card.
Action (5/6) Tele: Mr. NapCo will undergo kidney
transplant this week. He introduced me to his assistant
MOD Cebu Oversea Hardware Co. Mr. Napoleon Co/President 812 6777 N N N for coordination. He said they will review the letter and
will get back after 2 weeks. Next Step: Will follow up LOI
and to discuss further the details of our services
AO Company Name Industry

MOD Advance Textile Mills, Inc.

MOD Uni-ship

MOD
VV Soliven Realty Corporation

MOD

Ynzal Marketing Corp

MOD Advance Global Transport Systems, Inc.

MOD Maranatha Christian Academy

 W/Broker
Contact Person/Designation Contact Number HMO Provider
(Y/N)

Ms. Joy Avena/ HR for benefits 838 5303 maxicare Y

Mr. Junio Jose / President N

6613794
 Employee
Expiry Date Count Remarks
(EST)

Action (5/7) Tele: Ms. Joy was on maternity leave, faxed

LOI will be forwarded to Ms. Yeye. Will check and review
our proposal but as informed they were contented with
the services of their broker. NEXT STEP: For reference,
will call again after 3 months to check if they will accept
our proposal.

Action (5/7) Tele: Follow up our request for appointment

but unfortunately they still have japanese and korean
principal visitors that they need to accommodate. Next
Step: will still followup their availability to present our
services.
Action (5/7) Tele: request for a schedule of appointment
after sending LOI and company profile. NEXT STEP: call
tomorrow for followup
Action (5/7) Tele: As informed, company do not provide
healthcards for their employees aside from the Philhealth
which is mandatory by government. Instead, Ms She ask
for an individual account. NEXT STEP: Will check and
provide for individual account. -company for reference-
Action (5/7) Tele: Their Company only have Philhealth as
healthcare benefits. Ms. Ellen/Secretary will inform me
when I could visit Mr. Jose. Ms. Ellen can only inform me
N 55
on the same day when Mr. Jose arrive in their office that I
could pay him a visit. NEXT STEP: Will wait for her call for
courtesy call
Action (5/7) Tele: Tried to contact the Maranatha Cavite
but as informed with regard to their admin concern like
healthcare benefits. Their mainbranch was incharge on
that . Main branch was in Marikina. Tried calling the
Marikina branch but I wasn’t able to connect. NEXT STEP:
Will try again calling them. and also, will look for other
line.
AO Company Name Industry Contact Person/Designation

Fruitgems Agricultural Corp Michael Hernandez

Silver Streak Ms. Genevieve Gatbonton / HR Manager

Truly Natural Food Corp (Tem Ngun)

Diamond Star Agro Products, Inc Ms. Lucy Putong / HR Supervisor

 W/Broker Employee
Contact Number HMO Provider Expiry Date Count
(Y/N) (EST)

icare N November 100

intelicare

8384921 Insular November 35

 Remarks

Action (5/8) Tele: Company only have Philhealth for their

healthcare benefits< for now they still cannot provide
healthcard for employees. NEXT STEP: For reference

Action (5/8) Tele: ms. Gatbonton is out of the country.

NEXT STEP: To call by June 2013 to discuss our services

Action (5/8) Tele: Emailed LOI and Company profile c/o

Ms. Darlyn NEXT STEP: Will follow up and request for
apppointment

Action (5/8) Tele: She informed that I can followup

regarding healthcare benefits on July because renewal is
on November. NEXT STEP: Call and send LOI on July
AO Company Name Industry Contact Person/Designation

MOTIF INC
 W/Broker Employee
Contact Number HMO Provider Expiry Date Count
(Y/N) (EST)
Remarks
AO Company Name Industry Contact Person/Designation
 W/Broker Employee
Contact Number HMO Provider Expiry Date Count
(Y/N) (EST)
Remarks
WEEKLY REPORT: April 29 - May 3, 2013
Total # of Accounts with
Total # of requirements for the next 3
Total # Accounts ( touch based via tele, email) Accounts months ( renewal, virgin
Visited accounts)

Arvin International

Accutech Steel and Service Center

Advance Textile Mills, Inc.

ADR Shipping

Paragon Trading

Nur Shipping

Cebu Oversea Hardware Co.

 Total # of Accounts with
Estimated Estimated
requirements for the next
Number of Projected Sale Number of Projected Sale
4 months up, ( renewal,
Employees Employees
virgin accounts)

Arvin International 100

Accutech Steel and Servi 84

Paragon Trading 35

Nur Shipping 20
Total # of
company Events of Sales Call
for / with
BOR

Action (5/6) Tele: Follow-up the BOR and masterlist to process the
proposals.
Action (5/6) Tele: email letter of Intent and Company Profile to Ms

Czarina. Next Step: will follow up and schedule for presentation

Action (5/6) Tele: Ms. Ria requested to fax letter of intent to Ms.
Joy. Ms. Joy is currently onleave but she's the incharge for the
benefits of employees Next Step: follow-up to Ms. Joy the letter and
request for presentation next week
Action (5/6) Tele: Emailed LOI and Company Profile to Mr.

Rodriguez Next Step: Will follow up and request for appointment

Action (5/6) Tele: Discussed and present the services of our
company and the benefits of having an HMO. Interested and will
sign the BOR. Also he is asking if we could also provide proposal for
retirement benefits. Next Step: Emailed the BOR and masterlist
template and will process the following after returning it to us.
Action (5/6) Tele: informed that they have existing HMO but
interested to use our services. Assigned personnel for benefits is
onleave and will back to work on Monday. Next Step: Will
coordinate with Ms. Sally/personnel benefits for the renewal of
their card.
Action (5/6) Tele: Mr. NapCo will undergo kidney transplant this
week. He introduced me to his assistant for coordination. He said
they will review the letter and will get back after 2 weeks. Next
Step: Will follow up LOI and to discuss further the details of our
services
MSM Remarks
PROJECTION as of May 3
Total # of Accounts with
Total # of requirements for the next 3
Total # Accounts ( touch based via tele, email) Accounts months ( renewal, virgin
Visited accounts)

ARVIN INTERNATIONAL
Asian Energy System
BenLine Shipping BenLine Shipping
Cebu Oversea Hardware Co. Cebu Oversea Hardware Co.
Doña Virginia Maritima Doña Virginia Maritima
Eagle Steel Trading Inc.
JB Music and Sports, Inc
NUR INTEGRATED HOUSE SHIPPING NUR INTEGRATED HOUSE S
Paragon Trading Paragon Trading
PORT AREA CARGO SERVICES PORT AREA CARGO SERVICES
SAN JOSE ACADEMY
Uni-Ship, Inc.
V.V. Soliven Realty Corp.
Ynzal Marketing Ynzal Marketing
Monterey Franchise (SRM Trucking Services) Monterey Franchise (SRM

Trucking Services)
Bay Dragon Shipping Bay Dragon Shipping
Rowena Reyes Customs Brokerage Rowena Reyes Customs Br

TOTAL
 Total # of Accounts with
Estimated Estimated
requirements for the next
Number of Projected Sale Number of Projected Sale
4 months up, ( renewal,
Employees Employees
virgin accounts)

0.00 Arvin International 100 1,000,000.00

0.00 Asian Energy System 100 1,000,000.00
100 1,000,000.00 -
Hardware Co. 0.00 -
8 80,000.00 -
0.00 Eagle Steel Trading Inc. 25 250,000.00
0.00 JB Music and Sports, Inc 350 3,500,000.00
8 80,000.00 -
0.00 -
RGO SERVICES 0.00 -
0.00 SAN JOSE ACADEMY 40 400,000.00
0.00 Uni-Ship, Inc. 100 1,000,000.00
0.00 V.V. Soliven Realty Corp. 100 1,000,000.00
20 200,000.00 -

65 650,000.00 -

10 100,000.00 -
8 80,000.00 -

219 2,190,000.00 815 8,150,000.00

Total # of
company
for / with
BOR