1
1
self
N Casas & Architechs administered
N 250 Action (7/12) Tele: Still there's no schedule for our presentation Action (7/2) Tele: no schedule yet
N 250 Action (8/6) Tele: Ms Arlene informed that she will again mention us to management. Will wait
N 60 Action (8/1) Tele: Ms. Ruth informed that so far they have no problem with the Intellicare and dire
N Action (6/18) Tele: do not want to use broker because they are satisfied directly coordinating with
Action (7/25) Tele: Mentioned that their clinic handles the HMO and will advise if there will have d
Y 1600 Action (7/5) Tele: resend proposal and request for appointment as requested by Ms Mariel so she c
N 180 Action (8/1) Tele: Ms Rose informed that for now they've decided not to change the present set up
N 93 Action (8/8) Tele: Ms Eunice forwarded our proposal to her Manager for review. Then will scehdul
Y 35 Action (6/24) Tele: Management informed that they will continue the service provided by their exi
50 Action (7/8) Tele: Atty Narvaez informed that they've already chosed an HMO and that their CFO is
N 95 Action (8/15) Tele: Confirmed meeting presentation on August 23. Action (8/5) Tele: Ms Sheryl agr
Y 300 Action (7/17) Tele: call for follow up
Y 800 Action (8/6) Tele: currently busy for the preparation of their anniversary. Will Call again after thei
N 200 Action (8/15) Tele: Will call Ms. Glaiza for follow up on Monday. spoke to cperson. They have been
N 300 Action (5/27) Tele: Request for appointment on Friday to offer our services NEXT STEP: Present our
N 100 Action (5/28) tele: As informed, Intellicare have a good package for their company. NEXT STEP: Req
Y 400 Action (7/25) Tele: Broker: Solutions. Emailed proposal for their reference. So far they have no pro
N 60 Action (6/19) Tele: Will entertain proposals by end of August or on September Action (5/14) Tele: M
Y emailed proposal to: [email protected]. Got the name of the HR Director - Dang De Leon LOCA
N 3000 Action (7/11) Tele: Mr. Reg informed that we can present our services on September or October sin
Y Action (7/26) Tele: As informed they already have their own broker. Emailed proposal for their ref
35 Action (5/8) Tele: She informed that I can followup regarding healthcare benefits on July because r
Y Action (6/19) Tele: As mentioned they are satisfied using Roco insurance as their broker for 3 years
N 100 Action (5/8) Tele: ms. Gatbonton is out of the country. NEXT STEP: To call by June 2013 to discuss o
N 400 Action (6/19) Tele: Mr Victor informed that they are comfortable working directly with Medicard fo
Action( 8/13) Tele: Have Broker but didn’t mention the name (confidential) Ms. Katherine will forw
Y 700 Action (6/26) Tele: To call next weeksend and discuss the proposal on September
N Action (7/2) Tele: Ms Girlie informed that they will direct [the renewal to Maxicare. --- sent the new
60 Action (6/24) Tele: forwarded email request to HR Manager. No info yet re-request for Appointme
Y 100 Action(4/25)have courtesy call to Ms. Paula but unfortunately she's attending another meeting an
Y 2000 Action (8/8) Tele: Schedule meeting on Monday/ 2PM. Action (7/31) Tele: Forwarded our pro
N 600 Action (8/13) Tele: Ms Grace informed that management decision was still to direct with the provid
y 480 Action (8/15) Tele: Ms. Jessica mentioned that Mr. Gauel have not reviewed yet the proposal. will f
N 30 Action (8/5) Tele: Ms. Jocelyn informed to call her again on October for the renewal on December 2
N Action (8/7) Tele: Ms. Aisha will send our proposal to her supervisor and will ask if we can schedul
N 300 Action (7/18) Tele: Request to email proposal on her email account and will ask her boss for the sc
N 100 Action (8/6) Tele: Ms. Sheena suggested to call them on October for the schedule of presentation A
Y 200 Action (7/25) Tele: Broker: I-solve. Sir Nic mentioned that so far they have smooth relationship wit
N 1800 Action (5/31) tele: Introduced and endorsed me to Mr. Miklat by S'Teody. NEXT STEP: coordinate w
Y Action (8/6) Tele: Ms Aileen cannot accommodate right now our request for presentation. She req
Action (4/18) TELE: Informed HR that we will bring a hard copy of our company profile and our Lett
Y 1000+ Action (4/24) company is under the management of San Miguel Corp which is also under Anchor In
Action: (4/23) - TELE: Ms. Beth, one of the office staff said that she will be the one to forward the L
200 Action: (4/23) - TELE: Mr. Pescador was in a meeting when we arrived. Aileen from reception receiv
500 Action (7/24) Tele: requet to email first the proposal.
Action (6/17) Tele: as informed, their HR handles the healthcare and not the employee's union. W
N Action (7/22) Tele: will resend proposal for him to review. Will follow up by November. Action (6/1
N 600 Action (5/14) Tele: Ms. Dinah said they have bad experience with their previous broker that's why t
N 300 Action (7/24) Tele: Ms Claries advised to send the proposal and also follow up by December our re
N 800 Action (8/6) Tele: Ms Annie mentioned that they consolidate proposals and look for other options
N 200+ Action: (4/12) Renewed contract with Intellicare For reference must submit proposal on Decemb
Y 400 Action (7/9) Tele : Broker: Solutions. Ms. Jane suggested to mail the proposal addressed to Mr. Phi
Y (Gat 200 Action (6/5) Tele: already with their longtime broker. Submitted LOI and company profile for their r
Solutions)
Y Action (6/14) Tele: Informed that they already have a broker but still can send our proposal for th
N 65 Action (4/26) renewed contract with Maxicare. NEXT STEP: Will submit proposal October 2013
N 500 Action (5/23) Tele: According to Ms. Kim, they direct their HMO to Philcare withour broker. Ms. Sh
Y 100 Action (6/21) Tele: broker Omni was their broker for 5 years. As informed we can send proposal on
N 250 Action (7/1) Tele: Mr. Mike informed that they gather proposal thru bidding. They announce the sta
Y-AON Action (5/16) Tele: broker for 4 years and satisfied with their services For reference
Y 800 Action (6/20) Tele: as informed, will email our proposal and company profile to Sir CJ to review and
Y Action: (4/23) - TELE: spoke with Dimples.Said that she was not satisfied with their current broker.
N 90 Action (5/29) tele: The management preferred not to have an HMO for their employees medical be
Action: (4/23) - TELE: Submitted company profile and LOI to one of the employees. Said that she wi
N 50 Action: (4/12) tele - Ms. Celia informed that they already renewed their contract with Valu Care la
N 300 Action (6/14) Tele: Already renewed contract last March and advised to submit proposal by Janua
N 1000 Action (5/30) tele: Ask to send proposal for them to review. NEXT STEP: call on Monday to check th
Action (7/9) Tele : As informed by Mr. Jet Macadeg/HR Mngr.Ms Macy of legal is the person incha
N 500 Action (5/15) Tele: Already renewed contract with Medicard last March. Informed that I NEXT STEP
Y 700 Action (6/24) Tele: renewed their contract with a new broker. Will visit on January 2014
N 1500 Action (7/18) Tele: Ms. Crista informed that they are open for proposals. Will send it thru email an
N 1300 Action (6/5) Tele: renewed contract directly with Maxicare. As informed they are not interested to
Y Action (5/29) tele: Discussed over the phone about our company and services we offer. Emailed LO
N 250 Action (8/13) Tele: Total Headcount 250 including dependents. Mentioned to visit them on January
N 300 Action (7/17) Tele: Will send a proposal for reference next year.
Action (4/18) TELE: Informed HR that we will bring a hard copy of our company profile and our Lett
N 200 Action (6/7) Tele: request to submit proposal thru email for their reference.
N 200 Action (8/5) Tele: Renewal: April 23. call back by January 2014.
N 300 Action (7/9) Tele : Renewed their contract last April. Will send proposal for reference
N 400 Action (5/27) Tele: Recently renewed contract with ValuCare, but still send LOI and company profile
N 307 Action (6/25) Tele: emailed template and BOR for group plan insurance
Action (7/15) Action: Renewed contract with Medicard. For reference next year
Y 500 Action (7/23) Tele: Broker: RockChan and Ao. Separate for their executives. Emailed proposal for th
50 Action (5/29) tele: Emailed LOI and company profile to Ms. Heart for her review. NEXT STEP: Will fo
Y 200 Action (7/2) Tele: Emailed proposal for their reference but as informed they already have an existin
N 300 Action (7/1) Tele: request to send proposal thru email for the to review.Although she already menti
N 61 Action (7/30) Tele: Ms Heidi will submit the BOR and masterlist within the day. we'll consolidate pr
N 100 Action (6/17) Tele: Informed that they will deal directly with Intellicare, But requested to have a p
Y 2600 Action (6/26) Tele: Sent proposal and company profile for their reference, Will follow up and visit th
N 100 Action (5/2) Tele: Because of his busy schedule, Mr. Cruz cancelled our appointment. Informed his a
Y 200 Action (7/25) Tele: Mentioned that their broker is also their member (didn’t mention the name)
N 100 Action (6/6) Tele: As informed by HR manager, they are not interested to use a broker for HMO, the
N 50 Action (7/11) Tele: received names of their executives. request to process as individual account. Ac
N 8000 Action (6/26) Tele: To call next weekWill get back on January to offer our services
N Action (6/24) Tele: no answer on phonecall
Y 200 Action (7/10) Tele: Broker: Fine Brennen. Renewed their contract last June 12.
N 29 Action (4/17) On our way to Ms. Margaret's office we we're informed that she forgot that she had
Y 150 Action (8/5) Tele: Broker: Shallome. Independent broker and they can still entertain and accommo
N 1000 Action (6/17) Tele: Decided to deal directly with Maxicare, processing renewal already Action (6/
N 500 Action (5/21) Tele: Ms. Christine informed that although using a broker is ok with her, the HR Mana
DID NOT
NONE WAS ABLE TO SPEAK WITH CPERSON; DOESN’T DEAL WITH BROKERS,PREFERS DIRECT
DISCLOSE
Y 200 Action (7/23) Tele: Broker: Trinity / Renewal: July 3. As mentioned by Ms. Josie, broker is a close fri
Y 300 Action (7/9) Tele : Broker: Athenita. Will submit proposal by March or April
N 60 Action (7/12) Tele: EPHI chosed Maxicare and maintain Maxicare. will wait for another year. Acti
N 29 Action (7/1) Tele: Decided to deal directly with HMO. As informed, before they contact CSC, she alr
N 1000 Action (7/15) Action: Renewed contract with AsianLife as they mentioned yearly they are using As
Y 70 Action (7/15) Broker: R.A. Roco - According to Ms. Dhey they already renewed their contract with M
Good
shepherd 170 Action (7/8) Tele: Informed that they might not entertain another broker but still we can try to conv
insurance
N 100 Action (7/1) Tele: Ms. Badette informed that they decided to deal directly with Maxicare. ACTION:
N 100 Action (7/1) Tele: Ms. Badette informed that they decided to deal directly with Maxicare. ACTION:
N 250 Action (8/7) Tele: Renewal: July 1. As informed, they already renew contract with Maxicare. Action
N 400 Action (7/3) Tele: Client renewed their contract directly with Maxicare, emailed proposal
Action (6/20) Tele: have their broker (Thai Shan) for 7 years and they are happy with the services
Y 120 Action (7/10) Tele: Broker: ActiveLink. Renewed their contract last July 2. for reference. Will send p
Action (7/26) Tele: Renewal: July 1. As informed, they were already enroled with Intellicare.
N Will email proposal Just renewed last July. Won't entertain proposals as of now. Call back in May
Y Action (7/16) Tele: Broker: I-solve. Send our proposal for reference. She informed that they have no
N 40 Action (6/28) Tele: Follow up on monday re- No. of enrolles for July 15. Action (6/13) Tele: Follo
N 40 Action (7/15) Tele: Decided not to have an HMO this year as mentioned by their administrator. fro
N 30 Action (7/15) Tele: Already renewed with intellicare directly. For reference for next year
Y 200+ Action (7/17) Tele: Already renewed their contract from Maxicare to Intellicare this year but with
Ms Weng is currently in a meeting and also informed that they already have an Icare.
N 96 Action (6/24) Tele: request to email company profile and LOI to her. She will attend the UNIDEA (u
N 300 Action (7/4) Tele: send proposal and request for appointment to Ms Lennie as informed by Ms Que
N Action (7/8) Tele: Send email to Ms. Mitch at [email protected] but unfortunately , email bounce
Action (7/10) Tele: Mr. Rommel in a meeting, receptionist requested to send proposal thru email. W
N 350 Action (6/27) Tele: Not interested to use a broker. preferred to direct transaction with intellicare an
Y (ALSONS) 100 Action (6/27) Tele : as informed by sir Danton, no ino yet re- renewal of HMO. Royal Cargo will adv
n 90 Action (6/27) Tele: As discussed from their management, they preferred to continue their medical
N 150 Action (8/7) Tele: Renewal: August 2. They review their contract 3 months before the renewal date
N 500 Action (8/7) Tele: Renewed with Maxicare directly. Will call her again June 2014 to offer our service
Y 200 Action (7/26) Tele: The company retained the services of their existing broker to handle our HMO a
N 280 Action (7/25) Tele: Ms Pineda mentioned that she's already finished with the processing of HMO. w
N Action (7/22) Tele: Informed that they already shorlisted the HMO and waiting for the manageme
NONE 200 Action (7/11) Tele: Tried calling Ms Cynthia. She's onleave RECENTLY RENEWED. HMO REVIEW STA
Y 700 Action (5/14) Tele: Renewed their contract with HMO thru their Broker/Infinity NEXT STEP: for filin
N 84 Action (5/6) Tele: email letter of Intent and Company Profile to Ms Czarina. Next Step: will follow up
N 55 Action (5/7) Tele: Their Company only have Philhealth as healthcare benefits. Ms. Ellen/Secretary w
Y 20 Action (5/7) Tele: Ms. Joy was on maternity leave, faxed LOI will be forwarded to Ms. Yeye. Will che
N 75 Action (7/15) Tele: sirMS
Obet informed
Candy That
will call they might
regarding discuss their
appointment HMO
for Ms. this week. Advised to ca
Annika
10 + 30per Action (4/26) discussed services of CentroLink and emailed the letter of intent and company profile
project base
N 30 Action (5/16) Tele: already have proposals from different HMOs, Ms. Maricar is just waiting for the
300 Action (6/21) Tele: Still there's no approval for management if they will provide a budget for HMO
100 Action (5/22) Tele: their company only provides self administered healthcare plans. Submit LOI and
N Action (5/31) tele: HR will contact me immediately as soon as their rush-work finished. NEXT STEP
N 20 Action (6/13) Tele: Ms. Glo and other employees decided to continue their existing healthcard Ac
N 34 Action (6/6) Tele: received masterlist and BOR from Ms. Tess and request to prioritize the life insura
N 20 Action (4/30) Tele: Talked to his assistant Ms. Tisha and informed about our services to relay with M
N 350 Action (5/20) Tele: management was not sure if they will use HMO or inhouse. NEXT STEP: still nee
Action (7/22) Tele: Emailed proposal. Will follow up for schedule of presentation
N 122 Action (4/19) Tele: For now they are not interested to get HMO, as informed it's not yet their priorit
N 10 Action (5/15) Tele: sent email template BOR and masterlist NEXT STEP: Will followup tomorrow sig
N 35 Action (5/6) Tele: Discussed and present the services of our company and the benefits of having an
N 2000 Action (8/5) Tele: Mentioned that she still have a hecti schedule that she cannot find time to accom
N 10 Action (5/30) tele: Follow-up regarding proposals of HMOs for their company. Action (5/21) Tele: D
N 8 Action (7/4) Tele: According to her account, she doesnt nee to answer the healthcare/healthcard o
N 8 Action (5/21) Tele: Delivered original copy of HMO proposals. Will review first NEXT STEP: will follo
Action: (4/12) tele - As employees they wanted to have a healthcard, Emailed Mr. Bong Marzan/Ge
N 20 Action (6/25) Tele: expect to send the BPR and masterlist within the day Action (5/24) Tele: Ms. A
Action (5/17) Tele: HR Manager still can't accommodate us NEXT STEP: Will keeptrying to request f
N 20 Action (4/29) Tele: emailed letter of intent and Company Profile . Interested to have HMO. Next Ste
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Y 5000 Action (6/24) Tele: Broker: Generali (NBS: 2000 and Abacus: 3000)
Action (4/30) Tele: Emailed Letter of Intent and company profile Next Step: will follow up and requ
Action: (4/12) Exclusive insurance company of Aboitiz Group For reference only
Action (4/29) Tele: Emailed Letter of Intent and company profile Next Step: will follow up and requ
Action (4/29) Tele: Emailed Letter of Intent and company profile Next Step: will follow up and requ
Action (5/6) Tele: Emailed LOI and Company Profile to Mr. Rodriguez Next Step: Will follow up and
no 400 Action (7/3) Tele: Anne Rubio: doesn't deal with brokers. Management has direct contacts from the
Action (4/29) Tele: Emailed Letter of Intent and company profile Next Step: will follow up and requ
Action (4/29) Tele: Emailed Letter of Intent and company profile Next Step: will follow up and requ
Action (4/29) Tele: Failed to communicate, line was out of reach Next Step: will look for their curre
Action (4/29) Tele: Ms Bernardo as informed by Ms Vivero (project mngr) is on leave Next step: wil
Tried calling but line not accessible at the moment
Tried calling but line not accessible at the moment
600 Action (6/28) Tele: follow up re-request for presentation. Action (6/26) Tele: Ms Rodriguez was ou
Tried calling but line not accessible at the moment
Tried calling but line not accessible at the moment
Tried calling but line not accessible at the moment
Action (5/27) Tele: Have their open credit with Makati Med and reimburseable if other hospitals. M
Action (6/10) Tele: Ms Olette informed that their GM was talking to a broker that was his "kumpa
Action: (4/11) tele - renewed their contract with PruLife last March 2013 For reference
Action (7/1) Tele: HR group was currently on Cebu Plant. Will call on onfat Fol followup
Tried calling but line not accessible at the moment
Action (6/7) Tele: Emailed LOI and company profile NEXT STEP: for follow up request
N 50 Action (5/20) Tele: Direct because VP have contacts directly with maxicareFor filing
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (4/29) Tele: Emailed Letter of Intent and company profile Next Step: will follow up and requ
N 5 Action (5/20) Tele: Not interested for now because of budget for filing
Action (7/22) Tele: Emailed proposal. Will follow up for schedule of presentation
Y Action(4/25) gave copy of Letter of intent and company proposal. Do not want to provide more info
Action (6/21) Tele: receptionist requested to submit proposal thru fax and to follow up request for
200 Action (5/29) tele: waiting for management approval for providing HMO for their employees, once
Action (4/17) We've presented our company thru powerpoint presentation to their HR and informe
Action (4/18) TELE: Informed HR that we will bring a hard copy of our company profile and our Lett
Action: (4/23) - TELE: HR was busy so she cannot meet with us personally. But she instructed the re
N Action (5/22) Tele: requested to send our LOI and company profile thru email for review. Also Ms. M
Action (6/13) Tele: Request to email proposal for revtheir review. Will follow up next week request
N Action (5/28) tele: Owner of the company is related to the owner of Philcare for filing
Y Action (7/16) Tele: Broker: Lacson & Lacson. Ms Rina Chanco is not anymore handling the benefits
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (4/15) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Tried calling but line not accessible at the moment
Action (7/22) Tele: Emailed proposal. Will follow up for schedule of presentation
Action (6/14) Tele: Advised to call on Monday to talk with HR
Action (4/26) Tele: Ms. King referred our letter of intent to HR Senior Mngr. Ms. Gladys Grace Uy. N
Action (7/9) Tele : Ms. Zeny do not want give details. Requested to send our proposal and from the
Action (4/15) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (5/28) tele: have their HMO referred by their manager, But still will send proposal to introdu
Action (5/8) Tele: Company only have Philhealth for their healthcare benefits< for now they still can
Action (5/23) Tele: emailed LOI and company profile at [email protected]
Action (7/9) Tele : As informed by HR, they have Third Party Agreement (TPA) with the closed friend
Action (4/15) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (7/22) Tele: Emailed proposal. Will follow up for schedule of presentation
Action (7/18) Tele: Ms. Judith didn’t want to give other details for HMO. She just mentioned it was
Action (4/26) discussed services of CentroLink and emailed the letter of intent and company profile
65 Action(4/25)present our company and offer our services to Ms. Joyce. She signed the BOR and also
Action (5/30) tele: Emailed LOI and company profile to Ms. Heart for her review. NEXT STEP: Will fo
Action (6/17) Tele: as informed, Have their own broker and sister company the Magsaysay broker
800 Action (6/28) Tele: Informed that their HR is based on Cebu. Makati personnel is 70 while in Cebu
Action (5/27) Tele: According to Ms Zyril for healthcare plan their regular employees they have the
Action (5/30) tele: Nidec-management still have no response on Ms. Jaucian's request to provide e
inhouse 500+ Action: (4/11) tele - they have their own broker. One of the sister company named Transnational P
Action (6/20) Tele: No approval of Management yet Action (5/31) tele: Emailed template for BOR
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (7/22) Tele: Emailed proposal. Will follow up for schedule of presentation
Action(4/25)Ms.Rose/HR assistant infomed that Mr. Fortun is busy and will put our proposal on his
Y Action (5/24) Tele: email LOI and company profile NEXT STEP: Followup on Monday regarding requ
N Action (6/3) Tele: Broker was their sister company for reference
Action (4/18) TELE: Informed HR that we will bring a hard copy of our company profile and our Lett
Action: (4/12) tele - Emailed proposal Will follow up and request for presentation on April 18 /
Action (6/14) Tele: With inhouse Maxicare representative
N 60 Action (7/22) Tele: Ms. Leah/HR Officer will email BOR and Masterlist on Monday. Action (6/17) T
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
200 Action (7/22) Tele: Ms Ailyn said that they will be the one to call us since there's no advise from ma
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (4/19) Tele:Emailed Letter of Intent and company profile Next Step: will follow up and reque
Action (4/18) Phone was unattended NEXT STEP: will search for other numbers and try calling the
Action (7/22) Tele: Emailed proposal. Replied informing that they already have an existing broker
Action (5/8) Tele: Emailed LOI and Company profile c/o Ms. Darlyn NEXT STEP: Will follow up and r
Action (5/30) tele: Did not provide additional info. She only requested to send proposal for them to
no 100 Mentioned that they just renewed their contract with Medicard. Not interested as of now. Send p
N Action (8/1) Tele: request to send our proposal thru email for them to review. Didn’t mention abou
N 150 Action (8/15) Interested to have HMO again.-They suspended last June.
Action (7/30) Tele: contact person currently onleave, will call again on Thursday
Action (7/9) Tele : Emailed proposal to Ms. Charmaigne for review. Will follow up
Action (6/20) Tele: No details yet. Shift of Mr. Jayson is from 10PM -6AM. Emailed him a proposal.
Action (8/5) Tele: Request to send proposal so they can review.
/2) Tele: no schedule yet for the presentation re: HMO. will inform us if we need to present our services. --- emailed new template proposa
management. Will wait for her advise. Action (7/12) Tele: Still there's no schedule for our presentation Action (7/2) Tele: no schedu
th the Intellicare and directly coordinating with them. We might have business and present to them or life and non-life insurance. Will call
irectly coordinating with intellicare Action (6/13) Tele: HR Manager was onleave, call back next week
advise if there will have development. Action (7/1) Tele: request to send proposal thru email for the to review.
ted by Ms Mariel so she can forward it to her manager. Action (6/10) Tele: Follow up request for presentation. Busy for business review,
hange the present set up. Action (7/5) Tele: Ms. Rose informed to set an appontment 1st week -August
review. Then will scehdule for presentation. Action (8/6) Tele: Ms. Eunice requested to send the proposal for them to review and then wil
Resend email proposal to Ms Crimando as she requested so that she can be reminded. will follow up re- meeting Action (6/18) Tele: Claris
xt week re- request for appointment. Action: tele: 5-9-13 talk to Lorie regarding presentation meeting for Atty. Binifacio, nor response for n
with Ms. Kat re-request for brief presentation to Atty. Action (7/29) Tele: Ms. informed that she will I12follow up to her manager our req
o her mngr. also she informed that initially we should coordinate first with their procurement - Mr. Bong Batad. Action (7/24) Tele: Sent pr
with Ms. Ivy. No feedback yet regarding our request for presentation. will follow up on Thursady Action (7/19) Tele: Ms. Wella requested to
directly with Medicard. Emailed proposal to Ms Babes with advantages of having a broker. Will follow up request for presentation
edicard and Maxicare. She also said that she will show our profile to her superiors. will inform us if they decided to get a broker. Action (7/
enewal with the provider. requested for a meeting with their management. Action (7/2) Tele: currently have principal visitor, last day today.
Will Call again after their celebration on August 9. Action (7/11) Tele: Emailed proposal as requested by Ms. May. Will follow up and set an
cperson. They have been with Cocolife for a long time because of the rate and PEC coverage; they had other HMO offers before but withou
s NEXT STEP: Present our company and services and convince to use our services Action (5/17) Tele: Currently in a meeting. Will call back o
company. NEXT STEP: Request for appointment to discuss our services
e. So far they have no problem with their broker.
mber Action (5/14) Tele: Ms. Claribel is on-leave for 1 week, advised to followup and call her on Wednesday nextweek
rector - Dang De Leon LOCAL# 1601 - in a meeting. Call back tomorrow.
September or October since renewal is still on November. Initially, emailed proposal for his review.
led proposal for their reference. Action (7/9) Tele: Marivic Ojastro: no plans of changing current set up. For their reference and witll try to
enefits on July because renewal is on November. NEXT STEP: Call and send LOI on July
s their broker for 3 years. NEXT STEP: For reference Action (5/22) Tele: requested to send our LOI and company profile thru email for revie
by June 2013 to discuss our services
directly with Medicard for 7 years because they can address their concern to higher managemnt. Action (5/17) Tele: HMO was handled by
) Ms. Katherine will forward our proposal to her HR Manager for approval on our request for presentation. send proposal to ric.villabroza@
Maxicare. --- sent the new template proposal with comparison. Action (6/27) Tele: bidding already started. Resend thru email our proposal
re-request for Appointment
ding another meeting and cannot accommodate my visit NEXT STEP: will follow up and schedule for presentation nextweek Action (4/24
ele: Forwarded our proposal to his Manager. no feedback yet Action (7/30) Tele: Didn’t mention the name of their broker. Emailed
l to direct with the provider. Action (8/12) Tele: Request to resend the proposal. Action (7/1) Tele: Ms Gemma(HR) request to email the pro
ed yet the proposal. will follow up Ms. Jessica next week. ACTION (8/1) Tele: wasn't able to speak with Mr. Auste, but have spoken with som
e renewal on December 2013. de Guzman on leave today. Call back tomorrow.
will ask if we can schedule our presentation as a broker. Action (8/5) Tele: Ms Aisha requested to resend our proposal so they can review a
ill ask her boss for the schedule of presentation
chedule of presentation Action (7/18) Tele: Ms. Sheena informed the Ms Annie (VP HRD) said that they have no problem so far with Carita
e smooth relationship with their broker and provider. Emailed proposal for reference.
NEXT STEP: coordinate with Mr. Miklat re - renewal of HMO
for presentation. She requested to call her on September for schedule of presentation. Action (6/7) Tele: Emailed LOI and company profile N
mpany profile and our Letter of Intent NEXT STEP: courtesy call
ch is also under Anchor Insurance Corp.
the one to forward the LOI and company profile to HR Manager since he was out of office. NEXT STEP - confirm receipt of the block copy of
een from reception received the LOI and company profile on his behalf instead. NEXT STEP - call to confirm if he was able to receive the LOI.
the employee's union. Will call again around 4pm to talk with the person incharge Action (6/14) Tele: Requet to send the proposa; thru
y November. Action (6/19) Tele: Emailed proposal. Will follow up and set for appointment
evious broker that's why they direct to medicard this year. NEXT STEP: Will send proposal bvy October and convince them to use again a br
w up by December our request for presentation.
nd look for other options for HMO providers. emailed proposal and will follow up. Action (7/23) Tele: According to Ms. Faith(asst) CCAC is e
bmit proposal on December 2013
osal addressed to Mr. Philip John Bravo/ Compensation and Benefits Manager
file to Sir CJ to review and will visit CFSI on January to present our company
with their current broker. And wanted to have a new one next year. NEXT STEP - call her by the end of this year to schedule a presentation.
eir employees medical benefits instead they will provide an inhouse doctor and nurse for their company NEXT STEP: Still waiting and will fo
ployees. Said that she will be forwarding it to Ms. Jennifer. NEXT STEP - call for follow through. Action (4/15) Phone was unattended NEX
ontract with Valu Care last March 2013. For filing, 2014 reference Action: (4/11) Mr. Bondoc informed that they are soon to
submit proposal by January
ll on Monday to check the requested appointment
legal is the person incharge for HMO. Didn’t gave any other details
nformed that I NEXT STEP: will send proposal on January 2014
January 2014
Will send it thru email and will get back on December or Jabuary to arrange for presentation.
hey are not interested to entertain other HMO but they might accept the proposal of using a broker NEXT STEP: for filing-next year
ices we offer. Emailed LOI and company profile NEXT STEP: Will follo-up request for appointment
d to visit them on January to present our services. Joanne Marie Lopez - Senior HR Manager email proposal, address to: Joanne Marie Lope
mpany profile and our Letter of Intent NEXT STEP: courtesy call
d LOI and company profile for their future reference. NEXT STEP: For reference. Will contact next year February to offer our services Action (
t she forgot that she had an appointment with her dentist and she requested to move our meeting next week. NEXT STEP: follow up and sc
ll entertain and accommodate other proposals for the next renewal. Advised to return and resend our proposal on May.
ewal already Action (6/4) Tele: As Mentioned by their Purchasing, management decided not to use a broker for their HMO. Before they h
ok with her, the HR Manager said that they prefer to direct with their HMO and not to use a broker. Also, they have already an ongoing sea
FERS DIRECT
Josie, broker is a close friend of her boss that why she cannot recommend somebody else re-HMO. For reference purpose only.
ait for another year. Action (7/2) Tele: currently have principal visitor, last day today. As informed by Ms. Sweden, She will schedule our mee
they contact CSC, she already emailed different HMOs to submit proposals and last Friday. She had a meeting with HMO and will wait for t
yearly they are using AsinLife and they are satisfied with the services
wed their contract with Maxicare last July 7. Will send proposal for their reference. will call next year renewal. SPOKE WITH CPERSON. REC
but still we can try to convince their GM to present our services. Action (7/4) Tele: Good Shepherd broker submitted Medicard, Philcare and
with Maxicare. ACTION: (6/28) Tele: Call Ms Badette to follow up re- decision to use our services. Action (6/10) Tele: Still looking for othe
with Maxicare. ACTION: (6/28) Tele: Call Ms Badette to follow up re- decision to use our services. Action (6/10) Tele: Still looking for othe
act with Maxicare. Action (7/10) Tele: Ms Rio advised to send theu email the proposal for them to review. Then will follow up request for p
mailed proposal
happy with the services Action: (4/23) - TELE: Receptionist received the letter of intent and company profile. Said that she'll forward it to H
for reference. Will send proposal next year. WAS ABLE TO SPEAK WITH CPERSON. RECENTLY SIGNED UP WITH ALGA THROUGH ACTIVELINK
ed with Intellicare.
of now. Call back in May or June and look for the company nurse
formed that they have no problem with their recent broker
Action (6/13) Tele: Follow up BOR to Mr. Juanerio tomorrow and masterlist to Ms Susan on Monday Action (5/2) Tele: Mr. Juanerio is now
y their administrator. from the survey, only 30+ employees were interested to avail the HMO. so they decided not to enrol to HMO. Action (
e for next year
llicare this year but with the same broker. Emailed proposal to Ms. Irene for reference
ve an Icare.
will attend the UNIDEA (union of DOST) meeting tomorrow to discuss about their HMO renewal. Will follow up on Thursday.
e as informed by Ms Queenie
ortunately , email bounced back. Will follow up to Ms Mitch if she received my email. reviews 3 months before. Email: [email protected]
nd proposal thru email. Will follow up request for presentation. Rommel Cruz: CEO of Dalisay is the one coordinating with PhilCare. Starts r
saction with intellicare and as informed, they have smooth relationship with their current HMO Action (6/17) Tele: currently in a meeting,
MO. Royal Cargo will advise them if they will be the one to decide for renewal. Action (6/6) Tele: Still there's no decision yet if they will be
y for followup
will forward to her manager for review.
: as informed by Mr Caringal, we can send and also present our services to them. But he also informed that his boss was a director of Insula
to her, they have no problem directing with Maxicare. Will check on Tuesday regarding their decision. Action (7/22) Tele: Currently Busy do
p Sent Proposal and will call again on Thursday to followup request for presentation
availability tomorrow for presentation. Next Step: Will still request for her availability to present our services. Will call and schedule prese
o continue their medical insurance (sunlife grepa) and coordinate directly with them. Action (5/10) Tele: Emailed LOI and company profile
s before the renewal date. Will call on June 2014. Action (7/31) Tele: Follow up request for presentation. Will call again tomorrow morning
e 2014 to offer our services. Action (7/15) Action: Nurse Sean requested to send our proposal first for her to review then schedule for a brie
oker to handle our HMO and Insurance requirements. Action (7/16) Tele: Ms. Carina informed that she hasn’t yet talked and schedule app
the processing of HMO. we can offer our services next year Action (7/24) Tele: Renewal date: Aug.27. Already chosed Medicard. And will p
aiting for the management decision. As of now they don’t want to deal with a broker. To try again next year
EWED. HMO REVIEW STARTS IN JULY.
finity NEXT STEP: for filing, will submit LOI on January 2014
. Next Step: will follow up and schedule for presentation
fits. Ms. Ellen/Secretary will inform me when I could visit Mr. Jose. Ms. Ellen can only inform me on the same day when Mr. Jose arrive in th
ded to Ms. Yeye. Will check and review our proposal but as informed they were contented with the services of their broker. NEXT STEP: For
tent and company profile to know further our intention. NEXT STEP: will follow up and request for presentation on Wednesday
car is just waiting for the approval of the president on which HMO they will use. Emailed letter of Intent and our company profile NEXT STE
rovide a budget for HMO. For Reference Action (6/18) Tele: Still there's no approval for management if they will provide a budget for HMO
are plans. Submit LOI and company profile to HR Manager and request for appointment to discuss our services
work finished. NEXT STEP: Will follow up regarding our LOI and company profile and our request for appointment Action (5/21) Tele: Sent B
ir existing healthcard Action (4/30) Tele: No decisions yet. Ms Madlang-Awa/President just arrive from her out-of-town and will review th
to prioritize the life insurance. Also emailed to Ms. Tess the individual application form for Maxicare as requested. NEXT STEP: will process p
ur services to relay with Mr. Gruba. Next step: Will check with Ms. Tisha and contact Mr. Paul to schedule an appointment
ouse. NEXT STEP: still need to convince Action (5/17) Tele: BOR was already for signature of Ms. Joanne/HR Manager. Will followup on Mon
ed it's not yet their priority. Next Step: will call and follow-up every 2 months Action: (4/11) tele - Cannot accommodate for now, they hav
ill followup tomorrow signed BOR. Action (5/6) Tele: informed that they have existing HMO but interested to use our services. Assigned per
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.
annot find time to accommodate me to present. She also mentioned that they are currently doing the reimbursement and they fine it more
any. Action (5/21) Tele: Delivered original copy of HMO proposals. Will review first NEXT STEP: will follow up their decision on which HMO
healthcare/healthcard of her employees. Action (5/21) Tele: Delivered original copy of HMO proposals. Will review first NEXT STEP: will fo
first NEXT STEP: will follow up their decision on which HMO they would choose. Action (4/26) discussed services of CentroLink and emaile
iled Mr. Bong Marzan/General Manager the proposal Will follow up and sched
Action (5/24) Tele: Ms. Ana coming from vacation requested to followup the BOR and masterlist next week. Action (5/16) Tele: Phoned Ms
ill keeptrying to request for appointment Action (5/14) Tele: HR Manager was still onleave. NEXT STEP: Will try calling back on Thursday. A
d to have HMO. Next Step: Will follow up and make an appointment for presentation.
mbers and try calling them again
eference only
ele: Ms Rodriguez was out-of-town receptionist advised to call back tomorrow to talk with Ms. Ruby. She didn’t gave any other details
eable if other hospitals. Ms. Vicky was currently engaged with building problems, NEXT STEP: will call tomorrow to probe our services
oker that was his "kumpare" to facilitate their HMO. NEXT STEP : For future reference Action (5/31) tele: Emailed template for BOR and Ma
For reference
t Fol followup
want to provide more info. Will review the letters received first. NEXT STEP: will follow up and schedule for appointment to HR Manager ne
d to follow up request for appointment to Ms. Marife Action (6/17) Tele: receptionist requested to submit proposal thru fax and to follow u
or their employees, once approved he'll immediately process the masterlist so we could provide him wim more accurate details NEXT STEP
n to their HR and informed them that we will send thru email the sample BOR and Masterlist
mpany profile and our Letter of Intent NEXT STEP: courtesy call
But she instructed the receptionist to get the letter from us so she can receive it. LOI and company profile received and signed. NEXT STEP -
mail for review. Also Ms. Me-Anne informed thet they are using Maxicare for 14 years now and they have no problem with their services fol
ow up next week request for appointment
re for filing
ore handling the benefits. Also she mentioned that they have their authorized broker which is also their partner. Emailed proposalLast June
mbers and try calling them again
mbers and try calling them again
r. Ms. Gladys Grace Uy. Next step: will follow up our proposal and request for appointment Action: (4/12) recently renewed contract to va
ur proposal and from there will request for appointment
mbers and try calling them again
send proposal to introduce our company and services NEXT STEP: Request for appointment to discuss about our company
fits< for now they still cannot provide healthcard for employees. NEXT STEP: For reference
he just mentioned it was already renewed this year and we can submit proposal thru email.
tent and company profile to know further our intention. NEXT STEP: will follow up and request for presentation
signed the BOR and also provided a copy of her employees masterlist NEXT STEP: process the BOR to provide immediately proposals from H
eview. NEXT STEP: Will follow up about the request for presentation
ny the Magsaysay brokers and Insurance
onnel is 70 while in Cebu they have 800 Action (6/21) Tele: Informed that their HR is based on Cebu. Makati personnel is 70 while in Cebu
employees they have their own clini (self administered) and the contractual have their own healthcard also. NEXT STEP: will check if they h
an's request to provide employees a healthcard benefts. Suggested to authorize CSC to consolidate data from different HMO. The data wit
y named Transnational Plans Inc. For reference
mailed template for BOR and Masterlist. informed that as of now management has no plans regarding HMO for employess but still she acc
mbers and try calling them again
ll put our proposal on his table.NEXT STEP: will follow up and schedule for presentation nextweek
mpany profile and our Letter of Intent NEXT STEP: courtesy call
resentation on April 18 / Thursady / 10AM
Monday. Action (6/17) Tele: Visit Ms. Lot Ali, will provide masterlist and signed BOR. request to submit proposals from medicard, intellicar
mbers and try calling them again
here's no advise from management and had no requirements for Healthcard. Action (6/4) Tele: Had no existing HMO. Emailed LOI and com
mbers and try calling them again
: will follow up and request for appointment
mbers and try calling them again
have an existing broker
TEP: Will follow up and request for apppointment
send proposal for them to review. Emailed proposal and will follow up to Ms. Rica on Thursday regarding request for appointment
ation. Busy for business review, will call by 1st week of July Action (6/4) Tele: Ms Mariel currently onleave for 1 week. Her schedule nextwe
for them to review and then will follow up request for presentation. Action (7/11) Tele: Tried calling but no answer spoke with cperon. Con
hru email and will follow up on July for their renewal on September
meeting Action (6/18) Tele: Clarisse still busy with other work that she reiterate to accommodate meetings and presentations for HMO on Ju
Atty. Binifacio, nor response for now from Atty. Bonifacio, she advised me to give her a call by June. Next step: call 1st week June Action: t
ollow up to her manager our request for presentation. Will follow up on Thursday. Action (7/10) Tele: No feedback yet according to Ms. Kat
atad. Action (7/24) Tele: Sent proposal to Ms. Jenn, will follow up request for presentation
19) Tele: Ms. Wella requested to email first the proposal and the will follow up to request for presentation
equest for presentation
cided to get a broker. Action (7/18) Tele: Ms Paz requested to send proposal. She informed that she will send their existing hmo contracts a
e principal visitor, last day today. As informed by Ms. Sweden, She will schedule our meeting with the board and present the company.Actio
pliy on my email re-request fopr appointment. Request to send email for them to review. Then afterwards schedule for a meeting / present
ule for presentation. spoke with cperson. Would like to renew with Maxicare. Happy with current set up. Sent email proposal. Call back tom
mpany profile thru email for review. Also Ms. Lerma informed thet they are using Maxicare with broker but didn’t mention the broker's nam
5/17) Tele: HMO was handled by their union president. Requested for an appointment next week.
send proposal to [email protected]; Katherine Trono - Compensation & Benefits katherine.trono.pccwteleservices.
Resend thru email our proposaland will follow up regarding presentation on Tuesday Nextweek Action (6/5) Tele: Emailed LOI and compan
ntation nextweek Action (4/24) faxed letter of intent and company profile NEXT STEP: Will schedule appointment on Ms. Paula's availab
name of their broker. Emailed our proposal then will call again tomorrow to followup re- request for presentation. As mentioned the
ma(HR) request to email the proposal for them to review since renewal of their HMO is on December. Will call and follow up request for ap
Auste, but have spoken with someone from HR. Told me to send proposal first. Attention to Mr. Geuel Auste - Director of Human Resource
ur proposal so they can review and schedule our presentation. Action (7/16) Tele: To call again on August because as of now there's still no
ve no problem so far with Caritas. Will send email proposal for their reference
mailed LOI and company profile NEXT STEP: for follow up request
nfirm receipt of the block copy of the letter. Follow through. Action (4/18) TELE: Informed HR that we will bring a hard copy of our compan
if he was able to receive the LOI. Follow through. Action (4/18) TELE: Informed HR that we will bring a hard copy of our company profile a
equet to send the proposa; thru email. Will call and follow request for presentation.
ding to Ms. Faith(asst) CCAC is enroled with Maxicare. Ms.Annie is currently onleave. Will call tomorrow. Emailed proposal addresssed to M
l, address to: Joanne Marie Lopez - Senior Hr Manager [email protected] ann carla dizon
ary to offer our services Action (4/30) Tele: Emailed Letter of Intent and company profile Next Step: will follow up and request for appointm
Tele: Ms Joana was in Cebu fir 1 week. will call for follow up on MOnday. Action (6/24) Tele: will visit Ms. Jonna tomorrow 9AM Action(6
very persistent on requesting for schedule of appointment Action (4/30) Tele: Mr. Roger was engage on a meeting. Ms. Micah (HR Asst) req
eek. NEXT STEP: follow up and schedule for next meeting. Action (4/22) tele: Interested to use our services on their renewal of Healthcard
osal on May.
ker for their HMO. Before they have broker which they terminated their contract at the middle of the transaction.NEXT STEP: Still convincin
hey have already an ongoing sealed bidding for the HMO. For filing Action (5/15) Tele: Willing to provide BOR but still need to consult wit
weden, She will schedule our meeting with the board and present the company. Action (6/21) Tele: Scheduled a brief presentation tomorrow
ng with HMO and will wait for their proposal first. If the proposal was not good then they will again contact us. Action (6/25) Tele: Emailed
wal. SPOKE WITH CPERSON. RECENTLY RENEWED WITH MAXICARE, THROUGH ANOTHER BROKER. REVIEW HAPPENS TWO MONTHS BEFOR
ubmitted Medicard, Philcare and Cocolife. Submitted proposal and requestd if we can provide the proposals from Maxicare and other HMO
6/10) Tele: Still looking for other brokers. To follow up on end- of June
6/10) Tele: Still looking for other brokers. To follow up on end- of June
Then will follow up request for presentation. SPOKE WITH CPERSON; SOURCING STARTS IN JUNE 2013 FOR AUGUST RENEWAL. SENT EMAIL
le. Said that she'll forward it to HR the soonest. NEXT STEP - call Ms. Cruz if she was able to read it and perhaps set an appointment for a p
TH ALGA THROUGH ACTIVELINK. THIS IS THEIR FIRST YEAR WITH ACTIVE LINK. SENT EMAIL PROPOSAL FOR FUTURE REFERENCE.
n (5/2) Tele: Mr. Juanerio is now preparing the masterlist and will send the copy together with the BOR as soon as it finish. Next Step: Will
ed not to enrol to HMO. Action (7/1) Tele: Talked with Mr Juanerio and they are already checking each employees whomto enrolled with H
up on Thursday.
e's no decision yet if they will be lined the same with their mother company Royal Cargo. NEXT STEP: Still need to check final decision of HR
t his boss was a director of Insular. Will follow up re- presentation. spoke with Donna Tadeo. Said that they start reviewing 2 months before
on (7/22) Tele: Currently Busy doing presentations for the out-of-town trip of the President. Will call again on Monday to check and followu
ces. Will call and schedule presentation on Wednesday next week Action (4/24) faxed letter of intent and company profile to Ms. Icelle. NE
Emailed LOI and company profile, gave a brief information about our company thru phone and request for appointment. Also she asked if
Will call again tomorrow morning. Action (7/23) Tele: Renewal: Aug.2. Currently proceesing their HMO. Submitted our proposal and reques
o review then schedule for a brief presentation.
sn’t yet talked and schedule appointment with her VP. will check again next week. Action (6/17) Tele: Submitted a proposal and company p
ady chosed Medicard. And will process the renewal with the provider. To call tomorrow to talk with Ms Asuncionif we could handle their HM
e 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
s of their broker. NEXT STEP: For reference, will call again after 3 months to check if they will accept our proposal. Action (5/6) Tele: Ms. R
tion on Wednesday
nd our company profile NEXT STEP: Will convince Ms. Maricar to use our services. Will ask for appointment next week.
ey will provide a budget for HMO. For Reference Action (6/3) Tele: Ms. Joanne was onleave and will follow up our requet for appointment
tment Action (5/21) Tele: Sent BOR and masterlist template to Ms. Fhe but still need to review proposals by Mr. Napoleon Co. He's now re
r out-of-town and will review the letter of intent and company profile Next step: follow up the decision of mrs. Madlang-awa Action (4/2
uested. NEXT STEP: will process proposals Action (6/3) Tele: Not yet finished with the masterlist. She will email the BOR and masterlist as so
n appointment
R Manager. Will followup on Monday if already signed Action (5/3) Tele: confirmed meeting on May 16/ afternoon, call first for confirmati
accommodate for now, they have their Japanese principal visitor Will sked for
to use our services. Assigned personnel for benefits is onleave and will back to work on Monday. Next Step: Will coordinate with Ms. Sally/p
proposal for retirement benefits. Next Step: Emailed the BOR and masterlist template and will process the following after returning it to us.
bursement and they fine it more cost efficient than having an HMO. Action (7/16) Tele: re-scehdule meeting with Ms. Nina on August. Wil
up their decision on which HMO they would choose. Action (5/2) Tele: Signed and submitted the BOR and the masterlist will be submitted
ill review first NEXT STEP: will follow up their decision on which HMO they would choose. Action (4/26) discussed services of CentroLink a
ervices of CentroLink and emailed the letter of intent and company profile to know further our intention. She was interested to see the pro
Will follow up and schedule for presentation.
. Action (5/16) Tele: Phoned Ms Anna. Asked to call her next week because they have company outing from May 17-20 NEXT STEP: Will
ll try calling back on Thursday. Action (5/7) Tele: request for a schedule of appointment after sending LOI and company profile. NEXT STEP
proposal thru fax and to follow up request for appointment to Ms. Marife
more accurate details NEXT STEP: Will closely coordinate with S'Jason re-update on the approval of their management
eceived and signed. NEXT STEP - follow through. Action (4/18) TELE: Informed HR that we will bring a hard copy of our company profile an
o problem with their services follow up request for appointment to present our services
) recently renewed contract to valuecare last February 2013 For filing, 2014 refe
ut our company
de immediately proposals from HMO Action: (4/12) tele - Interested to provide healthcard to her employees, emailed proposal For her r
ati personnel is 70 while in Cebu they have 800
. NEXT STEP: will check if they have their possibilities to use HMO for their employees
om different HMO. The data with comparative will be use on requesting for approval from management. NEXT STEP: Follow up request Ac
O for employess but still she accepts proposals if incase management decided to get one NEXT STEP: will follow up on Monday
oposals from medicard, intellicare and fortunecare. also asked possible price of Maxicare. will followup to her asst (Ms. lea re-docs) Action
sting HMO. Emailed LOI and company profile. NEXT STEP: follow up email and request for appointment NEXT STEP: call again tomorrow for
for 1 week. Her schedule nextweek is from 1AM to 10AM. NEXT STEP: call her on Monday to set an appointment Action (5/21) Tele: Have
o answer spoke with cperon. Contract expires in September, but review starts as early as April.
and presentations for HMO on July Action (6/6) Tele: Ms. Clarisse was still busy and cannot accommodate yet our request for presentation
tep: call 1st week June Action: tele: not able to talk due to interview process assign to her. Next step: 5-6-13 call back again Lorie for the u
edback yet according to Ms. Kat. will follow up next week re- request for appointment. Action: tele: 5-9-13 talk to Lorie regarding presenta
nd their existing hmo contracts and requested us to provide the best HMO proposal offer
d and present the company.Action (6/21) Tele: Scheduled a brief presentation tomorrow / Friday to discuss the services of CSC
me for a meeting either tomorrow afternoon or Thursday morning. Emailed proposal. Will follow up tomorrow.
didn’t mention the broker's name and the number of personnel enrolled Follow up request for appointment
atherine.trono.pccwteleservices.com.ph
5) Tele: Emailed LOI and company profile and request for brief presentation NEXT STEP: followup request for presentation
because as of now there's still no directives re-HMO. Action (6/19) Tele: Didn't want to disclose info re-HMO provider and number of empl
bring a hard copy of our company profile and our Letter of Intent NEXT STEP: courtesy call
rd copy of our company profile and our Letter of Intent NEXT STEP: courtesy call
s. Jonna tomorrow 9AM Action(6/21) Tele: emailed template of BOR and masterlist. will followup about the presentation Action (6/14) Tel
meeting. Ms. Micah (HR Asst) requested to send the letter of intent thru email. Next step: set a presentation on thursay May 2
on-life insurance for their other company. Emailed BOR and Masterlist to get proposals before we can present to their company. Action (6
s on their renewal of Healthcard. Preferred is Medicard. Gave their masterlist and copy of Fortune's current policy NEXT STEP: We've sent t
action.NEXT STEP: Still convincing HR and purchasing to use CSC as intermediary. waiting for the approval of our request to present our com
BOR but still need to consult with their HR. They need to check if HR will have no problem if they will use brokers for HMO. NEXT STEP: Wil
ls from Maxicare and other HMO which eas not mentioned. starts reviewing in June. Same broker for the longest time. Email: personnel@
haps set an appointment for a presentation. Action (4/15) Phone was unattended NEXT STEP: will search for other numbers and try callin
FUTURE REFERENCE.
soon as it finish. Next Step: Will follow up the BOR and Masterlist Action (4/30) Tele: Discussed our services to Mr. Juanerio. He requested
ployees whomto enrolled with HMO. Advised to call him on Wednesday. Action (6/28) Tele: Follow up on monday re- No. of enrolles for J
any profile. Will follow up on Wednesday Action (6/14) Tele: engaged in a meeting and currently busy with audit.Will try to follow up late
company profile to Ms. Icelle. NEXT STEP: Will schedule appointment on Ms. Icelle's availability
appointment. Also she asked if we have a japanese clients. Action (5/14) Tele: Ms. Marbella is onleave today NEXT STEP: will call back to
mitted a proposal and company profile and at the same time request for a presentation. NEXT STEP: follow up request for apponintment
ncionif we could handle their HMO for broker.
oposal. 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 be
w up our requet for appointment on Monday NEXT STEP: followup on Monday Action (5/23) Tele: they only have inhouse doctor and nur
by Mr. Napoleon Co. He's now resting in his house after the kidney transplant operation.Follow up Ms. Fhe if LOI already reviewed Action (
mrs. Madlang-awa Action (4/29) Tele: No decisions yet. Ms Madlang-Awa/President just arrive from her out-of-town and will review the
mail the BOR and masterlist as soon as she's done completing all details NEXT STEP: call again tomorrow for followup Action (4/26) Tele:
afternoon, call first for confirmation Next Step: Will present our company and discuss our services on May 16 Action (4/30) Tele: Haven't r
m May 17-20 NEXT STEP: Will call on Tuesday Action (5/14) Tele: sent template of BOR and masterlist NEXT STEP: will wait for her reply.
and company profile. NEXT STEP: call tomorrow for followup
arding HMO for employess but still she accepts proposals if incase management decided to get one NEXT STEP: will follow up on Monday r
d copy of our company profile and our Letter of Intent NEXT STEP: courtesy call
yees, emailed proposal For her review, also will request for visit on April 17/Wednesday 10AM
NEXT STEP: Follow up request Action (5/28) tele: Suggested to authorize us to consolidate proposals from different HMOs before giving the
ollow up on Monday
her asst (Ms. lea re-docs) Action (6/15) Tele: Ms. Ali informed that their HMO ended already and right now they are consolidating proposa
tment Action (5/21) Tele: Have their broker but still accepting proposals from other brokers before renewal of their Hcard Follow up requ
yet our request for presentation NEXT STEP: followup request Action (5/16) Tele: Emailed letter of intent but as informed by Ms. Clarisse,
13 call back again Lorie for the update on her boss approval on my request of presentation meeting. Action: tele: 4-29-13 spoke to Lorie ad
3 talk to Lorie regarding presentation meeting for Atty. Binifacio, nor response for now from Atty. Bonifacio, she advised me to give her a ca
e presentation Action (6/14) Tele: HR Manager Ms. Jona Laguno is still having a meeting with other broker like Aon. Requested to meet M
on on thursay May 2
ent to their company. Action (6/26) Tele: follow up for visit re- corporate and individual/ currently looking for a broker. To call next week
t policy NEXT STEP: We've sent the copy of BOR, will wait for their scanned copy of BOR with letterhead to immediately process her reque
of our request to present our company Action (6/7) Tele: HR head currently onleave NEXT STEP: will call again on Monday to followup rega
rokers for HMO. NEXT STEP: Will follow up nextweek for the update on HR's reply and if ever they would allow us to present again. All Ms.
es to Mr. Juanerio. He requested to send our letter of intent thru email to review and discuss Next step: Will follow up and schedule for app
monday re- No. of enrolles for July 15. Action (6/13) Tele: Follow up BOR to Mr. Juanerio tomorrow and masterlist to Ms Susan on Mond
th audit.Will try to follow up later at 6pm or on Monday for request for presentation. Action (6/10) Tele: Call and follow up next week for
her marriage vacation. asked Ms. Nerrie (her asst) to schedule us for an appointment. Renewal is on August 13. Action (5/7) Tele: Follow up
oday NEXT STEP: will call back tomorrow to request for appointment Action (5/15) Tele: Ms Patricia is currently onleave NEXT STEP: will fo
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
nly have inhouse doctor and nurse. But they are accepting proposals for HMO. Emailed LOI and company profile. NEXT STEP: follow up and
if LOI already reviewed Action (5/6) Tele: Mr. NapCo will undergo kidney transplant this week. He introduced me to his assistant for coordi
out-of-town and will review the letter of intent and company profile Next step: follow up the decision of mrs. Madlang-awa Action (4/26)
or followup Action (4/26) Tele: Have inhouse clinic but they may consider HMO depending on its proposal. Emailed letter of intent and co
16 Action (4/30) Tele: Haven't read yet the letter of intent. Next step: Will check the next day if she already reviewed our letter of intent
din agreed to send him copy of Letter of Intent and company profile. Next Step: Will schedule my visit next week -Monday
the VP for Operations Mr. Leberato Tan Next step: will present and convince them to use our services Action (4/26) discussed services of
minar, will be back Actionon Friday
tention. She was interested to see the proposals of HMO and signed the BOR and submitted the masterlist NEXT STEP: will process the pro
EP: will process the proposals from HMO and submit to Ms Rowena
w they are consolidating proposals from Maxicare, Medicard and Caritas. Informed to call her on Thursday if I can visit her on Friday afterno
uest for appointment. Action (5/16) Tele: Emailed letter of intent and company profile for review. NEXT STEP: Will follow up tomorrow an
k for provider. Action (5/9) Tele: Emailed LOI and company profile, gave a brief information about our company thru phone and req
but as informed by Ms. Clarisse, will accommodate proposals 2 months before renewal. NEXT STEP: Will ask for appointment on July to disc
n: tele: 4-29-13 spoke to Lorie advised to resend the request meeting for Atty. Bonifacio. Next step: 4-30-13 confirm transmital received an
she advised me to give her a call by June. Next step: call 1st week June Action: tele: not able to talk due to interview process assign to he
s from different HMO, NEXT STEP: Will ask for appointment to offer our services
r like Aon. Requested to meet Ms. Jona next week to discuss our services with no administrative cost. Will wait for Ms. Heidi's call for the a
gain on Monday to followup regarding request for presentation Action (6/6) Tele: Ms. Lea emailed their HR head regarding the request for
llow us to present again. All Ms. Christine will email the documents need to submit on their company
l follow up and schedule for appointment Action (6/3) Tele: Need to check with Mr. Juanerio if they will use broker for their HMO NEXT ST
masterlist to Ms Susan on Monday Action (5/2) Tele: Mr. Juanerio is now preparing the masterlist and will send the copy together with the
Call and follow up next week for the request for appointment Action (6/3) Tele: follow up request for appointment on Wednesday Action
t 13. Action (5/7) Tele: Follow up our request for appointment but unfortunately they still have japanese and korean principal visitors that
rently onleave NEXT STEP: will followup tomorrow request for appointment Action (5/28) tele: Busy with audit from May and June. NEXT S
ed 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
mrs. Madlang-awa Action (4/26) discussed services of CentroLink and emailed the letter of intent and company profile to know further our
. Emailed letter of intent and company profile. Next step: follow-up and request for appointment
y reviewed our letter of intent Action (4/29) Tele: For now they have their own clinic inside their admin office. But the mngt may be intere
week -Monday
tion (4/26) discussed services of CentroLink and emailed the letter of intent and company profile to know further our intention. NEXT STEP
NEXT STEP: will process the proposals from HMO and submit to Ms Rowena
ailed letter of intent and company profile for review. Next step: will follow-up and request for appointment
ing the proposal Action (5/27) Tele: pending approval of their management regarding HMO. Email LOI and company profile to Ms Daisy/ NE
head regarding the request for presentation. No feedback yet. NEXT STEP: followup request Action (5/30) tele: Ms Lea was onleave ca
e broker for their HMO NEXT STEP: call again tomorrow for followup Action (6/4) Tele: Discussed with Nurse Mila regarding our company.
send the copy together with the BOR as soon as it finish. Next Step: Will follow up the BOR and Masterlist Action (4/30) Tele: Discussed ou
ointment on Wednesday Action (5/20) Tele: Sent LOI and company profile. Informed that they will review our services and will contact us
nd korean principal visitors that they need to accommodate. Next Step: will still followup their availability to present our services. Action (5
audit from May and June. NEXT STEP: Will call her on July to follow-presentation Action (5/20) Tele: Busy with audit, follow up 3rd week o
Next Step: Will follow up LOI and to discuss further the details of our services Action (4/26) Tele: Mr. Co informed that his people only hav
pany profile to know further our intention. NEXT STEP: will follow up and request for presentation on Wednesday Action: (4/11) tele - sp
ffice. But the mngt may be interested to the offer of the HMOs depending on the proposal. Next step: Emailed proposal for the review of t
further our intention. NEXT STEP: will follow up and request for presentation Action (4/19) Tele: Ms josie is currently onleave Next step: w
company profile to Ms Daisy/ NEXT STEP: Follow up on Monday regarding our offerred services
d company profile for review. NEXT STEP: Will follow up tomorrow and request for appointment
nnected just resignd last week, advise by Claire to sent email again to the HR Manager. Next step: 4-25-13 confirm transmital of email,
oval on my request of presentation meeting. Action: tele: 4-29-13 spoke to Lorie advised to resend the request meeting for Atty. Bonifacio.
wait for their decision of whom they will choose but still requesting for a meeting again before they decide Action (6/10) Tele: present c
/30) tele: Ms Lea was onleave call back on Monday to check for the request for appointment to present CSC. Highlighted also that were bro
rse Mila regarding our company. Masterlist and copy of their existing contract with Medicard will be sent within a week together with BOR
Action (4/30) Tele: Discussed our services to Mr. Juanerio. He requested to send our letter of intent thru email to review and discuss Next
our services and will contact us if needed. NEXT STEP: request for appointment nextweek
o present our services. Action (5/7) Tele: Follow up our request for appointment but unfortunately they still have japanese and korean prin
s currently onleave Next step: will check tomorrow if Ms. Josie is in the office and follow up our letter of intent
-13 confirm transmital of email, Action: 3-11-13 : as per advise by Ann sent email to the VP HR/Admin. Atty. Bonifacio Next step: 3-12-13 co
uest meeting for Atty. Bonifacio. Next step: 4-30-13 confirm transmital received and also the meeting request status.Action: tele: 4-24-13 A
e Action (6/10) Tele: present centrolink to Ms. Heidi although they are still waiting for the presentation of another broker-Aon before the
C. Highlighted also that were broker of chinatrust, citibank etc. NEXT STEP: Will follow up about the request for presentation Action (5/21)
within a week together with BOR. NEXT STEP: call again tomorrow for followup on BOR and masterlist Action (5/30) tele: Nurse Mila is on r
mail to review and discuss Next step: Will follow up and schedule for appointment Action (6/3) Tele: Need to check with Mr. Juanerio if th
till have japanese and korean principal visitors that they need to accommodate. Next Step: will still followup their availability to present our
of Intent with Company profile in his Makati Office to review. Next step: Will visit and send LOI and CP in his office
ny Will visit and present Centrolink next week
. Bonifacio Next step: 3-12-13 confirm the transmital of my email to Ann.
est status.Action: tele: 4-24-13 Ann is no longer connected just resignd last week, advise by Claire to sent email again to the HR Manager.
of another broker-Aon before they decide. Highlighted our advantages and that we do not charge administrative fees. NEXT STEP: Will follo
t for presentation Action (5/21) Tele: Will review our LOI and company profile which sent this morning. NEXT STEP: follow up our request f
on (5/30) tele: Nurse Mila is on retreat will call again on Monday to followup the BOR and masterlist which was endorsed to him by Mr. Jua
to check with Mr. Juanerio if they will use broker for their HMO NEXT STEP: call again tomorrow for followup Action (6/4) Tele: Discussed
p their availability to present our services. Action (5/20) Tele: Still requesting for appointment for Ms. April Will check again on Friday Actio
mail again to the HR Manager. Next step: 4-25-13 confirm transmital of email, Action: 3-11-13 : as per advise by Ann sent email to the V
rative fees. NEXT STEP: Will followup regarding this Action (6/7) Tele: They were thinking of using other HMO. Set an appointment on Mon
Will check again on Friday Action (4/22) tele: Gave proposal letter and company profile to Ms. April. NEXT STEP: Will follow-up and reque
advise by Ann sent email to the VP HR/Admin. Atty. Bonifacio Next step: 3-12-13 confirm the transmital of my email to Ann.
MO. Set an appointment on Monday 10AM
sed our services to Mr. Juanerio. He requested to send our letter of intent thru email to review and discuss Next step: Will follow up and sc
ting contract with Medicard will be sent within a week together with BOR. NEXT STEP: call again tomorrow for followup on BOR and master
T STEP: Will follow-up and request for presentation next week April 30. Action (4/29) Tele: Cannot accommodate this week, have chines vi
my email to Ann.
Next step: Will follow up and schedule for appointment
for followup on BOR and masterlist Action (5/30) tele: Nurse Mila is on retreat will call again on Monday to followup the BOR and masterl
modate this week, have chines visitors that will stay until May 11
o followup the BOR and masterlist which was endorsed to him by Mr. Juanerio NEXT STEP: Follow-up BOR and masterlist
and masterlist
COMPANY
Units 1401-1403, 14th Floor Tower One & Exchange Plaza, Ayala Triangle, Ayala Ave, Makati City
9th Floor 88 Corporate Center 141 Sedeno corner Valero Streets Salcedo Village, Makati City
12/F PBCP Bank Bldg. Salcedo Village, Makati [email protected]
11/F 88 Corporate Center, Valero corner Sedeño Street, Salcedo Village, Makati City
GGB Building Pascor Drive, Sto. Niño Sucat Parañaque City
Corinthian Plaza, 121 Paseo de Roxas, Makati City
Bldg14-17 Don Mariano Lim Industria Complex (La Fuerza) [email protected]
[email protected]
No. 44 Sen. Gil Puyat Avenue, Makati City [email protected]
Unit 701 A, 7th floor Tower A, Two E-com Center, Palm Coast Avenue, Mall of Asia Complex, Pasay City
2/F Valley Fair Town Center, Ortigas Ave. Ext. Taytay, Rizal [email protected]
[email protected]
3rd Floor, Galleria Corporate Center, Edsa
[email protected]
Multi-Purpose Building, FTI Complex, Taguig City
Unit 7R, 7th Floor, Cyber One, Eastwood Cyber Park, E. Rodrig [email protected]
11/F 2600 Legaspi Tower 300 Roxas Blvd, Bgy 719, Zone 078 Malate, Manila
Makati 6th Floor New Wing All-Asia Capital Condominium, 105 [email protected]
6780 Ayala Ave, Makati City
8/F BPI Head Office Bldg., Ayala Ave, Makati City
JJM Building 6, AMVEL Compound, Ninoy Aquino Avenue, San [email protected]
19th Floor Philamlife Tower 8767 Paseo de Roxas, Makati City [email protected]
1227 A. Mabini cor. Padre Faura Sts., Ermita, Manila [email protected]
3/f Human Resource Division, Moldex Building, Ligaya St., corn [email protected]'
10th Floor, Union Bank Plaza, Meralco Avenue corner Onyx [email protected]
Km. 29 National Road, Tunasan, Muntinlupa
[email protected]
4/F San Diego Building, 462 Carlos Palanca Street, City of Manil [email protected]/ [email protected]
Plantersbank Building, 314 Senator Gil Puyat Avenue, 314 Senato [email protected]
[email protected]
57 General Luis St. Novaliches, Quezon City, Philippines [email protected]
2/F Silver City, Cor. Frontera Verde Drive, Doña Julia Vargas Ave. [email protected]
26th Floor IBM Plaza Building, E. Rodriguez Jr. Ave.,, Eastwood City, Libis, Quezon City
G/F Magsaysay Bldg., Malate, City of Manila
5th floor Techno Plaza One Building Orchard Road, Eastwood [email protected]
North Bridgeway, Filinvest Corporate City
The Landmark Building, Makati Avenue, Ayala Center, Makati City
3rd Fl, ECJ Bldg, Real corner, Arzobispo St, Intramous, Manila [email protected]
3/F V.V. Soliven Building, EDSA, Greenhills, San Juan City
2184 Madre Ignacia Street | Malate, Manila
Trafalgar Plaza Building 105 H.V. de la Costa Street, Suite 14A Sa [email protected]
Multiply.com Philippines
Co. Size: 51 - 200 Employees
Hanston Square, San Miguel Avenue, Ortigas City, Pasig, Metro Manila, Philippines
[email protected]
Industry: Food & Beverage / Catering / Restaurant
Co. Size: 201 - 500 Employees
Ground Floor Jollibee Centre, San Miguel Avenue, Ortigas Center, Pasig City