S U R E L I F ECare and Serv ices

“Smile to a worry-free financial future.”

About the Company

Company Profile

• a Lay-away financial program design to help the people in time of need at an affordable cost

• established in July 2009 • it has 18 branches all over the Philippines• its main branch is located at 171 N. Bacalso

Ave. 6000 Cebu City, Philippines• it has 3,600 members and growing at least 600

members a month in just one year of operation

Sister Companies

• St. Francis Memorial Homes–memorial service

• Zana Motorworks– hearse maintenance

• Zigalnor Wooden Handicraft Manufacturer– casket manufacturer

Products and Services

• Memorial Plan Program

• Hospitalization Program 

CARE  FOR THE SICK

SERVICES  FOR THE DECEASED

Membership Program

MEMBER

FAMILY PROTECTION INSURANCE

HOSPITALIZATION(Optional)

CASH ASSISTANCEMEMORIAL SERVICE

DISCOUNTS

Office Personnels

Organizational Structure

CEO

Executive Secretary

Company IT Finance Head

Collection Supervisor

Internal Auditor

Financial Service Director

IFSD Cebu North

IFSD Cebu South

IFSD Bohol

IFSD Negros

Hon. Aldin Diaz

The CEO and owner of SureLife Care and Services is a successful young businessman and at the same time a city councilor of Talisay City.

• In to multitasking– Recruitment– Accountant– Payroll– Field– Prepares all company

reports– Personal Assistant

Jean Francis BornalesExecutive Secretary

• Programmer– Website building and

maintenance

• Prepares visual presentations for the deceased

• Graphics artist• Computer technician

Chris UyCompany IT

• makes sure all are functioning as intended and will enable the organisation's objectives and goals to be met

• does the inventory of office supplies

• audits the payroll

Ruel ManguilimotanInternal Auditor

• keeps in touch with all the collection of all the other branches

• receives the deposited money

• does the balancing of the collection

Susette LahaylahayFinance Head

• Receives and checks the balanced data

• in charge of posting• encodes company

documents

Miguela EnrileCollection Supervisor

• head of all the IFSD• manages the Naval,

Ormoc and Pagadian branch

Lorena TallerFinancial Service Director

• manages the Cebu, Lapu-Lapu, Liloan, Danao, Catmon, Bogo and Bantayan Branch

Franne TanIFSD Cebu North Operations

• manages Minglanilla, Naga, Car-car and Dumanjug Branch

Russel TaboraIFSD Cebu South Operations

• manages the Tagbilaran, Getafe and Danao, Bohol branch

Lorena NuñezIFSD Bohol Operations

• manages the Bacolod, Victorias, Cadiz and Sibulan Branch

Alicia MingayIFSD Negros Operations

Field Agents

Salaried Field Agent

• has approximately 30 salaried field agent

• cota of 10 sales per month• 20% commision• Php 3, 930.00 per month

Freelance Field Agent

• anyone can be a freelance field agent

• 40% commission per sale• 1 sale = 1 year

Field Agents remit their sales and collection to any branch of his choice.

PROCESS

Client Field Agent

CashierBank

Finance Head

Collection Supervisor

Executive Secretary

Documents

Before

• In the field, after a client has ensured that he is serious about getting a plan, contracts are already well prepared, beforehand.

• In the office, when preparing financial statements and other documents, it must be rechecked

After

• All copies of receipts and disbursement papers are attached to the client’s contract

• Filing by using of control number

• all the document of their previous clients, deceased or not, are not disposed, but are well kept.

Facts

• 6th day of the month is the submission of all of SureLife’s other branches.

• A client’s plan is assignable in the event of death of any member of the family. It is also transferable to any living family member. If service is unrendered, it is refundable.

• If a client has made lapses in paying balances, after 3 months of neglect, the plan becomes inactive. A fee of Php 150.00 is needed to activate the plan again.

• Promissory note is give to the family left behind of a deceased client with uncompleted plan; if the family resist on paying, barangay settlement will take place.

F i n