Sprint 3 - PaisanoAssist

US Component - Provided by Triada

Mexico Component - Provided by Don Juan Assist

Pasted information from Nate's email regarding these products:
Each will be broken down in child tickets.

Brand: P@isano Assist serving you and your family on both sides of the border
By Mexpro or MIO or by NFP ? LETS DISCUSS
Purchased by Paisano in the USA for themselves and their dependents in Mexico

Product: Assistance Services for Paisanos on Both sides of the Border (USA and Mexico)
USA benefits: Repatriation and Telemedicine in USA
Underwritten by AXA and Walmart Health Mi Patria - Triada Mi Patria
THEY HAVE THEIR OWN SYSTEM, THAT WE CAN API TO OR THEM TO US and WE MANAGE IT ALL W/ V4. LETS DISCUSS
REVIEW THEIR SYSTEM AND/OR API DOCUMENTATION TPA (benefitportal.com)
Cost
Online cost is $8.95 per month, $95.95 per year at 30% commission
We should go $10 per month (1.05 more) and $100 per year (4.05 more), add as fee? LETS DISCUSS

Mexico benefits: Home Assistance and Medical Products and Telemedicine in Mexico
Underwritten by Don Juan/@ssist (Murguia) @SSIST (assist.mx)
WE NEED TO BUILD THIS ON V4 (control it) – SHOULD BE EASY WITH SPRINT 1 and 2 DONE. LIMITED FUNCTIONALITY. LETS DISCUSS.
Net Rate to us $39 annual (see attached, SLIDE 6)
So grow up $81 is 67% commission to us MGA
We pay 30% just like repat

Cost Summary
REPAT $100 ($30 gross commissions 30%...)
ASSIST $120 ($81 gross commissions 67%...)
Fee $5
Total $225 / 12 = 18.75 per month

Less than $20 marketing – value on both sides of the border

Underwriting for Assist portion (super basic)

Get a quote with
Begin service benefit (when does it start)
1 year quote
State (where they are living)
How many dependents, less than 21 years old in Mexico (rate is same 1 or 8)
Drop down 1-8

Issue with (compare against what Triada needs… similar if not same)
Name first and last
Address
Phone
Email (could be a barrier)
Dependent names ?
Main contact in Mexico (should be spouse, or common law spouse)
Address in Mexico
Phone in Mexico

Don Juan competitor Nuestras asistencias – Madi Asistencias

Compensation:
30% commissions from P@isano @ssist which is (Triada and @ssist combined)
Producer % based on Retained Net Revs (after subs are paid)

Service Benefits Detail:
See below and attached

To do:
See LETS DISCUSS
No mention of insurance or coverage
Benefits or Services provided
No licensing or distribution constraints since no insurance
Consider trademark Paisano Assist and Asistencia Paisano

Distribution plan (from Denny email)
Existing MIO partners, especially the low producing latino agents
NFP corp
Latin Assoc’s (new biz)
Benefit Groups as an added benefit
Municipalities
Gringo App and similar (own app, phase 2-3)
US banks (like DJ is doing)
US retailers
Triada in Walmart
Expand marketing
Capture Hispanic markets
Resolicit other NFP products