5 Lessons We Learned in 5 Years

by Mayee Gonzales, on category "Personal Finance"

July 2, 2019


Moneymax is five years old and we’ve changed, definitely not for the worse, but for the better. In the past five years we’ve served more than 12 million Filipinos, helping people like you lead a healthier financial life. It wasn’t that easy, though. We made mistakes, faced challenges, and learned how to deal with them to grow and improve our services.

As we celebrate our anniversary, we spoke to five Moneymax employees–all from different departments–and asked them about the greatest Moneymax lesson they’ve picked up in the past years. See them below and learn a thing or two from our insights.

"Prioritize the consumers above anything else."
Anz Baldemoro
Senior Account Executive & Training Specialist

Anz, who has been with Moneymax for more than four years works with our clients every day. He shares that “Hearing clients say ‘Thank you for your help!’ is more than the recognition or the title that you will get inside or outside of the company.” We agree.

"It's important to step out of your comfort zone."
Tara Samson
Social Media Specialist

Tara, the lady behind our punny and engaging social media posts, shares that in five years she learned that “You push yourself in unfamiliar places to do things that you wouldn’t normally do. Whether they turn out to be a successful project or not, there would always be another eureka moment and it would always be a fun and insightful experience.”

"A small change can have a big impact."
Anton Bonev
Product Manager

Anton plays a huge part on the development of our website. He deals with bugs on a daily basis and says that “I have to always ensure that the user has the best experience while interacting with Moneymax, while also making sure that my colleagues can work smarter rather than harder to get there. Achieving this improves the lives of everyone involved.”

"Purchasing car insurance can be convenient."
Sandralyn Basa
Comparison Advisor

If you’re one of our clients then you’ve probably interacted with Sandy.  As she helps clients, she learned that  “Lots of our customers are too busy that sometimes they forget to purchase or renew their policy. With Moneymax, I help the customer to comply and have peace on mind while on the road.”

"The insurance industry can evolve."
Danny Gaba
Soliciting Official & Business Manager

Danny or “Papsie” to the rest of the team has seen and helped Moneymax grow in the past five years. He shares that “Before Moneymax, the insurance industry was selling a piece of paper but now it has evolved because of the trend we introduced in the market. We now issue electronic policies or e-policies.” which is one the first in the industry.

Five years may not have passed so easily for Moneymax and we’re sure that we’re ought to learn more lessons in the next 10, 20, or even 50 years. We hope that Moneymax has helped you in one way or another in our journey. Feel free to share it in our special anniversary raffle here.