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DFV Deutsche Familienversicherung AG

Investor Presentation May 12, 2020

116_ip_2020-05-12_31376124-91bb-4e25-81a9-fb0974b35c30.pdf

Investor Presentation

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The leading digital insurance company

DFV Deutsche Familienversicherung AG FRANKFURT/ MAIN | 12th of May 2020

Agenda

Who we are

  • What makes us different
  • Numbers 2019
  • Impact of COVID-19
  • Where we want to go

Who we are

The first digitized insurer and functioning InsurTech on the German market

What makes us different

Easy, understandable products

Our 16x-matrix health

DFV-DentalCare DFV-OutpatientCare DFV-InpatientCare DFV-LTC
Basis 50
%
Refund on all dental treatment
Precautionary consultations
Refund of vaccinations and social
co-payment
Diseases due to external
influences (eg. accident)
25%
of the governments monthly care
allowance
Komfort 70
%
Refund on all dental treatment
Precautionary consultations
Refund of up to € 3.000 for
particular illnesses
Diseases due to external
influences and serious
illnesses
50%
of the governments monthly care
allowance
Premium 90
%
Refund on all dental treatment
Precautionary consultations
Refund of up to € 6.000 for
particular illnesses
Health issues regardless
of the cause
75%
of the governments monthly care
allowance
Exklusiv 100
%
Refund on all dental treatment
Precautionary
consultations
Refund of up to € 12.000
for particular illnesses
+ exclusive
assistance
services
100%
of the governments monthly
care allowance

Easy, understandable products

Our 16x-matrix p & c

DFV-household
protection
DFV-liability
protection
DFV-accident
protection
DFV-traffic
law
protection
Basis 32.500 €
sum
insured
50m²
20 mio.

sum
insured
single, 300 € excesses
50.000 €
in case of total disability
5.000 € immediate benefits
2 mio.

sum
insured
single, 300 € excesses
Komfort 48.750 €
sum
insured
75m²
20 mio.

sum
insured
family, 300 € excesses
162.500 €
in case of total disability
10.000 € immediate benefits
2 mio.

sum
insured
family, 300 € excesses
Premium 65.000 €
sum
insured
100m²
20 mio.

sum
insured
single, without
excesses
337.500 €
in case of total disability
15.000 € immediate benefits
2 mio.

sum
insured
single, without
excesses
Exklusiv 97.500 €
sum
insured
150m²
20 mio.

sum
insured
family, without
excesses
600.000 €
in case of total disability
20.000 €
immediate benefits
2 mio.

sum
insured
family, without
excesses

Confirmation of leading product quality by Stiftung Warentest

We have also succeeded in maintaining our product quality in 2019 & 2020

DFV-DeutschlandPflege Flex Very good (1,6) Financial Test 02/20

DFV-ZahnSchutz

Very good (0,5) Financial Test 05/19 Winner

DFV-KrankenGeld

Good (1,7) Financial Test 06/18 Winner

DFV-KlinikSchutz Very good(0,7) Financial Test 12/18 Winner

Winner In addition to continuing our sales growth, we also succeeded in 2019 in maintaining our exceptional position in product innovation, which we will continue in 2020.

The development of "very good" digital products is an expression of our efficiency and, with a workforce of 122 employees, not a matter of course.

8

Java- and event-based core system

Easy, understandable products and smart processes need a powerful IT-system. Therefore we developed the "product module editor".

All our insurance products cover more than 1,500 input options so that the entire user interface, correspondence and policies handling is controlled centrally.

The core system was developed in-house and the source code belongs to DFV.

Development perspective of DFV AG

Our multi-channel sales mix provides a solid foundation for our growth ambitions

Through the increasing use of direct sales, Deutsche Familienversicherung is able to attract new customers at low, stable costs. We spend up to 12 monthly premiums to win a new customer.

11

Numbers 2019

Fullfilling our targets – numbers 2019 and beyond

Premium volume in million of €

New business (contracts)

Key financial figures 2019

Premium volume in million of € New business (contracts)

Claims Ratio in %

Combined Ratio in %

Key financial figures 2019

Number of employees

Financial investments in million of €

Cumulated salaries in t of €

Key financial figures 2019 – Supplementary health insurance

Key financial figures 2019 – Property insurance

Impact of COVID-19

The Corona Pandemic affects Deutsche Familienversicherung in five areas:

Corona and sales

Stability even without Henkel new business

New business (contracts)

Increase in online sales by + 27 % compared to Q1 2019.

Corona and operations

  • In 2019, all employees were equipped with a new generation of devices. This also included notebooks and mobile VPN connection options.
  • The whole value chain at Deutsche Familienversicherung can be carried out from the so-called home office without restriction (exception: physical work, such as opening incoming paper mail).
  • 80 % of the employees use the home office option. At present, there is no noticeable reduction in productivity.

Corona and claim settlement

Despite the higher premium volume in relation to the 2019 financial year, a decline in claims, particularly in supplementary dental insurance, can be observed.

Other types of insurance are unremarkable.

Corona and Human Resources

The largest recruitment campaign of Deutsche Familienversicherung COD has reached its peak with more than 3,600 applications despite the Corona Pandemic.

Deutsche Familienversicherung will recruit all the necessary positions and, incidentally, will close the recruitment via COD for 2020.

Corona and share price management

The overall negative economic development caused by COVID-19 is so far only having a marginal effect on DFV AG

Where we want to go

Our goals

The years 2020 and 2021 are defined by Care Flex

Care situation in Germany

Care in Germany is a private matter

In every family there is a long-term care case.

50% men and 75% women are in need of care.

The state covers only 1/3 of the costs.

2.000 € is the pension gap that everyone has to cover for their own inpatient contribution.

Only 5% of the Germans have a long- term care insurance.

Women: 75% Men ca. 2.25 mio. people* : 50% 2.000 € from private funds

*Range of 20-60 years old people in Germany.

As a result of the collective bargaining on November 21, 2019, the IG BCE and the BAVC agreed on the following, among others:

In the pharmaceutical and chemical industries, a total of 580,000 people are given the opportunity to take out employer-financed supplementary long-term-care insurance. Of these, 400,000 employees are directly covered by the collective agreement. In the case of 180,000 nonpay-scale employees, the individual employer decides.

A total of 1,900 companies are covered by the collective agreement.

The history of CareFlex

... an example of strategic corporate planning ...

What does CareFlex mean?

First industry solution in company health insurance: First consortium to implement a nationwide employer-financed supplementary long-term-care

financial stability risk assumption excellent service « « «

Implementation CareFlex

Responsibilities of Deutsche Familienversicherung

32

What does CareFlex mean for us?

+ € 70 mio +500.000 + € 41 mio

increase of premiums

After a successful planned premium volume growth of another € 25 million in 2020, CareFlex Chemie is expected to increase the premium volume by another € 70 million. This will result in a total premium volume of €200 million in 2021.

customers

From almost 514,000 customers in 2019 and about 600,000 customers in 2020, CareFlex Chemie is expected to attract up to 500,000 new customers in 2021. In total, over 1 million customers will be insured with DFV.

increase in financial investments

Financial investments will continue to rise. Starting from € 122.5 million in 2019, investments are estimated to increase by € 41 million to a total of € 163.5 million in 2021.

For this we have to invest in 2020, which explains the increased planned loss in 2020.

Thank you very much for your attention!

Any questions?

Our next IR dates:

14/05 Q1 Report 2020
20/05 Annual General
Meeting
18/06 Quirin Champions
Conference
13/08 Q2 Report 2020

Appendix

Targets 2020 and beyond

Loss due to unfavourable ratio of premium volume to new business investment

The ratio of existing premiums to new business investment in the case of the Deutsche Familienversicherung is just 2 : 1. This is in comparison to established competitors, some of whom have insurance portfolios of many hundreds of millions.

The new business planning of Deutsche Familienversicherung will lead to a gradual improvement of the ratio with a linear sales target.

Reaching the profit zone

From a ratio of 4 : 1 an insurance company may be expected to make a profit.

Premium volume to distribution costs (planning)

Reinsurance concept of Deutsche Familienversicherung

Pre-financing of sales

With the successful IPO, Deutsche Familienversicherung now has sufficient financial resources at its disposal to gradually dispense with this form of co-financing sales. Deutsche Familienversicherung will therefore review its reinsurance portfolio as of 31 December 2019 in order to terminate the reinsurance portion for the purpose of pre-financing new business if necessary.

Ø Average customer retention: 8.5 years

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