AI Terminal

MODULE: AI_ANALYST
Interactive Q&A, Risk Assessment, Summarization
MODULE: DATA_EXTRACT
Excel Export, XBRL Parsing, Table Digitization
MODULE: PEER_COMP
Sector Benchmarking, Sentiment Analysis
SYSTEM ACCESS LOCKED
Authenticate / Register Log In

Protector Forsikring

Annual Report Aug 18, 2016

3719_iss_2016-08-18_937875ae-1d43-427c-98e1-4375e2aa5850.pdf

Annual Report

Open in Viewer

Opens in native device viewer

THE CHALLENGER

Capital Markets Day August 18th 2016

Agenda

10:00 Welcome and snack

Company update & long term targets

  • ⁻ Including solvency II
  • ⁻ Q&A

The investement challenger – core business

  • ⁻ Fast growing float
  • ⁻ Financial underwriting
  • ⁻ Q&A

In depth Sweden

  • ⁻ Does model work outside Norway?
  • ⁻ Q&A

In depth UK

  • ⁻ Main future growth driver
  • ⁻ Q&A
  • Summary and final Q&A

13:15 Lunch and mingle

Company Update and Long Term Targets

Sverre Bjerkeli (56) - CEO:

  • Head of consumer/commercial division at Storebrand (If..)
  • CEO Storebrand Bank
  • IT; Key positions in NOKIA/ICL and CEO Eterra/Ementor
  • Last 12 years in Protector
  • Handball player and trainer on international level
  • Marathon runner and Vasaloppet skier "nowadays"

Vision, Business Idea, Main targets and Values – Consistent for 10 years

Vision The Challenger

Business Idea This will happen through unique relationships, best in class decision-making and cost effective solutions

Main targets Cost and quality leadership Profitable growth Top 3

Values Credible Open Bold Committed

«Culture eats strategy for breakfast»

«We are different»

How to value Protector?

  • Cost leader
  • Quality leader
  • 20% growth per year and further geographical expansion
  • 20% historical return on Solvency capital

  • Among best combined ratio in the industry
  • Best historical investment returns and a growing float
  • DCF?
  • Value of growing float?
  • P/E, P/B etc.?

What others are saying

Facts

Methods

• Fondfinans: 100 • Handelsbanken: 94 • Pareto: 90 • Nordea : 90 Vegard Toverud, [email protected] Kimmo Rämä, [email protected] Thomas Svendsen, [email protected] Ulrik Ardal Zurcher, [email protected]

Are nordic peers relevant?

"Current Share Price: 72,50 NOK"

What is your target price for protector?

Historical timeline

Cost leader – half the cost of competitors

  • Well defined and consistent strategy, understand value chains and competent people to implement
  • "Culture eats strategy for breakfast"
  • Cost advantage increased the last 5 years
  • H1 2016 gross cost ratio of 5,6%

Gross expense ratio

Overview In-house IT services

  • Protector develops all IT systems internally. Well documented, no key personnel risk
  • Cost ratio of 0,8%. 3,5% for industry (Gartner Inc.)
2008 2009 2010 2011 2012 2013 2014 2015
PRF 11,2 % 12,1 % 11,9 % 10,0 % 7,7 % 8,8 % 7,6 % 7,5 %
Tryg 17,1 % 17,2 % 17,0 % 16,6 % 16,4 % 15,6 % 14,6 % 15,3 %
Gjensidige 17,0 % 17,7 % 16,5 % 16,4 % 15,5 % 15,3 % 15,0 % 15,1 %
Codan/Trygg
-Hansa2
20,2 % 20,4 % 16,7 % 17,6 % 18,6 % 19,5 % 21,2 % 16,4 %
If 17,4 % 17,6 % 17,2 % 17,3 % 16,9 % 16,8 % 16,7 % 13,0 %
Topdanmark 14,7 % 14,9 % 15,4 % 15,7 % 15,8 % 16,2 % 15,7 % 15,9 %
LF 21,0 % 22,0 % 22,0 % 21,0 % 21,0 % 19,0 % 19,0 % 19,0 %
KLP 26,7 % 29,1 % 30,4 % 26,5 % 26,4 % 26,2 % 23,1 % 21,1 %
Avg. ex. PRF 19,2 % 19,8 % 19,3 % 18,7 % 18,7 % 18,4 % 17,9 % 16,5 %

1Cost ratio adjusted for the removal of an annual minimum regulation clause for pension payments in the defined benefit plan contributed with a non-recurring income of NOK 477m, reducing the operating expenses and hence affecting the cost ratio with 8.6 percentage points 2Numbers for Codan only before merger with Trygg-Hansa in 2015 and RSA Group Scandinavian segment in 2015. Numbers updated through 2015

Quality leader in the Nordic market

Broker Satisfaction Survey

  • Consistently on top when brokers rank satisfaction with service and offerings. True for Norway, Sweden and Denmark
  • Easy to do business with, Commercially attractive, Trustworthy (USP)

Volume growth – strong and prudent

Sustainable growth

  • Average volume growth of 21,5 % in period 2008-2015
  • H1 2016 growth of 22%.
  • Profitability comes first, volume growth second
  • Low capex and will exit new markets if unprofitable over time
  • Significant growth potential in Sweden and Denmark stronger geographic diversification

Historical growth in GWP

2008 2009 2010 2011 2012 2013 2014 2015 Avg.
08-15
PRF 9,6 % 19,5 % 16,1 % 19,0 % 26,1 % 22,7 % 27,6 % 19,7 % 21,5 %
KLP 3,4 % 4,7 % 5,0 % 3,0 % 15,4 % 10,9 % 10,7 % 20,8 % 10,5 %
Gjensidige -1,8 % 0,2 % 24,0 % 5,7 % 2,1 % 7,7 % 7,9 % 7,4 % 7,0 %
LF1 4,2 % 2,3 % 2,2 % 3,3 % 3,2 % 3,5 % 7,4 % 5,3 % 4,1 %
Codan/Trygg
Hansa2
12,8 % 1,7 % 0,3 % -0,3 % 7,2 % -1,0 % -0,8 % 3,5 % 2,3 %
Tryg 4,4 % 5,2 % 9,1 % 2,4 % 1,8 % -4,0 % -4,4 % -2,7 % 1,4 %
If -0,7 % -4,2 % 7,7 % 5,4 % 6,4 % 1,5 % -2,8 % -1,6 % 1,3 %
Topdanmark 0,8 % -3,1 % -1,4 % 1,4 % 1,0 % 1,5 % 2,6 % -2,7 % 0,0 %
Avg. ex. PRF 3,3 % 1,0 % 6,7 % 3,0 % 5,3 % 2,9 % 2,9 % 4,3 % 3,8 %

1LF volume growth based on premiums earned after ceded reinsurance

2Numbers for Codan only before merger with Trygg-Hansa in 2015 and RSA Group Scandinavian segment in 2015. and assumed to be the same growth rate for Q1 and Q2 '16

Profitability – Best margin in the Nordic market

Overview

  • Consistently CR below 100% since 2005 (second year in business)
  • Average combined ratio of 88,5 % in the period 2008-2015
  • H1 2016 combined ratio of 91,2%
  • Prudent and disciplined underwriting
  • Reinsurance used to reduce risk and reduce volatility

Lowest combined ratio

2008 2009 2010 2011 2012 2013 2014 2015 Avg.
08-15
PRF 95,8 % 97,8 % 94,2 % 85,3 % 86,2 % 86,7 % 84,5 % 88,7 % 88,5 %
Topdanmark 82,4 % 91,1 % 93,3 % 90,3 % 88,0 % 91,5 % 86,0 % 87,3 % 88,7 %
Gjensidige 94,4 % 94,8 % 95,3 % 91,9 % 85,3 % 89,2 % 86,0 % 83,7 % 89,4 %
If 91,8 % 92,1 % 92,8 % 92,0 % 89,3 % 88,1 % 87,7 % 85,4 % 89,7 %
Tryg 88,2 % 92,2 % 98,8 % 93,2 % 88,2 % 87,7 % 84,2 % 86,8 % 89,9 %
Codan/Trygg-Hansa1 98,5 % 100,4 % 101,8 % 102,4 % 94,3 % 95,3 % 90,4 % 94,0 % 96,0 %
LF 93,0 % 96,0 % 102,0 % 100,0 % 98,0 % 97,0 % 93,0 % 91,0 % 96,3 %
KLP 97,3 % 95,5 % 121,9 % 118,1 % 107,8 % 103,7 % 91,9 % 98,8 % 103,5 %
Avg. ex. PRF 92,2 % 94,6 % 100,8 % 98,3 % 92,8 % 93,4 % 88,5 % 89,6 % 93,4 %

1Numbers for Codan only before merger with Trygg-Hansa in 2015 and RSA Group Scandinavian segment in 2015. Numbers updated through 2015

Strong investment result compared to peers

  • Insourcing started Q4 2014

Overview

  • Average investment result of 6,0% in the period 2008-2015, supported by higher interest rates in Norway
  • H1 2016 investment returns of 2,6%
  • Better investment return than average of peers for seven out of last eight full years
  • Risk management through; operational routines, mandate given by board, FSA stress tests quarterly (min)
2008 2009 2010 2011 2012 2013 2014 2015 Avg.
08-15
PRF -2,1 % 16,1 % 9,7 % -2,3 % 8,9 % 7,0 % 5,3 % 5,2 % 6,0 %
KLP 0,4 % 8,3 % 7,2 % 4,5 % 6,5 % 6,5 % 6,5 % 4,4 % 5,4 %
If -3,1 % 12,4 % 7,4 % 1,8 % 6,1 % 5,0 % 4,1 % 1,5 % 4,4 %
Tryg 3,5 % 6,6 % 4,3 % 4,8 % 5,1 % 2,5 % 4,3 % 0,7 % 4,0 %
Gjensidige -0,6 % 5,5 % 5,2 % 4,4 % 5,4 % 4,3 % 4,3 % 2,6 % 3,9 %
Codan/Trygg-Hansa1 5,6 % 5,9 % 3,5 % 3,0 % 3,9 % -0,4 % 3,9 % 3,0 % 3,6 %
Topdanmark -6,9 % 7,3 % 4,8 % 3,1 % 6,9 % 4,1 % 3,4 % 1,0 % 3,0 %
LF -14,0 % 10,0 % 6,0 % -2,0 % 5,0 % 6,1 % 6,5 % 4,6 % 2,8 %
Avg. ex. PRF -2,2 % 8,0 % 5,5 % 2,8 % 5,6 % 4,0 % 4,7 % 2,5 % 3,9 %

Benchmark / Return on investments

1Numbers for Codan only before merger with Trygg-Hansa in 2015 and RSA Group Scandinavian segment from 2015

Solvency II

Strong capital position:

  • SCR coverage ratio 158 % pr. 30.06
  • Within risk appetite
  • SCR fully covered by Tier 1 capital only
  • Tier 2 utilization approx. 85 %

Solvency II

Composition of SCR:

  • Net insurance risk 55 %
  • Net market risk 35 %
  • Other risks 10 %

Available SII capital:

  • Assumed dividend of 40 % on H1 result
  • Guarantee provision subtracted from own funds

Available SII capital

Solvency II

Solvency II sensitivities

Figures pr. 30.06 including assumed dividend pay-out of 40 % on H1 result. Interest rate floor of 0 in calculating interest rate sensitivity.

Most solid company in the Nordic insurance market?

Full year 2015 PRF Rank Gjensidige Rank Tryg Rank Topdanmark Rank
Cost ratio 7,5 % # 1 15,1 % # 2 15,3 % # 3 15,9 % # 4
Combined ratio (2008-2015) 88,5 % # 1 89,4 % # 3 89,9 % # 4 88,7 % # 2
share of business outside country of main office2
Geographic diversification -
43,7 % # 2 27,9 % # 3 48,2 % # 1 0,0 % # 4
Adj. solvency capital to GPE ratio3 71,7 % # 2 85,0 % # 1 54,7 % # 3 52,2 % # 4
Percentage subordinate loan of adj. solvency capital3 7,4 % # 2 6,6 % # 1 17,3 % # 3 46,1 % # 4
Gross leverage4 3,84 # 2 3,54 # 1 5,04 # 3 5,38 # 4
Return on adj. solvency capital3 28,6 % # 1 21,0 % # 3 18,9 % # 4 22,9 % # 2
ratio (SCR)5
Solvency
Capital Requirement
146 %6 #
1
145 % # 2 122 % # 3 117 % # 4
Most solid company in the Nordic insurance market Nr. 1 1,5 Nr. 2 2 Nr. 3 3 Nr. 4 3,5
1Calculations done by Protector with available information from reported financial statements and credit analyses
2Calculations for PRF based on 01.01.2016 GWP

3Adj. solvency capital defined as (shareholder's equity + security provisions - tax on security provision)

4Gross leverage is used to determine how exposed an insurer is to pricing and estimation errors, as well as its exposure to reinsurance companies ((gross premiums + gross reserves - security provision) / adj. solvency cap)

5"Day 1" Solvency II calculations and interpretations in accordance with Solvency II regulation based on standard model. "Day 1" SCR including subordinated loan is 176 %

6Calculations and interpretations are based on Protector's current understanding of the Solvency II regulation and how it will be implemented in Norway

Long Term Targets

CMD 2016-08-18

Revised long-term financial objectives New Growth Target 15%

New • GWP growth rate 2017-2019: 15% 90% 125%-160% >20% • Net combined ratio: • Solvency II capital ratio: • Return on solvency capital:

Expected future growth

  • Limited growth in Norway
  • Medium strong growth in SWE/DK/FIN
  • Strong growth in UK

Nordic Champion attacking UK

The investement challenger – core business

CMD 2016-08-18

Investment Attitude – The Challenger

Good People Great Insurance Attitude Core No Risk Manage Average Target Champion Follow Financial theory Background Losing Market down Buy Traditional Model Financial UW Peers Protector

Float

  • Float = money not paid out as claims but recieved
  • If combined < 100 % then the float has a negative funding cost
  • Protector's float is growing rapidly due to high GWP growth
  • A substantial premium to invested assets is warranted

Float – Illustrative development - Source Fondfinans analysis pg. 12

Vision, Business Idea, Main targets and Values

Vision The Challenger

Business Idea This will happen through unique relationships, best in class decision-making and cost effective solutions

Main targets Cost and quality leadership Profitable growth Top 3

Values Credible Open Bold Committed

Introduction and historical returns

Investment Return –
Protector
vs
Peers
Peer outperformance
in period
before
in-house
asset management of
1,7 percentage
points.
Partly
explained
by higher
Norwegian interest
rates
7.0 %
5.8 %
6.0 %
5.2 %
5.0 %
4.1 %
Historical
Performance

Peer outperformance
in period
after
in-house
asset management of
2,7 percentage
points
4.0 %
2.5 %
3.0 %
2.0 %
1.0 %

Period
after
insourcing
is short
and not yet
statistically
significant
0.0 %
Before insourcing
After insourcing
Protector
Average peers

The Team

Experience and youth – all invested in Protector Shares

Dag Marius Nereng Chief Investment Officer Equities More than 20 years of fund manager experience.

Cathrine Foyn Chief Investment Officer Fixed Income More than 25 years of fund manager experience.

Christoffer Callesen Analyst

Andreas Høye Analyst and IR

Jonas W. Backman Analyst

The Investment Challenger

Investment Strategy Equities

Philosophy
Long term oriented (5 years to forever)

Patience –
willing to wait for great opportunities

Concentrated portfolio (10-20 holdings)

Focus on continuous improvement of process
Type of
investments

Great companies

Strong management

Price with an implied margin of safety

Profitable growth
Main Risks
No indexing

returns
can
diverge
from index

Key people
considerations

Financial Underwriting (FUW)

Equities

Financial underwriting enables continous improvement of decision making process

  • Evaluates opportunities and portfolio holdings
  • Serves as a checklist in avoiding biases and mistakes
  • Documents and tracks decisions
Financial factors Organisational factors Industry spesific
factors
Risk factors OVERALL ASSESSMENT Top line growth Margin change Expected
dividend
Price change Expected return
Company Expected Expected Expected Expected Expected
Company 1 20% 0.7 % 8,3% 0.0 % 29.0 %
Company 2 20% 1.2 % 3.2 % 24.5 %
Company 3 22% 2.0 % 24.3 %
Company 4 10% 4.0 % 14.0 %
Company 5 10% 3.9 % 13.9 %
Company 6 8% 4.0 % 1.1 % 13.1 %
Company 7 10% 2.5 % 12.5 %
Company 8 8% -2.0 % 3.2 % 8.9 %
Company 9 3% -3.3 % 4.6 % 4.3 %
Company 10 4% -3.3 % 3.5 % 4.2 %
Company 11 3% -3.3 % 3.9 % 3.6 %
Company 12 3% -3.3 % 1.6 % 1.3 %
Company 13 3% -3.3 % 0.0 % -0.3 %

FUW – Financial and risk factors Equities

Financial factors Organisational factors Industry spesific factors Risk factors OVERALL ASSESSMENT Top line growth Margin change Expected dividend Price change Expected return
Company Expected Expected Expected Expected Expected
Company 1 20% 0.7 % 8,3% 0.0 % 29.0 %
Company 2 20% 1.2 % 3.2 % 24.5 %
Company 3 22% 2.0 % 24.3 %
Company 4 10% 4.0 % 14.0 %
Company 5 10% 3.9 % 13.9 %
Company 6 8% 4.0 % 1.1 % 13.1 %
Company 7 10% 2.5 % 12.5 %
Company 8 8% -2.0 % 3.2 % 8.9 %
Company 9 3% -3.3 % 4.6 % 4.3 %
Company 10 4% -3.3 % 3.5 % 4.2 %
Company 11 3% -3.3 % 3.9 % 3.6 %
Company 12 3% -3.3 % 1.6 % 1.3 %
Company 13 3% -3.3 % 0.0 % -0.3 %

Evaluation
critera
examples:
Financial Historical financials (e.g. Growth, Margins, ROE, CF conversion)
Factors Capital structure
and debt
level

What
drove
historical
performance? Are those
drivers intact?

Identify, rank and score risk factors
Probability
Risk Factors Consequence
Our understanding
of
risk factors

FUW – Organisational factors Equities

Financial factors Organisational factors Industry spesific factors Risk factors OVERALL ASSESSMENT Top line growth Margin change Expected dividend Price change Expected return
Company Expected Expected Expected Expected Expected
Company 1 20% 0.7 % 8,3% 0.0 % 29.0 %
Company 2 20% 1.2 % 3.2 % 24.5 %
Company 3 22% 2.0 % 24.3 %
Company 4 10% 4.0 % 14.0 %
Company 5 10% 3.9 % 13.9 %
Company 6 8% 4.0 % 1.1 % 13.1 %
Company 7 10% 2.5 % 12.5 %
Company 8 8% -2.0 % 3.2 % 8.9 %
Company 9 3% -3.3 % 4.6 % 4.3 %
Company 10 4% -3.3 % 3.5 % 4.2 %
Company 11 3% -3.3 % 3.9 % 3.6 %
Company 12 3% -3.3 % 1.6 % 1.3 %
Company 13 3% -3.3 % 0.0 % -0.3 %

Factor Management Strategy Culture Ownership Incentive structure and inside ownership Organisational factors Verdipapir Company 1 Company 2 Company 3 Company 4 Company 5 Company 6 Company 7 • Management - Able with strong track record - Owner oriented - Strong capital allocator - Humble with integrity • Strategy - Competitive advantage - Well defined and consistent strategy • Incentive structure and insider ownership - Right incentives aligned with shareholders interest • Culture – well defined and lived • Strong and able ownership

FUW - Industry and peer analysis Equities

Financial factors Organisational factors Industry spesific factors Risk factors OVERALL ASSESSMENT Top line growth Margin change Expected dividend Price change Expected return
Company Expected Expected Expected Expected Expected
Company 1 20% 0.7 % 8,3% 0.0 % 29.0 %
Company 2 20% 1.2 % 3.2 % 24.5 %
Company 3 22% 2.0 % 24.3 %
Company 4 10% 4.0 % 14.0 %
Company 5 10% 3.9 % 13.9 %
Company 6 8% 4.0 % 1.1 % 13.1 %
Company 7 10% 2.5 % 12.5 %
Company 8 8% -2.0 % 3.2 % 8.9 %
Company 9 3% -3.3 % 4.6 % 4.3 %
Company 10 4% -3.3 % 3.5 % 4.2 %
Company 11 3% -3.3 % 3.9 % 3.6 %
Company 12 3% -3.3 % 1.6 % 1.3 %
Company 13 3% -3.3 % 0.0 % -0.3 %

Example – Salmon Industry

Factor Relative Price -
Chicken
Relative Price -
Pork
Relativ pris Lice per fish Fish health Tilbudsvekst
bransjen
Cost per kg EBIT per kg Profitability per kg
laks
Fiskemel pris Fiskeolje pris Input cost Selskaps og
bransjevurdering
Verdipapir Trend Score Trend Score Score Trend Score Trend Score Trend Score Trend Score
Company 1
Company 2
Company 3
Company 4
Company 5
Company 6

Objective to identify, measure and monitor:

  • ̵ Most important industry factors (10Y history)
  • ̵ Peer performance

FUW – Expected return Equities

Financial factors Organisational factors Industry spesific
factors
Risk factors OVERALL ASSESSMENT Top line growth Margin change Expected
dividend
Price change Expected return
Company Expected Expected Expected Expected Expected
Company 1 20% 0.7 % 8,3% 0.0 % 29.0 %
Company 2 20% 1.2 % 3.2 % 24.5 %
Company 3 22% 2.0 % 24.3 %
Company 4 10% 4.0 % 14.0 %
Company 5 10% 3.9 % 13.9 %
Company 6 8% 4.0 % 1.1 % 13.1 %
Company 7 10% 2.5 % 12.5 %
Company 8 8% -2.0 % 3.2 % 8.9 %
Company 9 3% -3.3 % 4.6 % 4.3 %
Company 10 4% -3.3 % 3.5 % 4.2 %
Company 11 3% -3.3 % 3.9 % 3.6 %
Company 12 3% -3.3 % 1.6 % 1.3 %
Company 13 3% -3.3 % 0.0 % -0.3 %
  • Modeling different scenarios to arrive at an expected return
  • ̵ Top-line growth
  • ̵ Margin change
  • ̵ Expected dividend
  • ̵ Price / multiple change

Sales development

In-house managed equity portfolio

Historical sales and EPS growth development

In-house managed equity portfolio

Top 10 Holdings per 17/8 2016

    1. Norwegian Finans Holding ASA
    1. B2Holding ASA
    1. Pandora A/S
    1. AF Gruppen ASA
    1. Norwegian Air Shuttle ASA
    1. XXL
    1. Intrum Justitia AB
    1. Bouvet ASA
    1. Dustin Group
    1. Multiconsult

Portfolio statistics

In-house managed portfolio vs OSEBX

Key Figures In-house
Managed
Portfolio
OSEBX
Performance 95 % 6 %
Std
dev
15 % 17 %
EPS Delta 70 % -20 %
Dividend yield 1,8 % 3,8%
P/E NTM 15,1 15,3
3 yr
sales CAGR
22 % 3 %
3 yr
EPS CAGR
30 % -5 %
  • Extreme outperformance in period
  • Objective to beat market over time

Performance – In house managed portfolio vs. OSEBX (08.10.2014 – 30.06.2016)

Investment performance evaluated over the long term

The Investment Challenger

Investment Strategy Fixed Income

• Well diversified investment grade portfolio

  • Healthy risk adjusted return
  • No currency risk
  • Strive toward low turnover and volatility
  • Search for pricing and rating inefficiencies in the market
  • Try to identify all possible downside risks

Type of investments

Philosophy

  • Sound companies
  • Trustworthy management
  • Price/spread with an implied margin of safety

Financial assets (AUM)

Changes in fixed income portfolio

Total Financial assets (AUM)

  • 67% of the fixed income portfolio now managed in-house
  • Invested in 3 funds today (Carnegie, Nordea, Arctic)
  • When choosing fund use an internal fund selection process
  • Score card for each Fund/Fund Manager
    • Ability, trackrecord, historical result, costs etc

Financial Underwriting (FUW) – Fixed income

  • Enables continous improvement of the decision making process
  • Documenting our quantitative and qualitative analysises one place
  • 167 companies evaluated in the model today
Financial
factors
Organisational
factors
Industry
spesific
factors
Risk factors OVERALL
ASSESSMENT
Rating Protector
rating
Credit
duration
Spread E(loss) b
p
E(return) ex
reference
rate
E(return)/Capital
employed
PRF
Investment
%
Investment
PRF/Amount issued
(Nominal value)
Security Annet
Company 1 BB BBB+ 1,49 210 6 204 18,1 1,2 % 6,00 %
Company 2 AA- A
A
0,53 20 1 19 14,3 0,6 % 4,00 %
Company 3 AA+ AA+ 3,35 47 1 45 5,4 0,7 % 0,45 %
Company 4 BBB- BBB 1,54 154 16 138 19,8 1,8 % 9,00 %
Company 5 BBB BBB 1,72 119 17 103 23,1 0,6 % 5,00 %
Company 6 A
-
A
-
3,48 88 8 80 5,1 0,7 % 1,14 %
Company 7 BB BB+ 2,21 279 48 231 116,1 1,2 % 8,00 %
Company 8 BB BB+ 0,53 208 33 175 368,7 0,6 % 5,00 %
Company 9 BBB+ BBB+ 3,11 91 16 75 17,3 0,4 % 3,00 %
Company 10 AA+ AA+ 1,86 31 2 29 6,3 0,6 % 9,00 %
Company 11 BB BB- 1,87 274 115 159 94,2 1,3 % 6,43 %
Company 12 B+ B- 4,05 613 404 209 20,7 0,8 % 0,54 %
Company 13 AA- BBB+ 2,53 63 15 48 4,2 0,1 % 0,29 %
  • The fixed income model has a lot of similarities but does also vary from the Equity model
  • Focus on the issuers ability and willingness to pay interest and principal
  • Financial factors will among other focus on the companies profitability, total debt, liquidity and balance sheet

Financial Underwriting (FUW)

How to use the model

  • Document and track company evaluations, decisions and rating changes
  • Efficient way to evaluate opportunities and portfolio holdings
Financial
Financial
Financial
factors
factors
factors
Organisational
Organisational
Organisational
factors
factors
factors
Industry
Industry
Industry
spesific
spesific
spesific
factors
factors
Risk factors
Risk factors
Risk factors
OVERALL
OVERALL
OVERALL
ASSESSMENT
ASSESSMENT
ASSESSMENT
Rating
Rating
Rating
Protector
Protector
Protector
rating
rating
rating
Credit
Credit
Credit
duration
duration
duration
Spread E(loss)
Spread
Spread E(loss)
b
b
p
E(loss)
b
p
p
E(return) ex
E(return) ex
E(return) ex
reference
reference
reference
rate
rate
rate
E(return)/Capital
PRF
E(return)/Capital
E(return)/Capital
Investment
Investment
employed
employed
employed
%
%
PRF
PRF
Investment
%
Investment
Investment
Investment
PRF/Amount issued
PRF/Amount issued
PRF/Amount issued
(Nominal value)
(Nominal value)
(Nominal value)
Security
Security
Security
factors Annet
Annet
Annet
Company 7
Company 7
Company 1
BB
BB
BB
BB+
BB+
BBB+
2,21
2,21
1,49
279
279
48
210
6
48 231
231
204
116,1
116,1
1,8 %
18,1
1,2 %
1,8 % 8,00 %
8,00 %
6,00 %
Company 11
Company 12
Company 2
BB
AA-
B+
BB-
A
B-
A
1,87
0,53
4,05
274
613
20
404
1
115 159
209
19
94,2
14,3
20,7
0,6 %
0,8 %
1,3 % 6,43 %
4,00 %
0,54 %
Company 5
Company 1
Company 4
BBB
BBB-
BB
BBB
BBB+
BBB
1,72
1,54
1,49
119
154
210
16
6
17 103
138
204
23,1
19,8
18,1
0,7 %
1,2 %
1,2 % 5,00 %
9,00 %
6,00 %
Company 1
Company 7
Company 8
BB
BB
BB
BBB+
BB+
BB+
1,49
2,21
0,53
210
279
48
208
33
6 204
231
175
18,1
116,1
1,8 %
368,7
0,6 %
1,2 % 6,00 %
8,00 %
5,00 %
Company 12
Company 8
Company 11
BB
B+
BB
BB+
B-
BB-
0,53
4,05
1,87
208
613
33
274
115
404 175
209
159
368,7
20,7
0,6 %
94,2
1,3 %
0,8 % 5,00 %
0,54 %
6,43 %
Company 3
Company 4
Company 4
AA+
BBB-
BBB-
AA+
BBB
BBB
3,35
1,54
1,54
47
1
154
154
16
16 45
138
138
5,4
0,7 %
19,8
19,8
0,7 %
0,7 % 0,45 %
9,00 %
9,00 %
Company 5
Company 3
Company 5
BBB
AA+
BBB
BBB
AA+
BBB
1,72
3,35
1,72
119
17
47
119
17
1 103
45
103
23,1
1,2 %
5,4
23,1
1,2 %
0,7 % 5,00 %
0,45 %
5,00 %
Company 6
Company 6
Company 6
A
-
A
-
A
-
A
-
A
-
A
-
3,48
3,48
3,48
88
8
88
88
8
8 80
80
80
5,1
0,6 %
5,1
5,1
0,6 %
0,6 % 1,14 %
1,14 %
1,14 %
Company 9
Company 10
Company 9
BBB+
AA+
BBB+
BBB+
AA+
BBB+
3,11
1,86
3,11
91
16
31
91
16
2 75
29
75
17,3
0,4 %
6,3
17,3
0,4 %
0,6 % 3,00 %
9,00 %
3,00 %
Company 10
Company 2
Company 13
AA+
AA-
AA-
AA+
A
A
BBB+
1,86
0,53
2,53
31
2
20
63
15
1 29
19
48
6,3
0,6 %
14,3
4,2
0,1 %
0,6 % 9,00 %
4,00 %
0,29 %
Company 11
Company 8
Company 3
BB
BB
AA+
BB-
BB+
AA+
1,87
0,53
3,35
274
115
208
47
1
33 159
175
45
94,2
1,3 %
368,7
5,4
0,7 %
0,6 % 6,43 %
5,00 %
0,45 %
Company 12
Company 9
Company 10
B+
BBB+
AA+
B-
BBB+
AA+
4,05
3,11
1,86
613
404
91
31
2
16 209
75
29
20,7
0,8 %
17,3
6,3
0,6 %
0,4 % 0,54 %
3,00 %
9,00 %
Company 13
Company 13
Company 2
AA-
AA-
AA-
BBB+
A
A
BBB+
2,53
0,53
2,53
63
15
20
63
1
15 48
19
48
4,2
0,1 %
14,3
4,2
0,6 %
0,1 % 0,29 %
4,00 %
0,29 %

Portfolio Data

Average rating: BBB

Portfolio Data

In-house managed portfolio

Period: 31.03.2015 – 30.06.2016

High return at low risk

In-house managed Portfolio vs Peers

Standard Deviation Sharpe Ratio

Portfolio Data

In-house managed portfolio

Portfolio data 30.06.2016
Size MNOK 3414
Yield 3,5 %
Duration 0,40
Credit duration 3,26
Average rating BBB
Official ratings 37,4 %
  • Significant outperformance
  • Lower variance
  • Selective choice of sectors
  • Objective to beat index

Performance – In house managed portfolio vs. Index (31.03.2015 – 30.06.2016)

Investment performance evaluated over the long term

Investment Attitude – The Challenger

Good People Great Insurance Attitude Core No Risk Manage Average Target Champion Follow Financial Theory Background Losing Market down Buy Traditional Model Financial UW

Peers Protector

In Depth Sweden - Does model work outside Norway?

CMD 2016-08-18

Sweden – Introduction

Hans Didring (36) - Country Manager Sweden

Education:

M.Sc. in Business Administration and Economics B.Sc. in Computer Engineering Bachelor thesis completed inGermany

Relevant experience:

7 years of experience; If and Länsforsäkringar

  • "Copying" a winning formula through;
  • Vision, business Idea, objectives, values and broker promise
  • Right people on board
  • Adjustments for local differences
  • Cost leadership
  • Quality leadership reached in 18 months
  • Combined ratio < 100% reached in 4 yrs
  • Critical mass in 2015 (NOK 520m)

Vision, Business Idea, Main targets and Values

Vision The Challenger

Business Idea This will happen through unique relationships, best in class decision-making and cost effective solutions

Main targets Cost and quality leadership Profitable growth Top 3

Values Credible Open Bold Committed

Strong organization – established management

Setting new quality standard in Sweden

Protector receives the highest score when brokers are asked to rank insurance companies according tohow satisfied they are with their service and offerings

Public market leader: Some commercial customers:

Product and Segment mix Sweden

Market leader in the Swedish bus insurance market

  • 6500 buses
  • ̵ 45% market share
  • ̵ 12 of 30 largest customers
  • Bus claims handling expertise
  • ̵ Claims handlers
  • ̵ Technicians
  • ̵ Personal injury experts
  • Efficient bus fleet administration with modern IT system

Swedish Affinity programs – On Track

Program Broker Net Annual
Premium
PQ1
Net
Growth
PQ1
Hit rate
PQ1
Earned
Premiu
m HTD
Clams-
% HTD
Claims-
% Q1
5
1-
y
nc
e
effici
ost
C
5
n 1-
k-i
oc
L
5
g 1-
n
pi
e
e
k
e
at
G
5
g 1-
n
Prici
Totalt
score
1-5
1 A 46 3 N/A 112* 80% 80% 5 5 5 5 5
2 B 27 0 70% 44 72% 46% 2 2 4 4 3
3 C 27 0 8% 19 87% 89% 4 4 4 2 3
4 D 23 0 Ny 7 45% 45% 3 3 4 4 3
5 E 10 1 100% 4 70% 85% 4 4 3 4 4
6 F 11 0 N/A 8 94% 59% 4 3 3 2 3
7 G 12 3 67% 20 75% 129% 2 2 4 4 3
8 H 7 0 86% 12 73% 54% 3 3 4 3 3
Total >5 mSek 163 8 55% 226 74% 72% 3,5 3 4 3,5 3,5
Grand Total 181 9 53% 247 74% 69% 3,5 3,4 3 3 3,5
Motor 78 4 32% 91 80% 64% 2 3 4 3 3
Property 50 2 65% 37 65% 53% 3 3 3 4 3
Liability 49 3 N/A 114 78% 79% 5 5 4 4 5
Person 5 0 N/A 5 53% 58% 4 3 4 3 3
  • Takes 18-24 months to create an overview on market pricing
  • Good profitability based on gate keeping and efficient handling

Highlights H1 2016 - Sweden

  • Volume up 56%% (43% in SEK)
  • Claims ratio net of 72,9%
  • All segments and products are very good
  • Renewal rate >100%
  • Net combined ratio 78%
  • Facilities/affinity programs running very well
  • Improved quality and efficiency in claims handling and broker service processes
  • "Clean desk" project doing very well

Profit & loss Sweden

[1.000.000 NOK] H1 2016 FY 2015 FY 2014 FY 2013
Gross premiums written 632.4 520.7 325.4 147.4 Strong growth
Gross premiums earned 360.2 493.9 298.9 137.3
Gross claims incurred (223.4) (386.5) (233.8) (129.7)
Earned premiums, net of reinsurance 276.6 394.5 229.7 96.6
Claims incurred, net of reinsurance (201.6) (298.7) (188.7) (99.6)
Net commission income 9.7 (6.6) (3.8) 5.0
Operating expenses (23.9) (37.8) (33.7) (22.0)
Other income/costs (0.1) (0.2) (0.6) 0.1
Net financial income 6.3 12.9 11.6 4.5
Operating profit before tax 66.9 64.1 14.5 (15.4)
Claims ratio, net of ceded business (1) 72.9 % 75.7 % 82.1 % 103.2 %
Expense ratio, net of ceded business (2) 5.1 % 11.2 % 16.3 % 17.6 %
Combined ratio, net of ceded business (3) 78.0 % 87.0 % 98.5 % 120.7 % Improved
profitability
Gross claims ratio (4) 62.0 % 78.3 % 78.2 % 94.5 %
Gross expense ratio (5) 14.3 % 13.0 % 16.5 % 19.0 %
Gross expense ratio excl. commissions 6.6 % 7.7 % 11.3 % 16.0 % Improved
expense
ratio
Gross combined ratio (6) 76.3 % 91.3 % 94.7 % 113.5 %

1) Claims incurred, net of reinsurance in % of earned premiums, net of reinsurance

2) Operating expenses in % of earned premiums, net of reinsurance

3) Net claims ratio + net expense ratio

4) Gross claims incurred in % of gross premiums earned

5) Sales and administration costs in % of gross premiums earned

6) Gross claims ratio + gross expense ratio

Summary and next level Sweden

2011-2015 2016-

  • "Copying" a winning formula
  • Cost leadership
  • Quality leadership reached in 18 months
  • Combined ratio < 100% reached in 4 yrs
  • Critical mass in 2015 (NOK 520m)

  • Continued profitable growth

  • Strengthen cost leadership by value chain and IT development
  • Strengthen quality leadership by improving claims handling
  • Take top 3 position in "new" segments

Use "center of excellence competence" within Affinity- and Motor segment outside Sweden

Henrik Wold Høye (34) - Director Corporate/ Project Manager UK

Education: BSc in Finance, Leeds School of Business (University of Colorado), BSc in Economics, College of Arts and Sciences (University of Colorado)

Relevant experience: 9 years of experience from insurance and projects in Protector

In depth UK – Main future growth driver

Copying a Winning Formula to new Markets

By gradually transferring to «all business is local business»

Commercial sector; biggest potential, Public sector; entry point

Protector & Public Sector

  • First municipality in 2005 "Tønsberg kommune"
  • Customer relationship to more than 500 local authorities
  • Scandinavia's largest public sector insurer
  • Cost-, quality- and UW-leader

GWP – Public Sector (MNOK)

Risk appetite and hit ratio

P2014 Risk appetite (volume) Hit-ratio% (volume)
Norway Volume Green Yellow Red Green Yellow Red
Person 118,3 63% 34 % 3% 44 % 20 % 0 %
Skade 93,1 33 % 42% 25 % 71% 36 % 2 %
Total 211,5 50 % 37 % 13 % 52% 28 % 1%
Sweden Volume Green Yellow Red Green Yellow Red
Kommun 64,9 25 % 38 % 37 % 86 % 50 % 0%
Motor 52,8 40% 39 % 20 % 64% 73 % 69 %
Olycksfall 31,7 65 % 35 % 0% 73 % 64 % 0%
Fastighet 44,9 13 % 42% 45 % 30 % 29 % 0%
Total 194,2 35 % 39 % 27 % 64 % 42 % 0%
Denmark Volume Green Yellow Red Green Yellow Red
Kommun 28,3 43 % 39 % 18 % 67% 52 % 2%
Motor 5,5 60% 35 % 5% 59% 17 % 100 %
Boligselskap 20,0 23 % 52 % 25 % 13 % 0% 0%
Total 53,7 52% 28 % 1% 53% 26 % 3%
Scandinavia Volume Green Yellow Red Green Yellow Red
Person 152,4 63 % 34 % 3 % 50 % 30 % 3 %
Skade 242,1 34 % 40 % 26 % 72 % 49 % 13 %
Boligselskap 64,9 16 % 45 % 39 % 23 % 19 % 0%
Total 459,4 41 % 39 % 20 % 58% 38 % 9%

Green: Highly attractive customers

Yellow: Attractive customers – at sustainable premiums

Red: Will be tendered for at higher premium levels. Tailored solutions do exist

Nordic market leader

Public sector

UK Stage 3 & 4

CMD 2016-08-18

Project C4 – Country four

1000 pages of analysis

November 2015 – First employees on board in Manchester

Evaluation of Market Studies

Public

Ranking Total score
1 UK 4,45
$\overline{2}$ Netherlands 4,18
$\overline{\overline{\overline{\overline{\overline{\overline{\overline{\overline{\overline{\overline{\overline{\overline{\overline{\over$ Norway 4,00
4 Belgium 3,78
5 Denmark 3,63
6 Sweden 3,60
7 Finland 3,35
8 Germany 3,13
9 Switzerland 3,08
10 Poland 3,05
Austria 1.85

SME

Ranking Total score
1 Netherlands 3,90
$\overline{2}$ Belgium 3,88
3 Germany 3,79
4 UK 3,60
5 Denmark 3,58
6 Norway 3,48
7 Sweden 3,38
8 Poland 3,15
9 Finland 3,12
10 Switzerland 2,99
Austria 2,10
Austria Belgium Germany Netherlands Poland Switzerland United Kingdom
Criteria Rating Score Rating Score Rating Score Rating Score Rating Score Rating Score Rating Score
1 Product Mix 2 0.40 3 0.67 3 0.67 4 0.80 4 0.73 3 0.60 5 0.93
2 Cost ratios 3 1.07 4 1.47 3 1.20 4 1.60 4 1.60 3 1.20 4 1.60
3.0 Market combined ratios 2 0.20 4 0.35 2 0.23 3 0.28 3 0.30 3 0.30 4 0.35
4.0 Brokers' position 1 0.25 4 0.92 2 0.58 4 1.00 2 0.42 3 0.67 4 1.08
5.0 Cultural challenges 1 0.05 3 0.13 4 0.18 5 0.23 2 0.10 3 0.13 4 0.20
Total 1.97 3.53 2.85 3.90 3.15 2.89 4.17
  • High scores given to:
  • Markets with high cost ratios
  • Markets where broker penetration is high
  • Markets with little competition or in a oligopoly situation
  • Markets where quality of service are assumed to be poor (difficult to measure from the outside)
  • The Nordics are ranked somewhat high (Protector's opinion)
  • Discussed with Board of directors during the process
  • The UK public sector, Holland and part of Belgium appeared to be a good starting point
  • UK public sector entry 2015/16

UK Market Studies – Fact based decisions

CMD 2016-08-18

Distribution channels – public and commercial sector

Source: Statista.com

Direct Sales

  • Direct sales are the second largest distribution channel in the UK and have a strong position for personal lines
  • They are, however, declining as the importance of direct contact between customer and insurer is decreasing rapidly

Agents

  • Agents only play a limited role in the UK
  • Direct channel declining, high broker penetration and a market for brokers that is highly competitive

Brokers

  • Brokers represent the main distribution channel in the UK, and have a particularly strong position in the commercial and public sectors (declining in personal lines)
  • The broker market is highly competitive with low prices
  • The number of brokers is decreasing as many withdraw or merge with large players

Bancassurance

  • Bancassurance plays a certain role in insurance distribution, but has failed to pick up over the past years
  • Bancassurance is mainly limited to personal lines, particularly Property

Others

Affinity

Affinity business, notably through retailers or utilities, account for approx. 6% of the market. Insurance products do not always carry the name of the insurer, but of the seller ("white label products"). Those are mainly limited to personal business

E-commerce

  • Direct internet sales are gaining substantial importance and most insurer now have online sales platform. Internet is the largest distribution channel for personal Motor
  • There are also a large number of ebrokers and price-comparison websites, targeting individuals. Internet sales are not popular for the commercial lines

Public Sector Market Overview

* MS = Market Share

Source: UK's Office for National Statistics (ONS) / Other information from Aon. Figures are rough estimates only

UK Local Government Structure

Local authorities & responsibilities Local government structure

  • Many parts of the UK have a two-tier local government structure with:
  • Counties, responsible for key functions such as education, highways, social services
  • Districts, boroughs & cities, delivering services such as waste collection, leisure, parks, markets
  • In other parts of the country, there is just one tier of local government providing a full range of services:
  • Unitary authorities in shire areas
  • London boroughs
  • Metropolitan boroughs, covering Manchester, Merseyside, South Yorkshire, Tyne & Wear, West Midlands and West Yorkshire urban areas
  • Parish, community and town councils are in charge of local services such as bus shelters, community centres, support to local organisations, fines for litter / graffiti etc.
  • Breakdown of local government somewhat more extensive than Scandinavia. Does not pose any challenges for Protector. Ability to split and isolate type of risk might even be favourable for Protector

* The 6 Metropolitan counties and the Greater London Council are no longer official administrative divisions, but some local services controlled by the metropolitan / London boroughs remain provided on a county-wide basis and are administered by statutory joint boards composed of boroughs' members

** 56 English, 32 Scottish & 22 Welsh Unitary Authorities

Competitor analysis

UK public sector

  • All major players
  • Some segment specific information available
  • Cost-ratios, loss ratios, reserve situation, market shares, risk appetite and latest trends analysed
Zurich Municipal RMP QBE (via RMP) AIG (via RMP) Aspen Maven Public
Sector
ELong-standing reputation
. Wide range of product, Property as a
strength
. Direct writing and close customer
relationships
. Diversified customer base
. Cost-efficient in-house claims
handling with customer online tool
• Large capabilities in claims handling
and risk management services
· Long-standing reputation
. Wide range of product, Liability as a
strength
. Diversified customer base
· Online resource database
* Access to large volume
of business via RMP
Good reputation for
Liability
Track record of good
technical performance
• Willingness to cover
risks that other insurers
Yoow
* Access to large
volumes of business
via RMP
· Improving
underwriting
performance
· Writes mainly
Property and
Personal Accident
· Good reputation in
Property
· Cost efficient
· Good value added
with noline risk
management tool
· Well diversified.
well capitalised.
strongly rated
* Key personnel bring market
experience and expertise
· Competitive pricing
through simple offering with
focus on main LoB
· Collaboration with A-rated
insurers
. Authorities do not always prefer
exclusive direct distribution model
Considered difficult for large claims
pay-out
. High cost ratio (25% - 2013)
Decline in premium income over the
past years
. High dependency on partners' risk
appetite
. Considered difficult for large claims
pay-out
• Considered to be lacking flexibility
· Outsourcing of key services can drive
cost
. High cost ratio driven by
a 18.3% commission
ratio
· Vulnerable to adverse
claims experience
· High cost ratio at
28.6% in 2014.
driven by acquisition
costs of 15.7%
• Wording and pricing
are not considered
among the most
competitive
* Reputational image
due to past financial
problems
· Considered as
inconsistent and
selective due to
focus on high quality.
risks and irreqular
quoting
· Extremely poor cost
efficiency
· Rather weak
underwriting
performance
· Weak image in
Liability
. Not included in the current
insurance framework
· Very new to the market
· High dependency on
partners' risk appetite
· Outsourced claims
handling
• Can influence market underwriting
standards
Customer loyalty promotion
• Can influence market underwriting
standards
. Increasing role of brokers could help
to win business
· Good reputation among · Good reputation
brokers
among brokers
· Can improve policy
wording or expand
to other lines to
grow in the market
· Recently increased
capacity in Liability
to meet market
standards (GBP)
15m to 25m)
· Good reputation
among brokers
· Joining the new framework
likely to increase market
presence and premium
· Potential to grow quickly
· Can benefit from building
relationships with brokers
. Increasing role of brokers for local
authorities
. New competitors' aggressive rates
and as customers' focus on price
increases
. Main partners AIG and QBE could
decide to reduce appetite
" Rising exposure to Liability and Motor
risks poses challenges
. New competitors' aggressive rates
and customers' focus on price
· Rising exposure to
Liability and Motor risks
poses challenges
· Influence of RMP on
policy wording and
pricing can limit ability to
adapt to market changes
· Influence of RMP on
policy wording and
pricing can limit
ability to adapt to
market changes
Strong competition
from other players
(Zurich as well as
smaller players) on
Property and
Personal Accident
· Toughening
competition against
small players more
frequently quoting
· Might suffer from
competition from RMP
· Partners could decide to
reduce appetite
· Worsening Liability and
Motor claims experience can
put pressure on
competitive pricing
ΔΔ. Δ+ Aa3 · Miscellaneo
Positive stable stable
ΔΔ. Δ+ $-11'000$ en
positive stable ٠ ----------

Public Sector Summary

UK more than twice the size of the Nordic Market

UK Norway Sweden Denmark
Number of municipalities 406
(12
regions)
430 (19 regions) 290 (21 regions) 98 (5
regions)
Population 62 000 000 5 000 000 10 000 000 5 600 000
Number of employees 5 700 000 570 000 930
000
510 000
Number of cars 200 000 30 000 60 000 39
0000
MNOK TSI
(buildings)
6 500 000 500 000 900 000 650 000
MNOK market size (est) 6 000 1 000 650 600
UK Norway Sweden Denmark
Product
lines
All lines ex GL All
lines
All lines ex personal All lines ex personal
Broker share Medium (~55
%*)
------------------------------------High (~80 %)----------------------------------
Competitors Zurich,
RMP,
(Travelers)
KLP,
PRF, (Gjensidige)
PRF, LF, (TH) Gjensidige, PRF
Tender process EU
regulation
EU
regulation
EU
regulation
EU
regulation

* Zurich, market leader is direct only, broker involvement significantly higher (~80 %)

A warm Welcome from the Brokers

Initiated through Market Leader Aon

Meetings
2015
Agenda Key take
out
March London
Introductions
with market leader Aon
Management

Warmly
welcomed by
professionals
Partnership in growth
June Manchester
Introductions
Aon Manchester team

Test tender, example

Data
and market information
Tender
feedback
July Manchester
Market
analysis and surveys

Verification of business assumptions

Business
assumptions OK
Business model transferrable
September Manchester
Update project
C4

Tender pipeline
Continued support
November Manchester
Claims handling

Protector
UK team, recruitment
Protector UK on board
Manchester ready for business

Access to Tender Documents

Quickly Increasing Protector's Knowledge

  • Brokers welcome Protector, contributing to learning process
  • Quick access to information about 1/3 of the market
  • More than 5 000 pages of information processed in initial phase
  • Tender contents and set up very similar to Scandinavia
  • Similar products to the Scandinavian market
Produkt - delbarhet* Navn på produkt i UK Beskrivelse av produktet Norsk produkt Andel
$\ddotsc$
Aktuelt for
Protector
PD-exleisure
PD - leisure/andre spesielle byee**
Skade på ejendom, brann, vann, flom med mer
Tidvis er elementer av ting-porteføljen skilt ut for å få separat
premie, men er ikke delbart
Tine RI-exleisure
BI-leisure/andre spesielle byzg**
All risks - general
Avbrudd, tap av inntekter
Avbrudd, tap av inntekter
All risk for skade/tap av ting. Utvalgte objekter
Tine 25% Ia
Ting (delbart) Glass
Money
Leasehold Flats**
Glass
Ran, tweri av penger/verdisaker fra ansatte
Elementer av tingportefølje delbart (her leieboliger)
Ting (delbart) Heritage Buildings** Elementer av tingportefølje delbart (her bygg av historisk
betydning)
Ansvar Employers' liability
Public products liability
Officials Indemnity
Libel & slander
Proffesional indemnity
Yrkesskade (men ikke helt det samme produktet)
Ansvar offentlie og for produkter solet/levert
Økonomisk tap påført andre i kraft av utført arbeid
Ærekrenkelse og bakvaskelse
Økonomisk tap som følge av uaktsomhet hos kommunen
Ansvar 43% In
Public Health act
Land Charges
Tap som følge av etterlevelse av stans i arbeid etter beordring
Byggetillatelser og offentlig feliaktig informasion
N/A
Ansvar
Skadeoppgjør ansvar Liability Claims handling Services Skadeoppgiør Ansvar 5% Ja.
Motor Floot motor Ansvar og kasko kjøretøy Motor 16% Ja.
Byggherreansvar Contract works all risks Byggherreansvar Ansvar < 1% Ja.
EDB/verdisaker Computer EDB, inkl gjenoppretting og avbrudd Ting < 1% Ja.
Kollektiv ulvkke og
reiseforsikringer
Group Personal Accident
Rusiness travel
School Journey
Utbetaling ved ulvkke og død
Reiseforsikrine
Reiseforsikring for skoleturer
Ulvkke
Reiseforsikring
Ansvar
1% Delvis
Kriminalitet Crime/Fidelity Garantee Tap som følge av svindel eller underslag utført av ansatte Ansvar 2% In
Engienør-inspeksjon og
ansvarsforsikring
Engineering and inspection Inspeksion og sertifisering av maskiner, inkl ansvarsforsikring N/A 3% Senere
Verdigjenstander Fine art Orførerkiede, kunst o.l. Ting 1% Ja.
Terrorisme Terrorism Skader som følge av terror. Omfatning ofte som for ting Nei 3% Senere
Medisinsk ansvar Medical Malpractice** Begrenset ansvar. For eksempel medisin fra helsesøster Nei < 196 Senere
Styreansvar D&O liability** Styreansyar / ansyar for ledende personell Ansvar < 196 Ja
Cyber Liability Oyber Liability** Cyber Liability N/A 1% Senere
Rettshjelp Lecal Expenses** Rettshielp Ansvar 436 Senere
Båter Marine (commercial craft) AWACS** Småbåter, bøyer, installasioner på hav Motor <1% Senere

Tender comparison

Scale 1-5, only brokered customers

Region General
information
Description
of
requirements
Claims
history
Exposure
information
Efficient
tender
process
Evaluation Total
(weighted)
United
Kingdom
3 4 4 4 4 3 3
Norway 2 2 2 3 3 2 2
Sweden 2 4 4 4 4 4 4
Denmark 3 3 3 4 4 2 3

CCS Framework

Protector is an approved Insurer from primo 2016

The Framework

  • The CCS insurance services framework's main objectives are to facilitate procurement process thanks to a standard set of documentation
  • Tendered every 4 years
  • 30 % of Public Sector GWP flow through the framework → 50 % next 4 years (target)

Framework tender 2015/2016

  • Protector has been approved for RM3731 "the framework"
  • Market leader ZM did not quote for (or failed) the framework
  • Cyber Essentials Certificate (or equivalent ISO certificate) was requested on a pass fail basis Not supplied by ZM
  • The CCS is trying to find a workaround, despite the tender deadline and 4 year lock out
  • It is also rumoured that Swiss Re was unable to provide the Cyber Essentials Certificate

Consequence if ZM is not on the framework

  • Local Authorities who have been waiting for the framework must chose between tendering within the framework and without ZM, or undertake a normal OJEU tender
  • The preferred option among clients may be to skip the framework and use the OJEU route to include ZM

THE CHALLENGER'S LOCATION IN UK

CLOSE TO THE BROKERS

Based on discussions with leading public sector brokers, we found that:

  • Manchester seems to be the best starting point in the UK
  • Close to public sector market leader Aon
  • Is an insurance hub public sector
  • Close to highly skilled workforce lower cost than London
  • Does not other segments
  • Culture is key before expanding to the next location

CMD 2016-08-18

Project C4 transfer to M6

Project C4 UK – July 2016

Sub-Project Status
Market
Analysis
Business
planning
Go to Market
Formal
Establishment
Recruitment
Reinsurance
Great Lakes
Practical
&
office space
IT & Systems
Service &
Claims
handling
Capital
requirements
= Completed = on schedule

Project M6 – July 2016

Sub-Project Status
Pub Attack
Tools 4 Trade
Claims
Surprise
5x20
Operational
Excellence
Formal
Establishment

Recruitment – First Who, then What

  • Partnership with local recruiters
  • Recruiting continuously since November
  • Target 25 by end of 2016
Timeline
Competence Profile 2015 2016 2017
Role Capacity UW Cla Re Br Mgmt Edu Exp Age? Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul
UW manager casualty 1 x x x x 2+ Deg/CII 10+ 35-50 1
UW casualty 1 x x Deg/CII 3+ 30 - 40 1
UW manager property 1 x x x x 2+ Deg/CII 10+ 35-50 1
Development UW 1 x Deg 5+ 35 - 40 1
Commercial combined UW 2 x x Deg 2+ 25 - 35 2
UW motor / bus / truck 0 x x Deg 5+ 30 - 40
Analyst / UW 3 Deg/M 0+ <30 2 1
Claims manager 1 x x x Deg/CII 10+ 35-40 1
Claims handler casualty 4 x x Deg/CII? 5+ 25-40 2 2
Claims handler motor 3 x x ? 5+ 25-40 1 2
Motor technician 1 ? ? 10+ 25-35 1
Claims handler property 1 x x Deg/CII? 5+ 25-40 1
Risk-engineer property 2 x x Deg/M 10+ 1 1
UW assistant 2 x ? 3+ <35 2
Regional Manager 1 x x x x Deg/CII 10+ 40-45 1
Actuary / UW 1 x x x M 5+ 1
"Secretary" / Office assistant 1 4+ 22 - 30
26 3 0 0 2 0 0 4 4 2 0 2 0 5 0 0 0 0 2 1 0 0 0 0 0 0
Search Signing Start date

Signings 2016 depending on development of market penetration We will normally get customer acceptance 2 mths prior to inception date

The People

  • Maureen Owen Regional Manager UK
  • Julie Kenny Claims Manager
  • Claire Lyons Claims Technician
  • Lee Goodyear Underwriting Manager (Property)
  • Paul Steventon Underwriting Manager (Liability)
  • Charlotte Craven Fleet Motor Underwriter
  • Matthew Wright Fleet Motor Underwriter
  • Bjarte A. S. Jensen Chief Underwriter Public Sector
  • Jayna Patel Underwriter
  • Sam Oakes Underwriter
  • Susan Pomfret Administration Officer
  • David Reddish Risk Engineer

Norwegian Resources in the UK

  • Sverre Bjerkeli (CEO),
  • Henrik Høye (Dir. Commercial and Public Sector),
  • Fredrik Øyan (Dir. P&C and Reinsurance),
  • Helge Knutsen (Risk Engineer),
  • Fredrik Messel (Claims Director) ,
  • Marius Austnes (Dir. IT), Bjørn Bye (Chief Risk Officer)
  • Analytical resources
  • Ongoing recruitment
  • Accountant
  • Claims handlers
  • Graduate underwriters

Culture – An Opportunity and a key factor for success

As an employee in
Protector I will:
As an employee in
Protector I will:
Day to day examples
Communicate respectfully
and directly, with the
relevant person
Understand and live what
the challenger means in
my role.
Understand company and
individual objectives, and
how these relate to being
the Challenger
Be creative, use my own
٠
initiative and challenge the
status quo
Believe and achieve
Always strive to be
creative
Have the courage of my
convictions no matter
what the situation
Proactively approach
٠
difficult conversations.
Tackle difficult tasks straight
away.
Have the confidence to
stand up for what I believe
in
Always have a positive
mind-set
Talk about mistakes to
ensure everyone learns
from them
Acknowledge, learn from
and share mistakes
collectively
Understand the cause and
remedy
Take suggestion and
constructive feedback as
an opportunity to develop
and improve
Challenge myself and
continuously reach for the
next level.
Actively seek more
knowledge and more
responsibility
Strive to be great and go the
extra mile
As an employee in
Protector I will:
As an employee in
Protector I will:
Day to day examples
Understand the
requirements of my role
and be able to deliver
accordingly.
Understand, and live what
the challenger means in
my role
Understand company an
individual objectives, an
how these relate to bein
the Challenger
Be creative, use my own
initiative and challenge the
status quo
Believe and achieve
Collect, share and make
use of relevant facts.
Have the courage of my
convictions no matter what
the situation
Proactively approach difficul
conversations
Tackle difficult tasks straight
٠
away
Have the confidence to stan
٠
up for what I believe in
Deliver on time, every time Talk about mistakes to
ensure everyone learns
from them
Acknowledge, learn from
and share mistakes:
collectively
Understand the cause and
۰
remedy
Recognise my expertise.
and that of my colleagues
- and ask for assistance
where necessary
Challenge myself and
continuously reach for the
next level
Actively seek more
٠
knowledge and more
responsibility
Strive to be great and go the
٠
extra mile
As an employee in Protector am it Day to day examples As an employee in Protector I will:
A dedicated and enthusiastic team
player
Take ownership of my own and the team's role and
٠
responsibilities and lead by example
Have a positive attitude and a willingness to help
crhort.
Support my colleagues and work as a team.
Understand and live what the
challenger means in my role
Build confidence and motivation in order
to create a strong team
Encourage and praise colleagues.
Always show my colleagues respect.
Offer recognition where it is deserved
Be considerate of others' needs, workloads and
deadlines
Have the courage of my convictions
no matter what the situation
Seek the little improvements Actively seek new and better ways of doing my job
Be aware of and committed to Protectors business.
and poals.
Challenge myself to add value
Talk about mistakes to ensure
everyone learns from them
Adhere to company strategy, processes
and procedures
Choose to see opportunities, not limitations
٠
Contribute towards decisions and embrace the
outcomes
Ensure that I understand the way we do things, and
saling
Challenge myself and continuously
reach for the next level
As an employee in Protector I will: Day to day examples
Understand and live what the
challenger means in my role
Understand company and individual objective
and how these relate to being the Challenger
Be creative, use my own initiative and challenge
the status guo
Believe and achieve
Have the courage of my convictions
no matter what the situation
Proactively approach difficult conversations
Tackle difficult tasks straight away
Have the confidence to stand up for what I
believe in
Talk about mistakes to ensure
everyone learns from them
Acknowledge, learn from and share mistakes
collectively.
Understand the cause and remedy
Challenge myself and continuously
reach for the next level
Actively seek more knowledge and more
responsibility
Strive to be great and go the extra mile.

SLA's – a part of the definition of quality

  • Quality standard with clear objectives
  • Responsiveness (time)
  • At least market standards / brokers' requirement

  • Reports with results delivered

  • Penalties if breached
  • Payable to broker / customer
  • Fee or percentage of premium if < 90 % objectives

Claims Handling UK – The Moment of Truth

  • Protector targets to be quality leader in claims handling in first UK survey
  • Survey to be conducted in 2017
  • This will be done through a two-stage operational set-up (similar to Scandinavia):
  • Short term (present → critical mass is reached):
    • Partnership with Cunningham Lindsey
  • Long term (when critical mass is reached →):
    • In-house claims handling, utilizing a network of experts where needed
    • Gradual insourcing of lines of business
  • The process of defining and designing quality leadership is adapted from Scandinavia
  • Adjustments for local differences with local professionals is ongoing
  • Then we will deliver and measure
1. Speed of response
2. Tone of Voice
3. Technical knowledge
4. Correct settlement
80 5. Overall Assessment

Market Activities Public Sector

  • Broker meetings
  • 20 meetings with AON, Marsh, JLT, AJG and Willis
  • 100 brokers (85 % of all Public Sector brokers)
  • Professional individuals, efficient organizations
  • Warm welcome
  • Events
  • 4 conferences hosted by Public Sector organizations
    • More than 200 insurance officers
    • On speaker panel, with stand, participation in work shops
  • 5 client and broker meetings
  • Several insurance awareness days
  • Individual meetings with clients and their broker

UW – Gradual learning

Transfering methodology and culture from Scandinavia

CMD 2016-08-18

Underwriting process

Public Sector Data

  • Significant dataset available across main lines of business
  • Result of market entry activities
  • Ongoing market presence and tender activity
  • More UK data is scheduled to arrive
Property Casualty Fleet
Sums insured Claim
years
#
Claims / sum
claims
Sums
insured
Claim
years
#
Claims / sum
claims
Sums insured Claim
years
# Claims / sum
claims
UK
£600bn

10 years

15k claims

£120m
losses

£50bn
wages

2m empl.

10 years

60k claims

£500m losses*

75k vehicle
years

6 years

21k claims

£47m losses
Norway
£430bn

8 years

5,5k claims

£150m
losses

£190bn
turnover

3,5m
empl.

8 years

2,5k claims

£21m losses

186k vehicle
years

6 years

22k claims

£44m losses
Sweden
£430bn

8 years

3,1k claims

£190m
losses

£105bn
turnover

8 years

5,5k claims

£25m losses

250k vehicle
years

4 years

40k claims

£30m losses
Denmark
£200bn

5 years

9k claims

£105m
losses

£35bn
wages

5 years

5k claims

£6m losses

100k Vehicle
years

4 years

2,3k claims

£3,5m losses

Underwriting – Public Sector

Public statistics – and other go/no go indicators

• Risk mapping and conclusion presented in a easy-to-read manner

UNDERWRITING TOOLS

  • We have approx. 130,000 claims in our dataset
  • Will analyse against all local authorities and then similar services
  • Regional variations also analysed
Inc 0 Inc 0 > ded > ded Inc 0 > ded Inc 0 > ded
Nr of
claims
total inc
Per year Nr of
claims >
dedu
Per
year
Per FTE per
year
Per FTE per
year
Per
wage
Per
wage
0
190 1 4 118,6 8,82 0,85 % 529 % 0,26 0,16
641 61,03 437 41,64 0,51 % 349 % 0,15 0,11
321 2 1 180,1 11,70 0,26 % 148 % 0,09 0,05
112 1
2
7
6
8,04 0,27 % 186 % 0,11 0,07
195 35,91 138,1 25,44 0,27 % 190,63 % 0,14 0,10
6
1
6 40,6 3,89 0,13 % 88 % 0,06 0,04
82 9 30,8 3,23 0,28 % 105 % 0,09 0,03
88 9 34,2 3,33 0,23 % 90 % 0,12 0,05
172 2 7 106,0 16,71 0,32 % 198 % 0,13 0,08
  • Claims frequency
  • Inflate claims costings
  • Effect of Deductible variations

BCR Frequency all Frequency >ded BCR red WR FTE's Pop WR FTE's Pop

Underwriting examples

Summary

  • Introductory information
  • With contact information and key days
Client Lots Current Insurer EML/Limit k Aggregate Existing Excess
LA Type UA PDBI Zurich Municipal
Housing Properties
General
£5,000 each and every loss
£5,000 each and every loss
Broker
Contact
Flats
Playground Equipment
£100,000,000 any one
occurrence
250 000 £5,000 each and every loss
£50/£2,500
£5,000 each and every loss
Required Rating Fine Arts Ecclesiastical
Contract Works (All Risks) Zurich Municipal
Submission Terrorism Maven Underwriters
Portal Combined Liability
Employers' Liability
Public/Products Liability
Travelers 370 000 25 000
50 000
Motor Fleet AIG £5,000 ADTFWS/ Nil TP
Fidelity Guarantee/Crime Zurich Municipal
Deadline 14th July 2016 at 12 noon Engineering Insurance and Statutory Inspection RSA
Inception 1st October 2016 Computer RSA
QA deadline 30th June 2016 Cyber Liability AIG
  • Benchmarking models and comparison evaluations
  • Total overview and underwriter suggestion
  • Checklists
Total Fire Arson Fire (no argon)
Index
Index
Gross
$Avez =$
Free =
Avg 7
0.15
$\sim$
٠
0.04
2.012
6.033
0.12
0.05
×
٠
0.42
0.04
COAT
CES
860
360
0.05
0.05
0.19
21936
10 124
0.09
289 213
0.12
0.01
30,443
0.00
94,643
132,500
0.06
Gross Indiest Gross School Gross Index! Gross Feliped Gross
Sum daim h Fee: v Fees + Ave. 11 Contract Contract Contract L.
Rate
Feed v Fred v Ave - Avg = Sum daine I w
Rate
Free v
× 0.45 $\sim$ $\sim$ $\sim$ $\sim$ 0.30 $\sim$ ٠ $\sim$ ٠
4.744 0.10 0.04 4 2 6 6 10,666 3,401 0.01 0.08 0.04 7 647 15 294 1343 0.00
2822 0.04 0.01 4.856 18.068 2822 0.00 0.06 0.03 6584 13,068 ٠ $\sim$
22.368 0.32 0.03 1,518 12 123 13 395 0.00 0.12 0.02 3457 24 201 8973 0.00
149 068 0.0% 0.05 837 680 137.680 148,988 0.33 0.05 0.05 675,000 675,000 29 0.00
25 361 0.28 0.16 15 528 26.057 12.554 0.03 0.06 0.06 52 240 52 240 12815 0.03
194 276 0.48 0.08 25.734 154 433 133,638 0.08 0.34 0.02 24.515 127, 478 60,638 0,04
68939 0.09 0.07 94,641 152,500 $\sim$ $\sim$ ×. × 68 919 0.08
28 165 0.19 0.06 7 530 23 117 411 0.00 0.01 0.00 2 194 4.388 37.754 0.01 0.16 0.05 7593 24 678
76 805 0.12 0.05 26586 69 124 6.092 0.01 0.10 0.02 5482 27 412 70713 0.06 0.16 0.08 59.776 79552
9 9 0 4 0.28 0.14 25,770 47.539 7994 0.05 0.21 0.07 25 5R2 76746 1910 0.01 0.07 0.07 18,333 18,333
192 821 0.72 0.16 35, 241 49.583 181945 0.28 0.24 0.04 94.352 566 118 10 356 0.01 0.48 0.12 2.685 10740
57.774 0, 13 0.07 44,996 129 992 $\sim$ ×. 57 774 0.18 0.27 0.14 64 995 129 993
× ٠ × $\sim$ ×. ×. $\sim$ $\sim$ $\sim$ ×.
30 509 0.40 0.18 14,034 18 084 4.655 0.01 0.14 0.03 5.949 26.772 25,853 0.05 0.25 0.11 18,582 42,475
55 589 0.69 0.14 4 15: 20753 13 597 0.01 0.43 0.08 2719 15 229 41,992 0.04 0.72 0.15 5 003 23 516
15 079 0.80 0.22 5,980 21 676 $\sim$ $\sim$ $\sim$ $\sim$ 15079 0.04 0.65 0.18 5.980 21 676
81933 0.23 0.08 54,601 IS2 887 12.061 0.02 0.12 0.03 16.076 56.265 69.872 0.11 0.12 0.05 93 130 217 802
85,869 0.09 0.03 105 150 275 066 $\sim$ 0.02 × × 85,869 0.00 0.06 0.01 137.555 275,066
339 402 0.07 0.06 326 165 407 706 30,995 0.03 0.05 0.04 42.552 59 572 308 407 0.21 0.03 0.02 987 929 987929
1.007 0.18 0.04 1.075 4.833 $\sim$ 0.06 $\sim$ $\sim$ 1007 0.00 0.11 0.04 1612 4.833
4770 0.01 0.01 22 OR7 22.087 $\alpha$ $\sim$ $\sim$ $\sim$ 4.770 0.01 0.01 0.01 22.087 22 083
72,828 0.15 0.05 16822 148,965 ٠ ×. 72.838 0.13 0.14 0.05 16,832 NAK 965
EML k£ Sums
insured - K £
Claim
years
Type of
Claims
Public stat Research /
google
Property
occupation
Street
View
First hand
inspection
Total Want
25 088 813 433 9,61 Yellow White White Red White White Yellow Yes
34 666 1 521 089 9,6 Yellow Yellow White White White White Yellow Yes
53 456 1 598 070 5,70 White White Yellow White White White Green Yes
58 885 441 064 9,58 Yellow White Yellow White White White White Yes
54 000 963 179 4,67 Yellow Green White White White White White Yes
36 200 2 262 846 10,67 Green Green Green White White White White Yes
22 407 151 433 9,52 White Green Yellow Green White White Green Yes
14 939 88 241 Black Green White Green White Green Green Yes
182 834 650 635 10,30 Green Green Yellow White Green Not inspected White Yes
The Contractor Stanful advances CONTRACTOR Distances Windows
Industry Service State Advertising Hey Industry and high drame of uncertainty related to And made bed industry with machine's coultions. It may made bend industry and
Scottings court practice, briefly standards wis. and set brown and adapted systems regions STATISTICS
bring followed, financial by broth I handston,
٠
Live Station had furnace used beat furnal × Notations Scottished Bally School Syllect II
MAY
Large San Antundat Schedulate Inconnectal Victorian New York Net has enoughbor of our Constructions Largest and a basis this, which is
Services Coffidant Chief accomplation / COMMIT writing Coast seried out blog fab. entered in the medium subsects.
Control of Nativ Aniting Karendal systemed dan year andormance I a with an Expedit down Bankerin Viewier kole ke
Commercial Windswee r
Service
She Matery of Orange Calved Administration Color Color Change Schless drawing an elder superior and it makes the Not brase heroed claim falling
SERVICE Service
×
for and a habit is publical. Could be looked driver and ar and an European Could Not advised the fact street
Marine or deather? which is cleared contact to a construct when the MORPHANIA
changing a stable with personal in white a human of
START ٠
the Watercool - Applicant Back of Municipal Streets and an adventure for a field of the Street Street Configuration to the automatic in a source boother. SALESVANN FOR
ANGELE M STARS FROM THEFT AT EXAMINE Norway
Billion Bandwich
×
Family and Tale Serie False, Incorporate to a bounded for a family for a first of Funniture with and excellent of it is analysis. Service Centre Comp Lines Center
of Proches and Marshan of Freder ROAD AND A STORAGE CONTRACTOR AND AND A Novous ary carry uses which has you
Builder / Advisionment sunner of material dealer and needed initial of annoy may be Industry franchise to Markets
boxtomatische sid- z would concert told one through he
Bally of Advise for Support recipies CONTRACTOR CONTRACTOR INTERNATIONAL PRODUCT Los four III putters WITCHES ALCOHOL: MALEIGN
CATAROL REGISTER ANAHA LE ANNAH NATIONAL
z
Box 814 Expectations of BANKADAH KWA - BANKAD MAN BERAW NO concert them if anywhere a more than the age of a security
September 2005 School Security Information of equipment Commerced India Northeast Park American Residents
ALEANING SAM
Total Fire Service Incidents Primary Fires Secondary Fires (outdoors) Total Fires Total Fires; Deliberate
16,57 16,08 2,80 2,45 3,79 3,59 2,60 2,30 1,20 0,98
16,57 16,08 2,80 2,45 3,79 3,59 2,60 2,30 1,20 0,98
Trend Siste 5 år 2 006 Trend Siste 5 år 2 006 Trend Siste 5 år 2 006 Trend Siste 5 år 2 006 Trend Siste 5 år 2 006
13,50 12,97 2,68 2,36 4,27 4,27 2,37 2,33 0,92 1,02
12,48 10,75 2,70 2,50 1,01 1,10 2,23 2,12 0,28 0,19
12,44 11,64 2,12 1,67 1,51 1,58 1,80 1,52 0,28 0,14
30,49 29,64 5,37 4,83 13,36 12,32 4,65 4,04 2,83 2,14
12,86 11,94 2,43 2,21 3,47 2,89 1,94 1,62 0,72 0,46
11,96 12,23 2,37 2,41 1,93 1,96 2,01 1,86 0,51 0,33
21,83 22,20 4,41 4,43 7,85 7,88 3,77 3,56 1,91 1,75
19,96 20,43 3,74 3,40 4,10 4,39 3,25 2,59 1,14 0,90
16,31 14,19 3,08 2,45 5,27 4,09 2,47 1,55 1,03 0,56
26,57 24,36 4,48 3,96 7,35 6,07 3,77 3,03 1,55 1,23
10,68 10,80 2,08 2,13 1,50 1,69 1,61 1,55 0,20 0,21
16,63 15,32 3,25 2,87 4,55 3,94 2,46 1,93 1,06 0,83
10,50 10,37 2,03 2,04 2,58 2,48 1,65 1,51 0,50 0,48
21,55 21,95 3,55 3,33 7,30 8,00 2,80 2,53 1,24 1,08
12,45 11,15 2,23 1,97 3,28 3,10 1,87 1,61 0,51 0,42
20,88 19,15 4,39 3,77 6,72 6,60 4,53 3,88 2,09 1,63
16,21 15,71 3,43 3,03 4,44 4,70 3,52 3,14 1,34 1,20

UK status – Public Sector Tenders

5 clients on board, careful start, learning quickly

Status Count Share
%
Won 5 25%
Lost 15 75%
Ongoing 4
Quoted 11
Total 35
Status Sum Share
%
Won £1m 11%
Lost £8m* 89%
Ongoing £4m
Quoted £6m
Total £21m

UK – UW Commercial sector

CMD 2016-08-18

Underwriting Process

Gradually transferred to UK resources

Pre-underwriting

Information in tender doc Necessary info available (operational / technical /ownership structure etc.)
Risk type Desirable exposure? Easy or difficult to assess? Antiselection?
Losses / loss information Reliable claims history, info about causes, preventive actions?
Economy Lindorf's rating, trends / cycles, research online etc.
Quality Type of organisation, geographical location, HMS, attitudes, safety management
Internal competence Knowledge about type of exposure/occupancy, previous site-visits etc.
Work load Complexity, estimated work load in underwriting and servicing throughout period
Broker's quality and relation Trusting and open dialogue versus being presented poor quality exposures
Probability of winning Competition, price, pros/cons
Overall assessment 0 0 0 0 0
  • The pre-underwriting criteria are consistently applied to evaluate all tenders:
  • The nine elements are weighted differently
  • An overall assessment forms the foundation for decision
  • The approach is identical in NO/SWE/DK/UK

Summary

Risk is summarized on one page - underlying analyzes are easily accessible.

Client Responsible
Client Helsinki Topco UW P&C LG
Nace 10.85 UW EB N/A
Industry Food Lead LG
Group Food and Drink KAM MO
Responsible
P&C LG
N/A
LG
Імо
Grade:
(Broker relation,
tender process and win
probability)
2
Expected tender
process:
Aviva held out of LTA looking for a market that can write both P&C as package propose FAE only.
Expected winning
premium
Product UW- score Premium Share Margin UW Margin UW
P&C - total 3 87,900 100% 26,370 30%
EB - total - - 0% - -
Client total: 3 87,900 26,370 0.3
Market assessment Summary of risks - UW comments
Property: Insured operate from 2 manufacturing sites and then supply to distrubution warehouses. Stock is not covered
this is on a thruput policy. BI figure of £60m is the 24 MIP + dec linking. Bulk of revenue generated from the
two manufacturing sites, main target in this respect is Clitheroe which will generate the bulk of the revenue.
Still awaiting the actual split but would guess around 60% of the £60m generated from here. No heat
processes undertaken, risk management looks good and acceptable spread of risks. Overseas BI extensions -
GTPL/EL EL is main risk 8 incidents over 5 year period. Health & Safety is to a high standard and family run business
ethos is less likely to claim than other companies. We have very detailed survey reports confirming British
Retail Consortium Grade A accreditation, appropriate risk assessments and training is being carried out,
machinery is well guarded and that slip resistant footwear / floor surfaces are in place and good standards of
housekeeping exist.
Auto:
N/A

Key Take-Outs per LOB

Fact Sheets Property

70 business types considered and implemented in the template.

Check Lists Liability

Risk assessment
Risk factor Negative extremity $\mathbf 1$ $\overline{2}$ з $\boldsymbol{\Lambda}$ 5. Poitive extremity UW - Comment
Industry trends that affect the New industry with high degree of uncertainty related to Well established industry with regulated conditions Long established industry and
business court practice, liability standards etc. and well known and balanced contract regimes company
being followed. Regulated by (public) legislation.
3
Loss history High frequency and large losses No losses Improving loss record in last 3
$\overline{3}$ years
Large loss potential Substantial large loss potential, Work at height / high risk Low accumulation of staff / non-manual driven Largest single loss is £56k. Work is
locations / offshore / high accumulation / COMAH activities / work carried out in low risk generally in low-medium category.
(Control of Major Accident Hazards) registered sites etc environments i.e. offices / small shops Mechanics is heavier trade but
represnts only 2% of overall
wageroll
3
Any history of Disease Claims? Asbestos / Noise / VWF / HAVS / Stress Accident driven account with no known long-tail Not known itemised claims listing
exposures awaited
Any work at height in confined Could be trade driven such as roofers / scaffolders / 3 Not anticipated other than general
spaces or similar? window cleaners / industrial tank cleaning etc where this maintenance
represents a significant expsoure in relation to overall
wages $\overline{3}$
Risk Management - does Insured Basic attitude towards H&S with no plan to achieve these Conformance to these standards is a very positive H&S is to a high standard
conform to HSG65, OHSAS 18001 or standards feature.
similar standards?
3
Compliance with Trade Sector Codes Non compliance is a less attractive feature. For certain Compliance with and members of is a positive ABTA / ATOL / FTA / CPT / PSA /
of Practices and Members of Trade trade sectors for example construction there are a large feature ACE / BEST which whilst they are
Bodies / Associations number of trade bodies and membership of some may be industry travel accreditations
key to quoting for risk 4 would expect H&S practices to be
Rate of Injuries for business sector Could be indicative of poor risk management if rate Less than UK average RIDDOR accidents are less than
exceeds UK average exceeds UK average sector average
$\overline{A}$
Any HSE Prosecutions or Recent prosecutions - check HSE online database. No prosecutions / improvement notices and seen as
Improvement Notices issued? Understand nature of prosecution / improvement notice benchmark for industry standard
and action taken. $\mathbf{r}$
  • Checklists are used to establish a clear view of qualitative aspects of exposure
  • Incorporating an understanding of the level (and quality) of risk management/ awareness
  • RM standards, codes of practice, injury rate, HSE improvement notices etc.

Check Lists Fleet Motor

  • Benchmarking of the degree to which quality of information and data provided effects overview of risk
  • Quality of Claims Information
  • Quality of Exposure Information
  • Fleet Schedule

Copying a Winning Formula to new Markets

By gradually transferring to «all business is local business»

Commercial sector; biggest potential, Public sector; entry point

Summary and Final Q&A

CMD 2016-08-18

Highlights H1 2016

  • On Track

  • Operating profit of 300 MNOK

  • GWP + 22% year to date (17% local currency)
  • Net combined ratio 91.2%
  • Investment results of 188,6 MNOK, 2.6%
  • First 5 clients in UK
  • Guiding unchanged

From Norwegian, to Scandinavian, to…

Summary and next level

  • 2004-2016 Nordic Champion Broker based business
  • ̵ Cost and Quailty leadership
  • ̵ Best combined ratio and investment results
  • ̵ Growing 20% a year
  • ̵ Culture eats strategy for breakfast
  • 2017-2019; world leading not only on cost
  • ̵ Good is the enemy of great

  • ̵ Culture is key

  • ̵ Copy winning formula in UK & Finland
  • ̵ New volume target 2017-2019, 15% GWP growth
  • ̵ Key priortities 2017-2019, key riskfactors and key questions

10% growth and control >> more important than 15-25% growth and …

From Norwegian, to Scandinavian, to…

Key Priorities 2017-2019

    1. Claims handling, huge potential
  • Internal quality development (Rolls Royce, Veritas, Clean desk)
  • Efficiency development looking to 2018/2019
    1. Profitable growth in the Nordics
    1. UK
  • Manchester
  • London, Sales/UW Motor
  • Office number 3 and 4
    1. Experto Credite Change of ownership including new technical survey
    1. Affinity and profit control in Denmark
  • Support from Sweden
    1. New strategic inititative in Sweden
    1. Next Country

Increased need of management and talent capacity

Key risk factors going into 2017

Risk
Increased competition in Norway Medium
Significant Real Estate price correction in Norway Some
New entrant Change of Ownership sector Low
Significant setback Sweden and affinity programs Low
Denmark WC driving claims ratio upwards Some
Rate pressure (outside guiding) Medium
Reserves going wild Low
Financial volatility or crisis Unknown
One or two other negative surprises will occur (outside guiding) Low
Cost ratio going up due to UK & Finland None
Key personnel considerations (capacity + competence) Medium
UK causes trouble Some
Finland causes trouble Low

Key Question going forward

Management Group

Lots of key people and new talents on board

Leadership Development

Vision, Business Idea, Main targets and Values

Vision The Challenger

Business Idea This will happen through unique relationships, best in class decision-making and cost effective solutions

Main targets Cost and quality leadership Profitable growth Top 3

Values Credible Open Bold Committed

  • Final Summary
  • ̵ Cost and Quailty leadership
  • ̵ Best combined ratio and investment result
  • ̵ Growing 20% a year
  • ̵ Culture eats strategy for breakfast

Q&A

Talk to a Data Expert

Have a question? We'll get back to you promptly.