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It is time to actively promote the value of advice

07 August 2012 | | Gareth Stokes

South Africa’s direct short-term insurers spend multiples more on their ‘above the line’ advertising than the three largest traditional insurers. Unfortunately their lust for market share has tarnished the reputation of hardworking short-term insurance br

Mutual & Federal is leading the industry charge to win back consumer respect for short-term insurance brokers. Their latest ‘above the line’ advertising campaign is directed at promoting the broker as an effective, efficient and caring representative of the insurance company. FAnews attended the first screening of the group’s current television advertisement and can confirm that the applause of those in attendance at the FIA function was as rapturous as when the commercial first screened. Santam’s latest television advertising campaign ties in with the “value of advice / broker” theme – and the FIA’s recently unveiled slogan – Your best insurance is an FIA Advisor – does so too.

Brokers must focus on the value proposition

Brokers also have a part to play. “The broker must focus on their core value proposition,” said Da Silva, “And insurers must offer better administration to make the broker look good at all times.” It is essential that both broker and insurer work together to uphold the image of the short-term insurance industry. In order to better understand the role of the broker in a changing industry we must first consider the myriad challenges they face. According to Da Silva the main trends playing out in the short-term insurance industry at present are abundant regulation, direct insurer growth and heightened consumerism. Each of these themes has been trotted out repeatedly at industry “talk shops” over the past year or two...

Beginning with regulation… The volume of insurance-specific and general financial services regulation that has been introduced recently – or is in planning – is overwhelming. Industry stakeholders have had to get to grips with Solvency Assessment and Management (SAM), FAIS regulations on Conflict of Interest (COI) and the pending Treating Customers Fairly (TCF) legislation to name a few. Instead of getting annoyed with the apparent legislative onslaught the industry should consider its intent. Da Silva observed that the regulators had a simple and consistent agenda – they want to eliminate conflicts of interest, create greater transparency around financial services products, ensure enforceability and create financial security at provider level.

We addressed some of the concerns around direct insurers in the opening paragraphs of today’s newsletter. Suffice to say these insurers are making significant progress in terms of market share among the “easier” personal lines covers. And they are moving into the life space too! “The growth of the direct insurers has been a wake-up call for traditional insurers,” said Da Silva. On the plus side their arrival has driven insurance costs down and been a catalyst for innovation… It could certainly be argued that their massive marketing budgets – R1.14 billion on ‘above the line’ marketing last year – have also increased insurance coverage locally.

On the minus side they have tarnished the value of advice and convinced consumers that financial intermediaries are an unnecessary excess. To make matters worse the direct insurers’ obsession with price has led to the commoditisation of the industry. If you ever get in a tussle with a consumer who loves direct insurers, you might use this line – offered up by Da Silva: “Price is the default position when you do not consider value!”

Consumer power is growing by the minute

Each and every stakeholder in the domestic insurance space – be it long or short-term – intermediated or direct – is slave to the trend of heightened consumerism. Things have changed a great deal since then US-President John F Kennedy observed in 1962: “Consumers are the only important group in the economy who are not effectively organised, whose views are often not heard.” Nowadays the consumer is king!

Technology has placed more power in the hands of consumers than ever before and it is possible that social media will outweigh the impact of regulation. “You would do well to view the consumer as a super-regulator,” said Da Silva. Average Joe is connected and has myriad platforms to raise his voice. Disgruntled consumers can raise their concerns via multiple social media platforms – in real time – globally. Within minutes one complaint can undo what an insurer’s marketing department has spent months working on. The TCF regulation is an obvious answer to the power of the consumer. “It is an indictment on the industry that we need consumer regulation,” said Da Silva, before adding that TCF would have a significant impact, particularly on product offerings.

The three trends mentioned today will impact brokers and insurers over the next few years. As these trends unfold insurers will find it difficult to attract talent while the cost of doing business soars. For brokers, income streams are likely to reduce, but the ongoing complexity in financial services product will create a greater need for advice than ever before.

Editor’s thoughts: All stakeholders in the insurance industry should uphold the value of advice and the role of the insurance broker. This requires being vigilant and taking action when abuses occur. Mutual & Federal had success recently when they tackled a major direct insurer for unscrupulous premium claims in its advertising – the advert was subsequently amended. Is it possible for insurance brokers to undo the damage caused by the so-called ‘middle man’ advertising campaigns? Add your comment below, or send it to gareth@fanews.co.za

Comments

Added by Rod, 07 Aug 2012
advice must be all encompassing. Insurers , brokers and Loss adjusters must be all included yet Insurers still deem it necessary to chase the cheaper option than using a properly trained and insured Loss adjuster
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Added by Broker, 07 Aug 2012
The greed of large brokers will continue to drive potential customers towards the directs all the time that they take a disproportionately high share of the "premium". Their latest scam is to take an additional 8% of the premium into an "administration company" and the likes of M&F, Santam and Zurich are happy to pay it! They call these "tier 1 insurers" to whom they channel the most business - they are their "preferred" service providers because they pay higher "commissions". There is no thought for the client here - purely self interest. On this basis, they deserve to lose out to the directs, but this is also to the disadvantage of smaller brokers and smaller insurers. I hope they remember the fines paid by Aon and Marsh in the US not that long ago, for such anti-competetive behaviour.....
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Added by Reds, 07 Aug 2012
Insurance companies are not to be trusted. If they can do business without brokers they will do so immediately. At senior level they actually often have a total disrespect for brokers, often making bad jokes about the badly trained and badly informed puppets.(i have been there) Clients have no respect for advice and the press have no respect for advice. And the insurance companies have no respect for the people who are suppose to provide the advice. The FSB is going totally overboard and the crux of the matter is that they have no respect for a good broker who provides good advice. My advice to brokers: I have been in the industry for 36 years and colleagues, if you have not seen the light now, it is almost too late. It is important to diversify, to invest in other businesses, to have an exit strategy and make peace with the fact that your income from the insurance business will reduce every year. By then you should have something else going(.Other income stream) Do nto rely on respect from the industry or respect from clients. Advice is an intangible product and most clients and insurance companies do not know how to calculate value of this.
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Added by Hipocracy , 07 Aug 2012
.....and the FSB does not care a damn either. Its aim is to regulate and professionalize the industry. Yet the FSB allows one FSP [a direct insurer licensed by the FSB] to publically discredit another FSP [an in independent broker also licensed by the FSB] by misleading the consumer with half truths and wordplay. In this way the FSB neither protects the broker who pay levies to the FSB, nor the public interest.
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Added by bewildered, 07 Aug 2012
Funny how "broker-friendly" insurers all own direct insurers . Who's kidding who? I also wonder how a direct insurer can honestly say they treat customers fairly when they are making 20% plus underwriting margins and filling the ombudsman's office with case files. Advice is so important and only an independent, professional advisor can provide this. Just don't get me started on all the underhanded overriders, binder fees, franchises, Netcos etc that compromise independent advice. Pity the truly professional independent advisor earning only regulated commission or fees from their clients who have to swim in this murky pool.
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Added by Positive Broker, 07 Aug 2012
I have been in the industry for ovr 20 years and have worked for three of the major insurers and am now a broker. I know that some insures berate their own brokers who are their business partners, but surely that happens in every industry. Have you not heard an installer of a product blame the manufaturer for lack of stock or spare parts...or something similar. I wouldn't read too much into the back room chatter that might happen at some insurers offices. Brokers needs insurers and insurers need brokers. If all brokers exited the industry not only would our clients suffer, but the traditional insurers would collapse causing lots of unemployment. I back Caroline's comments 100%. We need to work together to educate our clients and be positive about it. The only brokers and isnurers who don't want to stand up to the direct insurers must be those who don't have anything to offer their clients and we all know that we do have something to offer. If you had a wholesale business selling televisions for example, would you not sieze an opportunity to retail them at a higher margin? If you don't, someone else will. It is just business and if other people are going to start up direct insurers, why shouldn't the traditional insurers do so to protect their income. They are not the bad guys here, but merely businesses like any other who need to make profits for their shareholders. I also agree with the fact that the insurance associations need to do more about the poor reputation being given to the broker industry and by association the insurers that the brokers represent. The vast majority of the tradional and direct insurers signed the SAIA Code of Conduct at a big ceremony a year or two back and part of the code says that SAIA members will not do anything to bring eachother or the industry into disprepute. There is also something to this effect in the FAIS regulations regarding the comparison of products. Surely one of the associations should take their direct insurer members to task on their actions. Price is not always king. No pun intended.
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