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Taking the fight to the direct insurers

06 August 2009 | | Gareth Stokes

The debate over the direct versus broker-based short-term insurance model has raged in South Africa for a number of years. In the Financial Mail’s Top Companies 2009 Stephen Cranston leads with the comment: “in short, going direct is gaining market share over broker-based shops.” And he’s spot on.

He concluded that while South Africa’s broker-focussed short-term insurers (including Santam, Mutual & Federal and Zurich) controlled approximately 50% of the motor and personal lines market, the country’s leading direct insurers were gaining market share hand over fist. Companies like OUTsurance (launched in February 1998) and Dial Direct (operating in South Africa since 2003) today account for an increasing slice of these categories. This threat has forced the large broker-based businesses to seek shelter in the more complicated corporate lines and commercial insurance niches. But over time the direct players will make inroads in these spheres too, though their current focus remains on the small and emerging business.

Blanket ‘tarring’ of short-term insurance brokers

The success of the direct insurance business hasn’t escaped the broker-based giants. Santam owns 25% of direct insurer MiWay. The company was launched in February 2008 and is jointly owned by Santam, Sanlam (55%) and PSG (20%). And Mutual & Federal incurred a rather hefty charge when it shelved plans to launch a competing direct insurance brand in partnership with Old Mutual. Who will win the battle for the short-term insurance consumer’s monthly premium?

It seems the direct insurers are better at winning over the man in the street. Consumers love OUTsurance’s OUTBonus and Dial Direct’s ‘Bucks Back Bonus’ which pay back a portion of their premiums (sometimes with conditions attached) at some future date. But the real market-share damage was done by prolonged (and often aggressive) advertising campaigns that cast palls over the integrity of the short-term insurance broking community as a whole. When Dial Direct entered the market they raised the ire of insurance intermediaries with their extensive ‘cut out the middle-man’ campaign. They claim to this day that their premiums are lower because they don’t have to pay commissions to an insurance broker.

This year OUTsurance hiked the ‘short-term insurance broker bashing bar’ a couple of notches. During July they aired a series of television and radio adverts in which the insurance broker was portrayed in an extremely negative light. The broker is depicted as someone who knowingly misleads his client by over-insuring, neglecting to mention waiting periods, or failing to inform of applicable excesses. The adverts typically feature three suited gentlemen (representing the stereotypical insurance broker) who appear out of nowhere to break the bad news to an insurance client who is trying to make a claim or purchase cover. Most people in the short-term insurance industry identify the three brokers with the three major broker-based players in the domestic environment!

Plenty of miss-direction

Another misleading tactic employed by the direct players comes in the form of the so-called insurance aggregator (hippo.co.za). The website offers users the opportunity to secure eight distinct insurance quotes, when in reality most of the ‘competing’ quotes come from member companies in Douw Steyn’s Telesure business. The constant negative portrayal of insurance brokers (and broker-model businesses) has no doubt contributed to the uptake of direct insurance products in the domestic market. And although brokers are understandably unhappy with the abovementioned campaigns, there is very little that can be done about it.

By discrediting their competitors the direct insurers discredit the entire short-term insurance industry. The truth is, whatever the direct insurers may claim, advertising costs and commissions belong in the same category – acquisition costs! You only need to take a quick look at the underwriting margins achieved at direct insurer OUTsurance versus broker-based business Santam to know which company offers the overall better deal!

Advertising spend must accelerate

From April 2009 all short-term insurers will have to tread carefully when canvassing for new business. The Consumer Protection Bill will strictly regulate the access of direct marketers to personal data. Consumers will be protected in three ways:

· The consumer will have the right to decline any communication from a direct marketer, be it by way of post, email, telephone call, facsimile, SMS or any other method;

· The consumer will have the right to demand that the third party ceases any unwanted communications; and

· The consumer will be able to bock ongoing approaches where such approaches are unwanted.

This bill will make it more difficult for direct insurers to solicit sales and we can expect advertising budgets across the short-term sector to increase significantly through 2010 and beyond. If we view advertising expenditure as an acquisition cost, then this development will further dilute the benefit that direct insurers claim to enjoy by not paying commission.

Editor’s thoughts: Direct insurers have an important role to play in the financial services industry. But we believe they also have an obligation to uphold the standard and image of the sector they participate in. What are your views on the recent short-term insurance adverts run by OUTsurance? Add your comments below, or send them to gareth@fanews.co.za

Comments

Added by Alan Hall, 13 Aug 2009
Received an email form the ASA. Campaign has been withdrawn and replaced by "Staff helping SA out campaign". there is also a commitment to not use these adds in the future from the marketing department of Outsurance. They did add that they do not agree with the reasons for our complaint and would be prepared to address them. i am not sure if my complaint and others helped us "out" of this terrible campaigne or not, but at least it is gone
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Added by Marc , 10 Aug 2009
I do not deal with direct insurers as one never seems to get info in writing to be able to make an informed decision. They record all calls, but the consumer this is difficult. So the entire evidence in case of dispute sits with insurers. Not good. I dealt with Outsurance for one of my clients. When they come to assess they even come with recording equipment around their neck. They are going out of their way to find fault in order to reject claims. Then the assessors eventually came and could not give assessment and needed a plumber to look at a geyser. They should have send a plumber at the first place as we reported a faulty geyser. Then plumber came and left a leak which was not there before causing resulting damage. Appointments where often ignored and I wasted my time going there. A nightmare. I am personally with M+F. Not the greatest, but not as bad as above direct insurer.
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Added by Chris, 07 Aug 2009
The Outsurance radio and Tv adverts are the most annoying and irritating adds possible-any one who tries to get business by bashing the opposition loses my business. No Outsurance for me-what do they spend a year on advertising compare to the other players in the market? Are the figures available to the public? All the personnel working in the Call Centres-how are they compensated-salary or commission?
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Added by Alan Hall, 07 Aug 2009
One step further complaint lodged on Advertising Standards Complaints (ASA) website. www.asasa.org . I should have demanded a public apology to the FSB from Outsurance. Perhaps someone else can lodge a complaint and demand this.
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Added by michelle, 06 Aug 2009
Terrible ad - they portray everyone to be bad and then great? I seem to recall then saying the other insurers have an excess of 5% of the vehicles value of accident - mmmm don't think soo Outsurance........
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Added by Louise van Schoor, 06 Aug 2009
It is about time that something is done about this!! The direct Insurers are misleading the public. I have done a quote for a client recently(currently insured with Outsurance). My premium(through Santam) was R250 per month less than what the client is currently paying with OUTsurance( that is why they can offer the OUTbonus!!). This is for the SAME AND BETTER cover and obviously includes my commision.
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Added by Wayne, 06 Aug 2009
With regard to the middle-man as they call it taken out. Consider a 15% cross the board commission paid to brokers compared to enourmous advertising costs spent by direct insurers and don't forget the call centre agents (whom I suppose are accredited to offer financial advice??????) are also earning commission so what is the point they are their own middleman. Also do yourself a favour and see how many claims are actually paid by direct insurers and compare actual savings including your outback cash bonus overb the term ......doesn't add up. Take a consumer with say Santam add no claim 7 bonus you'll end up paying almost half.............so there outback or isit underback direct insurers...!!
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Added by Geobin, 06 Aug 2009
The Consumer Protection Act will definitely block alot of direct marketing and unwanted solicitation. The ad's claiming that they do not pay the middleman is a load of hogwash. Many of these so called direct insurer's solicit business from many sources who get paid a once off introductory commission (up too as much as 8 - 12 months statutory comms), so there is definitely a middle man of sorts and commissions are definitely being paid regardless of how they may disguised. The Advertising Campaigns are clever but can and are in many instances misleading in all aspects and are in fact doing damage to the image of the short term insurance industry.
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Added by Etienne de Villiers, 06 Aug 2009
Nothing will come right as long as the FSB continues failing to comply with 4.2 of its own published mission, namely - *the promotion of a fair industry through enhancement of integrity and competition; *the protection of providers of services; and as long as the FSB continues failing to comply with 4.3 of its own strategy, namely - *to live up to its responsibilities by making decisions in a way that safeguards and advances the interests of the industry; *to insure that no person is discriminated against as a result of any arbitrary factor. The direct insurers you mention are openly acting arbitrarily [i.e. willfully], a factor that is discriminatory against brokers, licensed by the FSB itself and the FSB is in default of its own mission and strategy by not doing anything to stop this abuse.
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Added by Waldy Barske, 06 Aug 2009
It is my opinion that adverts like these work in principle against what the FSB and the professional bodies are trying to acxhieve in the industry .It reinforces negative perceptions of the industry as a whole ,when we are trying to change it.The spirit and purpose of the various Acts promulgated especially FAIS are primarliy to professionalise Financial Planners and the advice that is given and also by doing so to change the consumers experience and perceptions about people in this profession. There is a disctintion between advice and intermediary services.Professionals give advice.If clients want that then the broker is their port of call in my opinion. Whether a telesales person gives advice to the man in the street is another story...but then you may not be paying for that.Only the intermediary service???? Makes you think......
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Added by Mel, 06 Aug 2009
I personally hate those adverts. As a broker we are compelled by the FSB to disclose all information, be it excesses, premiums, commissions earned the lot. So yes, we will tell the client the truth, its the direct insurers who mislead the client, tell them only what they think the client should hear. From experience, we encourage our clients to shop their policies with the direct companies, a lot of them then change to these direct companies. After the first year, they are back with us... Why, because of large price increases, change of excesses etc. So yes they guarantee your premium for the first year and then drastically increase it the next. At least having a broker to manage the clients portfolio, its is not about how much we earn on each client but looking after the clients best interest and ensuring we keep them on our books.. They are most certainaly not just a number on our system...
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Added by Mark, 06 Aug 2009
I reckon most of the people commenting/whining here are brokers. Nowhere in those adds do they mention the middle man - but I reckon if the shoe fits... To make conclusions on premiums based on a sample of one or two quotes is also daft. Premium structures differ widely and you need to compare thousands of quotes to make a conclusion. Direct insurers are certainly not perfect but in general they are cheaper and do offer better service to the man in the street. Brokers only care about the larger premiums and therefore direct insurers will continue to gain market share in personal lines. It is also not if the broker companies do not advertise - just have a look at the banners on this website...
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Added by Alan Hall, 06 Aug 2009
There are a number of areas of concern with these adds but they are not limited to what they are doing to us but more what we are not doing for ourselves. As a fraternity of brokers, we are not adequately marketing ourselves and our partners the insurer, could do more to promote brokers. I am new to the industry in relative terms, but must admit to being perplexed at the lack of exposure brokers are given. I have found it quite amusing that the bulk of marketing in terms of "contact your broker" is found in broker publications. There has been a lot of talking from the insdustry leaders concerning their prefered channel, the broker market, but very little in the way of promoting the broker. I believe that insurers using the broker channel, should take an active stance and promote broking, even it this means reactive marketing. Without the promotion of the broker by insurers, this channel of business may fade away. The individual broker does not have the means to put together a national campaign, but insurers certainly do and these means need to be used to promote the product, protect the preffered channel and the sellers of the product. Imagine this as a campain slogan: We've entrusted our brokers with billions for years, why dont you give them a call and let them advise you on how best to cover yours.
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Added by John, 06 Aug 2009
I have been insured by one of the big theree for the past almost 30 years now, through a broker, and yes, he gets paid R 165 commission each and every month. If I have a query, claim, or whatever, I dial his phone number, the receptioist takes the call, and almost everytime I get put through him immediately. He is clued up, diligent and beyond reproach. Needless to say I have been telecanvassed mant times by people from Outsurance, making all sorts of suggestions like cutting out the middleman etc. Also that they are part of a massive mercahnt bank group and so forth. The problem is, when I have any dealings with anyone, ethics and integrity are of paramount importance to me. Bear in mind that Outsurance perpetually knocked and trashed the concept of the middleman. Then what happened, it is my guess that their inflow of gullible takers started to slow down, and their massive banking group launched a new short term insurance company, which as far as I know, works exclusively through intermediaries (brokers) with which they hoped to retore the lost momentum. So wow, since when is buttering your bread on both sides as in this case a display of ethics??? Thin line perhaps?
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Added by Pet Beyer, 06 Aug 2009
This artical made our day, week, month and year. It is by time somebody stands up for the broker who as far as I am concerned is hard working and honest. We work in the interest of our clients but also need to make a living, We are so tired of being bullied by these direct insurance companies. Thank you.
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Added by Elna, 06 Aug 2009
Have been a middle man or shall I say middle woman for 22 years and so proud to be servicing clients in excellence for more years than the direct Insurers mentioned above, exist. Just wandering how we would have been portrayed in the "Out on your Own " adds if they would have used women. It is amazing to me that we are continously slandered by the direct insurers but who is the first one they run to after luring our clients with cheaper premiums even after they launched previous claims when this client then lands up claiming with them? I get regular calls from them to get information from us to help them helping themselves into not paying out claims!!! Why one would ask? Because they underwrite at claims stage - I prefer to do that at inception of the policy!!
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Added by Alasdair, 06 Aug 2009
Having worked as both an insurer and a brokers my main problem with the latest Outsurance ads is that they belittle the people in our industry making us all out to be similar in character to the witches in Macbeth! Having worked in the industry for some 35 years I know that there are thousands of genuinely interested and decent people looking after their clients and to have some bunch of 'bankers' come along and pretend that we are only in it to con the clients is actually downright insulting. Needless to say SAIA and FIA seem to be toothless in this scenario and are quite happy to let our fraternity be abused!! P.S. I have it on good authority that Outsurance repudiate nearly 25% of all their claims compared to a market average of 4%!! Nice people!
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Added by Andre, 06 Aug 2009
Dit is vir my ongelooflik om te sien hoe maklik mense oortuig kan word dat hulle nie tussengangers nodig het nie. Korttermynversekering beskik geensins oor die lojaliteit-faktor wat in langtermyn besigheid bestaan nie. Ek self het al kliënte verloor teen direkte maatskappye en sien kliente met lang gesigte wanneer dit eis-tyd raak by die maatskappye. Ek sal hulle natuurlik help met die eis, mits ek n fooi betaal word, andersins moet hulle maar self die gemors opsnork. Dit is niks anders as oneties om jou teenstander af te kraak nie, en dis niks minder as reg dat hulle kostes nou n slag aan die groot klok gehang word nie. Dit grens vir my aan wanvoorstelling, maar dis ook mos iets wat nie meer bestaan nie. Ek het my voorgeneem om nie met hulle te baklei nie, maar net te sit en lag want hulle boom sal een of ander tyd heeltemal uitval "what goes around , comes around"
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Added by Craig, 06 Aug 2009
Why does the Ombud refuse to issue the stats telating to the insurers who repudiate the most? If this information were published I am sure the public would realize who is standing up for them when it comes to claims. I have heard rumours that the vast majority of repudiated claims come from the direct insurers. Surely the Ombud is there to inform the public, yet the facts are a secret.
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Added by Alan Hall, 06 Aug 2009
Mark banners on a website, a couple of magazine adverts pales in comparison to the full blown sponsorship of SA Idols, plus, plus. Very clever marketing though - Leaving an impression on young minds, another short fall in the way we operate.
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Added by Gideon van der Merwe, 06 Aug 2009
Please go into the website helopeter.com and look up Outsurance. The amount of complaints is frightening to say the least! Compare that to Santam, who have a much larger market share, and work it out for yourself. I use this ploy very successfully as a marketing tool!
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Added by Pierre, 06 Aug 2009
Why is Outsurance making so much money? Could it be that they repudiate most claims? Surely, it can't be because of their advertising!
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Taking the fight to the direct insurers
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