orangeblock

The problem goes deeper than Group Schemes

11 August 2008 | Non-life | General | Gareth Stokes

When Mutual & Federal (M&F) announced their half-year results to 30 June 2008 they also told shareholders that Old Mutual would be selling its entire stake in the short-term insurer. This news was hardly surprising given Old Mutual’s attempts to negotiate a deal with Royal Bafokeng Holdings toward the end of 2007. Besides, the latest results are far from impressive.

Chief executive officer, Keith Kennedy, had to tell shareholders of a number of initiatives to ensure future profitability. Top of these was a decision to cut ‘unprofitable’ group schemes. Kennedy announced that the group had closed a number of schemes where the claims ratio exceeded 75%. This was one of a number of changes which would help the company bring its underwriting margin back to acceptable levels in the coming half-year.

A number of FAnews Online readers have commented on this news – and today we share some of their views and concerns with you.

Group schemes can work; but

The first observation is that group schemes can be operated profitably provided management has tight control of the business. One FAnews Online reader notes that you cannot simply blame the group scheme for the knock in M&F’s bottom line profits. “Insurance underwriters who favour group schemes and monitor them well (the broker) with tight controls have been successful. The problem with insurers is their service and delivery has deteriorated so much in the past 12 years that brokers have had very little option but to share the underwriting and administration cap along with them in order to deliver to the client.”

This reader felt that simply blaming group schemes for M&F’s current mess was unacceptable. Conservative management should get equal billing with the elements and the broker when apportioning blame.

No surprises here – warning signs were simply ignored

Another reader was not surprised by the announcement: “That some of the group schemes business was not profitable came as no surprise. The red lights have been on for a long period now; not only for M&F but for all role players. Most of these schemes are run on policy management systems where the insurance companies have no insight on what is being placed on cover and at what premium-rate.”

This is an interesting observation given M&F’s oft repeated promise of ‘state of the art’ information technology systems to assist in running a profitable business. We will have to wait and see whether the expenditure on new information technology will prevent similar problems in the future.

You can drop staff; but don’t let service levels fall

A number of our readers noted that service remained an essential part of the relationship between the insurer and the insurance intermediary. Many felt that M&F had been sliding in this department in recent times. And that raises questions about the company’s decision to cut its staff complement. “The problem is M&F have failed to look for the value in the brokers who can make them a profit. Focussing on the ‘negatives’ and getting rid of staff will prove a weak solution.” It looks like M&F will have to take care not to ostracise more of its business partners going forward.

And for those insurers out there who are struggling. Here’s the easy guide to making a success of the short-term business: “The secret for insurers, intermediaries, brokers and clients who want to run a profitable portfolio is to work on the insurance company’s policy management system and to work together as business partners on a constant basis to assure that multi-claimers being identified and eliminated, the scientifically calculated premium being collected by the insurer’s system, discounts being cut back as claims occur, etc; in other words a joint venture to manage the portfolio jointly as partners.”

Editor’s thoughts:
Steering an insurance company in today’s turbulent economic times is a bit like guiding an oil tanker through a sea full of ice floes. Management can identify threats and take actions to avoid them; but cannot immediately determine whether the corrective action will steer the business out of harms way. Would changes to management approach have been more successful than cutting ‘unprofitable’ group schemes? Add your comment below, or send to [email protected]

Comments

Added by Another broker, 12 Aug 2008
Having been in the industry for more years I care to remember, M&F always had the reputation for being conservative to the point of being 'slow' to react to changing market conditions. Having said that, being a medium sized specialist brokerage doing substantial business with M&F in a specific market, I agree with all of the other comments. We shall remain loyal to M&F as they have remained loyal to us during some tough times and for the last few years are reaping handsome underwriting profits from us. All my staff (myself included), detest speaking to a faceless person and this is where M&F had a major advantage, which they seem not to value as it has no immediate measureable value. It could have been managed quite differently by using electronic means available to empower local staff with less management input, with possibly some less staff, but more empowered staff. Lastly, having met most of the senior management of M&F and knowing Keith Kennedy from his Guardina days, he is highly capable, but has a prima donna or two on his management team.
Report Abuse
Added by Gavin van Zyl, 12 Aug 2008
M & F must ensure that an exodus of there best staff is avoided as this will only add to the already decline in service delivery. Blaming group schemes is not the answer to the problem but changing management style and attitude and working a lot closer with the broking fraternity, could result in profits and happy shareholders.
Report Abuse
Added by rebel, 11 Aug 2008
HI I'm an ex-M&F empolyee. What made me leave a company that is so secure and pays a good salary? The fact that there was more chiefs in charge , than indians who had to do the work. Top management was always priority to M&F management, and I sincerly hope that thay have competent people left who can actually do the work and not just sit and make dicisions. I also agree that I should look a bit deeper into the company and not just blame group schemes.
Report Abuse
Added by Niel, 11 Aug 2008
I was a broker until 2003 and lost many clients to group schemes, specially after they had claims and their premiums went up. Most of the times they went over to schemes under written by the same company with up to 30% lower premiums and M&F was one of the big culprits. They are just reaping the benefits of trying to get rid of the broker.
Report Abuse
Added by M&F Broker, 11 Aug 2008
As a Broker with M&F for nearly 22 years, the one thing I have always experienced with M&F was that they have handled claims with integrity, that then the reason that I decided to stand by them until all of this is sorted out. We however have had many headaches with some of their staff over the years that were not well informed and trained in their own products causing us sometimes to loose clients as a result of wrong information given and when you then turn to management have often found that they were stern in their believes on certain issues, right or wrong - I truly hope that the Company will get some new blood in and retain the correct staff that can lead them forward to profitability.
Report Abuse
Added by Seelan, 11 Aug 2008
Hi M & F have huge challenges ahead of them. They need to make sure that staff that are retained are the best and that no favouritism takes place. You need to have fewer
Report Abuse
Added by A N Other, 11 Aug 2008
Yet another ex M&F, subject of one of there mergers - most of the management at M&F are born and bred M&F staff who have blinkers on - and are tought how to process and not think laterally or question the powers that be. Many of the Schemes were allowed to run sour year in and year out as they had good relationships with the management. Then get huffy when the majic carpet ride ends? Kieth is reaping the rewards of company rape by OM who have paid themselves hefty dividends instead of plowing the money back in, using this to artificially booster their results. Who looses at the end of the day are staff and clients. Good Luck to Kieth and I hope CGNU put in an offer bringing Mrs Rutherford and the likes of Bill Wells and Nick Duncomb, managers with foresight back. The pointed shoe will then be on the other foot. Anyone reading this who has worked for M&F in the last 7 years will know that we all wish our names were A N Other - the open positions that always took months to fill. They save fortunes in unpaid salaries while adding pressure to the already under staffed workers.
Report Abuse

Comment on this Post

Name*

Email Address*

Comment*

The problem goes deeper than Group Schemes
quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer