Pricing of Motor Insurance Meeting-cum-Seminar on Preparedness towards De-tariffing in Non-life Insurance Hyderabad, India, March 13 & 14, 2006 Prepared by: Thomas G Kabele, FSA, BearingPoint 1 Forms of Motor Insurance 1. Trucks 2. Commercial Autos 3. Three Wheelers (motor rickshaws) 4. Private Auto 5. Two Wheelers (motor cycles) Insurance Sector Reforms in India Motor Rates in India 1. Now the rates are Subject to Tariffs 2. We will focus on Private Auto 3. Rates for “own damage” – vary by value of auto 4. Rates of “liability” – have “bonus malus” Malus – higher rates for bad experience Bonus – discounted rates for good experience Insurance Sector Reforms in India What will be Covered in this talk 1. India may be ahead of most places 2. U.S. Canada are good places to study many jurisdictions, good data gathering, formal actuarial programs case studies from NJ, MA, CA, BC 3. Likely effects of “risk rating” examples of rate variation from New York 4. Pricing example from Bailey Simon 5. Rate Compression, Rate Depression Insurance Sector Reforms in India India may be ahead of most countries 1. Many Eastern European countries still have tariffs. 2. Many western European countries have no way of gathering data. No ISO, No NCCI. No TAC. 3. Most European Countries have no formal training program for casualty actuaries. 4. India has casualty actuarial study program based on UK (1-2 exams on casualty). But UK exam material can be pricy. 5. Indians can supplement UK, ASI material from US / Can Casualty Actuarial Society study notes and journal articles including Astin Bulletin are available for free. Insurance Sector Reforms in India Eventual Results from Detariff Variations in liability rates Driver demographics age, sex, marital status 1. very high rates for unmarried young males (18-24) slightly higher rates for unmarried young females (18-24) slightly higher rates for unmarried males (25-29) Area 2. higher rates for crowed cities versus rural areas rates vary by area. (New York State has about 100 areas) rates higher for areas with more lawsuits Mileage and use of car 3. higher for commuters lower for “pleasure use” Insurance Sector Reforms in India Rates based on Merit Merit Rating lower rates if accident and conviction free for 3 years convictions include accidents that are “chargeable” and result in injury and damage > certain amount non chargeable accidents: damage to legally parked cars, or if hit in rear Insurance Sector Reforms in India Own Damage Rates, auto variables that affect rates 1. Make, model of car higher rates for cars that hard to repair cars are rated by “crash worthiness” higher rates to “muscle cars” very high rates for very expensive cars: Astin Martin, Bentley, Ferrari, Lamborghini, Masserati, Porsche, Rolls Royce. 2. Discounts for safety equipment, anti theft devices, anti lock brakes Insurance Sector Reforms in India US and Canada have many regulatory regimes 1. US and Canada have many jurisdictions, different regulatory systems but a similar product. 2. US Have 52 major jurisdictions (50 states, Puerto Rico, District of Columbia) Policies are same or similar Canada has 10 major jurisdictions 3. Has 4 Atlantic provinces, Quebec, Ontario, Manitoba, Sask. Alberta, BC, 3 northern territories. 3 provinces have state owned auto cos. (BC, Sask. Manitoba) Insurance Sector Reforms in India US and Canada good places to study 1. US and Canada have many regulatory regimes. 2. US and Canada have good data gathering. In US NCCI (National Compensation) and ISO (insurance Services Office) and CLUE gather data. 3. US and Canada have a good actuarial training programs (Life Health Society of Actuaries) (Property Casualty) www.actuary.org (American Academy) www.actuaries.ca (Canadian Institute) 4. UK, Australia, India also have training programs: actuaries.org.uk; actuaries.asn.au, actuariesIndia.org. 5. International actuarial association : actuaries.org Insurance Sector Reforms in India Example of Pricing Canada Experience, Liability Insurance 1. Based on Bailey & Simon 1960, Casualty Actuarial Society (casact.org) 2. Casualty Actuarial Society has many papers on automobile pricing. 3. Other than U.S. and Canada few countries have an agency to collect data. 4. India is advanced of many European countries and other Asian Countries. 5. TAC may continue to collect data (like ISO, NCCI in U.S.) Insurance Sector Reforms in India Two Way Classification 1st: Driver / Use classification Class Driver / Use class 1 Pleasure, no male operator under 25 5 Married owner under 25 3 Business use (commuting) 2 Pleasure, non principal male operator under 25 4 Unmarried owner under 25 Insurance Sector Reforms in India Two Way Classification 2nd: Merit Class Merit Class A Licensed and accident free last 3 years X Licensed and accident free last 2 years T Licensed and accident free 1 year B All Other Insurance Sector Reforms in India Input: “Earned Car Years” (number of cars in each class) A X Y B Total 1 2,757,520 130,706 163,544 273,944 3,325,714 5 64,130 4,039 4,869 8,601 81,639 3 247,424 15,868 20,369 37,333 321,327 2 130,535 7,233 9,726 21,504 168,998 4 156,871 17,707 21,089 56,730 252,397 Total 3,356,480 175,553 219,597 398,445 4,150,073 Insurance Sector Reforms in India Input: Losses Incurred $Can A X Y B Total 1 63,191,000 4,055,000 5,552,000 11,809,000 84,607,000 5 1,752,000 114,000 178,000 382,000 2,426,000 3 9,589,000 701,000 1,011,000 2,383,000 13,684,000 2 4,598,000 380,00 439,000 1,088,000 6,505,000 4 7,964000 983,000 1,281,000 3,791,000 14,199,000 tot 87,094,00 6233,000 8,461,000 19,633,000 121,421,000 Insurance Sector Reforms in India Loss Costs Per Car 29.26 = 121,421,000 / 4,150,073; 22.92 = 63,191,000 / 2,757,520 A X Y B Total 1 $22.92 31.02 33.95 43.11 25.44 5 27.32 28.22 36.56 44.41 29.72 3 38.76 44.18 49.63 63.27 42.59 2 35.22 52.54 45l14 50.60 38.49 4 50.77 55.51 60.74 70.00 56.26 tot 25.95 35.50 38.53 49.27 29.26 Insurance Sector Reforms in India Loss Costs can be used as is 1. We have produced loss cost rates for each of the 20 combinations. 2. To compute premium we add expenses. 3. The premiums rates can be applied by the underwriter. 4. It is a good idea, however, to “smooth” the loss cost rates – which is illustrated in the following slides. Insurance Sector Reforms in India Relativities = rates / 29.26 0.783 = 22.92 / 29.26; 0.934 = 27.32/29.26 A X Y B Total 1 0.783 1.060 1.160 1.473 0.870 5 0.934 0.965 1.250 1.518 1.016 3 1.325 1.510 1.696 2.162 1.456 2 1.204 1.796 1.543 1.729 1.316 4 1.735 1.897 2.076 2.392 1.923 tot 0.887 1.214 1.317 1.684 1.000 Insurance Sector Reforms in India Smoothed Relativities add col. total & row averages 1.084 = 0.214 + 0.870; 1.187 = 0.317 + 0.870 A X Y B ave 1 0.757 1.084 1.187 1.554 0.870 5 0.903 1.230 1.333 1.700 1.016 3 1.343 1.670 1.773 2.140 1.456 2 1.203 1.530 1.633 2.000 1.316 4 0.887 2.137 2.240 2.607 1.923 ave 0.887 1.214 1.317 1.684 1 -0.113 0.214 0.317 0.684 Insurance Sector Reforms in India Smoothed Loss Costs per Car Smoothed Rates = Smoothed Relativities * 29.26 22.15 = .757 * 29.26; 31.72 = 1.084 * 29.26 A X Y B Total 1 22.15 31.72 34.73 45.47 25.45 5 26.42 35.99 39.00 49.74 29.73 3 39.29 48.86 51.87 62.61 42.69 2 35.20 44.76 47.78 58.52 38.50 4 52.96 62.52 65.54 7627 56.26 tot 25.95 35.52 38.53 49.27 29.26 Insurance Sector Reforms in India Other Models 1. We can also use a “least squares” approach to smooth the data ri, j b1 X1 b5 X 5 b3 X 3 b2 X 2 b4 X 4 c1YA c2YX c3YY c4YB Insurance Sector Reforms in India The variables are binary 1. Binary Variables X 5 1 for class 5, 0 for other classes YB 1 for merit class B, 0 for other merit classes We have 9 variables to measure the 20 classes. Insurance Sector Reforms in India Bailey Simon discussion and Today’s Practices 1. 1960: data should be divided by territory 2. 1960: mileage is important 3. Today: One gets a discount for lower mileage. 4. Today: Sometimes there are Senior Citizen discounts for lower mileage Insurance Sector Reforms in India Sample Auto Rates - NY Rates vary by age, sex, marital class and territory Manhattan Queens Brooklyn Bronx Urban Buffalo Suburbs Clinton County F 20 1365 1487 2599 2911 595 489 1789 1909 3379 3949 713 597 F 69 769 851 1451 1563 313 249 M 35 943 1053 1801 1925 377 303 Unmarried M 20 Unmarried Insurance Sector Reforms in India Discussion 1. Manhattan has good public transportation. Many people rent cars when they drive. (Delhi is building a “metro”) 2. “Bronx Urban” is a poorer, crowded urban area 3. “Queens Urban” -- crowded urban area 4. Brooklyn (Kings Co.) crowed urban area 5. Clinton Co. rural area Insurance Sector Reforms in India More Discussion 1. Allstate and State Farm have separate companies for substandard auto. 2. The assigned risk pool covers drivers at a reasonable rate. 3. The data is available on the New York State Insurance Dept. web site. www.ins.state.ny.us click on “consumers” “auto” “consumers guide to auto insurance” 4. IRDA or TAC should consider a similar web site Insurance Sector Reforms in India Bronx Urban Rates Assigned Risk Allstate Allstate Geico indemnity Geico Indemnity M 20 3860 3949 4527 2669 3967 F 20 2513 2911 3558 1614 2550 M 35 2576 1926 2637 1205 1717 F 69 2529 1563 2832 1033 1717 Insurance Sector Reforms in India Regulation of Auto Insurance 1. Indian currently has tariffs. There is some variation by area There is some surcharge for bad experience There is a bonus system for good experience 2. Many European systems are similar 3. Some Euro. systems have high minimum rates – there are few complaints by cos. Insurance Sector Reforms in India Tariffs are one form of regulation Other forms 1. Prior approval 2. Modified prior approval 3. Flex rating 4. File & Use 5. Use & File 6. No File, maintain record Insurance Sector Reforms in India Typical rules 1. Personal lines are more regulated. 2. More “political” lines are more regulated. auto health medical malpractice 3. Commercial lines often unregulated Insurance Sector Reforms in India Stringency of Regulation 1. Klein, Phillips, Shiu, Journal of Financial Services, 2002 Capital Structure of Firms Subject to Price Regulation, Evidence from Insurance Industry 2. Developed 3 proxy measures for stringency of regulation. 3. 1: Size of residual market 4. 2. Conning External Climate index (1 to 5=most stringent). Uses 5. type of rating law, insurance department employees to number of firms elected versus appointed commissioner 3. Regulatory disapprovals of NCCI (workers compensation) and ISO (private auto insurance filing) Insurance Sector Reforms in India Two measures of “leverage” 1. 1, Ratio of liabilities to surplus – the traditional economic measure 2. 2. ratio of net premium written to surplus – a measure often used in the insurance industry. Insurance Sector Reforms in India Results of Klein, Phillips, Shiu 1. Companies reduce surplus in stringently regulated markets 2. Government intervention in market is desirable only when severe market failures exist and government can ameliorate the inefficiency caused by failures 3. But U.S. market is competitive Insurance Sector Reforms in India Rate Compression Rate Depression 1. Rate Compression means the regulator will not let insurers give full weight to experience factors – example must charge young males less than experience rating. 2. Rate Depression means overall rates are inadequate. 3. Both lead to greater residual market and company withdrawal Insurance Sector Reforms in India Stated Reasons for Rate Compression 1. Unfair to penalize high risk drivers (young males) who have had no convictions. 2. Subsidizing bad drivers (those who have many convictions) enhances public good by giving them insurance Counter: driving insured means they cause even more accidents, and raise rates even more. Insurance Sector Reforms in India Subsidies and some possible ways of making them. 1. 1. Injured persons hurt by uninsured motorists buy uninsured motorist protection state subsidy, pay at pump? 2. 2. High risk drivers with no convictions rate compression (MA, NJ, BC) pay at pump – some discussion by economists state owned auto insurer (BC, India) charge each policy via assigned risk pool 3. 3. Bad drivers same as (2), but less sympathy. Insurance Sector Reforms in India Pay at Pump 1. Encourages conservation. 2. Encourages clean burning hybrid and electric cars 3. Mileage is important in accidents. 4. Problems 5. driver density is more important rural drivers pay too much. Doesn’t work to base whole premium on pay at pump, but might be used to subsidize (1) those injured by uninsured motorists, (2) high risks drivers (3) bad drivers. Insurance Sector Reforms in India Massachusetts 1. Massachusetts was regulated, then deregulated in 1977, but rates went up. AEI Brookings Ch 2. 2. Mass. then reimposed regulation 3. Of 169 rating cells, 70% receive a subsidy while 74 paid a surcharge. largest subsidy was $1951, 58.5% below cost. Insurance Sector Reforms in India Massachusetts US 1998 MA 1998 Bodily Injury / 100 cars 1.17 2.29 Loss severity / claim 9,585 9,016 Injury Loss Cost / Auto $112 $206 Property Damage/100 cars 4.09 7.06 Loss severity / claim $2,010 $1785 Property Loss Cost / car $82 $126 Insurance Sector Reforms in India New Jersey 1. Brookings Chapter 3 2. New Jersey has higher or near highest rates in U.S. 1998 $1100 / car versus $400 Iowa 3. State is densely populated, 1134 people per square mile (about 400 / sq km.) 4. Had 695.66 vehicles square mile 5. Residual market ran up $4 billion in losses 6. New Jersey suffered from fraudulent claims Insurance Sector Reforms in India New Jersey changes 1. Tried to reduce law suits 2. Introduced “basic” policy with lower limits – and no bodily injury liability. 3. Has a “named driver exclusion” to reduce the rates of parents with young males. 4. Has cross subsidies, an insured cannot be charged more than 2.5 times the territorial rate. Insurance Sector Reforms in India California 1. Rates rose about 10% per year from 1978-1988. 2. Most drivers had no accidents 3. Proposition 103 in 1988 required regulated industry abolished certain actuarial variables — use mile driven, years of experience, drivers record had elected commission rolled back existing rates mandated safe driver discounts Insurance Sector Reforms in India California 1. AEI Brookings Chapter 5. 2. External factors limited losses after 1988 Circa 1988 Court case limited law suits Enforced seat belt and Driving Under Influence of alcohol and Drug (DUI) laws Roads improved. Insurance Sector Reforms in India California, Propositon103 1988 1. Rates based on 3 factors: driving record, miles driven, years of driving experience Area added later 2. Mandatory safe driver discounts about 90% of those who meet years of experience requirement qualify. 3. Other changes brokers could rebate commissions Ins. Department provides shopping data base Insurance Sector Reforms in India Findings 1. No findings of “traditional” adverse consequences of regulation: exit of insurance companies expanding assigned risk pool declining industry profit. 2. Between 1989-98 US auto rates increased 33% while CA auto rates decreased 10% 3. Counter arguments (Brookings p238, 244, 245) insurers raised rates right before 1988 or didn’t decrease rates. Residual market declined because rates were raised Aggressive claim filing decrease after 1991 - measured by decline in ratio of Bodily Injury to Property Damage Claims. Rate decreases began in 1991 Insurance Sector Reforms in India European Countries 1. AEI Brookings, Chapter 9. 2. UK not regulated auto insurance for many years. 3. European Union since 1994 trying to implement single insurance market. 4. Belgium, Germany and France have bonus Malus system (like India) Insurance Sector Reforms in India Canadian Experience 1. British Columbia has state owned auto insurance. Fraser alert says premiums are about 20% higher ($200) accident rates are higher rates are compressed – high risk drivers pay less than risk rating Insurance Sector Reforms in India Bibliography 1. AEI Brookings, Deregulation Property Liability Insurance, Cummins ed. 2. Journal Risk and Insurance (JRI, RMIR) papers on Japanese, Italian, Austrian, Chinese auto markets 3. Fraser Alert 2003 2004 discussion of government owned insurance co. in British Columbia 4. Klein, Philips Shi Journal of Financial Services 5. NBER 1995 Suponcic and Tennyson, Rate Regulation and Auto Insurance. 6. Proceedings Casualty Actuarial (1960) Bailey & Simon 7. American Academy of Actuaries (1990 Regulatory Filings for Health Plans Insurance Sector Reforms in India