The GrECo JLT Group. Corporate Presentation GrECo JLT Polska Sp. z o.o.

Transcription

1 The Group Corporate Presentation Polska Sp. z o.o.

2 Polska Polska Sp. z o.o. Prosta Street 70 PL Warsaw Ph.: Fax: office@pl.greco.eu Jarosław Klęk Vice-President, CFO j.klek@pl.greco.eu Paweł Paluszyński Member of the Board, CTO p.paluszynski@pl.greco.eu Paweł Karcz Managing Director, CSO p.karcz@pl.greco.eu 2

3 The Group Present: As international brokers and consultants we combine the strengths of our European alliances with the power of knowledge, wherever you need it. Independent: As a powerful and independent partner will find the best solutions for you on the national and international market. Quick: If you have a risk, will find the solution quickly and efficiently with the highest quality available on the market. Dedicated: sets new standards in insurance service and dedicates its selves to you every day. Intelligent: conceives intelligent programs for any sector of the economy and secures your corporate success. Personal: The consultants and experts speak your language and personally respond to you in a qualified and distinctive way. 3

4 The Group Safety Management shows you where your dangers lie, how you can prevent losses, how much of a risk you can retain yourself and how to manage it best. minimizes claims expenses, reduces your administration costs and your insurance premiums. Insurance Management will build your insurance strategy on the firm foundation of the safety management. administers your insurances, assures rapid and successful claims management as well as ongoing insurance controlling. Employee Benefit Management develops your corporate and private solutions in case of illness, accident, professional disability and creates ideal concepts for your financial coverage. 4

5 Facts and Figures Group Leading insurance broker and consultant in CESEE Financial power (share capital 2 m EUR) and absolute independence on the market = your best advice Approx clients from trade, industry, local authorities and associations Client retention rate: 98,1% home markets: Austria, Bulgaria, Croatia, Czech Republic, Estonia, Hungary, Kazakhstan, Lithuania, Poland, Romania, Russia, Serbia, Slovakia, Slovenia, Turkey, Ukraine JLT International Network Via JLT as shareholder access to international know how and employees in 135 countries Together Teamsolutions separate IT company with approx. 20 IT experts ( core applications and Online Services) 5

6 Development and expansion of the Group Setting up of new offices in Turkey and Estonia Acquisition of the Austrian aviation broker CMV 2010 JLT acquires a 20% stake in the GrECo Group, Foundation of the JLT Intnl. Network Cooperation with Erste Group in CEE, broker acquisition of VMG in Austria 2008 Ecclesia becomes 13.33% shareholder of the GrECo Group 2005 Begin of the cooperation with Ecclesia Group Foundation of the Joint Venture Ecclesia GrECo Hospital New operations in Kazakhstan, Poland, Serbia Ukraine, Russia and Lithuania Foundation of subsidiaries in Czech Rep., Slovakia, Slovenia, Croatia, Romania and Bulgaria 1989 Start of the expansion in CESEE with an office in Hungary 1978 The GrECo Group is established by Friedrich Neubrand Foundation of an insurance consultancy by Josef Gregor in Vienna 6

7 Group Shareholders 66,67 % Neubrand Vermögensverwaltung GmbH, Vienna 20 % Jardine Lloyd Thompson Group Plc, London, UK 13,33 % VMD Versicherungsdienst GmbH, Detmold, Germany (Ecclesia Group) 66,67% Family Neubrand GrECo International Holding AG 20% JLT Group 13,33% Ecclesia Group 7

8 Group GrECo International Holding Specialty Serbia 93,65% GrECo International Austria BA-CA GrECo Insurance Management CMV Aviation Insurance Brokers Bulgaria Czech Rep. 51% Ecclesia GrECo Hospital Risk Consulting Ukraine Slovakia 95% VMG Insurance Brokers Russia Univerzálna maklérska spoločnosť GrECo Direct Holding Croatia Slovenia 90% Biztositas.hu Poland 76% GrECo International Hungary Slowenien Top-Pojisteni.cz Kazakhstan Lithuania Turkey 51% Romania Estonia Strategic Business Areas: Corporate Broking Direct Broking 8

9 Polska Finance & Administration Sales Vice-President, & Account Management CFO Managing Jarosław Director Klęk Paweł Karcz Risk- & Insurance Technique Member Risk- & of Insurance the Board, Technique CTO Director Paweł of Insurance Paluszyński Department Paweł Paluszyński Sales & Account Management Managing Finance & Director, Administration CSO Paweł CFO Karcz Jarosław Klęk Financial Accounting CC Property, BI, Technical CAM Warszawa Branch Revenue Management CC Liability CEP Warszawa Branch Human Resources CC Credit Katowice Branch Information Systems CC Motor Gdańsk Branch General Administration CC Employee benefits Szczecin Branch 9

10 Key Figures 2014 Consolidated Group Revenues: Consolidated Premium Volume: 78 million 597 million Employees: 825 Share Capital: 2 million 10

11 Polska- Key Figures 2014 Companies revenue exceeded PLN 36 million in 2014 Poland placed 2nd place in Polish broker rankings (Source: Home&Market magazine, March 2015) Over 130 employees in Poland One of the fastest-growing broker company in Poland 11

12 The Group - Premium Volume in m Consolidated Premium Volume 2014: 597 m Direct Broking Reinsurance Broking CEE/SEE/CIS Corporate Broking 400 Austria Corporate Broking

13 The Group Consolidated Revenues in m Direct Broking Reinsurance CEE/SEE/CIS Corporate Broking Austria Corporate Broking

14 Total Premium Volume placed by Group 2014 (Top 15 Insurance Groups of total corporate premium Group) 1. VIG/Wr. Städtische 2. Allianz 3. Generali 4. Uniqa 5. Zürich 6. Talanx 7. ACE 8. GRAWE 9. PZU 10. Ergo 11. Axa 12. OÖ Versicherung 13. KBC Group 14. AIG Group 15. XL Insurance buying power balanced premium allocation with all major, international insurers. 14

15 Presence in CESEE Markets: 16 Locations: 51 Employees: 825 All offices are independent units Estonia Latvia Lithuania Russia Belarus Poland Slovenia Czech Rep. Slovakia Austria Hungary Croatia Bosnia& Herzegovina Montenegro Kosovo Albania Serbia Romania Bulgaria Macedonia Ukraine Moldova Georgia Armenia Kazakhstan Uzbekistan Kirgizstan subsidiaries Serviced by Turkey Azerbaijan Tadzhikistan 15

16 Next Steps 2016 Further expansion in the existing markets Poland, Romania, Russia and Turkey by establishment of more locations client proximity Development and establishment of the JLT International Network in Europe and worldwide Further develop our strategy of specialism by enforcing industry practices and acquisitions of specialty brokers Reinforcing s IT and CRM Tools for improvement of our service quality Continued roll-out of our standards, tools, and procedures to our home markets 16

17 JLT International Network MAG JLT Employees: 200 Offices: 5 Revenues: 10 m 20% 26% SIACI Employees: Offices: 9 Revenues: 205 m Network Members March JLT Employees: 110 Offices: 11 Revenues: 17 m 20% JLT Employees: Offices: 100 Revenues: 997 m 20% Employees: 825 Offices: 51 Revenues: 78 m Network Partners Ecclesia Employees: Offices: 33 Revenues: 160 m 13,33% 6 Partners with offices in over 50 countries form the core of the JLT International Network and are responsible for its development. The partnership is sealed with a financial interlocking. The JLT International Network Members in more than 80 countries are chosen for their knowledge, quality and capabilities and their strength and reputation in the market. 17

18 JLT International Network in more than 135 countries USA & Canada Comprehensive presence in 8 offices in Canada. In the US preferred partnership with Wells Fargo Insurance Servies Employees in America Southamerica & Mexico JLT offices in Argentina, Barbados, Bermuda, Brazil, Chile, Colombia, Peru and Mexico Europe JLT IN is present in over 100 offices in 27 countries. Africa Subsidiary in South Africa, partnership with Groupe Ascoma Employees in Europe 99 Employees in Rest of the World Employees in Asia 929 Employees in Australasia Asia JLT market leader in Asia with over employees in 13 offices. Australia & New Zealand JLT 3. largest broker in the region with over 900 employees in Australia and New Zealand. JLT International Network Offices in over 135 countries 18

19 World s 10 Largest Brokers Revenues in US $ 1. Marsh & McLennan Cos. Inc Aon P.L.C Willis Group Holdings P.L.C Arthur J. Gallagher & Co Jardine Lloyd Thompson Group P.L.C.* BB&T Insurance Services Inc Brown & Brown Inc Wells Fargo Insurance Services USA Inc. ** Hub International Ltd Lockton Cos. L.L.C Source: Business Insurance, July 2014 * Shareholder **JLT IN Preferred Partnership 19

20 risk and insurance management Insurance Controlling Market observation Adaptations to changes in legislation Adjustment to changes in production processes Risk monitoring Review and adjustment of insurance programme Claims Management Coordination of actions after occurrence of a loss Monitoring of the insurers Claims settlement Analysis of claims Risk Analysis Property risks Business Interruption risks Liability risks Marine risk Personal risks Analysis of claims history: frequency,... Analysis of existing insurance contracts Service Approach Insurance Strategy Definition of insurance strategy Scope and amount of coverage Terms Deductibles Insurer Alternative Risk Transfer Insurance Solutions Design of insurance programme Invitation to tender Negotiations with insurers (national/international) Presentation of results Implementation and marketing Insurance Management Monitoring of rights and obligations of insurance contracts Cancellation periods, adjustment dates 20

21 Client Reference List- Group in CESEE 3M Accor Hotels Agency France Presse (AFP) Air Liquide Auchan BaaN Balkanpharma BBAG (Brau Union) Benckiser Bene Budapest Canalisation Works Burger King Business Park Sofia / Lindner Carrefour CEFIC Chio Conforama Continental Coop Box Eastern Coris Czech Railways Danone dm Drogerie Markt Dreher (SAB) Düfa EMI Eurest Europcar European Council Ford AGS Framatome Fresenius Freyssinet Ganz Transelektro Gardena Gemplus Groupe SEB (Tefal, Rowenta, Moulinex) Heidelberger Druckmaschinen Osteuropa Henkel & Söhnlein Högl & Lorenz Holcim Humanic ICL Intersnack Interstill IT Cinemas Italstrade Jagenberg Jan Verhaegh Kaufland Lasselsberger Laufen Leader Gasket Leoni LG Electronics Lidl Lindström Lipa Mill Louda Systems Lyonnaise des Eaux Mary Kay Mayr Melnhof Minolta MOL-Chem OMV AG Palfinger Pernod Ricard Pilsner Urquell Plaza Centers Polobst Printing International Procter & Gamble Radegast Readymix Renault Sachs Saris Schiedel Schlumberger Industries Shoe Fashion Group Skiny Skoda Plzen Soufflet Ster Century Cinemas Texaco Lubricants Thomson Multimedia Unicredit Bank VAE Apcarom Vivendi Water Vogel & Noot Volex Webasto WKS Steilmann Wüstenrot Yves Rocher 21

22 Thank you for your attention! All rights for this presentation are reserved. The presentation including its sections (all or in part) is protected under copyright. The information contained in it is confidential. This presentation and its content may not be used, translated, distributed, copied or processed by electronic means without the expressed agreement of GrECo International. Distribution to a third party is not permitted.