nline ffline O2O Strategy Day

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Transcription:

nline ffline O2O Strategy Day Oct 2014

Disclaimer This presentation does not constitute an offer to sell or issue or the solicitation of an offer to buy or acquire securities of CNinsure Inc. ( CNinsure or the Company ) in any jurisdiction or an inducement to enter into investment activity, nor may it or any part of it form the basis of or be relied on in connection with any contract or commitment whatsoever. Specifically, this presentation does not constitute a prospectus within the meaning of the U.S. Securities Act of 1933, as amended. Any decision to purchase securities in the proposed offering should be made solely on the basis of the information contained in the statutory prospectus in due course in relation to the proposed offering. This presentation has been prepared by the Company solely for use at the O2O Strategy Day. The information contained in this presentation has not been independently verified. No representation, warranty or undertaking, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or the opinions contained herein. None of the Company or any of its affiliates, advisors or representatives will be liable (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with the presentation. The company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes. This presentation contains statements of a forward-looking nature. These statements which are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995, include descriptions regarding the intent, belief or current expectations of the Company or its officers with respect to the consolidated results of operations and financial condition of the Company. You can identify these forward- looking statements by terminology such as expects, plans, will, estimates, projects, intends, or words of similar meaning. These forward-looking statements involve known and unknown risks and uncertainties and are based on current expectations, assumptions, estimates and projections about CNinsure and the industry. CNinsure undertakes no obligation to update any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although CNinsure believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that its expectations will turn out to be correct, and investors are cautioned that actual results may differ materially from the anticipated results. Further information regarding risks and uncertainties faced by CNinsure is included in CNinsure's filings with the U.S. Securities and Exchange Commission, including its annual report on Form 20-F. By attending this presentation, participants agree not to photograph, copy or otherwise reproduce these materials in any form or pass on these materials to any other person for any purpose. 1

nline ffline O2O Strategy Day October 21, 2014 Hu, Yinan Chairman, Founder

Largest Independent Insurance Intermediary in China CNinsure Founded in 1998 Insurance Sales and Services Other Financial Services Agencies Brokerage Claims Adjusting Consumer Finance 1 Wealth Mgmt 2 Retail No.1 P&C insurance agency No.1 Life insurance agency Commercial Leading insurance broker for commercial insurance Comprehensive services outsourcing No. 1 Claim adjusting services provider for auto-insurance & nonauto P&C insurance Asset management Micro loan services Asset management Wealth Mgmt product distribution Note: (1)CISG held 20.58% equity interests; (2)CISG held 19.48% equity interest. 3

Largest Independent Insurance Intermediary in China Nationwide Sales and Service Network Diversified Product and Service Offerings 6.5+ bn premiums per year (comparable to medium insurance company) ~10% market share in independent insurance intermediary industry 50,000 agents P&C Life 1,500 adjusters 3,000 employees 500 sales outlets 28 provinces covered Claims Adjusting Customer Finance 70+ insurer partners CNinsure Sales/Services Outlet 4

Key Market Forces are Changing Regulatory Environment is Changing Ten guidelines of the State Council 2014 for insurance industry 1 Pricing deregulation in life insurance and auto insurance Independent agent system reform Regulatory Environment Consumers Turning Online Insurers Demanding Efficiency Lower cost Better service quality Better customer satisfaction Insurers Density: RMB ('000) Premiums: RMB (tn) 3% 5% 3.5 1.3 1.7 4.9 Penertration Density Premiums 2013a 2020e 60 50 Consumers 40 30 20 10 0 193% 0.06% 0.82 124% 59.05 101% 84% 0.26% 0.89% 2.60% 3.96 16.75 2010 2012 2014E 2016E Premiums generated via online channels Growth Rate % of Total Premiums Competition is Intensifying Competitors Internet companies tapping into insurance market Insurers initiating tele/online direct sales Independent online insurance super market emerging Agents Agents Seeking Support in all Fronts Under cost pressure, sales agent calls for more support: I want some supports that help enhance efficiency and lower down my operating cost. Note 1: Several opinions of the State Council on Accelerating the Development of Model Insurance Service Industry (State Council(2014) No. 29) 5

Our Vision Leading O2O Insurance Sales & Service Platform Insurers Intermediaries Consumers Advisors Sellers Buyers Service Providers One Link in the Value Chain Creating New Market Reconstructing Industry Ecosystem 6

nline ffline O2O Strategy Day October 21, 2014 Wang, Chunlin CEO

Our Industry Leading Transformational Model Past Future Intermediaries Sales agents-driven Consumer needsdriven Consumer-Centric Products & Services Labor & geographic coverage-driven Technology & knowledge-driven Insurance social networking community Standardized products Customized solutions High-quality services Sales agents & Claims adjusters Sales & service outlets Expanding Service Delivery Platforms Customer acquisition platforms Insurance e-commerce platforms Offline elite consultants Comprehen -sive services platform Customers 8

1 ehuzhu Accelerating Online Customer Acquisition Video about ehuzhu 9

1 ehuzhu Accelerating Online Customer Acquisition The 1st Non-Profit Online Mutual Aid Platform in China Building Massive Customer Base ( 000) Rapid Growth in Paid Members 6,000 5,000 4,000 3,000 2,000 1,000-0 170 300 July 3 14a 3,000 1,500 5,000 Oct 14a 2014e 2015e 2016e 2017e Boosting Consumption in Our Existing Product Offerings Property & Casualty Insurance Life Insurance Wealth Management Products Creating New Revenue Stream A platform that offers financial aid to support Chinese families to cope with cancers and disasters on a mutual aid basis A customer and data base that can be monetized in healthcare area in the future 10

2 CNpad Digitizing Traditional Distribution with Mobile Solutions Video about CNpad 11

2 CNpad Digitizing Traditional Distribution with Mobile Solutions Agent Remains the Dominant Distribution Channel in China Agents Rising Demand for More Efficient Business Solution Sales Agents in China: > 3 Mn Premium Contribution : > RMB700Bn (P&C vs. Life): 1:3 Market Share: 47% Inflation Market Competition 53% Agents 47% Other Rising Living Costs for Agents Increasing Policy Acquisition Costs for Agents Rising Demand for Solution to Improve Efficiency and Reduce Cost Data Source: Insurance Intermediary Report 2012, CIRC 12

2 CNpad Digitizing Traditional Distribution with Mobile Solutions Price comparison Easy Payment Consumer Fast transaction Improve customer satisfaction Agent Higher efficiency and diversified revenue streams Lower per policy acquisition cost Excellent professional image Enhance efficiency Reduce cost CNinsure Channel consolidation for low-cost expansion Centralize back-office management High-calibred sales team Automated customer data generation Insurer Fewer front-end staff required for providing quotations Improved agent and customer s experience Higher efficiency in data analysis and less stress for back-office system 13

2 CNpad Digitizing Traditional Distribution with Mobile Solutions Key Values Key Technologies Adaptability Auto Insurance Quoting Engine Swift Data Interchange Simple Data Entry Data Analysis System Easy Renewal System Stability Core Transaction Engine Task Assignment Engine Cost Savings Easy Pay Payment Engine High Efficiency Automatic Task Processing Engine 14

2 CNpad Digitizing Traditional Distribution with Mobile Solutions CNpad App Users Monthly Transaction Volume ( 000) (RMB: mn) 1,200 150 200 1,000 All life insurance business shifting to mobile by 2016 1,000 100 800 All auto insurance business shifting to mobile by 2015 600 600 No. of CNinsure's sales agents as of June 30, 2014 8 22 40 400 200 100 200 400 June 14a Sept 14a 2014e 2015e 2016e 2017e - June 2014a Dec 2014e Dec 2015e Dec 2016e Dec 2017e 15

3 www.chetong.net Building up Public Insurance After-sales Service Platform Video about chetong.net 16

3 www.chetong.net Building up Public Insurance After-sales Service Platform Strong Demand for Insurance After-Sales Services Inadequate Service Capabilities Insured Vehicles: > 130 Million Insurer Major Insurers: extensive service coverage but limited service range; Auto Insurance Premium Annual Growth: >20% Cases of Insurance Accidents/day: >250, 000 Insurer SM Insurers: lack of competitive advantage largely due to limited service network presence and poor service capabilities; Breakdown of Claims Service Practitioners CNinsure Insurer A Insurer B Other 1,500 Claims Adjusters Nationwide 80,000 8,000 30,000 Total Claims Practitioners (1) 300,000 Traditional claims adjusting service providers: costly and slow expansion; Claims service practitioners: low efficiency and low income; Lack of high quality service platform with nationwide reach Note: (1) Total claims practitioners refer to all people who are currently or had previously worked as claims adjusters in China 17

3 www.chetong.net Building up Public Insurance After-sales Service Platform LBS-based O2O Insurance Aftersales Services Platform ( 000) Rapid Growth of Service Representatives 50 80 Insurers Car Owners 3 10 30 Sept 14a 2014e 2015e 2016e 2017e Number of CNinsure s Claims Adjustors As of June, 30, 2014 Service Range Expansion Roadmap Service Providers Service Representatives Vehicle Claims Services Special Vehicle Claims Services Emergency Assistance & Quick Repair Car Services& Valet Driving Services Other Valueadded Services Claims services (inspection & loss assessment), emergency assistance, quick repair, car service, valet driving and other value-added services Aug 2014 Dec 2014 Feb 2015 June 2015 2016 18

4 C Plan Building Up Vertical E-commerce Platform Pre-conditions Consumers Consumption Habits More consumers are turning online for commoditized products Market Environment Online insurance market environment is getting mature Internet channel takes up ~0.9% of total insurance premiums Accelerating Growth of Online Insurance in China Government Support The Ten Guidelines of the State Council 2014 1 Insurance Pricing Rate Liberalization Life insurance pricing rate liberalization is accelerating Auto insurance pricing rate liberalization is expected to begin soon Note: 1. The Ten Guidelines of the State Council 2014 refers to the Several Opinions of the State Council on Accelerating the Development of the Modern Insurance Industry Talents More operational and tech talents in online insurance space are now available 19

4 C Plan Building Up Vertical E-commerce Platform To build the most authoritative and most visited independent online vertical insurance marketplace in China Auto Insurance Accidental & Health Insurance Life Insurance Service 20

4 C Plan Building Up Vertical E-commerce Platform Accidental & Health Insurance Search and Compare Insurer A Auto Insurance Insurer B Children Insurance 3809.98 Rate 4010.35 XXX Dental Medical Insurance Xxx Endowment Insurance (Participating Insurance) 13 Items Claims Guarantee 12 Items Children s Critical Health Insurance Children s Health Insurance 3 Main Coverage + 5 Riders Types of Coverage 4 Main Coverage + 4 Riders General Accidental Insurance Customer Review 4 Stars 3 Stars Rating Children s Education Insurance Program Sunshine Angel Children s protection Plan Renewal 0.7698 Discount Factor Conversion 0.9000 XXX Life Insurance High Promotion Medium 21

4 C Plan Building Up Vertical E-commerce Platform Life Insurance Insurance Review? Best service ever Very Professional Quick response to emergence assistance service request Claims is quick Quite a bargain! Strongly recommended Consumers Insurance Proposals Agents 22

Leading O2O Insurance Sales & Service Platform Online Sales & Service Outlets Offline Brokers, Professional Consultants, Service Representatives 23

Operational & IT Team for Mobile/Internet Initiatives Key Personnel in Online Operation Ma, Jianling CNpad APP & C Plan Joined CNinsure in 2008 Abundant experience in insurance industry Received a bachelor s degree in mathematics from Peking University and a master s degree in computer science from Sun Yat-Sen University Ye, Zhiyuan chetong.com Joined CNinsure in 2007 Co-founder of CNinsure Insurance Surveyors & Loss Adjustors Co., Ltd. Received a bachelor s degree in Automatization from Tsinghua University Yu, Qiao ehuzhu Joined CNinsure in 2009 Abundant experience in insurance industry Received MBA degree from Peking University Li, Jun Joined CNinsure in 2007 A senior engineer in insurance IT infrastructure with 20 years experience Received a master s degree in computer science from Wuhan University Key Personnel of IT Team Yuan, Hong Joined CNinsure in 2010 Prior to joining CNinsure, he worked with Shanda and Chineseall.com and used to be a researcher in Astronaut Center Of China and one of the chief designers of ground training stimulator system for Shenzhou airship Received a bachelor s degree and a master s degrees in computer science from Nankai University and National University of Defense Technology, respectively. A visiting scholar in State University of NY Tian, Yuan Joined CNinsure in 2010. Co-founder of baoxian.com. Prior to that, he worked with Prudential insurance, Ford and U.S. Business Network Inc. etc. Received a bachelor s degree in information technology from National University of Defense Technology and a MBA degree in LaSalle University at US. 24

nline ffline O2O Strategy Day October 21, 2014 Ge, Peng CFO

Capital Expenditure Plan for 2015-2017 As of June 30, 2014, the Company had RMB2.6 bn cash and cash equivalents and short-term investments. Strengthening offline sales & service network Minority shares buy-out Acquire insurance agencies to tap into new markets Developing online/mobile initiatives and marketing Market our online/mobile platforms Invest in upgrading and maintaining the IT infrastructure of our online/mobile initiatives Investing in O2O ecosystem Acquire companies that boast high-end technology and large customer base Diversify products offerings by investing in insurer and other insurance related business 26

Capital Expenditure Plan for 2015-2017 Development & Investment in online/mobile initiatives and marketing Initiatives Online/Mobile Platforms IT Infrastructure (RMB, mn) Marketing (RMB, mn) CNpad APP 150 150 chetong.net 60 80 Targets in 2017 APP users 150,000 Annual transaction volume 10bn No. of Service representatives: 80,000 Remarks Introduction of strategic investors ehuzhu 30 250 No. of paid members: 5 mn C Plan 1,000 Accident & Health Insurance UV: 50mn times annually Auto Insurance Price Comparison channel UV: 100mn times annually Life Insurance Auction Channel UV: 10 mn requests for proposals annually Insurance Reviews Board: over 100mn pieces of reviews annually Annual transaction volume: RMB 5bn Introduction of strategic investors or acquisition of peer companies Acquisition Acquisition Estimated Considerations (RMB, mn) Minority shares buy-out 600 Investments in O2O ecosystem TBD 27

Financial Outlook Rapid Growth of Online Revenues Clear Margin Expansion (RMB mn) 4,500 4,000 3,500 Present Present Future 3,000 2,500 2,000 1,500 1,000 500 1% 99% 10% 90% 70% 30% Operatin Operating g Costs Costs Operating Expenses Operating Income Operating Income Operating Costs Operating Expenses 0 2013A 2014E 2017E Online Operation Offline Operation 28

Improvements in Financial Performance Total Revenue & Online Revenue Growth Expense Ratio Going Down Bottom Line Growth Picking up (RMB mn) (RMB mn) (RMB mn) 600 500 400 300 200 100-504 466 509 404 5.4% 10.6% 421 431 18.9% 20.8% 1.7% 2.5% 9.7% 1.1% 15.6% 16.2% 6.9% 2.8% Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% 140 120 100 80 60 40 20 0 25.5% 102.5 25.6% 25.9% 108.1 111.5 50.0 27% 123.6 45.0 110.5 112.4 26% 40.0 24.5% 23.7% 22.1% Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14 35.0 25% 30.0 24% 25.0 20.0 23% 15.0 22% 10.0 5.0 21% 20% - 45.2 80% 38.4 38.5 57% 60% 40% 31.2 28.7 28.0 14% 24% 20% 0% -10% -20% -40% -47% -60% -60% -80% 13Q1 13Q2 13Q3 13Q4 14Q1 14Q2 Online Revenue Offline Revenue Y-o-Y Growth Operating Expenses Expense Ratio Adjusted EBTIDA 1 Y-o-Y Growth Note: (1) Adjusted EBITDA is defined as net income before income tax expense, investment income, interest income, depreciation, amortization and compensation expenses associated with stock option. 29

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