3/21/2014. Designing a Commercial UBI Program. Disclaimer

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Designing a Commercial UBI Program CAS Ratemaking and Product Management Seminar, March 31, 2014 Erin Bellott, FCAS, MAAA Disclaimer The views expressed in this presentation are solely those of the author and do not necessarily reflect the views of Liberty Mutual. All content provided in this presentation is for informational purposes only. Liberty Mutual makes no representations as to the accuracy or completeness of any information contained in this presentation. 2 So you want to design a UBI product? There are a lot of questions that need to be answered first. What customer segment to target? What do those customers want in a telematics based product? What does your company want to gain? How are you going to handle the data? How is it going to be used? How much are you going to rely on vendors? Which ones? What new technologies are coming? How will they impact the product? And many more 3 1

UBI is a mixed system of conventional and non-conventional insurance strategies Product Data Vendors Emerging Technologies Company Goals Data Collection TSP ADAS Target Segment Data Storage OEM Internet of Things Segment Needs Data Analysis Smartphone Talking Cars Product & Services Pricing Needs Data Aggregator Smart Infrastructures 4 Product Strategy UBI can be what you want Company Goals Improved loss experience Growth Retention Customer Experience Target Segment Industry Small Business Large Commercial Keep it simple! Segment Need Reduce Accidents Save Money Improve Safety Save Time Product & Services Risk Management Discount Based Other Value-Added Services 5 The telematics market is growing Growth projections vary, but most expect significant increases in adoption over the next few years 20% of the commercial vehicle market has been penetrated with telematics systems 1 Fleet management is estimated to grow at a rate of 22% CAGR until 2018, driving the demand for commercial telematics system and services 2 Trends driving growth: Lower costs Increased consumer awareness and adoption Technological advances/solutions (smartphones, OEMs) Diminishing legal barriers Government requirements 1. Telematics Update Connected Fleet Report, 2014 2. ABNewsWire, January 13, 2014 GSMA Every Car Connected, Ptolemus Global Insurance Telematics Study 6 2

The telematics market is changing Large commercial telematics market more saturated 36% of fleet operators already using a GPS system 1 25% with fewer than 50 vehicles, 50% with more than 100 vehicles One third of these are receiving an insurance discount 2 Discounts not given for data sharing, but because telematics is an indicator of control and efficient fleet management Smaller fleets are rapidly adopting telematics 3 20% have telematics, compared with 4.3% in 2011 Top reasons: improved driving behavior and fuel savings 1 Huff, 2014, based on a C. J. Driscoll survey of 508 fleet operators (42 percent operate Class 6-8 trucks) 2 Stojaspal, 2013 3 Donlen, 2013 7 Market Opportunity by size Most commercial telematics offerings are focused on larger fleets with higher adoption rates. Auto Premium Average ($M) Fleet Size Employee Size # of # of Entities Vehicles <5 3,859,355 2,201,817 2,312 0.6 5-9 1,042,931 1,900,334 2,314 1.8 10-19 635,099 2,240,797 2,775 3.5 20-49 376,617 2,623,590 3,491 7.0 50-99 120,131 1,599,623 2,384 13.3 100-249 73,069 1,791,692 2,323 24.5 250-499 23,726 1,056,681 1,103 44.5 500-999 13,544 907,032 838 67.0 1,000+ 26,860 9,803,587 642 365.0 Total 6,171,332 24,125,153 18,184 3.9 Telematics Adoption ~ 5% for fleets < 20 73% of total market premium Telematics Adoption above 40% for fleets > 500 4% of total market premium.but they don t represent the largest opportunity Sources: MarketStance; Donlen & Fleet Owner Magazine, 2012 Statistics 8 Business needs vary significantly by size SMALL Owner operated, very few commercial vehicles Similar to personal lines customers No interest in investing in telematics services Expect discounts in exchange for using telematics/sharing data Device agnostic LARGE Sophisticated customers; employ risk manager Increased interest in telematics services to reduce operating costs (route optimization, fuel savings, accident reduction) Mostly on rating plans; retain at least some risk Insurance carrier needs to be able to work with the company s selected devices MIDSIZE More sophisticated; depending on fleet size may employ a fleet manager Limited interest in investing in telematics services Expect discounts or value added service in exchange for sharing data Strong interest in controlling insurance costs 9 3

Business needs vary significantly by industry TRUCKING High mileage; operate over long distances Driving is the job! Managing driver performance is important Efficiency is key: strong interest in controlling fuel costs RESTAURANTS Tend to have very few vehicles compared to other industries Local deliveries Route planning may be important CONSTRUCTION Low mileage Mostly local travel between job sites Fuel efficiency/routing can be important, but most likely not the biggest concern 10 Telematics data comes in many formats and can be difficult to work with Raw Data Sec-by-sec data collected in vehicles Processed and compressed Raw form sent to the insurance company Event Data Data collected in vehicles and processed into variables Variables sent to the insurance company Configured Data Granular data collected in vehicles Using predefined thresholds to trigger collection Raw form sent to the insurance company 11 Planning is key need to have a data endgame Data can come in many formats Poor planning will limit future analysis Historical data may be lost Collection Storage A Big Data problem Need to account for storage costs Data is unstructured and must be scrubbed and normalized Analysis Pricing Know what you want to do with the data up front Find correlations and build models Capitalize on predictive power of the data Find new pricing variables 12 4

Average Daily Miles per Vehicle Seconds per mile Counts per 1000 miles 3/21/2014 Not all commercial vehicles are created equal Average Daily Mileage By Industry Average Daily Mileage by Vehicle Type Wholesale ing Retail Misc Services Manufacturing Construction Other PPT Light Medium Heavy Extra Heavy Freeway vs. non-freeway Mileage PPT Light Medium Heavy Extra Heavy % Freeway Driving Average Nighttime Mileage by Industry Wholesale ing Retail Misc Services Manufacturing Construction Other 13 All factors must be considered Context drives accuracy Speeding Braking 20 15 10 5 0 5 10 15 20+ MPH Above Speed Limit 160 140 120 100 80 60 40 20 0 Severe Hard Moderate Vehicle A Vehicle B Vehicle A Vehicle B Vehicle A PPT City-focused Locksmith Vehicle B Extra-Heavy Freeway-focused Food Distributor 14 Vendor Strategy There are many choices to make TSPs Software service Devices OBD II Hard installs Smartphone Ubiquitous An app for everything Constant contact OEMs More and better data Near term issue with mixed fleets Data Aggregators Collection Standardization Storage Processing Other Vendors Speed Mapping Traffic Weather 15 5

Emerging Technologies Expect rapid changes in vehicle safety and connectivity Advanced Driver Assistance Systems (ADAS) Internet of Things Talking Cars Smart Infrastructure 16 6