Auto Insurance in Ontario, Alberta, Nova Scotia, and Newfoundland & Labrador

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Auto Insurance in Ontario, Alberta, Nova Scotia, and Newfoundland & Labrador A Market and Regulatory Update September 17, 2015 Ryan Stein, CIP Director of Policy

Ontario (1/13) Direct Written Premium (DWP) Top 10 Auto Insurance Companies Liability 11% Ontario Other 9% Auto 54% Personal Property 17% Commercial 9% Ontario Auto 24% Canada Remainder of Canada's P&C Insurance Industry 76% Company/Group Name Market Share Intact Group 16.75% Desjardins Group 16.50% TD Insurance Group 12.80% Aviva Group 9.22% Allstate Group 7.07% RSA Group 5.84% Cooperators Group 5.81% There are 89 companies selling auto insurance in Ontario. The auto insurance market in Ontario is the largest market in the country, making up more than 50% of the $22 billion P&C insurance market in the province and more than 24% of the $49.5 billion total market in Canada. Economical Group 5.08% RBC Group 4.46% Travelers Group 4.42% Total 87.95% Source: IBC with data from GISA, Facts Book and MSA. 2

Ontario (2/13) Private Passenger Vehicle Loss Ratio 110% 90% 70% 50% 30% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 3

Ontario (3/13) Total Claims Costs by Coverage as a Percentage of Total Costs PD 15% COLL 11% 2006 COMP 5% BI 27% Other 6% PD 12% 2010 COLL 8% COMP 3% BI 25% Other 3% PD 16% COLL 11% 2014 COMP 4% BI 28% Other 7% AB 36% AB 47% AB 34% $5.75 billion $8.17 billion $7.34 billion 4

Ontario (4/13) $300 Med/Rehab Claims Cost per Vehicle $225 $222 $150 $140 $135 $148 $149 $75 $0 2010 2011 2012 2013 2014 5

Ontario (5/13) $150 Claimant Examination Cost per Vehicle $128 $100 $50 $49 $43 $48 $46 $0 2010 2011 2012 2013 2014 6

Ontario (6/13) $150 Attendant Care Claims Cost per Vehicle $100 $73 $59 $61 $63 $65 $50 $0 2010 2011 2012 2013 2014 7

Ontario (7/13) $150 Income Replacement Claims Cost per Vehicle $100 $75 $64 $64 $68 $65 $50 $0 2010 2011 2012 2013 2014 8

Ontario (8/13) $60 Non-Earner Claims Cost per Vehicle $40 $20 $14 $15 $16 $21 $22 $0 2010 2011 2012 2013 2014 9

Ontario (9/13) $60 Housekeeping Claims Cost per Vehicle $43 $40 $20 $8 $5 $5 $4 $0 2010 2011 2012 2013 2014 10

Ontario (10/13) $60 Caregiver Claims Cost per Vehicle $40 $23 $20 $0 $1 $0 $0 $1 2010 2011 2012 2013 2014 11

Ontario (11/13) $350 Bodily Injury Claims Cost per Vehicle $312 $300 $280 $280 $296 $297 $250 $200 $150 2010 2011 2012 2013 2014 12

Ontario (12/13) $600 Claims Cost per Vehicle by Coverage for 2014 AB BI PD COLL COMP $450 $300 $356 $297 $333 $220 $150 $41 $53 $0 Ontario Alberta Atlantic Canada 13

Ontario (13/13) Overview The cost of claims in Ontario has continued to be the highest in Canada The government has introduced additional reforms to control costs For major premium savings, costs will have to decline even further 14

Alberta (1/6) Direct Written Premium (DWP) Top 10 Auto Insurance Companies Liability 10% Alberta Other 10% Auto 45% Personal Property 18% Commercial 17% Alberta Auto 8% Canada Remainder of Canada's P&C Insurance Industry 92% Company/Group Name Market Share Intact Group 20.20% TD Insurance Group 16.50% Wawanesa Mutual Insurance Company 14.49% Cooperators Group 7.75% Alberta Motor Association 7.23% Desjardins Group 6.92% Aviva Group 6.59% There are 70 companies selling auto insurance in Alberta. The auto insurance market in Alberta makes up 45% of the $8.7 billion P&C insurance market in the province and 8% of the $49.5 billion total market in Canada. RSA Group 6.14% Economical Group 2.76% Allstate Group 2.61% Total 91.19% Source: IBC with data from Facts Book and MSA. 15

Alberta (2/6) Private Passenger Vehicle Loss Ratio 110% 90% 70% 50% 30% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 16

Alberta (3/6) Claims Cost per Vehicle by Coverage BI PD AB COLL COMP 2010 $237 $145 $39 $210 $197 2011 $252 $153 $39 $227 $110 2012 $285 $155 $42 $228 $175 2013 $291 $164 $40 $247 $167 2014 $307 $164 $41 $253 $183 Annual Change 6.7% 3.1% 1.3% 4.8% (1.8%) Includes ULAE but excludes the health levy. 17

Alberta (4/6) 0.65 Bodily Injury Claim Frequency per 100 Vehicles 0.60 0.60 0.60 0.58 0.57 0.58 0.55 0.50 0.45 0.40 2010 2011 2012 2013 2014 18

Alberta (5/6) $60,000 Average Cost of a Bodily Injury Claim $48,745 $50,649 $53,660 $40,000 $39,540 $42,431 $20,000 $0 2010 2011 2012 2013 2014 Includes ULAE but excludes the health levy. 19

Alberta (6/6) Overview The cost of bodily injury claims has been rising Without action to fix the Minor Injury Regulation, the cost of injury claims will continue to rise 20

Nova Scotia (1/7) Direct Written Premium (DWP) Top 10 Auto Insurance Companies Liability 8% Auto 46% Nova Scotia Other 9% Personal Property 24% Commercial 13% NS Auto 17% Atlantic Canada Remainder of Atlantic Canada's P&C Insurance Industry 83% Company/Group Name Market Share Intact Group 17.73% TD Insurance Group 12.13% Aviva Group 11.63% RSA Group 11.40% Wawanesa Mutual Insurance Company 9.65% Allstate Group 5.40% Cooperators Group 5.19% There are 62 companies selling auto insurance in Nova Scotia. The auto insurance market in Nova Scotia makes up nearly half of the $1.1 billion P&C insurance market in the province and 17% of the $3.0 billion total market in Atlantic Canada. Portage la Prairie 5.01% Economical Group 4.94% Travelers Group 4.91% Total 87.98% Source: IBC with data from Facts Book and MSA. 21

Nova Scotia (2/7) Private Passenger Vehicle Loss Ratio 110% 90% 70% 50% 30% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 22

Nova Scotia (3/7) $240 Bodily Injury Claims Cost per Vehicle $180 $173 $173 $174 $158 $137 $140 $120 $60 $0 2009 2010 2011 2012 2013 2014 Includes ULAE but excludes the health levy. 23

Nova Scotia (4/7) $60,000 Average Cost of a Bodily Injury Claim $40,000 $32,300 $32,675 $40,962 $41,471 $42,005 $43,207 $20,000 $0 2009 2010 2011 2012 2013 2014 Includes ULAE but excludes the health levy. 24

Nova Scotia (5/7) Bodily Injury Claim Frequency per 100 Vehicles (Indexed 2005=100) NS NB 100 80 60 40 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 25

Nova Scotia (6/7) $60 Accident Benefits Claims Cost Per Vehicle $54 $53 $43 $47 $48 $40 $32 $20 $0 2009 2010 2011 2012 2013 2014 26

Nova Scotia (7/7) Overview The reforms were expected to increase the cost of bodily injury and accident benefits claims Whether costs will continue to rise or settle at these higher levels is unknown 27

Newfoundland and Labrador (1/7) Direct Written Premium (DWP) Top 10 Auto Insurance Companies Newfoundland and Labrador Atlantic Canada Company/Group Name Market Share Intact Group 27.60% Liability 7% Auto 51% Other 10% Personal Property 19% Commercial 13% NL Auto 13% Remainder of Atlantic Canada's P&C Insurance Industry 87% RSA Group 26.63% Aviva Group 21.66% Cooperators Group 9.14% TD Insurance Group 5.86% Travelers Group 2.68% RBC Group 2.26% There are 50 companies selling auto insurance in Newfoundland and Labrador. The auto insurance market in Newfoundland and Labrador makes up over half of the $777 million P&C insurance market in the province and 13% of the $3.0 billion total market in Atlantic Canada. Desjardins Group 1.87% Economical Group 1.85% Northbridge Group 0.32% Total 99.85% Source: IBC with data from Facts Book and MSA. 28

Newfoundland and Labrador (2/7) Private Passenger Vehicle Loss Ratio 110% 90% 70% 50% 30% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 29

Newfoundland and Labrador (3/7) $1,000 Total Claims Cost per Vehicle by Province 2002 2008 2014 $819 $750 $739 $615 $635 $560 $604 $500 $472 $419 $533 $250 $0 NL NB NS 30

Newfoundland and Labrador (4/7) Claims Cost per Vehicle for Traffic Collision-Related Coverage 2014 $500 BI PD COLL AB $400 $398 $300 $200 $211 $168 $160 $180 $152 $100 $109 $107 $109 $51 $66 $48 $0 NL NB NS 31

Newfoundland and Labrador (5/7) 5 Claim Frequency per 100 Vehicles by Coverage 2014 4.62 BI PD COLL AB 4 3 2.84 2.51 2.44 2.50 2.75 2 1 0.61 0.81 0.51 0.33 0.37 0.66 0 NL NB NS 32

Newfoundland and Labrador (6/7) $75,000 $60,000 $65,637 Average Claim Cost by Coverage 2014 BI PD COLL AB $50,822 $49,349 $45,000 $30,000 $15,000 $4,357 $6,238 $4,570 $4,404 $13,044 $5,641 $4,363 $7,256 $5,531 $0 NL NB NS 33

Newfoundland and Labrador (7/7) Overview The underwriting results have been the worst in Atlantic Canada The cost of bodily injury claims has been disproportionately high Reforms are needed to reduce and stabilize the cost of bodily injury claims 34