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Mzansi Short Term Voluntary Insurance

Organization: 
About the Project
Project start date: 
Juin 2008
Durée: 
3 years
Country of Operation: 
South Africa
Region of operations: 
Africa
Product: 
Property
Project Thematic Focus: 
Product design

Project Basics

The Hollard Insurance Group (Hollard) established in 1980, is the largest independent, privately owned insurance group in South Africa and provides both life and short-term (non-life) insurance. Hollard has a long history of working in the low-income market and views the market as a core element of its strategy in South Africa and internationally. 

Key to Hollard’s sustained growth has been its partnership philosophy, which permeates all of Hollard’s day-to-day activities. The philosophy is focused on recognizing like-minded partners, understanding respective strengths and driving long-term value through optimized structures to ensure mutual success. 

In 2008 Hollard sought funding from the Microinsurance Innovation Facility to explore how to deliver voluntary short-term insurance (e.g. household structure and contents) to the low-income market in South Africa and the region.

In South Africa, only 11 per cent of adults have asset insurance, 10 per cent have life insurance, and 10 per cent have medical insurance, whereas 46 per cent have funeral insurance (albeit 20 per cent of funeral cover is made up of informal burial societies)[1].  In the low-income market, penetration of short-term insurance is particularly low; less than 2 per cent of the poorest 60 per cent of the population have asset insurance[2].

The aim of the project is to assess whether short-term (non-life) insurance is a viable proposition in this market, focusing on asset-based insurance such as household structure and contents cover.

Reaching this market required considerable investments in the following areas:
  • Redevelopment of the claims processes: Using low cost runners to reduce the cost of claims assessment through the use of technology 
  • Market education: To support effective decision-making and brand awareness. High quality market education will be needed to create an understanding of the benefits of insurance. This will also allow interaction with the distribution channel. The majority of potential consumers have not had access to short-term insurance. It is important to educate and inform them before marketing products. 
  • Market insights:  It is important to gather all experiences and use them to inform next steps. Formal and informal data collected needs to be analysed on an on-going basis 
  • Management of call centres selling the product: Experiences gathered from selling Jet Home Protect (JHP) through a number of call centres show that selling this product is different from selling other insurance products. 
Hollard developed a property product, covering both building and contents, and wanted to partner with a retailer for distribution. Hollard sought distributors that could meet the following criteria:  
  • Allow the low-income market to pay premiums in cash
  • Be flexible with regards to the date customers pay their premium each month
  • Permit customers to make lump sum payments or partial payments to account for erratic cash flow.
Hollard has partnered with Jet Stores to distribute the product. Jet Stores distribute the product, amongst other insurance products, as part of their financial services offering to their customer base. Jet Stores are part of the EDCON Group, a long-term partner of Hollard, focused on the low- to middle-income market.  
 
When the product was designed it was intended to be distributed through other channels, such as Take-It-Eezi and ABSA Microenterprise Finance (Absa MEF).  However, numerous challenges were experienced during the launch with Take-It-Eezi and the partnership did not proceed. A small pilot was conducted with Absa MEF. 
 

[1]Source: FinScope 2007

[2]This is represented by the commonly used Living Standards Measure (LSM) 1-5 category which is the focus of the transformatory Financial Sector (Black Economic Empowerment) Charter.

Date of last Learning Journey update: August 2012