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Why insurers are improving performance through reinsurance

Discover how insurers are revolutionizing performance by improving reinsurance strategies, operational agility and data-driven insights.

Steve Verhagen, Principal, US Actuarial Advisory Leader, Shruti Sahay, FSO Executive Director, Eric Wolfe, Advisory Executive Director, Ernst & Young LLP contributed to the article.


In brief
  • Insurers are adopting agile, data-driven and automated solutions to enhance real-time insights, decision support and operational efficiency.
  • Reimagining reinsurance strategies is leading to common themes and leading practices for performance optimization.
  • Assessing the current state and collaboratively redefining the operating model with a focus on people, processes and technology is essential.

The life insurance industry continues to evolve to balance profitability goals, cost pressures and market changes. One critical aspect often at the crossroads of change is reinsurance.

Companies are increasingly turning to reinsurance, both internal and third-party, to support their strategic agenda. The most recent Life Reinsurance Survey released by the Society of Actuaries shows that recurring reinsurance for US life insurers grew for a seventh consecutive year, with cession rates in the US market reaching 34% in the latest survey.1 The drivers for the increased use of reinsurance may include supporting company growth strategy, optimizing reserves and capital, or leveraging an external reinsurer’s capabilities and expertise in products and risk management. 

 To achieve the desired benefits of this increased use of reinsurance, companies must adapt their operating model for people, process, data, technology and governance.

The need and the opportunity

As the use of reinsurance has grown, traditional approaches to the operating model for reinsurance have often become a challenge. Insurers are seeking more agile, data-driven and automated solutions to provide real-time insights, improved decision support and well-controlled, efficient financial and administrative operations. Some of the operational considerations for the increased use of reinsurance include:

  • Onboarding new treaties – the deal team and the operations team must define a coordinated and efficient playbook to onboard new treaties for internal and third-party reinsurers.

  • Data and systems impact – new processes and data pipelines to support financial reporting, operations, actuarial, investments, risk and management reporting must be designed and implemented with proper compliance and internal controls.

  • Close calendar timelines – increased complexity of reinsurance administration and settlement processes can add significant time and risk to financial close calendars if a coordinated implementation effort is not undertaken across finance, actuarial, tax and risk functions.

  • Talent, roles and responsibilities – reinsurance strategy and operations can be complex, so finding specialized talent can be time-consuming. New roles and responsibilities must be well-defined.

  • Management insights – lack of granularity in data and a broader lack of adequate projection capabilities and historical information on a comparable basis often constrain the level of analysis needed for timely decision-making. Factoring in the time required to explain results is critical.

  • Strategic business management – a concerted effort to actively manage the portfolio of reinsurance arrangements must be undertaken, and this requires more timely and granular decision support information, typically spanning multiple functions to support these insights.

Reinsurance is an important component of the business model. Addressing these types of challenges, which have often not been prioritized in related transformation programs will be critical to success. A holistic review of the operating model that supports reinsurance is critical to consider in leading practices.

Leading practices

As companies re-imagine their approach to optimizing performance through reinsurance, some common themes and leading practices are emerging:

  • Holistic approach to reinsurance strategy and governance – implementing a comprehensive governance and strategic alternatives approach is essential to help ensure all reinsurance activities align with the broader business objectives and risk appetite of the firm.

  • Aligning the organization – using an industry standard assessment approach such as best-in-class vs. best-in-cost to analyze reinsurance operations allows insurers to properly determine which functions are best suited for handling each of the various reinsurance processes and decisions. By refining roles and responsibilities and establishing clear lines of ownership, insurers can enhance transparency and streamline communication to fully support the broader business objective.

  • Talent sourcing – the use of reinsurance impacts finance, investments, accounting, treasury, actuarial, risk, tax and supporting technology systems. Certain functions or operations can be sourced through third party providers, leveraging their expertise to free up the insurance company to focus on its core skills and strategic objectives.

  • Designing the data, systems, and processes – understanding the interconnected processes and selecting optimal tools are essential for creating an end-to-end solution that minimizes pain points, and effectively enables financial reporting and actuarial analysis.

  • Centralized treaty database – digitizing reinsurance treaties and enabling searchable data enhance operational efficiency, facilitates remote collaboration and provides real-time data insights for streamlined management and reporting across multiple teams. Utilizing optical character recognition tools, such as Document Intelligence Platform, allows insurers to review treaties and extract pertinent information such as premium tables, recapture provisions and treaty dates to then store it in a centralized, query-able, treaty database on a scale that was not previously conceivable.

  • Harness the benefits of artificial intelligence (AI) – AI can improve operations, controls and insights in several areas. Data that was once trapped in unstructured documents and treaties can be extracted, translated and summarized with generative AI (GenAI) tools. Data quality can be improved, anomalies can be detected and treaty terms or rate tables can be pulled from documents and compared to actuarial models for rapid reviews.

  • Performance monitoring and decision support capabilities – providing actuaries and management with high-quality, real-time monitoring capabilities for both historical trends and updated forecasts will enable the business to identify underperforming treaties. Performance monitoring capabilities should review historical performance against projected performance at a treaty level.

Looking forward

To improve performance with reinsurance, it is helpful to assess the current state, understand the impacts across people, process, data, technology and governance, and then collaboratively redefine the operating model. The operating model should be evaluated for a holistic set of capabilities, including but not limited to the following:

The life insurance industry is increasingly relying on reinsurance to support growth and manage market changes. The 2022 SOA Life Reinsurance Survey revealed respondents’ US portfolio new business was $119 billion in 2022, with a total of more than $2.7 trillion through the last 10 years of the survey.2 Traditional operating models have been challenged, which creates the opportunity for companies to adapt. Insurers who take a strategic approach to their operating model can create competitive advantages that align with business objectives and go beyond compliance to enhance value creation. By adopting leading practices, with more automated, data-driven solutions, they can improve their financial and administrative operations while also improving business insights. 

The competitive pressure for efficient operations and data-driven insights accentuates the importance of transforming and continuously improving the reinsurance function. By embracing change and harnessing advancements in systems, data and AI, insurers can redesign their reinsurance operating models to navigate challenges and create new opportunities for a more prosperous future.

The views reflected in this article are the views of the authors and do not necessarily reflect the views of Ernst & Young LLP or other members of the global EY organization.

Summary

The life insurance industry is increasingly leveraging reinsurance to support strategic growth, manage costs and adapt to market changes. Reinsurance helps optimize reserves, capital and risk management, but it requires insurers to revamp their operating models, focusing on agility, data-driven decision-making and automation. Future improvements in the reinsurance operating model should encompass financial reporting, administration, risk management, liquidity, data management and product pricing.

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