Multi-specialty insurance group presentation

Presentation of the Group
SIACI SAINT HONORE
April 2014

MULTI-SPECIALTY INSURANCE
BROKERAGE AND CONSULTING GROUP

SIACI SAINT HONORE 28 avr. 2014
Global services, specialist approach
Key Figures
+ 3,500clients
€244 million
turnover
Corporate sales: €220 M
Individual life insurance: €24 M
Around 1,500 employees
+ 200 international Property &
Casualty and Marine plans managed
from Paris
+ 1,2 million insured
members in France and worldwide
99%corporate risk
Ranking
 #1 in Construction
 #1 in insurance for Marine,
Logistics & Supply Chain sector
 #1 in Group Pensions Plans
 #1 in International Mobility
 #3 in Group Health and D&D
 #3 in P&C and Third-party
Liability
Multi-specialty insurance brokerage and consulting group
BROKERAGE, CONSULTING, ADMINISTRATION AND TRAINING
 Health and Life insurance
in France and worldwide
 Healthcare, Death & Disability
 Employee pensions savings plans
 International audit
 Assistance, Repatriation
 HR Strategy & Total Rewards
SPECIFIC AREAS OF EXPERTISE
 Agri-food, Automobile, Consulting and Engineering, Construction,
Distribution, Energy, High-tech, Financial institutions, Luxuries, Oil & Gas,
International organizations and NGOs, Regulated professions, Healthcare,
Telecommunications, Transport, etc.
 Corporate insurance
(Property & Casualty and Marine)
 Property & Casualty, Civil liability
 Marine
 Credit, Political risks
 Construction
 Automobile, Financial risks
PROPERTY & CASUALTY
AND MARINE
INTERNATIONAL MOBILITY
RETIREMENT
DEATH & DISABILITY / HEALTHCARE in France
 A balanced group

Client-centered consulting and services
OUR VALUES
 Client satisfaction, our objective
 A culture of premium service
 A personalized client relationship based on trust: each client is a partner
 Tailor-made solutions
 Availability, our culture
 A flexible and reactive organization on a human scale
 A client-focused organization dedicated to managing their specific needs
 Innovation, our driving force
 Day-to-day anticipation of risks and markets
 A continual search for new services and products to meet changing
customer needs
 Independence, our conviction
 A shareholding structure which guarantees stability and independence
from key market players
 Freedom of choice of network, tools and resource assignment
Quality
at the service
of companies
ISO 9001 Certification
for brokerage activities and for the
administration of benefits plans
and associated services
in France and worldwide.
The group is committed to a
process of continuous
improvement across all its
activities guaranteeing
standardized quality
of service throughout
the world.

An independent broker with an international focus
Strong international culture
+ 40 languages spoken
+ 60 nationalities
UNIQUE CAPITAL STRUCTURE
 Near 120 managers hold
shares in the company
 Our shareholders provide stability
and independence from
key market players
30%
19%26%
10%
15%
A THIRD OF EMPLOYEES WORLDWIDE
 Four regional headquarters for
Health & Life insurance:
Calgary, Paris, Dubai, Shanghai and
their offices
 One captive management subsidiary
in Luxembourg (2RS) and its offices
(Switzerland and Malta)
 One brokerage firm in Luxembourg
(SIACI&PARTNERS)
 One brokerage firm specialized in
trading in Switzerland (SIACI&PARTNERS)
 One brokerage firm in Switzerland
(UNIRISC)
Management
La Compagnie Financière
Edmond de Rothschild
CATTLEYA FINANCE SA
(Société d’investissements privée)
Jardine Lloyd Thompson (JLT)
Paris Orléans
LUXEMBOURG
Switzerland
••

An international network centered in Paris
A KEY PARTNER: JARDINE LLOYD THOMPSON (JLT)
 JLT International Network : 2nd
largest brokerage network in the world
 Engineering and promotion of the network based on service efficiency
 One contact in Paris, the starting point to roll out programs in all countries
 Local partners selected according to their expertise
 Shared standards with partners in terms of quality, performance,
keen sense of customer service, etc.
 Ongoing, proactive relationship with local brokers
 Dedicated tools for the management of international programs
 Network presence
The heart of the
European network:
6 independent brokers
- SIACI SAINT HONORE
(member of the network since 1991)
- JLT
- GrECo Group (Austria)
- Ecclesia Gruppe (Germany)
- Marine & Aviation JLT (Italy)
- March-JLT, Corréduria de Séguros
(Spain)
A flexible network united by
common values: excellence,
customer satisfaction and a keen
sense of customer service
+ 7,600 employees
across the network
Partnership with local brokers
in more than 135other countries

Property & Casualty and Marine
 Analysis and consulting in risk management
 Vulnerability analysis (protection and prevention)
 Contractual audit
 Statistical analysis
 Risk transfer optimization
 Risk financing
 Retention optimization
 Risk placement in the insurance market
 Alternative financing (captives, etc.)
 Technical solutions – All business areas
 Property & Casualty, Civil liability, Prevention and engineering,
Marine, Credit and Political risks, Construction, Automobile,
Financial risks, etc.
 Personalized support services
 Prevention and engineering
 Dedicated technical/claims teams
 Customized reports and tools
 Project mode organization (flexibility, expertise, availability)
Key Figures
+ €1,650 million
annual premiums
75,000
claims handled annually
+ 200international plans
managed from Paris
10,000 certificates issued
annually in transport insurance
20%of large French companies
are clients
Meeting client needs in:
 Cost control
 International roll-out
 Reporting
 Technical expertise
 Flexible organization
Our areas of expertise

International support services
in Property & Casualty and Marine
 Coordination and roll-out of international programs
 Assistance, consulting and services to local subsidiaries
 Audit of local policies
 Control and monitoring procedures, Reporting and Communication
 International information and management tools
 Information on the local environment
 Market surveys and benchmarking data
+ 200 international
plans managed from
Paris
Comprehensive
support services
Innovating solutions

Some of our clients: Property & Casualty and Marine
VINCI
AREVA
TOTAL
GROUPE CAT
SAUR
ALSTOM
LVMH
SAFT
VIVENDI
DEMECO
SOCIETE GENERALE
DALKIA
GROUPE SOUFFLET
BEL
VINCI ENERGIES
IMERYS
CMA CGM
SCHNEIDER
ELECTRIC
BOLLORE
ED&F MAN
RICHEMONT
ERAMET
SFR
BOUYGUES
GDF SUEZ
ST
MICROELECTRONICS
GROUPE SOPARIND
BONGRAIN
HERMES

Death & Disability / Healthcare
 Consulting / Engineering
 Financial and technical inventories
 Design and roll-out of insurance programs
 Invitations to tender
 Support in contractual negotiations including with social partners
 Management of death & disability and healthcare plans
 Third-party administration
 One claims department in France (Clichy)
 Technical teams trained on medical confidentiality
 Issue and sending of premium invoices and collection of premiums;
management of group and individual premiums; handling of sick
leave/death claims; follow-up of payments and processing
turnaround time.
 Personalized and innovating services
 Risk management solutions: healthcare, death & disability,
care networks
 Dedicated and secure information systems for corporate clients
and insured members
 Communication, Market intelligence and Surveys
Key Figures
+ 1,000clients
850,000
beneficiaries
Direct billing available from many
healthcare providers
+ 110,000 agreements
€600 million
Death & Disability/Healthcare
premiums collected annually
23%of the top 300
companies in France
+ 37third-party administration
agreements with insurance
organizations
 Financial optimization
 Risk management
 Legal advice
 Promotion of HR policy

Employee Pensions Savings Plans
 Engineering and consulting
Audit, design of and changes to pension and employee savings plans
Organization of invitations to tender (insurance, account monitoring
and financial management)
Retirement plans for internationally-mobile employees
 Actuarial consulting/technical support
Recognition and measurement of corporate liabilities (IAS19)
Audit of the profit and loss statement / life annuity revaluation reserve
 Communication and training
Information sessions / training on pension and employee savings plans
Retirement forecast: employees, executives, expatriates and
mobile employees
Facilitating finance committees / supervisory boards
(Art. 83-39 – company savings plans – group pension savings plans)
Employee information guide
Legal intelligence & benchmarking
 Administrative management of pensions
Administrative management of retirement and pre-retirement programs
Two types of management: in place of the insurer or mandated by the employer
Key Figures
+ 500corporate clients
1,875 billion funds
managed
17,800 pensions managed
+ 1,300 pre-retirement pensions
managed
1,700employees enrolled in
programs
€145 million
premiums collected annually
 Providing HR and Financial
vision
 Organization of joint
commissions
 Training sessions for HR
managers and employees
 Employment history tracking
in France and worldwide

International support services to local employees
Global services
International programs
managed in around 50
countries from Paris
Advice on economies
of scale
Organization of
international
HR committees
Training sessions
on pooling
Focus on
specific countries
+ 25 Pools managed
 Global audit
 Inventories and analysis of existing programs
 Information on regulatory requirements and legal compliance
 Market practices, benchmarking
 Recommendations, standardization and optimization strategies
 Global coordination and management of local programs
 Pooling
 Implementation of a reinsurance process for complementary policies of
multinational companies’ subsidiaries
 Advice on selection of international insurer partners
 Analysis and presentation of consolidation in an international account
 Convergence, monitoring, management and development strategies
 Local solutions
 Occasional actions on specific issues
 Analysis of issues at stake and review of solutions
with the network partners
 Organization of invitations to tender, implementation and monitoring

HR Strategy & Total Rewards
CONSULTING SERVICES FOR HR AND C&B POLICIES
 Audit and diagnosis of compensation and employee benefit plan systems
 Compliance analysis
 Suggestions to standardize and optimize benefit plans
 Budget adjustment
 Employee feedback surveys on their benefit plans
 Recognition of corporate liabilities and conditions under which employee
benefit plans are maintained in the event of Due Diligence/Merger-Takeover.
 Analysis of salary and incentive compensation policies
 Adjustment of compensation, retirement, healthcare and death & disability
packages of internationally-mobile employees
 Support services to senior employees
 Develop the Senior Plan and align it with the strategic workforce planning
 Make transition between employment and retirement easier
 Management of absenteeism and Prevention of work-related risks
 Diagnosis and tools for prevention and for return to work
TERMS OF CONSULTING
 Consulting fees / Our HR and C&B experts organize on-site
meetings on a “transition management” mode.Our areas of expertise
Transition
management
& Due Diligence
Professional support
services on HR
and C&B missions
Risk and budget
management
Cross-company
approach to direct
and deferred
compensation tools
+ 1,000 individual
retirement forecasts
conducted

Training
Training sessions or
strengthening of skills
of HR managers on
Comp & Ben tools
and policies
Keys
to claim handling
Professional services
provided with practical
case studies
Service qualifying for
the DIF (individual right
to training) or eligible
to be included in the
training budget
1,000 employees
trained
SIACI SAINT HONORE TRAINING SESSIONS
 Targets: HR, C&B managers, social partners, legal experts, chief financial
officers, insurance directors, administrators, employees
 Our offers (excluding tailor-made training sessions)
 Pooling: optimization of your international health & life insurance programs
 Corporate death & disability and healthcare systems
 Disability, incapacity, infirmity, handicap: what are the impacts on employee
benefits and pensions?
 Retirement: retirement school, expatriates’ retirement, transition from employment
to retirement
 Directors’ compensation
 Third-party liability and building insurance
 Marine Insurance
 Terms of training sessions
 Standard or expert modules
 Intra- or intercompany option

Some of our clients: Death & Disability/Healthcare/Company
pension savings plans and international support services
to local employees
AREVA
ORGANISATION
INTERNATIONALE
DE LA FRANCOPHONIE
HEINEKEN
AUCHAN
TECHNICOLOR
ALSTOM
SOCIETE GENERALE
HOLCIM
ERNST & YOUNG
LA BANQUE
POSTALE
GDF SUEZ
MICHELIN
SAFRAN CMA CGM
VINCI
SAINT GOBAIN
BOLLORE
RICHEMONT
DANONE
ERAMET
BULL
AIR FRANCE
NEXANS
ADEO

International Mobility
 Global solutions and unlimited coverage
 Group solutions for companies and organizations,
individual solutions and third-party administration services
 Standard and customized healthcare and death & disability coverage
from the 1st
€ / USD / CHF /GBP or other currency, complementary to
the Caisse des Français de l’Etranger, local basic schemes or
French Social Security
 Retirement
 Third-party liability
 Assistance / Medical repatriation
 Moving insurance
 Legal protection
 Four regional headquarters
 Integrated claims departments
 Four integrated claims departments in Paris, Calgary, Dubai and Shanghai
 Consulting physicians within the teams and knowledge of local
healthcare systems
 Global network
 International department managing the global network
 6,700 in-network medical facilities and access to 860,000 healthcare providers
 Personalized support services
 Training, Communication, Market research and benchmarking
Key Figures
+ 2,000corporate clients
330,000
insured members worldwide
Reimbursements in150
currencies
4 regional headquarters: Paris,
Calgary, Dubai and Shanghai
Telephone lines open
24/7
+ than 40 languages spoken
and 60 nationalities
 Cost control
 Risk management
 Care networks
 Legal advice

Some of our clients: International Mobility
SCHLUMBERGER
GROUPE YVES ROCHER
MICHELIN
TRANSOCEAN DOCTORS WITHOUT
BORDERS
AIR FRANCE ITER
CONOCO PHILLIPS
L’OREAL
SAFRAN
SGS
AFRICAN
DEVELOPMENT
BANK
THE GLOBAL
FUND
ERAMET LAFARGE
HACHETTE
DISTRIBUTION
SERVICES
PREMIERES
URGENCES
ACTED
SUNCOR ENERGY
ENSCO
TALISMAN ENERGY

Multi-specialty insurance group presentation

Recommended

Recommended

More Related Content

Viewers also liked

Viewers also liked (20)

Similar to Multi-specialty insurance group presentation

Similar to Multi-specialty insurance group presentation (20)

More from Thierry Vachier

More from Thierry Vachier (20)

Recently uploaded

Recently uploaded (20)

Multi-specialty insurance group presentation