Summary
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Conducted on
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Submitted by:
HIGHLIGHTS
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Prepared by:
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Prepared by:
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Highlights for the month of August 2024 include:
LOWLIGHTS<br>
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Lowlights for the month of August 2024 include:
FINANCIAL PERFORMANCE <br>
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Technical metrics analysis and portfolio performance updates
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Insights & actions on performance variance to Plan/Target
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External factors impacting performance
CUSTOMER AND COMPLAINTS MANAGEMENT<br>
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Prepared by:
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Customer metrics, complaints table, insights, AFCA matters
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Reference to Customer metrics, complaints table, insights, AFCA matters
UNDERWRITING <br>
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Prepared by:
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Insights on UPR
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Reference to Insights on UPR
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Insights on PLC, Changes to guidelines, risk appetite and accumulation
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Reference to Insights on PLC, Changes to guidelines, risk appetite and accumulation
CLAIMS/ CLAIMS HANDLING <br>
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Prepared by:
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Issues, pain points, large losses, CAT events
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Current claims volume and trajectory
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Operational Updates
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Interesting Claims Scenarios
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Reference to Claims KRIs
COMPETITOR AND MARKET UPDATES <br>
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Prepared by:
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Key Market Developments
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Hardening/Softening of Market
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New Competitor(s)
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Existing competitor activity
STRATEGY & INITIATIVES UPDATE<br>
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Key strategic initiatives – progress, outcomes, results
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Upcoming / planned initiatives
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Project delivery – on track/off track
RISK AND COMPLIANCE<br>
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Emerging Risk, incidents and issues, audits and assurance reviews
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Include commentary or thematics on incidents and issues
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Outcome of controls/assurance testing
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Reference to Outcome of controls/assurance testing/ Incidents
PEOPLE<br>
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Prepared by:
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Key people update
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Compliance training updates and attestation
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Reference to Compliance training updates and attestation
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Outcome of assurance
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Reference to Outcome of assurance
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Staff changes and turnover
OPPORTUNITIES <br>
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Prepared by:
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Any business opportunities not already covered above
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One Allianz opportunities for collaboration
OTHER BUSINESS <br>
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Prepared by:
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Other business
