Archive for the ‘Short Term Insurance’ Category

Do you know enough to be a broker?

Friday, January 22nd, 2010

In South Africa we currently have a proliferation of “do-it-yourself” short term insurance companies. I can’t say anything about the way they advertise. But the fact is, they do have a niche in the market.

 But there is one thing that these companies NEVER advertise – when you pick up the phone to call them, you become a broker. In other words, you now have to know enough about insurance to understand the relevance of the questions and to know what to answer. Based on your answers, claims can and will be repudiated.

 If you want to challenge such a repudiation, you have to take on the company. Yes, there is an ombudsman for short term insurance, but when you go to him, you are still acting on your own.

 The next thing about these call-centre driven companies, is that you phone in to register a claim. Once again you are on your own. They ask the questions and you have to answer. Two people have told me about their respective experiences and said the same thing: “It is like dealing with a lawyer in court, they are doing there utmost best to catch me on something.” Somebody else relates how a representative from such a company called him almost daily for three weeks to try and trick him into admitting that the the 4×4 route on which he had an accident was actually a competition. I can just imagine the result if he was distracted when they phoned and asked him: “We just want to check something about the grading of the route. Can you give us the name of the person who organised the competition?” It is scandalous!

 Lastly, and I say this in general, beware of low premiums. It is always the outliers that should be reason for worry. An architect once said to my dad (a building contractor): “when tenders come in, you throw away the highest one, as they want to get rich out of you. You throw away the lowest one, they are going bankrupt on you.” The principle is the same with insurance. If three companies are more or less the same on the premium for insuring my house, how does a fourth company manage to quote 50% less? One of two ways (or both): much more limiting policy wording and/or much more stringent loss adjusters.

 In this scenario a broker is responsible for asking the right questions and informing you about the relevance of the information. Brokers are usually easier to fight than a faceless call centre! When you have a claim, and it is not a do-it-yourself call centre, the broker can assist with completing the form. No broker should complete a form on your behalf. No broker should encourage you to be dishonest. But there are certain words or phrases that you should not use.

 And when a claim is repudiated and the broker thinks it is unfair, he will assist you with preparing a claim to the ombudsman.

 And this post comes from one of these companies trying their best to find a reason, any reason, to repudiate a claim from one of my clients. I am in a real fighting mood …

 

Gambling – Lesson 1

Monday, October 26th, 2009

For the sake of clarity, let’s look at definitions:

Investing – anything that increases in value over time because the income increases.

Speculation – anything that increases in value because of supply and demand or because of general volatility. I group sports betting, horse racing, day trading and spread trading, in fact any trading, here.

Gambling – what you do in the casino and when you try to live without adequate risk protection (ie, life, disability and short term insurance).

 Although the lessons can apply to all three groups, I am actually discussing Speculation more than Investing.

 The first thing that stands out when you start reading about gambling, is the need for discipline. You can easily get returns of 70% in a couple of minutes, but you lose your shirt much quicker and easier!

 That is why everybody who writes about any form of gambling/speculation recommends that you have rules and a system that you adhere to religiously. The moment you deviate from the rules you will lose big time.

Discipline also implies very strict logic and no emotion. The two times that I saw a casino, it amazed me how everything is geared to get the emotion of greed going. Lotto adverts in the media get the greed going. “Just imagine what you would do if you won the jackpot – fire the boss in style; buy an island; buy your dream house”. It fuels the dreams of a high flying lifestyle! And people start thinking with their hearts instead of their heads. And they feed the monster in the bottomless pit.

 And just a little bit of success and the optimism and greed soars and there is no stopping. The jackpot is always just one coin further, just one more coin. Speculating with emotion is a sure way of losing a fortune!

 Over-confidence is another attitude to beware of. You get to know the game, you have some success, you know you can win – and suddenly you take on the world! And all caution flies out the window and you put the bank on the line for that deal of a lifetime! And then you go south with the deal … If you ever won any money in the Lotto you will know what I mean!

 Lesson 1: If you get involved with any form of trading, gambling and investing – discipline is the first non-negotiable requirement. I cannot emphasise this enough. And it is like a circular argument – if you don’t have enough discipline to stick to the rules, will you have enough discipline NOT to play?

 Lack of discipline can turn you into the moth and the candle. You feel the heat, you know you should stay away, but you are drawn to the flame and, fight as you may, you are always trying to get as close as possible without slipping. Unfortunately, in this scenario slipping is a matter of time.

 Discipline is non-negotiable, that is why we start with it.