Insurance Australia Group Ltd · ASX:IAG
Insurance Australia — UBS Investors Conference 2003
9 slides from Insurance Australia's conference presentation, Nov 20, 2003
Slide 1: ASX cover letter for investor presentation
20 November 2003 Ms Pam Ross Manager, Company Announcements Office Australian Stock Exchange Limited Level 4, Exchange Centre 20 Bridge Street SYDNEY NSW 2000 Dear Ms Ross INSURANCE AUSTRALIA GROUP LIMITED INVESTOR PRESENTATION Please find attached copy of presentation by Insurance Australia Group's
Slide 2: Australia's competitive playing field
IAG Australians competi al playing field Michael Hawker, CEO Insurance Australia Group! 20 November 2003 4 Insurance Australia Group Limited ABN 69 090 739 923
Slide 3: International expansion on our horizon
International expansion on our horizon Progress Progressing this will depend on being able to show internationally applicable core competencies ————> We believe that there are substantial opportunities locally for a few years June 2003 <— Delivered Time Insurance Australia Group Limited ABN 60 090 7
Slide 4: Natural growth in domestic premium
Natural growth in domestic premium © IAG inmueaeice Auertralin 207 7 300 Brena: we $18bn - 13+ CAGR for policies of 7.3% | 280 2 F 164 € 34 F 124 § o 10 69 ° 2 a O 8; 9 a 64 £ Ss 4 ‘i Qa 2, o4 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 (J) Source: ABS for GDP & APRA General Insurance Statisti
Slide 5: Global trends in distribution
Global trends in distribution IAG AUTRE ral Australia UK US ESh $5.9bn $6.9bn $264.2bn $310.6bn $49.4bn —$51.0bn 1999 2001 1998 2000 1996 2001E Source: AM Best, Data Monitor, APRA, JP Morgan 2001 insurance Survey 8 Direct @ Financial Tied E Independent mi Other institutions agents agents/brokers (eg
Slide 6: Supply chain management
Supply chain management q@) IAG * Developed a comprehensive national preferred Group supplier operating model in Australia — Replaces old, state-centric less value-extracting supply chain arrangement « Hundreds of preferred supplier relationships and contracts across our business: — Only the best an
Slide 7: Growth opportunities in Australia/NZ for the next few years
Growth opportunities in Australia/NZ © for the next few years rd * 3 ‘cycles’ — personal, commercial, statutory classes ¢ Function of economic growth « Market share and sums insured ¢ 3 internal projects: Integration, ‘Getting it Right’ and IT Transformation ¢ Dividend policy under review ¢ Currentl
Slide 8: Medium term — offshore expansion
Medium term — offshore expansion q@) IAG « Focus — Asia Ae * Our internationally competitive core competencies — Motor car policy risk analysis — Motor car claims management — Personal injury claims management * Current operations (albeit small) — Thailand -— China née wll soto ggg (cc gene) MN eren
Slide 9: Questions
IAG AUTRE Sa setvilin COMLaRE Questions NERS Clealiew SGIO sae [stare] id Insurance Australia Group Limited : : mer ABN 69 090 739 923, ees
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