Allianz Se · XETR:ALV
Allianz — Investor Day (December 2024)
16 slides from Allianz's investor day presentation, Dec 10, 2024
Slide 1: Connected platforms – Growth in action
Connected platforms Growth in action Sirma Boshnakova Member of the Board Allianz SE © Allianz 2024 Allianz Capital Markets Day December 2024
Slide 2: Connected platforms − distinctive value for Allianz
ALLIANZ CAPITAL MARKETS DAY 2024 Connected platforms − distinctive value for Allianz Operating profit of connected platforms (EUR) ~0.8bn B2B2C #1 global services player ~0.4bn 2x 2024–27 B2C On-top operating profit enabled in other Allianz entities Leading European direct insurer (EUR) >1bn ~0.5bn
Slide 3: Preparing for tomorrow with our connected platforms
ALLIANZ CAPITAL MARKETS DAY 2024 Preparing for tomorrow with our connected platforms Three platform businesses with leading Starting positions in highly competitive markets strong addressing changing customer demands Combination of all three assets provides Stronger true added value for customers an
Slide 4: Starting strong − addressing changing demands
ALLIANZ CAPITAL MARKETS DAY 2024 Starting strong − addressing changing demands Change in insurance demands … … addressed via our connected platforms with capabilities to serve all channels Customers Business partners Access to >100mn customers Companion in Boost in customer B2B2C most important B2C
Slide 5: Stronger together − superior customer experience
ALLIANZ CAPITAL MARKETS DAY 2024 Stronger together − superior customer experience Combined offering: “peace of mind” – just one click away Superior customer experience covering all needs providing “peace of mind – just one click away” Customer checks injuries Allianz Partners organizes Allianz Partn
Slide 6: Ever better − track record for fueling profitable growth
ALLIANZ CAPITAL MARKETS DAY 2024 Ever better − track record for fueling profitable growth Strong growth ambitions standalone Economic value for Allianz Group Total business volume (EUR) 1 2 3 EUR ~0.8bn 2x CAGR CAGR CAGR 2024e ~10% >10% >20% Combined EUR ~0.4bn ~13bn ~1.8bn operating profit uplift v
Slide 7: Allianz Partners − #1 global B2B2C player
ALLIANZ CAPITAL MARKETS DAY 2024 1 Allianz Partners − #1 global B2B2C player Business mix Scalability Total business volume >70 countries 2024e >100mn worldwide EUR customers ~10k medical ~10bn repatriations #1 global B2B2C player >6,500 annually B2B2C 2.3mn active partners Allyz users Market positi
Slide 8: Allyz – the app powering our connected platforms
ALLIANZ CAPITAL MARKETS DAY 2024 1 Allyz – the app powering our connected platforms Demo Allyz platform fully integrating Positioning as the ultimate partner for our customers digital insurance & services providing end-to-end solutions One travel platform for everything ~4.81 voice of customers Trav
Slide 9: Allianz Partners − growth and profit ambitions
ALLIANZ CAPITAL MARKETS DAY 2024 1 Allianz Partners − growth and profit ambitions Ambition 2027 Drivers Total business volume (EUR bn) Strong Market Renewal rate1 1.7x 1.3x market growth outperformance ~13 High customer demand ~10% through our growth ~96% ~97% ~10 for embedded services revenue triat
Slide 10: Allianz Direct − leading direct insurer
ALLIANZ CAPITAL MARKETS DAY 2024 2 Allianz Direct − leading direct insurer Business mix Scalability Total business volume 5 Legacy-free 2024e EUR countries Fully in ~1.2bn Leading European direct platform ONE the cloud Service- platform oriented architecture Direct (new business) Market position Mar
Slide 11: Allianz Direct − lessons learned from past challenges
ALLIANZ CAPITAL MARKETS DAY 2024 2 Allianz Direct − lessons learned from past challenges Challenging start – platform build and migration Power of platform – double-digit growth in 2023, for 4 countries from 2021-2024 focusing on scaling and optimizing the platform Total business volume1 Combined ra
Slide 12: Allianz Direct − growth and profit ambitions
ALLIANZ CAPITAL MARKETS DAY 2024 2 Allianz Direct − growth and profit ambitions Ambition 2027 Drivers Total business volume (EUR bn) Service unit cost Platform for B2C Productivity and B2B2C gains (EUR) 1.2x 1.5x ~1.2 ~1.8 Leverage and scale legacy-free, fully 1 Lower administrative expenses due to
Slide 13: Solvd − global platform for claims management
ALLIANZ CAPITAL MARKETS DAY 2024 3 Solvd − global platform for claims management Solvd: leading claims platform Global footprint 3rd party Fleet & Others Experts >45 insurers leasing (e.g. repair shops) markets served globally – end to end claims flow for customers Claims Loss >200 Notification stee
Slide 14: Solvd − growth and profit ambitions
ALLIANZ CAPITAL MARKETS DAY 2024 3 Solvd − growth and profit ambitions Ambition 2027 Drivers Total business volume (EUR mn) Global roll-out of Next level Inorganic 1.8x existing products AI solutions growth Increase market share Build-up of new business Additional acquisitions ~800 by attracting new
Slide 15: Connected platforms − strong benefits across areas
ALLIANZ CAPITAL MARKETS DAY 2024 Connected platforms − strong benefits across areas Examples – positive contribution to Allianz Group “Peace of mind” Revenue synergies Cost & loss ratio Providing holistic services Embedding Allianz Direct/ benefits and insurance for Allianz Allianz insurances with A
Slide 16: Connected platforms − distinctive value for Allianz
ALLIANZ CAPITAL MARKETS DAY 2024 Connected platforms − distinctive value for Allianz Operating profit of connected platforms (EUR) ~0.8bn B2B2C #1 global services player ~0.4bn 2x 2024–27 B2C On-top operating profit enabled in other Allianz entities Leading European direct insurer (EUR) >1bn ~0.5bn