Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

- Nine in ten insurers fear losing part of their business to FinTechs

- Margin pressure and loss of market share are top FinTech realated threats

- Innovation driver: new customer needs and deeper risk insights

- Insurers are closing existing gaps aournd customer centricity and digital channels

. Three in four industry players (74%) acknowledge ongoing disruption, most are dealing with Fintechs at different levels

- Cooperations with Fintechs is key to connect management cultures and bridge gaps over regulatory and IT concerns

https://www.pwc.lu/en/fintech/docs/pwc-insurtech.pdf  

https://www.glassdoor.de/Bewertungen/...S-Bewertungen-E1193602_P2.htm  

http://bankinnovation.net/2016/09/...the-best-way-to-manage-finances/  

This hybrid approach is the one that is going to win out,” says Honikman, whose wealth management software company was founded in 2001 by “fintech visionary”—his words—Bill Harris, who currently serves as the CEO of Personal Capital. “People’s relationship with their money is not simply algorithmic; it’s emotional, so to entirely meet their needs the algorithm [on its own] is insufficient.”

http://bankinnovation.net/2016/09/...the-best-way-to-manage-finances/
 

10 Insurance Tech Predictions for 2017
What s next for insurtech? Analytics? Customer experience? SMA s experts have some ideas.

www.insurancenetworking.com

After a transformative year for technology in the insurance industry, SMA partners Karen Furtado and Mark Breading, and principal Karen Pauli, think the best is yet to come. “We expect the trends from the past year or two to move toward more operational phases or move to the next level of activity and impact,” the trio writes in its “10 Insurance Tech Predictions for 2017
What s next for insurtech? Analytics? Customer experience? SMA s experts have some ideas.

www.insurancenetworking.com
ReplyReplies (1)



Heinrich12 seconds ago
Insurance 2017
After a transformative year for technology in the insurance industry, SMA partners Karen Furtado and Mark Breading, and principal Karen Pauli, think the best is yet to come. “We expect the trends from the past year or two to move toward more operational phases or move to the next level of activity and impact,” the trio writes in its “Top 10 Insurance Predictions for 2017” report” report  

könnten:

"InsurTech remains sizzling hot: SMA believes 2017 could be “pivotal” for insurtech’s future. “After a period of many pilots and a small number of production rollouts, it will be time for more widespread adoption and impact from the InsurTech companies."

"Customer experience shifts to high-value engagement: Several years of focus on customer experience in insurance has led to companies building an omnichannel foundation for digital interaction."

http://www.insurancenetworking.com/gallery/...s-for-2017-37829-1.html
 

112 Institutional Holders
27,606,119 Total Shares Held

Click on the column header links to resort ascending (▲) or descending (▼).

Owner Name
Date
zurückgekauften Aktionen könnten von PEMBROKE MANAGEMENT, LTD gekommen sein,


Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

PEMBROKE MANAGEMENT, LTD
12/31/2016
1,151,207
(1,529,308)
(57.05)
16,059

Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixzz4WC6DP1CL  

mit einem verwaltete Vermögen von knapp einer Milliarde.

http://www.nasdaq.com/quotes/...rtfolio/pembroke-management-ltd-52353  

für Q4/2016 und das Gesamtjahr 2016 kommen, dürfte ACUTA ab heute keine eigenen Aktien mehr kaufen.

Kommen die Ergebnisse eine Woche später, hätte ACTUA noch eine Woche die Möglichkeit, die angepeiltte Summe von 80 Millionen doch noch für Rückkäufe zu nutzen, denn so hoch über der Grenze, die bei der Dutch Auction gesetzt wurde, liegen wir nicht.  

besser zu verstehen:

http://banking-insurance.cioreview.com/vendor/2015/Bolt_Solutions

 

Bolt agiert als Brücke zwischen den Nachfragern/Käufern von Versicherungen, das können sowohl Konsumenten/Endverbraucher als auch Versicherungsagenturen sein, und den Anbietern von Versicherungen.

 

https://www.trustpilot.com/review/www.boltinsurance.com  

If You’re Marketing Online, Reap the Benefits of Selling Online

team to attract the right customers and keep them engaged, but marketing across generations, with different engagement styles and preferences, has created a new challenge for P&C insurance marketing leaders. While more than 80% of consumers want the ability to shop for and purchase coverage online,[i] some still want to speak with an actual person when they have questions, and most millennials, those up-and-comers who comprise the future of insurance, prefer to do almost everything online, from researching to quoting and purchasing. Marketing strategies, without both traditional and digital engagement capabilities, lead to missed customer acquisition opportunities and suboptimal results.

http://blog.boltinc.com/...online-reap-the-benefits-of-selling-online  

Zwar sind es inzwischen nur noch drei Core-companies ,aber die overall retention rate of 97% and recurring revenue of 87%. bestätigem mich, selbst wenn der Text inzwischen schon fast zwei Jahre ist, dass Nachhaltigkeit vorliegt, die ein langfristiges Engngement meinetseits auch weiterhin sinnvoll erscheinen lässt.

Actua (the “Company”) is a portfolio of four cloud software platforms focused on a total addressable market that exceeds $20B.  Each of the focused verticals participates in a market with growth potential exceeding 20%.  Actua has been successful in each vertical with an overall retention rate of 97% and recurring revenue of 87%.  
https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109
 

oBolt provides a multi-channel, multi-carrier software platform that enables insurance distributors to retain and grow revenue through a comprehensive insurance solution.  The build-out of this business requires mission-critical infrastructure which takes lots of time and money but the completion of such can make the Bolt Platform an integral and sustainable part of the insurance industry with a highly-defensible moat.

https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109
 

Bei Bolt wird wichtig sein, ob sich die folgende Wachstumszahl aus Q3/16 in Q4/16 wesntlich erhöht haben:
- Revenue Growth: 4% in Q3 2016 compared to Q3 2015
.  Bookings: Added $1.4 million of ARR from an existing customer, bringing YTD ARR bookings to approximately $4.5 million compared to low 6-figures in the prior-year period

Wichtig ist außerdem die Entwicklung dieser Zahlen in Q4/16 gegenüber den nachstehenden aus Q3/16:
- Users on the platform increased from 59,700 at the beginning of the quarter to 69,400 at quarter end
- Total premiums on the platform are $1.5 billion
- Competitive Moat: Platform is integrated into 100 of the largest insurance carriers and has 5,543 carrier connections
http://www.actua.com/wp-content/uploads/2016/11/...6-slides-FINAL.pdf
 

https://www.youtube.com/watch?v=FVO4m0ldWPA  

Making insurance great again – Reasons to be excited about InsurTech in 2017

Oisin Merrins, Editor, InsurTech

Published
24 Jan 2017

In these tumultuous times, the relative calm of the insurance industry may give the impression that all is ticking along as usual. That impression would be wrong. 2017 looks set to be another exciting year as InsurTech continues its mission to ‘Make Insurance Great Again.’ The digital and business strategies of insurers are in closer alignment and InsurTechs continue to accelerate the industry’s transformation, connecting the old and new worlds. Partnerships between the big and small continue to multiply and the benefits of these symbiotic relationships begin to be felt, with some insurers on the road to cultural change and some InsurTechs on the route to scale.

https://knect365.com/fintech/article/...cited-about-insurtech-in-2017  

https://www.kitces.com/wp-content/uploads/2016/01/...016-Handouts.pdf  

“The online direct channel is poised to take a significant piece of the small business market. Between direct writers like Hiscox, online agencies like Bolt and Insureon, and various InsureTech start-ups, there are lots of players moving into this space. What we haven’t seen yet is anyone devote serious advertising dollars to changing the conversation in small business insurance the way that the direct personal lines writers have done over the last decade. With Allstate itself – one of the biggest advertisers in personal lines — moving into the market, this may be about to change,” Josefowicz told Insurance Journal.

http://www.insurancejournal.com/news/national/2016/10/19/429725.htm
 

ACTUA CORP ACTA
August 05, 2015 - 9:04pm EST by
maggie1002

Although Bolt is currently the Company’s smallest business (at ~$25M in revenue) and the only Actua business not yet profitable or generating free cash flow, it could have the most upside potential. A valuation of Bolt based on recent results will not convey “value”. Bolt’s business model is highly scalable and although the timing of an inflection point of profitability is challenging to predict, I believe the attractiveness of Bolt’s business model will surface with more visibility in 2017.
https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109
See Less  

Revenue Growth: 10% in Q1 2016 compared to Q1 2015
http://www.actua.com/wp-content/uploads/2016/05/...des-FINALFINAL.pdf

Revenue Growth: flat in Q2 2016 compared to Q2 2015
http://www.actua.com/wp-content/uploads/2016/08/Q2-slides-Final.pdf

Revenue Growth: 4% in Q3 2016 compared to Q3 2015
http://www.actua.com/wp-content/uploads/2016/11/...6-slides-FINAL.pdf  

Bolt in Q4/2016 aus:

"„Bolt had another good quarter from an operating cash flow perspective, reflecting improvement in bookings where cash in received in advance of revenue and also tight cost controls.“

http://www.actua.com/wp-content/uploads/2016/11/...script_Q3_2016.pdf

Denn das heißt ja nichts anderes, als dass da schon Geld geflossen ist, das aber nocht als Ertrag gebucht werden konnte, weil es verursachungsmäßig Q4/2016 oder einem späteren Quartal zuzurechnen ist.
 

competitor Insureon’s 250 million.

Total premiums on the platform of Bolt are $1.5 billion as of 9/30/16
http://www.actua.com/wp-content/uploads/2016/11/...6-slides-FINAL.pdf

"Insureon CEO on Growth, Hockey Pucks and the Perils of Complacency
By Stephanie K. Jones | December 6, 2016

He explained that when he joined Insureon the company had about $20 million in premium after purchasing a small agency in Texas. Setting a premium goal of $25 million, they wrote $25 on a hockey puck to symbolize that goal. Next came a $50 puck, a $75 puck, a $100 puck and so on. Now that the company has surpassed $250 million in premium “we’ve got a lot of hockey pucks,” he said."

http://www.insurancejournal.com/news/midwest/2016/12/06/433788.htm
 

Operations Leaders Discover the Secret to Internal Agent Success

In the era of the evolving customer, property and casualty insurers face a multitude of threats to profitability, pitting their own outdated legacy systems and processes against new players entering the market who seem to have all the savvy moves and attributes that customers want. Acquiring all of those consumer-pleasing bells and whistles is a chief challenge to operations officers of many incumbent carriers, and internal agents are the ones to pay the price. Without strong digital distribution channels, agents are unable to effectively meet customer expectations for fast, efficient quoting and purchasing and spend far too much time on administrative tasks, driving up costs and losing out on opportunities. The good news is that operations leaders can empower agents to meet 21st-century customer experience standards with the right digital distribution platform.

http://blog.boltinc.com/...cover-the-secret-to-internal-agent-success