Mare Forum 2000: The Shipping Risk Management Forum      

QUALITY MANAGEMENT versus RISK FINANCE IN SHIPPING

25 & 26 September 2000, Athens Greece

 

Dr. Ger Nieuwpoort , Head Maritime Transport

Ministry of Transport, The Netherlands

 

Reinventing the Marine Insurance Industry: The Responsibility of Marine Insurers in Quality Shipping

 

Today’s shipping market

Long ago shipping consisted of wooden ships and men of iron. Transport over sea was considered a high-risk adventure: big money or bankruptcy. In terms of legislation, liability, the role of other players in the maritime market and similar aspects, our maritime framework is grafted on this old-fashioned concept of the marine adventure.

 

The concept of the marine adventure led to the allocation of  risks to the shipowner. This is, among other things, reflected by an impressive legacy of international rules and regulations that has been built up during the past few decades. Focusing on vessel and crew, the main concern was to minimise  maritime risks by prescribing detailed technical and environmental safeguards. Though benefits can’t be denied - safer and cleaner shipping over the years - the present regulatory system has fundamental shortcomings. By putting the responsibility and the burden unilaterally on the authorities it entices ship owners and the rest of the industry to do little more than the barest essentials to comply with the rules. The present prescriptive regulatory framework doesn’t contain economic incentives to comply with the rules.

 

Ship owners started to explore means for a way out of this straitjacket. The 1996 OECD study on the competitive advantages of substandard shipping has demonstrated savings of up to 15% or up to 1 million US dollars per annum for a large vessel. Ship owners dodging the rules found refuge largely in open registries. Those flag states started to adopt a position as a market player, thereby forsaking their primary role which is to guard social boundary conditions.

 

Moreover, this imbalance made it possible - and indeed easy - for other parties within the maritime industry to escape responsibility. As those other parties influence market conditions, there is a whole chain of market players who should bear at least some responsibility: classification societies, insurers and P&I clubs, shippers, finance companies and merchant banks. Moreover, let us not forget governments themselves. All these other parties have a lucky escape, as they are never held accountable.

 

The approach based on the marine adventure has ultimately led to a culture without a sense of collective responsibility and without proper checks and balances. A market which is cost-driven instead of quality-driven. Under these market conditions it is getting more and more difficult to effectively enforce existing and new regulations. We must look for ways to make quality shipping rewarding.

 


Tomorrow’s shipping market

The shipping market is an international and highly liberalised market which requires more and more quality of services and sustainability. Shipping is not only a matter of costs, it is also a matter of social conditions on board, safety at sea and care for the maritime environment  The aim of responsible governments should be just that: a strong service-oriented high-quality market, not a cost-driven market.

 

The only way to effectively revert the current situation is the creation of a culture of self-regulation in regard of safety, commonly referred to as “safety” or “quality” culture. To be effective this culture progresses beyond the mere following of externally-imposed rules, and emphasises the need for every company and individual within the maritime industry to be responsible for taking action to improve safety. The starting point for this is professionalism in management. It is of the utmost importance that ship-managers see the economic benefits of a safety culture within their companies. However, it is not only the ship-owner: quality depends on all players in the market and is the responsibility of all players. Other market players should, to their own benefit, give ship-owners the economic and financial incentives to help them in adapting a real safety culture. The maritime industry in general has till now shown a rather disappointing commitment towards an active quality approach.

 

However disappointing, not at least surprising. The present rules and regulations do not contain economic incentives to bring about a safety culture. On the contrary: the collision of common good and governmental policies versus the interests of the maritime industry has led to evasion of the rules, by ship-owners and other market-players. It has led to a culture without a collective sense of responsibility, a culture where nobody is held accountable, except for of course the ship-owner, a significant number of whom will dodge the rules, etcetera, etcetera, a vicious circle. This evasive culture transformed the shipping industry into an often untransparent industry in which it can be difficult to identify the owner of the ship - unacceptable in case of accidents.

 

It’s no two way street: besides the ever necessary regulation prescribing technical and environmental safeguards and the much appreciated efforts of bona fide quality driven maritime market-players, we need to develop a third way. We need to create a symbiosis between those two and create an environment in which it is more rewarding to play by the rules than dodge them and, in doing so, to bring about quality shipping without distorting competition. It is necessary to provide the maritime industry with an effective legal framework. A framework in which a collective responsibility is felt by all market-players and in which they are held responsible and liable, a framework which contains economic incentives for quality. And only when everybody feels and is held responsible and liable, it is possible to bring about a safety and quality culture by self-regulation. This is the missing link in maritime industry, today.

 

Unilateral action by governments will not bring about a change in culture. Co-operation between governments and industry is essential: the quality parts of governments and industry must work together. The joining of forces interested in quality must make life more difficult for those who are not interested in adequate safety standards. A prerequisite is a different approach towards the phenomenon risk. The old ways of yesterday are not the ways of the future. Maritime risk today shouldn’t be based on the perils of the sea alone. Only when we realise that maritime risks are the result of quote unquote misbehaviour of not only the calculating ship-owner but all calculating market-players, we can hold market-players responsible and liable. And shared responsibility is important to shift attention and focus on prevention of accidents in stead of - as for example in the present liability regimes - the handling of claims afterwards. A legal framework should reflect this changing attitude towards maritime risks.

 

A legal framework which reflects this changing attitude towards risk can’t be build overnight. We have to slowly rebuild the current system and introduce economic incentives to all market-players to perform according to modern quality standards and help bring about a safety culture within companies and their management. The European Union should take up the gauntlet and could play an important pioneering role. The European Union should define her point of view and develop a strategy towards a regulatory system that facilitates self-regulation.

 

Today’s marine insurance market

The marine insurance market resembles today’s shipping market. The hull and machinery insurance market has suffered from a structurally “soft” market for almost a decade now, with rates being rock bottom because of over-capacity and fierce competition. Profits are no longer  being made, and indeed the fall-off in claims has by all accounts now been sharply reversed. And yet, for fear of losing business competition is still based on price, instead of on proper risk assessment. And without proper risk assessment underwriters are unable to tell good from bad risks, thus running their business virtually blindfold. Increasingly, the underwriting market has obtained all the characteristics of a pure commodity market. It is not surprising that as the underwriter is left with the poorer part of the portfolio, he makes an underwriting loss. Reinsurance or higher deductibles will only conceal the problem. And underwriters who compete on price will also lose business on price, so they lose business, period.

 

In a soft insurance market it is easy for substandard shipping to insure their risks. Because the market is cost-driven, proper risk assessment is neglected for fear of losing business. Without proper risk assessment, it is not only difficult to differentiate between good and bad risks but also to differentiate adequately in price.

There is a downside for marine insurers as well. After all, a soft insurance market is bound to produce more claims because more business is written by more underwriters on the basis of rates alone. Also, with the lower deductibles that characterise such markets the losses suffered by negligent ship owners reach the level where they are still insurable by underwriters. This will inevitably come to a standstill at some point, and the later it happens the worse the damage for the insurance market. In addition, purely cost-driven underwriting is producing a generation of hull underwriters without the necessary technical skills and know-how, leading to even more pressure on marine underwriting to become a pure commodity.

 

Needless to say, this is not what anybody wants. In order to make the marine insurance rewarding again the marine insurance industry on the one hand needs to be professionalised whilst on the other hand should refrain from becoming a gambling industry. For both, marine insurance has to reinvent their business.

 

What do governments expect from the marine insurance market? What  contribution can the maritime underwriting market make?

 

Tomorrow’s marine insurance industry

 

Risk assessment and price differentiation

Let me start off with a question. What is the difference between marine insurance and other insurance, for example a simple car or health insurance? Should it not be the case that all good (technical) underwriting starts by a proper assessment of good and bad risks? Should it not be the main concern of all good (technical) underwriters to achieve a balanced portfolio consisting of quality risks? Should this not be done, as already happens in most other parts of the insurance industry, by raising minimum requirements and price differentiation? Unlike marine insurance, in car insurance governmental safety policy goes hand in hand with commercial policies of insurance companies. Marine underwriters, like any other part of the insurance industry, should do their homework better and set insurance conditions in response to risk parameters. A soft market cannot be an excuse.

 

Risk assessment means a systematic approach to evaluating and measuring each client against defined quality standards. Without proper risk assessment and price differentiation, marine insurance is then consciously providing incentives to substandard shipping instead of scaring off rogue elements in the shipping industry. In doing so this makes the marine insurance industry accessory to substandard shipping! And, like I said, all market-players should feel responsible and, if not, be held responsible and liable.

 

As stated before, in order to achieve high-quality underwriting complete transparency of information is a prerequisite.

 

Equasis database

I’m not here to tell you how to conduct a proper risk analysis. I do want to tell you that there already is a lot of information available in the public domain. More will come. At the Mare Forum conference in 1999, we discussed at length the disadvantages of a lack of transparency. One should have a global information system and data base on at least safety and environmental aspects of shipping. Lack of information will cease to be an excuse. The European Commission has taken up the initiative with the design of the Equasis database which is to contain information from Port State Control, as is later to be supplemented by data from class societies, flag state inspections, private inspections such as SIRE and CDI, and lastly and, hopefully, from insurers. The database will be reliable, easily accessible and regularly updated. Underwriters not only can make use of the information in their risk assessment, they should also feel obliged, as a market-player carrying an individual as well as a collective responsibility, to add data to the database.

 

The Equasis database should serve as a basis for conducting a proper risk analysis and raise minimum requirements by using “quality” templates. All kinds of information should be available, notably the information needed to assess hull insurance risks:

·       description of vessel and management;

·       area of trade; nature of trade; period of trade;

·       classification society and class status; flag state; P&I Club, nationality of crew and officers;

·       technical details of vessels, including age, build and engine manufacturer;

·       degree of compliance with international regulations, and specifically with the ISM code.

 

By using “quality” templates to extract information from the Equasis database, by sharpening minimum requirements or the introduction of “quality” clauses like those dealing with ISM and STCW95, one cannot only differentiate between good and bad risks, but also between good and bad underwriters, and in doing so contribute to improving both business and image! Solid customer relationships, based on recognisable quality, are essential for the business in the long run. Even certification of some kind may come to the fore. A voluntary Code of Conduct or Code of Best Practice for marine underwriters, not unlike the recent Code of Conduct of the European Shippers’ Council or the Maritime Industry Charter on Quality Shipping of the European Commission, should help bring about this change towards an active quality approach.

 

Conclusion

Short term policies have never worked. In a cost-driven market a sudden stop seems inevitable. In order to survive and strengthen market positions, development of a long term strategy will prove to be essential. What we need is a safety culture to bring about a service-oriented quality-driven market. Governments as well as the maritime industry must take their responsibilities. Conditions must be set by governments and industry together.

Besides the ever necessary technical and environmental safeguards combined with strict supervision, governments must provide the maritime industry with a regulatory framework which reflects a new approach towards maritime risk and contains the economic incentives necessary to bring about self-regulation of safety or safety culture.

The maritime insurance industry should evaluate their own performance: a sense of collective responsibility and self-regulation must be internalised. A safety culture progresses beyond mere following of externally imposed rules, the maritime industry therefor must take their own responsibility in achieving quality shipping. The marine insurance industry plays a key-role and should realise this. Better than anyone else they are confronted with the consequences of maritime risks. The maritime insurance industry can forward an important message to substandard shipping by conducting proper risk-assessments: the higher the risks, the higher the premium and the tougher the application of restrictive conditions. In that way governmental policies go hand in hand with commercial policies of the insurance industry.