ISA 520 · Insurance

Analytical Review Tool for Insurance

Pre-configured for insurance entities with combined ratio monitoring, claims reserve analysis, and IFRS 17-aligned analytical procedures.

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The Auditor's Guide to Analytical Procedures Under ISA 520

Complete guide: ISA 520 requirements quick reference, decision flowchart for when to use analytical procedures vs. tests of details, industry-specific ratio checklists for 12 sectors, threshold-setting guide by risk level, sample completed working paper, common quality-review findings, and documentation checklist.

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ISA 520 Analytical Review for Insurance Entities

Insurance audits present unique analytical challenges due to the long-tail nature of insurance liabilities and the complexity of actuarial estimation. Under ISA 520, the auditor must develop expectations that account for the fundamentally different business model: insurers collect premiums upfront and pay claims over extended periods, creating significant estimation uncertainty in the reserves that dominate the balance sheet. The combined ratio — the sum of the loss ratio (claims incurred / earned premiums) and the expense ratio (operating costs / earned premiums) — is the primary profitability indicator. A combined ratio below 100% indicates underwriting profit; above 100% indicates underwriting losses that must be compensated by investment returns. Any significant change in the combined ratio or its components requires investigation under ISA 520.7.

Claims Reserve Analysis and Development Patterns

Insurance contract liabilities (claims reserves) are typically the largest balance sheet item and the area of highest estimation uncertainty. The auditor should analyse claims development patterns — comparing how prior-year reserve estimates have developed against actual claims settlements. Favourable development (reserves proving excessive) or adverse development (reserves proving insufficient) provides critical insight into the reliability of current reserves. The IBNR (incurred but not reported) component involves particularly significant judgment and should be analysed against historical emergence patterns. Under IFRS 17, the presentation of insurance contracts has changed significantly, with the contractual service margin representing unearned profit to be recognised over the coverage period. The auditor should verify that CSM release patterns are consistent with the expected service provision.

Premium Growth and Reinsurance Arrangements

Gross written premium growth should be analysed by product line and distribution channel. Organic growth from rate increases has different implications than growth from new business volumes. The auditor should consider whether premium growth is consistent with market conditions and the entity's underwriting strategy. Reinsurance arrangements significantly affect the net risk profile — changes in the reinsurance programme (higher retentions, different reinsurers, quota share vs. excess of loss structures) directly impact the comparison of gross and net figures. The auditor must understand any reinsurance programme changes to set appropriate expectations. Investment portfolio returns should be analysed against the portfolio composition and prevailing market conditions. A portfolio heavily weighted to fixed income should return differently from an equity-heavy portfolio. Unrealised gains and losses in other comprehensive income should be analysed for consistency with market movements.

Key Ratios to Monitor for Insurance

  • Combined ratio
  • Loss ratio
  • Expense ratio
  • GWP growth rate
  • Investment yield
  • Solvency coverage ratio

What Drives Account Fluctuations

Gross written premium growth from new business and renewals

Claims incurred movements including IBNR reserve changes

Investment portfolio returns impacting other comprehensive income

Reinsurance programme changes affecting net retained risk

IFRS 17 contractual service margin release patterns

Seasonal Considerations

Insurance operations are generally not seasonal for annual policies, but catastrophe events create lumpy claims patterns. Natural catastrophe-exposed portfolios may show significant year-on-year volatility. Renewal cycles (January 1 for commercial, throughout the year for personal lines) affect premium timing.

Recommended Investigation Thresholds for Insurance

Account Category Threshold %
Revenue5%
Cost of Goods Sold10%
Operating Expenses10%
Current Assets10%
Equity5%

Regulatory note: Insurance entities are subject to Solvency II regulation in the EU. Solvency coverage ratios and own funds calculations affect the auditor's understanding. IFRS 17 implementation has changed financial statement presentation significantly.

Worked Example: Insurance Analytical Review

A mid-tier property and casualty insurer. Overall materiality €8,000,000, performance materiality €5,200,000.

Overall materiality: €8,000,000 | Performance materiality: €5,200,000 | Threshold: 10%

Account PY CY Change %
Gross Written Premiums €385,000,000 €420,000,000 €35,000,000 +9.1%
Reinsurance Premiums Ceded FLAG €54,000,000 €63,000,000 €9,000,000 +16.7%
Claims Incurred — Gross FLAG €248,000,000 €285,000,000 €37,000,000 +14.9%
Acquisition Costs €77,000,000 €84,000,000 €7,000,000 +9.1%
Investment Income FLAG €28,000,000 €38,000,000 €10,000,000 +35.7%
Insurance Contract Liabilities €820,000,000 €890,000,000 €70,000,000 +8.5%
Reinsurance Contract Assets FLAG €108,000,000 €125,000,000 €17,000,000 +15.7%
Flagged Item Explanations:
Claims Incurred — Gross: Increase of €37M (14.9%) — flagged. Loss ratio increased from 64.4% to 67.9%, driven by two large commercial property claims (€12M combined) and adverse weather events. Verified against claims register and external loss adjuster reports.
Investment Income: Increase of €10M (35.7%) — flagged. Reflects higher yields on fixed income portfolio following rate environment changes. Verified against investment portfolio analysis and custodian reports.

Frequently Asked Questions — Insurance

How does IFRS 17 affect analytical review for insurance entities?
IFRS 17 changed how insurance revenue and profits are recognised. The contractual service margin (CSM) represents unearned profit released over the coverage period. The auditor should verify that CSM release patterns are consistent with service provision and that any onerous contract losses are immediately recognised.
What is the combined ratio and why is it important for analytical review?
The combined ratio equals the loss ratio plus the expense ratio. A ratio below 100% means the insurer makes an underwriting profit. It's the most important single metric for P&C insurers and should be stable between periods. Significant changes indicate shifts in claims experience, pricing adequacy, or cost management.
How should I analyse claims reserves in analytical review?
Compare the claims reserve to earned premiums (reserve adequacy ratio). Analyse prior-year development (favourable vs. adverse) for insight into reserving accuracy. Review IBNR as a percentage of total reserves and compare to historical patterns. Consider whether catastrophe events or large individual claims explain any movements.
What drives changes in reinsurance costs?
Reinsurance costs are driven by the insurer's risk profile (loss experience), reinsurance market conditions (the reinsurance cycle), programme structure changes (higher/lower retentions, different layers), and the overall growth in the insured portfolio. Changes in reinsurance should be correlated with changes in gross exposures.
How should investment income be analysed for insurance entities?
Investment income should correlate with the average invested asset base and prevailing market returns. Fixed income returns should reflect the yield curve, while equity returns should reflect market performance. Unrealised gains and losses in OCI should be consistent with market movements for the portfolio's asset allocation.