Trends driving social inflation

Learn how social inflation trends are playing out in the U.S. and worldwide courts as well as COVID's impact.

One way this plays out is larger jury awards, with a review by VerdictSearch showing a more than 300% increase in the frequency of verdicts of $20 million or more in 2019 when compared to the annual average from 2001 to 2010. (Credit: jansucko/iStockphoto)

Driven by a generation-long decay in public trust of corporations, social inflation trends are challenging to predict, largely because they are driven by “soft” social constructions, such as public perception of corporate behavior and changing demographics, especially with the increasing influence of social media.

“Social inflation” describes increased insurance losses resulting from the growing phenomena of for-profit litigation funders, higher jury awards, more generous workers’ compensation claims, legislated compensation increases and new tort and negligence concepts. It is especially established in the U.S. but is increasing globally.

The acute perception of economic disparity in the U.S., a deep-seated institutional distrust and the perception of the value of an injury, translates into larger than expected claim values. One way this plays out is larger jury awards, with a review by VerdictSearch showing a more than 300% increase in the frequency of verdicts of $20 million or more in 2019 when compared to the annual average from 2001 to 2010.

Runaway social inflation: The U.S. picture

In the U.S., there were 79 class action settlements totaling $2.3 billion in 2020, up slightly from 74 settlements totaling $2 billion in 2019. Securities class action filings, as opposed to settlements, however, decreased by 22% (210) — an average of 17.5 cases filed per month. Despite the decrease, the total was still 13% more than the 10-year average.

The 2020 settlements included two in excess of the $1 billion mark for the first time since 2016. The most impacted sectors were technology (28% of filings), biotechnology (19%), financial services (15%) and manufacturing (12%). The median settlement amount of the top 50 U.S. verdicts from 2014 to 2018 nearly doubled from $28 million to $54 million.

A significant contributing factor to the social inflation phenomenon in the U.S. is the increasing sophistication of the plaintiffs’ bar, which has adopted tactics including the expanded use of jury consultants and psychologists specializing in group dynamics to influence the size of jury awards to plaintiffs.

Another factor is the changing composition of jury pools, which can influence how cases are viewed and verdicts awarded. So-called millennials and Gen Z age groups now participate as jurors, and their world views may significantly differ from older groups. However, in many cases, they also tend to seek consensus and may agree with the majority of fellow jurors while deliberating a verdict to keep from “making a scene.” Jury composition impacts the outcomes of verdicts in a big way.

In effect, the plaintiff uses psychological tactics to convince the finder-of-fact to more readily accept an inflated value of a case. This process, known as “anchoring,” starts at the outset of the case, sometimes before the lawsuit is filed in court and acts as a leitmotif during the duration of the litigation.

With anchoring, people are influenced by information from their environment when making decisions without realizing they’re being influenced, potentially impacting the eventual settlement amount.

Around the world

Although social inflation is primarily a U.S. phenomenon, it has already impacted global tort activity due to similar drivers: perceived social inequalities, social justice demands, developments to include higher duties of care, expansions of liability theories, weakening of exclusions and the emergence of litigation funding firms and fewer cost deterrents.

While rare in Canada, since civil personal injury trials seldom proceed to jury, there is a cross-over when Canadian companies are hit in U.S. cross-border claims, where a company targeted in the U.S. sees its Canadian affiliate also named in the lawsuit, an increasing activity: 2019 saw 14 cases (four more than 2018) and just one less than the top year of 2011.

At the same time, the litigation funding industry, which first rose to prominence in North America and Australia, has ramped up activity outside of these territories. New collective action options and a growing collective redress trend have resulted in increased liability exposure for companies amid softening of EU regulatory obstacles. There has also been notable litigation funding growth elsewhere around the world — as widespread as in Saudi Arabia and South Africa.

Traditional public and product liability insurance, as well as motor, professional, medical, workers’ compensation and D&O insurance claims can all be affected by social inflation. Brokers should install a multi-faceted approach to ensure they’re steering companies towards insurance partners who are experienced in the area of social inflation and very proactive on litigation/insurance trends analysis. Understanding what its impact can look like, with help from their insurance carrier, and having timely dialogues on expectations as new terms and conditions come out or renewals of insurance policies come around, is key.

Court closures & settlement trends

In the wake of the COVID-19 pandemic, court closures and uncertainty around reopening are impacting the legal environment. With attorneys working and conducting depositions remotely, the legal process has become more complex and sluggish. Plaintiffs realize that, even if their case makes it to court, it could be two years or more before it is tried before a jury. Others worry that jury trials won’t be feasible as long as social distancing rules apply. While there are some jurisdictions that have recently begun trying cases, it looks like there will be a significant delay before court business is back to normal.

We saw very limited blockbuster personal injury trials since the beginning of March 2020, with one out of Washington with a verdict of $410 million for a Florida highway crash, and one for $125M in New Jersey for a plaintiff severely injured by a falling telephone pole. Many firm trial dates were pushed to 2021, or later, so we don’t know if COVID-19 will stem the tide.

Perhaps plaintiffs suspect that when courts reconvene and some jurors are out of work, they won’t be as prone to return outlandish awards, as we’ve seen in earlier economic downturns, but some commentators see no signs of “nuclear verdicts” abating. And some plaintiffs seem more willing than before to settle outside of court — we have seen that trending to a certain extent in our claims portfolio, driven, in part, by cash- flow issues.

Larry Crotser is the regional head of key case management, North America, at Allianz Global Corporate & Specialty.

These views are the author’s own.

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