Overall P&C Insurance Themes

Free Weekly Briefs Overall P&C Themes Personal Commercial Cyber

Prime Shows How Governance Can Strand Specialty Capacity

Sep 2, 2026

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6 min read

Prime Shows How Governance Can Strand Specialty Capacity

A rating action framed around reserves can reach broker panels, client requirements, and reinsurance terms before statutory impairment appears.

The Moat Is Real. The Perimeter Is Wrong.

Jun 30, 2026

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4 min read

The Moat Is Real. The Perimeter Is Wrong.

What a $20 billion captive wholesale platform reveals about Amwins' biggest blind spot

Acrisure now owns the shelf, the algorithm, and the channel

Jun 3, 2026

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5 min read

Acrisure now owns the shelf, the algorithm, and the channel

Why contingent commissions just carried 100% of Brown & Brown's organic growth

Feb 11, 2026

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3 min read

Insurance Is Now Pricing Politics

Why profits are triggering warnings, givebacks, and quiet exits across U.S. P&C

Feb 4, 2026

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12 min read

AI Warps the M&A Cycle

Deals are moving faster, diligence is getting standardized, and underwriting errors are starting to correlate. Here’s how to tighten limits and force proof before losses cluster

Reinsurance Is Calm for the Wrong Reason

Jan 14, 2026

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12 min read

Reinsurance Is Calm for the Wrong Reason

Pricing held, but not because U.S. risk improved. Capital is masking a correction that will not arrive gently.

Dec 17, 2025

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9 min read

The AI Risk Shift

This week’s dive looks at how Trump’s AI order shifts risk from state compliance to enterprise governance for insurers.

Dec 11, 2025

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7 min read

The New Distribution Power Bloc in P&C

This week's deep dive looks at a decade of consolidation that has hardened broker power. Baldwin-CAC signals the shift is accelerating into the mid-tier.