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+2

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

The Intelligence Council
The Intelligence Council

Commercial

+1

Alternative capital just decided who can grow property in 2026

May 13, 2026

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5 min read

Alternative capital just decided who can grow property in 2026

Why ceded structure now sets 2026 property strategy

The Intelligence Council
The Intelligence Council

Commercial

+1

Chubb walked away from a quarter of its property book

May 6, 2026

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4 min read

Chubb walked away from a quarter of its property book

Why line size and reinsurance now run this cycle

The Intelligence Council
The Intelligence Council

Commercial

+1

The AI Exclusion Wave and the $4.7 Billion Specialty Insurance Opportunity

Apr 29, 2026

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4 min read

The AI Exclusion Wave and the $4.7 Billion Specialty Insurance Opportunity

Why standard admitted carriers are fleeing AI deployer liability, and the proprietary playbook for the three specialty markets stepping in to capture the upside.

The Intelligence Council
The Intelligence Council

Commercial

+1

The "Silent AI" Trap: Why Legacy Carriers Are Fleeing and Specialty Markets Are Cashing In

Apr 29, 2026

•

16 min read

The "Silent AI" Trap: Why Legacy Carriers Are Fleeing and Specialty Markets Are Cashing In

[Full Intelligence Brief]: As the P&C industry uses new ISO endorsements to delete AI liability from standard policies, an empty safety net is forcing a multi-billion-dollar land grab in the E&S space

The Intelligence Council
The Intelligence Council

Commercial

+1

The AI Coverage Gap Is Live. The Broker Channel Isn't Ready

Apr 8, 2026

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6 min read

The AI Coverage Gap Is Live. The Broker Channel Isn't Ready

Armilla, Testudo, and Munich Re are the only standalone options. Here's how each one works

The Intelligence Council
The Intelligence Council

Commercial

+1

Chubb Is Excluding the Risk Its Own CEO Says AI Will Solve

Apr 1, 2026

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8 min read

Chubb Is Excluding the Risk Its Own CEO Says AI Will Solve

Six carriers filed AI liability exclusions. Two Lloyd's MGAs are underwriting what they dropped

The Intelligence Council
The Intelligence Council

Commercial

+1

Chubb's CEO Just Challenged the Entire MGA Model

Mar 25, 2026

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5 min read

Chubb's CEO Just Challenged the Entire MGA Model

Evan Greenberg called MGAs "a bad bet," then committed to 85% automation and 8,600 job cut

The Intelligence Council
The Intelligence Council

Commercial

+1

SMB Cyber Isn’t Diversified Anymore

Jan 21, 2026

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8 min read

SMB Cyber Isn’t Diversified Anymore

Standardized tech stacks and AI-driven attacks are quietly turning SMB cyber into a correlated risk the market is still mispricing

The Intelligence Council
The Intelligence Council

P&C Insurance Executive Intelligence
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