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P&C Insurance Executive Intelligence

P&C Insurance

Overall

+2

Prime Shows How Governance Can Strand Specialty Capacity

Sep 2, 2026

•

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.

Weekly Intelligence

+1

Ownership Transparency Is Becoming a Sales Variable

Aug 31, 2026

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9 min read

Ownership Transparency Is Becoming a Sales Variable

In Force Weekly: Reinsurer owned distribution tightens data standards and squeezes standalone MGAs on economics and authority

The Intelligence Council
The Intelligence Council

Cyber

+2

Munich Re’s At Bay Deal Makes Cyber Capacity Data Dependent

Aug 26, 2026

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7 min read

Munich Re’s At Bay Deal Makes Cyber Capacity Data Dependent

Munich Re is turning a long strategic relationship into ownership of the workflow that sees risk before it reaches a loss bordereau.

Weekly Intelligence

+1

Munich Re Bought At Bay. The Channel Just Moved

Aug 24, 2026

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9 min read

Munich Re Bought At Bay. The Channel Just Moved

In Force Weekly: A reinsurer now owns primary distribution and telemetry, resetting margins and control for followers

The Intelligence Council
The Intelligence Council

Commercial

+2

Property Rate Deceleration Leaves Casualty And Cloud To Set Appetite

Aug 19, 2026

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6 min read

Property Rate Deceleration Leaves Casualty And Cloud To Set Appetite

Commercial property renewals still show positive pricing, but appetite is increasingly being decided by the parts of the portfolio where rate data gives the least comfort.

Weekly Intelligence

+1

Thoma Bravo Took Accelerant Private. Regulators Control the Clock

Aug 17, 2026

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9 min read

Thoma Bravo Took Accelerant Private. Regulators Control the Clock

In Force Weekly: A multi year approval path favors platforms with provable governance and data sharing, reshaping program capacity negotiations

The Intelligence Council
The Intelligence Council

Deep Dives

+2

ChatGPT Quoting Moves Selection Ahead of the Application

Aug 12, 2026

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5 min read

ChatGPT Quoting Moves Selection Ahead of the Application

Plymouth Rock’s home quote launch exposes how conversational intake can reshape intent capture, consent, and risk evidence before rating fields exist.

Weekly Intelligence

+1

Plymouth Rock Put ChatGPT First and Underwriting Lost the Form

Aug 10, 2026

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9 min read

Plymouth Rock Put ChatGPT First and Underwriting Lost the Form

In Force Weekly: Owning the conversation shifts selection and consent risk onto carriers before structured data ever appears

The Intelligence Council
The Intelligence Council

Cyber

+2

AI Found Bugs Are Moving Cyber Losses Together

Aug 5, 2026

•

5 min read

AI Found Bugs Are Moving Cyber Losses Together

AI assisted discovery is revealing how much cyber diversification depends on software dependency data that many portfolios still lack.

P&C Insurance

Peak Profits, Falling Prices

Jul 29, 2026

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7 min read

Peak Profits, Falling Prices

A capital-driven correction is transforming commercial insurance pricing, but long-tail liability risks continue to resist the broader downturn.

P&C Insurance

Property Gets Cheaper. Casualty Does Not.

Jul 22, 2026

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4 min read

Property Gets Cheaper. Casualty Does Not.

Record capital is driving down property catastrophe reinsurance pricing, but higher retentions, casualty reserve risk, and uneven primary-market effects show why this is not a conventional soft cycle.

P&C Insurance

The $100 Auto Insurance Trade-Off

Jul 15, 2026

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7 min read

The $100 Auto Insurance Trade-Off

Ontario’s reform offers modest savings, but carriers, brokers, and reinsurers may absorb the complexity.

P&C Insurance

Hub’s IPO Turns Broker Power Into a Public Market Metric

Jul 8, 2026

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10 min read

Hub’s IPO Turns Broker Power Into a Public Market Metric

A $29 billion broker listing would give carriers a clearer view of how distribution scale, acquisition velocity, and carrier-panel leverage are being valued.

The Intelligence Council
The Intelligence Council

P&C Insurance

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

Jul 8, 2026

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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

P&C Insurance

Citizens just shrunk its cat bond by a third

Jul 8, 2026

•

4 min read

Citizens just shrunk its cat bond by a third

Why Florida's depopulation has become a capital-markets story before hurricane season

P&C Insurance Executive Intelligence
By The Intelligence Council

© 2026 The Intelligence Council

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