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With Nicole close, Florida companies say, 'I will survive!' (for now)

Floridians had a hard quarter, but they are fighting to regain stability after Ian.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 10, 2022
Regionals: Catching up to nationals in the value creation marathon

The regionals continue to find success in small and middle market business, as their pivot to a commercial focus has benefitted them.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 08, 2022
Allstate vs Progressive: A tale of two cities

Progressive’s superior digital distribution and widening auto margins put it far ahead of the competition.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 03, 2022
Axis: Boo! Missing the biggest party of the decade

Axis’ pivot away from property reinsurance comes just as the sector reaches one of the biggest inflection points.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 01, 2022
Chubb Q3: A disciplined take in an uncertain environment

The commercial lines giant is continuing to execute on its long-term vision of pursuing a global balanced book of business.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, October 27, 2022
RLI, WR Berkley: Unlike Liz Truss, these companies excel at long-term value creation

The two specialty insurers reported strong Q3 2022 earnings, continuing to outperform the commercial industry in underwriting gains and value creation.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, October 26, 2022
Broker earnings: Early trends set the stage for an orderly super-cycle slowdown

As the super-cycle slows and the economic landscape becomes more uncertain, brokers will face pressure, though a cooling labor market may aid margins.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, October 24, 2022
Travelers Q3: No 'October Surprise' augurs well for commercial writers

The firm reported better than anticipated earnings factoring in Ian, but a slowing economy could cloud the outlook.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, October 20, 2022
Inflationary pressure adds to Hurricane Ian's loss estimate uncertainty

A challenging legal atmosphere and drift in loss cost components add difficulty to the task of tallying ultimate losses.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, October 18, 2022
Rings of Power: Will Hurricane Ian be insurance’s Mount Doom?

Hurricane Ian, interest rate impact and the cooling economy will be the main themes this earnings season.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, October 13, 2022

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