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D&O: Slower headline increases but rate-on-rate keeps indexed rate climbing
Aon's numbers from this quarter provide a useful update on the current market hardening in just three points.
November 06, 2020
Allstate’s growth not yet transformative
The personal lines giant's growth is in focus as the market looks for progress on its embrace of the direct channel.
Gianluca Casapietra
,
November 05, 2020
AIG’s new plan to have a plan
Inside P&C looks ahead to the insurer’s results/call, with both comp and capital under scrutiny.
Gavin Davis
,
November 05, 2020
Argo: The Six-Point Plan revisited
The company provided confirmation of its work to break up international and a $100mn expense reduction target.
Adam McNestrie
,
November 04, 2020
Auto frequency benefits fall to single-digit territory
Observable real-time data for October show an estimated decline in auto accidents of 7%. This compares to initially hit months of March and April at 32% and 51% respectively.
November 03, 2020
Root: A business in crisis and a tough road ahead
But for its stock valuation and ~$650mn to $750mn in new cash proceeds, Root seems in every way like a business in crisis based on its fundamentals.
November 02, 2020
The broker margins game is getting harder
Aon's results provide insight into what a more drawn-out pandemic/recession could mean for the brokers.
Dan Lukpanov
,
November 02, 2020
Thursday’s earnings fuel rotation out of brokers
Thursday saw an avalanche of broker data points, with Q3 reports and conference calls of Marsh & McLennan, Willis Towers Watson and AJ Gallagher all on the same day.
October 30, 2020
Chubb: Cycle management in focus
Following a kitchen sink Q2, Chubb reported strong numbers on growth and a better core loss ratio.
Dan Lukpanov
,
October 28, 2020
Brown & Brown Q3: What growth headwinds?
The first full-look broker look points to continued upside surprises with pre-Covid-19 growth levels.
Dan Lukpanov
,
October 27, 2020
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