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Progressive results continue to spotlight Covid frequency benefits
The carrier’s May results continued to display the multiple moving pieces resulting from the Covid-19 crisis, with loss ratios low but appearing to be heading back up, but elevated expense offsets.
IPC Research
,
June 18, 2020
AmWins: Pace of rate acceleration decreasing
AmWins issued its report on the state of the wholesale market, giving the first detailed look at pricing and other trends in Q2.
Insurance Insider US Research
,
June 16, 2020
Reports of Allstate layoffs point to expense pressures as model pivots
Media reports suggested Allstate is preparing to lay off potentially thousands of its employees.
IPC Research
,
June 16, 2020
Suddenly More to Prove
It was clear to us by early March that 2020 would likely be a “prove-it” year for the remaining Bermuda independents, and suddenly these companies have much more to prove.
IPC Research
,
May 22, 2020
Brokers: You Can't Have Your Rate And Eat It Too
Covid-19 marked the beginning of a year of big trade-offs for the insurance intermediaries.
IPC Research
,
May 17, 2020
When Playing "The Price Is Right", The First is Always The Worst
The brokers' Q1 comments reinforce the tough trade-offs facing insurance intermediaries following the solid Q1 results but dim 2020 outlook.
IPC Research
,
May 01, 2020
Aon goes nuclear = it’s worse than you think
After a surprisingly positive start, new data points emerging from Q1 earnings are skewing negative. In fact, the drip-drip of bad news is starting to become a stream.
IPC Research
,
April 27, 2020
Q1:20 Meditations In An Emergency – A Five Step Covid Playbook
With Q1 results kicking off on Tuesday with Chubb, Travelers, WR Berkley, and RLI, we see the set-up in P&C as skewed to the downside for the foreseeable future.
IPC Research
,
April 19, 2020
A black swan moment for levered roll-ups
We view current economic conditions manifesting as a potential “out of sample” problem the highly levered agent roll-up model has not anticipated.
IPC Research
,
April 16, 2020
P&C stocks underperformed the market during Covid-19 selloff
P&C stocks underperformed all sectors outside financials and energy in March.
IPC Research
,
April 07, 2020
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