Research

AIG: Make AIG great again, again

On its fourth quarter call, AIG management shared it received “quality” interest from parties willing to acquire a minority interest in its life and retirement business.

Insurance Insider US Research, February 18, 2021
Progressive-Protective: A headscratcher of a deal

Does the commercial auto specialist offer its acquirer any key differentiation?

Insurance Insider US Research, February 17, 2021
Zaffino joins industry’s top table for compensation with CEO package

The new CEO will receive a 70% boost against the pay in his prior role and 6% higher target comp than his predecessor.

Insurance Insider US Research, February 16, 2021
Arch: We’re shooting on an open net here!

Arch anticipates mortgage insurance returns to be in the mid-teens, with P&C insurance and reinsurance in double digits.

Insurance Insider US Research, February 12, 2021
Willis Q4: A penny saved is a penny earned

Willis grew free cash flow to $1.6bn in 2020 beating its own guidance of $1bn and up from $0.8bn in 2019.

Insurance Insider US Research, February 10, 2021
Everest Re: Trying to climb the wall of worry

Will the latest iteration of re-underwriting and management change improve the return profile of one of the largest (re)insurance franchises?

Insurance Insider US Research, February 10, 2021
Aon D&O report sends mixed message on market

Pure pricing data suggested the D&O market kept taking rate-on-rate in Q4, while the policy restructuring and retention data showed early signs of peaking.

Insurance Insider US Research, February 09, 2021
Aon Q4: Pumped up

Aon's organic growth excels and margins undergo compression in Q4.

Insurance Insider US Research, February 08, 2021
Allstate Q4: Who will blink first in auto?

Carriers too cautious on pricing could see retention trade-offs.

Insurance Insider US Research, February 05, 2021
Chubb Q4: Closing an opportune year

Chubb closed the year with near-double-digit top-line growth outpacing all its peers by a substantial margin.

Insurance Insider US Research, February 04, 2021
Auto: Frequency benefits outweigh deflationary environment

Reduced accident development led to a prior underestimate in the December frequency benefit.

Insurance Insider US Research, February 03, 2021
Weekly wrap: Have we seen this movie before?

The first week’s reporters present a conundrum around whether or not we will see ROE expansion in 2021.

Insurance Insider US Research, February 01, 2021