Research

Watford: Caught in the Arch trap

Inside P&C’s research team examines the prospects for a sale of the total return (re)insurer.

Adam McNestrie, September 11, 2020
Is Goosehead a disruptor?

The Inside P&C research team takes a deep dive into the firm's remarkable growth and valuation story.

Insurance Insider US Research, September 09, 2020
AIG: Freedom’s just another word for nothing left to lose

The Inside P&C research team takes a deep dive into AIG's current crisis and the case for a break-up.

Insurance Insider US Research, September 04, 2020
Aon-Willis: The path to closing

Inside P&C takes a detailed look at the next steps including the potential for anti-trust issues and the brewing war for talent.

Insurance Insider US Research, September 03, 2020
Auto frequency normalization slows

Every month we measure observable changes in auto accidents by compiling data from real-time state traffic accident databases.

Insurance Insider US Research, September 01, 2020
Can AIG avoid another lost decade?

In the first of a two-part series on a year of transition at AIG, we argue the board deserves more scrutiny for its role in tolerating persistent underperformance.

Insurance Insider US Research, August 21, 2020
Progressive: Frequency benefits continue into July

Since the start of the Covid-19 crisis, we have argued that the most likely outcome for P&C carriers is a get-out-of-jail-free card on loss trends due to lower frequency.

Insurance Insider US Research, August 20, 2020
Auto frequency trends continue to decouple

Every month we measure observable changes in auto accidents by compiling data from real-time state traffic accident databases.

Insurance Insider US Research, August 18, 2020
D&O: The high-retention hard market

Aon’s D&O pricing data shows a market that is simultaneously stressed and stable.

Insurance Insider US Research, August 17, 2020
Kin joins the building InsurTech fundraising bonanza

Backing is now easier to come by and firms that already have a start are in greater demand.

Bernard Goyder, August 14, 2020
Lemonade – Boldly taking insurance from the 1750s to the 1930s in a single leap

Lemonade’s growth model in focus following first conference call with new investors.

Dan Lukpanov, August 13, 2020
Brokers wrap: Bracing for normalcy

The second quarter marked the first period of organic contraction for our public broker composite since the global financial crisis.

Insurance Insider US Research, August 12, 2020