The Reinsurance Podcast

Afleveringen

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  James Rendell: Why Your Cat Model Is Blind to Secondary Perils | TRP #175 14.07.2026 26min

  Better cat modelling isn't just about avoiding bad risk, it's about finding and writing the good risk your competitors are mispricing. James Rendell, CEO of BirdsEyeView, saw that gap and convinced the European Space Agency to back him, and built something that the big vendors hadn't properly tackled. WHAT YOU'LL LEARN:- Why secondary perils like wildfire and severe convective storms are fundamentally harder to model than hurricanes — and how to tackle that properly- How year-old fuel data makes most wildfire models quietly unreliable, and what it means for your next renewal- Why a higher-resolution cat model is a revenue tool, not just a risk-avoidance one — and how soft market conditions make this more urgent- The meaningful difference between physics-based machine learning models and LLMs when you need to explain your risk view to an actuary- How an ESA-backed startup went from contingency market niche to a cat modelling platform used across Lloyd's syndicates, Australian cover holders, US MGAs and beyondTIMESTAMPS:00:00 James Rendell: from broker to insurtech founder01:54 BirdsEyeView and the ESA05:34 The cat modelling landscape07:00 The contingency market gap09:30 Why secondary perils are harder to model12:35 Wildfire, SCS, and building better models14:10 Physics, machine learning, and satellite data16:06 The fuel data problem18:00 AI and the future of cat modelling21:50 Soft market advantage: write more premium
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  2030 Reinsurance Predictions We Might Regret | TRP #174 07.07.2026 29min

  Jerad and Ben skip the small talk and jump straight to 2030, asking the one question worth asking about AI and reinsurance: what actually changes, and what's just getting a shinier coat of paint. They cover cat models, capital allocation, contract structuring, dying market standards, and an industry expense ratio that's somehow gone up instead of down. No guest this week — just two hosts making predictions they might regret.WHAT YOU'LL LEARN:Why AI-driven cat modeling might be the one part of reinsurance that actually gets faster and better, not just differentWhy the relationship-driven, napkin-deal side of the business probably won't look any different in 2030Why the market's expense ratio has crept up instead of down despite a decade of technology investment, and what that says about how the industry should be valuing tech spend in the first placeWhy rigid market standards and clause libraries might not survive contact with natural language processingWhy nobody's handing a nine-figure placement to an autonomous agent any time soon, and where automation actually helps insteadCONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro01:09 Has reinsurance actually changed by 203002:11 Cat models get the biggest AI upgrade in the industry04:44 How AI reshapes reinsurer portfolio and capital strategy05:46 Why brokers couldn't care less whose paper it is07:21 Alternative capital's coopetition with reinsurers08:06 Testing five contract structures before lunch10:48 The expense ratio problem nobody in reinsurance can explain12:25 What Silicon Valley's AI spend says about return on investment14:50 Is AI reinsurance's Concorde, or its Metaverse18:23 Why natural language could kill reinsurance market standards21:53 Would you hand a $50m placement to an autonomous agent25:07 The most impactful reinsurance app was never built for reinsurance26:53 Monte Carlo, quants, and the last of the 2030 predictions
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  Why Brokers Lose Clients (and How to Fix It) | TRP #173 30.06.2026 24min

  Reinsurance brokers are famous for remembering the small things — the underwriter's dog, the client's restaurant preference at Monte Carlo, whose birthday party they attended last spring. Less famous for: knowing why that market got signed down two renewals ago, or finding the email that explains a call a colleague is now questioning. This episode is about that gap, and why it costs more than the industry admits.WHAT YOU'LL LEARN:Why annual reinsurance cycles mean brokers are always working from memories 12+ months old — and how that memory decays faster than anyone acknowledgesWhat most firms actually track (signings, authorisations, quotes) — and why the gaps between those tiers quietly kill your leverage at renewalHow staff movement strips firms of institutional knowledge, and what that means when a competitor tries to poach your client mid-RFPWhy charming a counterparty and remembering their portfolio history aren't interchangeable — and why one without the other falls apartWhat CEO-to-CEO meetings could look like if the full relationship picture were actually accessible, not just a deal snapshotTIMESTAMPS:00:00 Intro01:34 Is closing the deal the end of the story?02:13 How value leaks during & after placement05:00 The email archive problem08:00 What firms actually track 09:15 When human memory becomes institutional memory12:00 Staff turnover and the knowledge exodus14:20 Why brokers keep losing RFPs 16:00 Horror stories from the archives17:15 Prepping meetings with half the picture20:30 The case for technical recallCONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:
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  How to Win a Soft Market Without Burning Bridges | TRP #172 10.06.2026 24min

  In a softening reinsurance market, it’s tempting to chase the cheapest capacity, squeeze every last point out of pricing, and call it a win. But that’s how you burn bridges. In this episode, Ben and Jerad unpack how cedents and brokers should approach renewal season when capital is abundant, pricing pressure is building, and everyone suddenly has options again.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro01:06 Soft Market Strategies02:17 New Narratives & Softening Conditions03:49 Cedents: Opportunity or Trap?06:24 How Poor Data Damages Relationships08:27 The Broker’s Role in a Soft Market09:11 Price Cuts vs Long-Term Partnerships11:31 Why Hammering Existing Partners Can Backfire15:20 A Benign Cat Year… But What Comes Next?19:14 Spotting Gaps Across Programmes20:23 Using the Soft Market to Rethink Structures21:23 Broker Nimbleness & Proactive Ideas24:09 Closing Thoughts
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  How Challenger Brokers Are Winning Clients in a Soft Market | TRP #171 02.06.2026 18min

  Reinsurance brokers invest heavily in analytics, cat models, and back-office systems. Almost none of it faces the client. In a softening market where cheaper reinsurance is table stakes, Ben Rose and Tom Spier break down why the broker-client relationship is the one that actually needs the technology — and why most firms have completely overlooked it.WHAT YOU'LL LEARN:Why getting clients a cheaper deal is no longer enough to keep their business in a soft marketHow challenger brokers backed by private equity are forcing the big three to rethink their value propositionThe structural reason brokers can't build client-facing tools in-house (and why clients don't want them to)Why the broker who meets the client where they already work will win over the one with the flashiest portalWhat cedents should be looking for when choosing between ten credible brokers instead of threeCONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro01:57 How Supercede Started04:06 The Real Friction Isn't Between Broker and Underwriter05:54 The Broker Landscape: From Big Three to Top Fifteen08:13 Hard Market vs Soft Market: How Broker Value Shifts09:19 Cheap Reinsurance Is Table Stakes — Now What?10:31 What Brokers Actually Spend Their Tech Budgets On12:34 The Gap: Nothing Between Broker and Client13:56 Why In-House Portals Don't Work for Clients14:48 Analytics & the PDF Report Problem16:08 Meeting Clients Where They Are17:48 Minimising Change Management by Using Existing Workflows
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  Your Reinsurance Tech Isn't Making You Money | TRP #170 20.05.2026 32min

  Since cat modelling landed in the early '90s, nothing in reinsurance tech has stuck with the same force. Blockchain, digital exchanges, Blueprint 2 — the graveyard is long. Ben Rose and Tom Spier trace the history of failed innovation and land on a question the industry still hasn't answered well: if efficiency doesn't move the needle and speed doesn't matter, what does technology in reinsurance actually need to do?WHAT YOU'LL LEARN:Why the efficiency argument falls flat in reinsurance — and what to pitch insteadHow blockchain's transparency killed its own value proposition in a market built on information asymmetryThe chicken-and-egg problem that buried most market-wide adoption playsWhy single-player value — tech that works even if nobody else uses it — is the pattern that survivesWhat AI actually changes for reinsurance software and where vibe-coded solutions will fall shortTIMESTAMPS:(00:00) Intro(01:57) Cat Modelling: The Last Innovation That Stuck(04:58) The Graveyard — Why Digital Reinsurance Keeps Failing(06:50) Reinsurance Is Not a Commodities Market(09:00) Digitisation vs. Digitalisation — What Actually Adds Value(10:49) The Efficiency Trap — Why It Doesn't Move the Needle(14:47) Speed, Timing and Precision — The Real Nuance(15:17) Blockchain's Transparency Problem(17:02) Information Asymmetry and Why It Matters(17:56) The Chicken-and-Egg Adoption Problem(19:54) AI's Promise — And the Vibe Coding Trap(22:37) Niche Software, Common Standards and Interoperability(26:27) Why the Placement Process Hasn't Changed(27:20) Trust, Relationships and £100M Decisions(31:39) Will Robots Be at Monte Carlo This Year?CONNECT WITH US:Say Hello: producer@thereinsurancepodcast.comWebsite: https://www.supercede.comLinkedIn: https://www.linkedin.com/company/supercedehqX: https://twitter.com/SupercedeHQYouTube: https://www.youtube.com/@SupercedeHQRSS Feed: https://anchor.fm/s/7e741c8c/podcast/rss
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  Why Cedents Still Buy Reinsurance Blind | TRP #169 12.05.2026 31min

  The reinsurance market spent 2025 promising to invest in technology. In 2026, something actually happened — and it wasn't what anyone expected. In this episode, Ben and Tom Spier unpack why the market suddenly stopped fearing tech, what "placement intelligence" actually means for cedants, and why the biggest shift wasn't new software but a change in how people talk about it.WHAT YOU'LL LEARN:Why Q1 2026 became the best quarter insurtech vendors had ever seen — after years of stalled budgetsHow cedants went from flying blind during renewals to getting a broker's-eye view of their own dealsWhat killed the appetite for "big bang" transformation projects — and what replaced themWhy the word "platform" became a liability and how reframing as "intelligence" changed buyer behaviourHow integrations with accounting, capital modelling, and settlement systems made adoption feel invisibleEPISODE LINKS:Placement Intelligence for Cedants: ⁠https://supercede.com/placement-intelligence/⁠CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠LinkedIn: ⁠https://www.linkedin.com/company/supercedehq⁠X: ⁠https://twitter.com/SupercedeHQ⁠YouTube: ⁠https://www.youtube.com/@SupercedeHQ⁠RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠TIMESTAMPS:00:00 Intro00:38 Ben and Tom set the scene01:28 Two propositions getting traction in the market02:04 The positioning shift: same tech, different story02:52 2025's tech budgets vs 2026's reality04:36 The sentiment shift: from big-bang projects to quick wins06:23 Getting back to basics after the AI honeymoon06:46 Starting with the cedant side of the chain07:31 Why Supercede started as a placing platform08:22 The educated buyer: why cedants drive reinsurance deals09:16 What cedants had before — spreadsheets and waiting10:14 Information asymmetry and the system rigged against buyers11:55 Why there was no technology serving cedants13:00 From placing platform to cedant-first product14:34 Starting with firm orders and audit compliance16:17 How compliance risk drives behavioural change17:13 The post-Blueprint 2 shift away from "platform" language18:06 Minimal operational change, maximum positioning shift20:06 The product evolution: APIs, integrations, and real use cases21:39 Partner analysis dashboards and capital modelling25:06 Quote-to-signed-line: intelligence brokers weren't tracking25:40 Placement intelligence — what's behind the name27:01 Placement intelligence vs placement automation28:00 Where broker value actually lives in the process29:42 Step-by-step data transformations as proof of value30:56 Why brokerage fees aren't extortionate (when you can see the work)31:15 Outro and what's next
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  Reinsurance News | April 2026 30.04.2026 20min

  Ben & Jerad run through what’s happened within the world of reinsurance during the past month.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro01:19 1/4 Renewals & Softening Rates02:34 Record Reinsurance Capital03:43 Cedent Performance & Data Quality04:56 Lloyd’s Syndicate Results06:00 Performance Variation Across Lloyd’s07:22 Reinsurance Strategy Across Syndicates08:32 Q1 Cat Losses & Secondary Perils09:29 Non-Hurricane Losses to Watch11:03 Atlantic Hurricane Forecast11:35 What Could Move Pricing?12:34 Aggregate Covers & Selective Capacity12:49 Q1 Cat Bond Activity13:20 Third-Party Capital & Investor Appetite14:42 Cat Bonds as a Competitive Pressure16:14 Softening Isn’t Universal17:05 Marine, War, Energy & Political Violence18:36 Specialist Risk as Revenue Opportunity19:26 Pricing Risk Through the Cycle19:47 April Wrap-Up
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  How Brokers Prove Work with a Client Workspace | TRP #168 28.04.2026 22min

  In this episode, Ben and Jerad put reinsurance brokers centre stage and tackle one of the market’s most awkward questions: how do brokers actually prove the value of the work they do?EPISODE LINKS:Client Workspace for Reinsurance BrokersCONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro01:28 Why Broker Value Is Hard to See02:50 Outcomes vs Evidencing the Work04:28 Why Technology Matters for Brokers05:13 Making Broker Work Visible06:01 The Risk of Black-Box AI07:12 Explaining the “How” and “Why”08:02 When Broker Data Creates Confusion09:34 Introducing Client Workspace10:22 Turning Data into a Living Workbench12:20 Helping Clients Make Better Decisions13:53 Evidence Over “Trust Us”14:49 Showing the Receipts15:33 The Map Analogy: Advice You Can Follow16:48 Remembering Why Decisions Were Made18:14 Tracking Market Conditions and Assumptions19:46 The Broker’s Spreadsheet Nightmare20:19 Cold Sweats During Renewal Season21:29 Building a Shared Space for Brokers and Cedents22:04 Final Thoughts on Client Workspace
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  How to Improve Placement Outcomes | TRP #167 21.04.2026 19min

  Reinsurance strategy doesn’t need to be abstract. In this episode, we break down practical ways to improve placement outcomes, make clearer decisions, and extract more value from your programme. Expect actionable thinking on data, discipline, and execution — the small changes that materially improve results at renewal and beyond.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro01:42 Market Context & Cycle Positioning04:18 Broker–Reinsurer Dynamics08:55 Technology Reality Check12:11 Data & Placement Strategy16:03 Key Takeaways
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  Using AI for Reinsurance | TRP #166 14.04.2026 25min

  AI is everywhere, but where does it genuinely add value in reinsurance? We unpack where AI helps, where it struggles, and why human expertise still matters. From cost realities to creativity limits, this episode explores how practitioners can adopt AI pragmatically without losing the relationships, judgement, and innovation that drive the market.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro00:54 What AI Actually Is02:03 Hallucinations & Why Models Guess04:10 Where AI Works (and Where It Doesn’t)05:44 AI Use Cases in Reinsurance 09:30 ROI Reality Check for Enterprise AI Spend11:00 The AI Arms Race & IPO Economics13:04 Can AI Truly Innovate in Reinsurance?16:00 “AI Slop” Reinsurance Products17:05 Data Scarcity in Reinsurance vs Other Industries20:04 Trust, Relationships & the Human Advantage22:12 Efficiency vs Value 23:24 Where AI Actually Helps Practitioners24:40 Balancing Technology with Human Expertise
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  Placement Intelligence | TRP #165 07.04.2026 22min

  Renewal is the most consequential thing a cedent does all year. Most treat it like a handover. Placement Intelligence is what it looks like when you stop outsourcing your situational awareness. Live signals across placements, brokers, and market appetite, in one place and in time to actually matter. The gap between passive process manager and someone who controls their capital? Not strategic capacity. Information.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro 00:42 Reinsurance Intelligence02:05 Fragmented Placement Processes04:18 Timing of Information Matters in Renewals06:18 Diversifying Brokers vs Maintaining Oversight08:24 Real-Time Insight as Competitive Advantage10:07 From Passive Buyer to Active Deal Leader12:02 Control for Reinsurance Buyers13:42 Speed to Clarity & Decision-Making Power16:28 Managing Subjectivities & Internal Alignment17:55 Real-Time Collaboration Between Brokers & Clients19:02 Technology & Relationships20:11 Influence Across the Reinsurance Ecosystem
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  The Iran Conflict Explained Through Insurance | TRP #164 31.03.2026 34min

  War has pushed insurance into the headlines — but how does marine war cover actually work? We unpack what’s really happening in the Iran conflict, why premiums are surging, and how energy disruption, geopolitics, and uncertainty could reshape reinsurance markets ahead of Monte Carlo, Baden-Baden, and 1/1 renewals.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro02:01 How marine war cover actually works04:03 Insurance as a risk signal, not a green light04:40 War exclusions, fortuity, and policy structure06:20 Why insurers stop covering new ships entering war zones07:02 Premium spikes and why some voyages still go ahead08:14 When insurance costs start to look absurd09:42 Sanctions, shadow fleets, and political pressure11:11 Why uninsured ships cannot dock12:57 The US-backed reinsurance scheme and capacity questions14:04 Macro impacts: oil, markets, and insurer balance sheets16:52 Deep uncertainty and what it means for the market cycle18:18 Indirect losses: BI, trade disruption, and contract frustration19:29 Tourism, confidence shocks, and falling asset values21:23 Strategy under uncertainty: how firms should think about it22:35 Global energy stress and the scramble for supply25:24 Energy dependence, AI demand, and planning horizons26:01 Who can actually end this conflict?27:19 Why Iran may feel it has leverage29:30 America’s unclear endgame32:49 What happens next 34:24 Outro
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  Reinsurance News | March 2026 27.03.2026 23min

  Ben & Jerad run through what’s happened within the world of reinsurance during the past month.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠
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  InsureTV: How Smart Insurers Build Trust Before the Claim | TRP #163 24.03.2026 45min

  Benjamin Bracken and Mark Colegate of InsureTV lifts the lid on how insurers actually build credibility with brokers and buyers before a claim ever happens. We explore why authentic expertise beats corporate messaging, how video is reshaping distribution, and why trust — not price — is becoming the real competitive advantage in modern insurance markets.EPISODE LINKS:Benjamin's LinkedIn: https://www.linkedin.com/in/benjamin-bracken-89976564/Mark's LinkedIn: https://www.linkedin.com/in/mark-colegate-69a83745/InsureTV: https://www.insuretv.com/CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro02:16 The origin story: from AssetTV to insurance05:34 Insurance media adoption vs asset management07:31 Underinsurance, market growth, & broader distribution08:18 Are insurers more comfortable on camera now?11:09 COVID, authenticity, and off-script conversations15:29 Education, expertise, & helping professionals get better22:33 Do professionals still watch long-form content?26:06 Why nuance beats snackable content in insurance28:25 Trust, claims, & why short-form has limits29:48 Why firms come on the show in a soft market32:02 AI, brokers, & proving human value33:19 Claims support, external experts, & trust by association35:24 Showing value beyond “a piece of paper”37:34 Why video drives stronger retention than text40:11 The future: AI avatars, authenticity, & training
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  Anshuman Srivastava: Record Capital vs Reinsurance Demand (CII Event) 10.03.2026 58min

  Global Chief Broking Officer at Aon, Anshuman Srivastava, joins Ben to unpack the 1/1 renewal season. Record capital, fierce competition, and falling prices reshaped the market. We explore what really happened at renewals and what reinsurers, brokers, and cedents should watch as the cycle evolves.EPISODE LINKS:Anshuman's LinkedIn: https://www.linkedin.com/in/anshuman-srivastava-84767633/Aon: https://www.aon.com/en/Event: https://www.iilondon.co.uk/home/cpd-programme/webinars-technical-cpd/2026/february/11-renewals-record-capital-expands-opportunity-to-address-more-sources-of-volatilityCONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro02:12 Market Context Before 1/1 Renewals03:01 Reinsurer Profits & Capital Growth04:22 Loss Experience & Secondary Perils06:09 Buyers Question Reinsurance Value07:02 Client and Broker Priorities08:24 Reinsurer Strategy for 1/110:18 Profitability Debate in Reinsurance12:36 Reinsurer Appetite and Innovation14:35 Renewal Outcomes and Pricing16:25 Client Differentiation in Renewals19:00 Performance Across Business Lines20:55 Alternative Capital Expands Beyond Cat21:36 Regional Differences in Renewals23:08 Why Renewals Ran Late25:02 Key Trends After 1/126:08 Data Centres Drive New Demand29:39 Emerging Risks: Geopolitics and Cyber32:20 Cyber Reinsurance Demand Lagging33:04 Indicators for Next Renewal Cycle35:19 Will Capital Stay in Reinsurance?37:04 Q&A: Product Spectrum Explained40:15 What Drives Negotiation Power42:16 What Top Reinsurance Teams Do44:02 PFAS: The Next Asbestos?45:03 What Could Harden Markets Again48:10 Broker Value in Soft Markets51:32 Regional Softness and Diversification53:50 Capital Markets vs Traditional Re56:41 Should Reinsurers Fear Alt Capital?57:30 Final Takeaways
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  Andy Yeoman: When AI Rewrites Risk Transfer | TRP #162 24.02.2026 37min

  What happens when risk can be priced, placed, and traded in real time? Andy Yeoman, CEO at Concirrus, breaks down the move from “interesting” insurtech to truly compelling advantage, and why AI could reshape underwriting, portfolio strategy, and even treaty reinsurance itself. EPISODE LINKS:Andy's LinkedIn: https://www.linkedin.com/in/andrew-yeoman-864469/Concirrus: https://concirrus.ai/https://concirrus.ai/CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro 01:20 Meet Andy – Insurtech Origins 05:30 Lockdown Lessons & Version Two12:00 AI as a Golden Age for Insurance15:30 Selling Outcomes, Not “AI”18:30 Speed vs Certainty in Underwriting22:00 Growth Without Headcount – Real ROI25:00 Underwriter Satisfaction & Portfolio Thinking27:30 Mining Declinations for Growth29:30 In-Play Betting Analogy & Real-Time Risk31:30 Embedded Insurance & Dynamic Risk Trading33:30 The “But For” AI Companies – Who Wins?35:30 Are Insurers Ready for What’s Coming?36:40 Final Advice
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  Steve Bowen: Avoid Pricing Risk for Yesterday’s Climate | TRP #161 17.02.2026 30min

  Steve Bowen of Gallagher Re explains why climate risk is non-linear, why historical data can mislead, and how cedents and reinsurers should rethink modelling, capital, and pricing before renewals.EPISODE LINKS:Steve's LinkedIn: https://www.linkedin.com/in/stevebowenwx/Gallagher Re: https://www.ajg.com/gallagherre/Gallagher Re Natural Catastrophe and Climate Report 2025: https://www.ajg.com/gallagherre/news-and-insights/gallagherre-natural-catastrophe-and-climate-report-2025/CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:(00:00) Intro(03:10) Gallagher’s Climate & Catastrophe Report(04:53) 2025 Catastrophe Recap(07:00) Headline Losses vs Deeper Market Signals(09:53) Lessons Since 2005(11:01) AI in Cat Modelling(14:30) Never Fall in Love with One Model(17:07) Rethinking Tail Events(19:44) SCS, Aggregates & the January 1 Renewal Shift(23:34) Capital, Insurability & the Public–Private Balance(27:36) Final Thoughts for 2026 (29:58) Outro
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  Reinsurance News Roundup | January 2026 02.02.2026 6min

  Jerad & Ben run through what’s happened within the world of reinsurance during the past month.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠
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  1/1 Reinsurance Renewals Recap 2026 | TRP #160 29.01.2026 38min

  Jerad and Ben unpack the 1/1 renewals after a storm-free cat year: record capacity, double-digit decreases and why this is softening, not a soft market. They dive into US casualty pain, AI-fuelled data centre risk, geopolitics, war covers, ILS flows and why 2026 could be M&A galore.CONNECT WITH US:Say Hello: ⁠producer@thereinsurancepodcast.com⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:00:00 Intro01:46 Record Capacity, Fierce Competition & a Benign Cat Year04:17 Softening vs Soft Market & Ratings Agency Outlooks08:52 US Casualty Woes, Social Inflation & Nuclear Verdicts11:39 Fragile vs Robust Economy, AI Boom & Bubble Risk14:25 Casualty Pricing, Credit Markets & ILS Capital Flows16:43 Data Centres: AI Infrastructure as a New Specialty Line22:17 Geopolitics, War Risk & Aviation / Energy Exposures26:46 What the 1.1 Renewal Tells Us About the Next Phase29:00 Reinsurer Growth, ROE Pressure & M&A (Zurich / Beazley)33:18 Reinsurance Broker M&A & the Battle for Scale37:17 2026 Watchlist: Storm Season Scenarios, M&A & Wrap-Up