P&C Intelligence Daily

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NFIP clock ticks, flood IPO pops, LA fire after-action faults response

Sep 30, 2025

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7 min read

NFIP clock ticks, flood IPO pops, LA fire after-action faults response

Congress brinkmanship + NFIP risk, a flood pure-play heads to market

Sep 29, 2025

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3 min read

September Market Pulse

Rate Moderation Meets Regulatory Scrutiny as Q3 Earnings Loom

⚠️ Rate Moderation Meets Cost Inflation: The Dangerous Dance Begins

Jun 10, 2025

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3 min read

⚠️ Rate Moderation Meets Cost Inflation: The Dangerous Dance Begins

P&C carriers who achieved rate adequacy too early may face tomorrow's margin squeeze as "cautious optimism" meets reality...

📉 MUVVI Alert: Steepest Monthly Drop in a Year

Jun 9, 2025

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4 min read

📉 MUVVI Alert: Steepest Monthly Drop in a Year

May's 1.4% decline masks segment divergence that's reshaping auto physical damage claim costs...

Jun 6, 2025

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3 min read

Used Car Spike = Loss Ratio Pressure

China’s export curbs & CPI trends point to rising APD severity