The Reinsurance Podcast

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: ⁠[email protected]⁠Website: ⁠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

Ben & Jerad run through what’s happened within the world of reinsurance during the past month.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

Ben & Jerad run through what’s happened within the world of reinsurance during the past month.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

Jerad & Ben run through what’s happened within the world of reinsurance during the past month.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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

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: ⁠[email protected]⁠Website: ⁠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

What happens when a reinsurance expert dives headfirst into the world of Bitcoin? Jeff Walton, CRO at Strive, joins us to unpack how digital assets could reshape reinsurance balance sheets, collateral strategies, and risk modelling. It's reinsurance meets crypto—no hype, just serious capital talk with a sharp edge.EPISODE LINKS:Jeff's LinkedIn: https://www.linkedin.com/in/jeff-walton-3b39683a/Strive: https://strive.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(00:37) Meet Jeff Walton, CRO at Strive(01:50) From Reinsurance Broker to Bitcoin Believer(05:18) Lessons from Hail & Wildfire Market Shocks(08:29) Inflation, Trend Risk & CPI Skepticism(11:52) Bitcoin as a Balance Sheet Strategy(14:00) Why Insurers Don’t Hold Bitcoin(17:50) Explaining Bitcoin Simply (Ledger, Math, and Trust)(21:35) Store of Value, Medium of Exchange & Square's Role(25:48) Bitcoin ETFs and Market Maturity(28:56) Digital Credit & Bitcoin-backed Yield Products(33:23) Transparency vs Private Credit Risk(36:15) Reinsurers Reconsidering Balance Sheet Allocations(38:26) Is Bitcoin the Only Game in Town?(41:10) Corporate Credit Built on Bitcoin(44:00) Reinsurance, Digital Assets & Regulatory Inroads(47:55) Final Advice to the Reinsurance Market(51:01) Wrap-up & Farewell

Andrew Martin of DynaRisk joins us to explore how brokers and reinsurers can drive growth in a soft market, why embedded is booming, and how dark web intel can turn a “maybe” into a signed deal.EPISODE LINKS:Andrew's LinkedIn: https://www.linkedin.com/in/andrewjm/DynaRisk: https://dynarisk.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Intro03:00 What DynaRisk Actually Does04:28 Why Services Are Crucial in Cyber Insurance06:10 Growing Cyber in a Soft Market08:10 The Global Opportunity for Embedded Cyber10:40 Matching Products to Local Market Needs13:10 Driving Engagement & Retention with Tech16:32 Using Data to Accelerate Cyber Sales20:12 The Future: Embedded, Affordable, Global Cyber

Jerad and Ben jump into a round of Reinsurance Games - this time putting on their reinsurer and broker hats to roast the quirks of submission data, renewal season chaos, and the endless parade of “final” Excel files.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 (00:38) - The Reinsurance Games Return (01:02) - Reinsurer Edition - The “Data We Love”(04:33) - The Boxing Count Debate & Chaos Ensues (05:35) - Midnight Emails & Renewal Mayhem(10:44) - Wrap-Up

The market’s softening, brokers are under pressure, and renewal season is in full swing - so what should you actually be doing about it?CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(01:03) Renewal Season Insights(02:25) Market Softening & Broker Pressure(05:02) Dual Soft Markets Explained(07:12) Rise of Fee Income Strategies(09:27) MGA Boom & Valuations(11:02) Cedent Reactions & Data Use(18:21) Shifts in Talent & Tactics(22:19) Relationships Redefined by Data(26:48) Willis Re Returns & Wrap-Up

Tom & Ben run through what’s happened within the world of reinsurance during the past month.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Intro01:07 The John Neal / AIG U-Turn02:32 Culture, Transparency & Lloyd’s 05:15 Market Outlook: Aon Reports Softening in EMEA06:11 Benign Loss Activity & Reinsurer Appetite08:12 Is Speed the Limiting Factor in Insurance?08:40 The AI Boom, Data Centres & Premium Growth09:14 Are Jobs Safe? 09:37 Gallagher Re Bullish on Latin America10:26 Closing Thoughts & What’s Next for TRP

Everyone’s talking about going “data-first,” but what does that really mean for reinsurance? Jerad and Tom unpack the buzzword to reveal what true data-first transformation looks like, why it’s so hard to achieve, and how the industry can move from duct-taped legacy systems to meaningful digital change.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Intro01:10 Intersection of Tech and Reinsurance03:00 InsurTech vs FinTech: How the Sectors Split05:20 The Three Camps of InsurTech07:30 How Early Tech Investments Created Complexity09:45 Why Reinsurance is Harder to Digitise12:15 The Myth of Being “Data First”15:00 The Problem of Industry Adoption18:40 Network Effects & The Reinsurance Flywheel21:00 The Data-First Future

Jerad and Ben unpack what truly makes a winning reinsurance submission. From the balance between data and narrative to how brokers can turn information into influence, they reveal why clean, credible data is your biggest competitive advantage - and how it directly drives demand, confidence, and better renewal terms.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 (01:02) The Value of Submission Data(02:10) What Makes a Good Submission?(03:45) The Importance of Narrative & Storytelling(05:17) Why Underwriters Skip the Narrative(06:27) How Data Presentation Impacts Attention(07:35) Linking Story and Data Effectively(09:00) Giving Underwriters Confidence Through Data(10:15) Broker–Underwriter Interactions(11:04) When the Narrative Comes First(12:09) How Brokers Are Changing the Game(13:00) Data as Proof of Credibility(15:00) Smaller Brokers & Cedents Winning Through Data(17:05) How Reinsurance Buying Drives Competitive Advantage(18:12) Data Quality & Executive Accountability(20:00) The Future of Ceded Reinsurance Teams(21:17) What “Good Data” Looks Like(23:20) Transparency, Consistency, and Command of Data(24:10) How Reinsurers Judge Your Data25:20) Why “It’s Hard” Is No Longer an Excuse(26:16) Why You Can’t Ask Your Reinsurer if Your Data’s Good(27:50) The Real Cost of Poor Data(29:00) Marginal Gains = Massive Impact(30:20) Why Momentum is Building Fast(31:00) The Urgency of the Data Gap(32:05) Client-Level Differentiation & Market Granularity(33:25) The Industry’s Data Wake-Up Call

Tom Spier joins us from Baden-Baden 2025 to unpack how the reinsurance market is navigating the softening phase. From broker strategies and M&A ambitions to data interoperability and operational innovation, Tom explains where growth, opportunity, and smart cycle management still exist in a changing market.EPISODE LINKS:Tom's LinkedIn: https://www.linkedin.com/in/tomspier/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 The challenge of finding new themes in a softening market01:40 Brokers’ revenue pressure and softening conditions02:37 How brokers might fill the gap03:36 Risk reduction and portfolio clarity04:31 Cedents pushing, reinsurers defending05:03 AI hype fades, focus shifts to practical outcomes05:38 Making systems talk to each other06:28 Macro trends & political uncertainty07:26 A stable, profitable market - for now07:50 Managing the cycle

Tobias Sonndorfer of VIG Re joins us in Baden-Baden to reflect on market equilibrium, technology-driven underwriting, and leadership in transition. He shares how data, culture, and clarity are shaping the next phase of European reinsurance as we move toward 2026.EPISODE LINKS:Tobias's LinkedIn: https://www.linkedin.com/in/tobias-sonndorfer/VIG Re: https://www.vig-re.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(01:04) What’s driving market conversation(02:02) How Europe differs from the US(02:49) Capacity, consistency, & client demand(03:38) Technology, AI, & data shaping (04:38) Reflections on leading VIG Re and internal innovation(05:46) What happens after renewals finish(06:57) Priorities for 2026(08:00) Competing for talent(09:10) Final thoughts

Craig Roberts of MS Amlin joins us in Baden-Baden to reflect on reinsurance with purpose. From cat underwriting to cedant quality and capital discipline, Craig unpacks what it really means to serve clients and shareholders while preparing for uncertainty. A thoughtful take on pricing, purpose, and market evolution.EPISODE LINKS:Craig's LinkedIn: https://www.linkedin.com/in/craig-roberts-02bb2118/MS Amlin: https://msig-europe.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Intro01:55 Market Conditions & Cycle Management03:00 Global Events on Risk04:00 Ambitions and Market Discipline05:00 Underwriters Want: Portfolio & Quality06:00 Clarity and Claims Transparency07:00 Geopolitical & Supply Chain Concerns08:00 Is AI the Answer?08:45 Looking Ahead to 2026

Dani Katz joins us in Baden-Baden to explore how reinsurers can gain a pricing edge in a softening market. From modernising legacy tools to unlocking the full value of underwriting data, he shares why better data practices—not just AI—are the real game-changer for smarter, faster, more confident pricing decisions.EPISODE LINKS:Dani's LinkedIn: https://www.linkedin.com/in/dani-katz-b80484/Optalitix: https://www.optalitix.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Intro00:46 What’s Driving Conversations This Year01:34 Technology’s Role in Pricing Reinsurance02:58 The Cost of Spreadsheet-Based Pricing04:07 Advantages of Better Pricing Tools05:00 Data Quality & Usage in Reinsurance06:32 Post-Placement: Making Sense of Deals07:48 What Excites Dani About 202608:58 The Real Role of AI in Reinsurance

What does it mean to win in a softening market? Leon Janeke of Guy Carpenter joins us in Baden-Baden to explore how reinsurance buyers can move beyond price alone—focusing on value, strategy, and data. From capacity shifts to evolving expectations, this episode unpacks how smart buyers are positioning for 2026.EPISODE LINKS:Leon's LinkedIn: https://www.linkedin.com/in/leon-janeke-1024001b6/Guy Carpenter: https://www.guycarp.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 (00:21) Atmosphere in Baden-Baden 2025(00:57) Is It a Buyer's Market?(01:16) Impact of a Benign Loss Environment(02:03) Outlook for 1/1 Renewals(02:34) Where Buyers Are Looking for Value(03:53) Reinsurer Discipline and Market Balance(04:58) Reflections on the 2023 Reset(05:18) Topics Beyond Losses: Data and AI(06:26) Final Thoughts and Wrap-Up

Jen Braney of Gallagher Re returns in Baden-Baden to unpack the state of the cyber market: soft conditions, fragmented capacity, and a clear call for action. From “supply-induced demand” to silent AI risks, Jen outlines how we can shift from talk to traction.EPISODE LINKS:Jen's LinkedIn: https://www.linkedin.com/in/jennifer-braney-84b1912b/Gallagher Re: https://www.ajg.com/gallagherre/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(01:10) Personal cyber products (02:10) How to grow the cyber market (03:00) Soft vs. softening cyber market (04:00) Supply-induced demand in cyber (05:00) Listening first, not just selling (06:00) Cyber headlines and real coverage gaps (07:10) AI as the next insurable risk (08:20) Jen’s 2026 outlook for cyber growth

Aon’s best reveal how leading insurers are using capital models, APIs, and AI to unlock profitable growth. From smarter decision-making to embedding strategy across the org, this conversation offers practical insights for anyone looking to drive performance beyond the 1/1 finish line.EPISODE LINKS:Paul's LinkedIn: https://www.linkedin.com/in/paul-nicholas-a5aa6813/Dean's LinkedIn: https://www.linkedin.com/in/deanmroberts/Aon: https://www.aon.com/en/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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

From systemic cyber threats to the MGA paper problem, this episode cuts through the noise. We unpack how reinsurers are navigating a softening market, why talent gaps are widening, and what shifting trade patterns mean for future demand. If you're planning for 2026, this one's worth your calendar time.EPISODE LINKS:Eran's LinkedIn: https://www.linkedin.com/in/eran-charit/Kaz's LinkedIn: https://www.linkedin.com/in/kazlayton/Lockton Re: https://global.lockton.com/reCONNECT WITH US:Join the Conversation: ⁠https://forms.gle/ZtofYjbgpLQVaXQ16⁠Say Hello: ⁠[email protected]⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq Twitter: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:(00:00) Intro(00:54) Trends & Market Noise(02:05) Private Credit vs Insurance Market(03:26) Insuring Data Centres & Tech Projects(05:08) Underwriting Discipline & Creative Financing(07:00) Talent Pipeline & Industry Awareness(09:06) MGA Challenges: Capacity & Paper Quality(11:00) Soft Market Dynamics & New Entrants(13:23) Shifting Global Trade & Demand Sources(15:30) Systemic Cyber Risk & Sovereign Exposure(17:25) Outlook for 2026 & Final Thoughts

What does a “hard market softening” really mean—and how can reinsurers still create value? David Flandro joins us in Baden-Baden to unpack shifting market dynamics, the rise of MGAs, and how AI and proprietary data are reshaping competitive advantage. Essential insight for anyone navigating reinsurance’s next chapter.EPISODE LINKS:David's LinkedIn: https://www.linkedin.com/in/david-flandro-074813/Howden Re: https://www.howdenre.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 00:50 Hard Market Softening 02:00 Economic Value Add Explained 03:45 Opportunities for Cedants & Brokers 05:05 What Makes Baden-Baden a Signal Event 06:25 Do We Have the Tools to Win? 07:55 The Role of MGAs in Innovation 09:40 What to Watch into Jan 1 Renewals 10:40 Macro Trends & Final Thoughts

DESCRIPTIONEPISODE LINKS:CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(00:46) Why TransUnion Relies on Reinsurance for Cyber(01:20) Expanding from the US to Europe & EMEA Focus(01:40) Cyber Market Trends: Large vs. Small Segment(02:30) Third-Party Events & Supply Chain Complexity(03:30) Personal Cyber Insurance: The Hottest Product Right Now(04:15) Is Cyber the Next Big Growth Line?(05:00) The Reinsurer’s Role in Cyber: Capacity & Credibility(05:55) Data Gaps in Small Business & Personal Cyber(06:30) The Coming Wave of Cyber Marketing Campaigns(07:15) Why Baden-Baden Still Matters: Relationships Over Everything

The Verisk team joins us in Baden-Baden to explore the rising impact of frequency perils, the future of catastrophe modelling, and why the term “secondary perils” needs to go. From 300+ global models to next-gen atmospheric platforms, this episode dives deep into the data shaping the future of risk.EPISODE LINKS:Giovanni's LinkedIn: https://www.linkedin.com/in/giovanni-garcia-4-uk/Yorn's LinkedIn: https://www.linkedin.com/in/y%C3%B6rn-tatge-4b339871/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(00:22) Welcome to Baden-Baden 2025(00:45) Market Mood: Calm Before the Storm(01:30) CAT Models & Market Stability(02:10) What's Being Discussed in Absence of Big Events(03:00) Frequency Perils: The Real Cost of “Smaller” Events(04:00) Reinsurers & the Return of Aggregate Covers(05:10) How Verisk Models the World (Over 300 Models!)(06:40) New Global Atmospheric Modelling Platform Coming(08:00) The Role of High-Quality Data in Risk Pricing(09:00) Looking Ahead: Verisk's New Platform & US Cyclone Model(10:00) Global Offices, Ecosystem, & Service Excellence(10:47) Closing Thoughts & Farewell

Martin Boreham of Africa Specialty Risks joins us in Baden-Baden to explore how Africa’s reinsurance needs differ from global narratives. From the rise of parametric products to post-placement partnerships, Martin shares why local knowledge, tailored solutions, and long-term collaboration are key to unlocking Africa’s true insurance potential.EPISODE LINKS:Martin's LinkedIn: https://www.linkedin.com/in/martinjboreham/ASR Re: https://www.asr-re.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(00:21) Welcome Martin from ASR(00:47) Why Baden-Baden Matters for Africa(01:30) Africa’s Role in the Global Reinsurance Market(02:31) Challenging the “International” Label(03:05) Trends Across African Markets(04:00) The Rise of Parametric Products(04:45) Technology’s Role in Smarter Underwriting(05:15) Facultative Business & Renewals Cycle(06:02) Moving from Introductions to Collaboration(06:55) Post-Placement & Long-Term Client Support

James Pring of ACORD joins us in Baden-Baden to unpack how structured data and global standards can actually streamline workflows—from submissions to settlements. If you're ready to fix what's broken, this one’s a must-listen.EPISODE LINKS:James's LinkedIn: https://www.linkedin.com/in/jamesleepring/ACORD: https://www.acordsolutions.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(01:00) What is ACORD?(02:01) Why Structured Data Matters(03:00) Realities Across Global Markets(04:12) Submission Season & Data Challenges(05:35) Placing Data & Post-Placement Processes(07:14) The Case for Standards & Operational Efficiency(08:40) Changing Culture Around Data & Tech

Reinsurance brokers are spending hundreds of millions on tech - but are they building the right things? We break down where broker tech actually adds value, what cedents really want, and why clean data beats clunky portals every time. If you're building to win deals, this one's for you.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(00:55) If You Had $300 Million to Spend(02:00) Build vs Buy vs Rent(05:48) When to Build, When to Rent(08:18) The Danger of Owning the Piping(11:00) Why Spreadsheets Still Dominate(13:32) Focus Tech Spend Where You Add Value(16:07) Not Every Firm Should Be a Tech Firm(18:00) Clients Don’t Want to Be Locked In((21:44) Multihoming Fallacy in Reinsurance(24:36) The Future of Reinsurance Broking

Jenny Tilley joins us to unpack how the Under 35s are reshaping reinsurance networking through sports, socials, and inclusive events. From beginner golf days to casual run clubs, this one’s all about building community, confidence, and connections outside the office. A must-listen for anyone early in their industry journey!EPISODE LINKS:Jenny's LinkedIn: https://www.linkedin.com/in/jenny-tilley-78a8159b/The Under 35s Reinsurance Group: https://www.under35s.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq Twitter: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:(00:00) Intro(01:56) From Archaeology to Reinsurance(03:24) Discovering the Under 35s(04:42) Joining the Committee & Building Events(06:11) Making Networking More Inclusive(07:42) Beginner Golf Days(09:14) Under 35s Running Club(10:58) Growing Community Through Sport(12:10) Solo Sign-Ups & Better Networking(13:35) Choosing Events That Work(15:03) How to Stay Updated(16:28) Expanding Engagement in 2025(17:26) Final Thoughts & How to Get Involved

The deal’s done… now the real work begins. In this episode, we dive into the post-placement problem haunting the reinsurance market. From ghostly data gaps to clunky legacy systems, we explore why post-placement processes break down — and what the industry must do to fix them before the next renewal cycle.EPISODE LINKS:Industry Survey (5 minutes at most!): https://form.typeform.com/to/IZw31ohOhttps://form.typeform.com/to/IZw31ohOCONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Intro02:32 Reinsurance's Ghost Problem04:29 The Forgotten Back Office06:02 Complex Contracts 07:40 Everyone Fudging the Data (And Why It’s a Problem)09:28 Data Lag & the Lloyd’s SRS Return Challenge11:00 Manual Madness vs Modern Possibilities12:17 Legacy Systems: Built in Basements, Breaking Today14:04 When Innovation Breaks Everything 15:15 Audit Risk as a Catalyst for Change16:47 Claims Leakage & the Real Cost of Sloppy Data18:30 From Ghosts to F1: A Better Way to Collaborate20:10 It’s Not About Ambition – It’s About Audit Panic21:52 Better Outcomes via Better Systems23:27 Efficiency is Never the Main Reason24:36 We Don’t Even Know Who Finished the Race25:50 Industry Survey: Tell Us We’re Wrong28:00 Supercede’s Journey into Post-Placement Data29:33 Final Thoughts

Meg Green of the Insurance Insider reflects on 25 years of interviewing the industry’s most influential leaders. From shifting market cycles to the rise of MGAs and AI, Meg shares insider perspectives on what CEOs really think - and what shapes January 1 renewals.EPISODE LINKS:Meg's LinkedIn: https://www.linkedin.com/in/themeggreen/https://www.linkedin.com/in/themeggreen/Insurance Insider: https://www.insuranceinsider.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 – Welcome & Introductions02:25 – How industry interviews evolved04:05 – CEOs vs junior execs06:00 – Market themes07:45 – Shifts in industry talent10:00 – AI’s role in shaping insurance

Sebastian Cook, Deputy CEO at Howden Re, shares his perspective on the reinsurance landscape heading into 2026. He discusses volatility, international growth, reinsurer appetite, and how thoughtful strategies can align buyers and sellers. Gain insight into capital, climate, and collaboration in today’s market.EPISODE LINKS:Seb's LinkedIn: https://www.linkedin.com/in/sebastian-cook-b862ba133/Howden Re: https://www.howdenre.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Intro01:00 Key market themes02:45 Bridging buyers and sellers04:15 International market focus05:40 Making Monte Carlo count07:10 Climate, geopolitics, & tech08:40 Howden Re’s approach09:40 Looking ahead into 2026

Garret Gray, CEO of Cotality, joins us in Monte Carlo to discuss how secondary perils like wildfires and hail are reshaping the insurance landscape. He shares personal lessons from wildfire loss, the impact of inflation on claims, and why education and better modeling are critical for reinsurers in 2026.EPISODE LINKS:Garret's LinkedIn: https://www.linkedin.com/in/garretgray/https://www.linkedin.com/in/garretgray/Cotality: https://www.cotality.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Cotality’s focus on high-frequency perils03:28 First-hand experience on wildfire05:50 Recovery challenges & the reality of claims07:06 Insurability concerns & secondary peril pressures08:20 Existing models vs. building new ones09:42 Impacts on modelling & claims11:00 Why Cotality rebranded

Christopher Hayday, Head of Specialty Lines at Gallagher Re, joins us in Monte Carlo to share his outlook on specialty markets, reinsurance cycles, and growth opportunities for 2026. He highlights lessons from recent losses, the role of retro, evolving client needs, and why talent and relationships remain critical.EPISODE LINKS:Chris's LinkedIn: https://www.linkedin.com/in/christopher-hayday-acii-5b993413/Gallagher Re: https://www.ajg.com/gallagherre/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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) Introduction(00:52) Monte Carlo 2026 Kickoff(02:00) Market Conditions & Reinsurance Cycle(03:34) Specialty Lines Overview(05:30) Political Violence & Terror Trends(07:15) Capacity, Competition & Profitability(08:35) What to Watch in the Next 12 Months(10:10) Looking Ahead: Talent, Data & Client Platforms(11:10) Closing Thoughts

Blueprint 2’s rollout has been delayed until 2028, shifting the conversation on London market digitalisation. James Willison joins us to unpack what this means for brokers, reinsurers, and technology platforms — from testing and interoperability to turning the delay into an opportunity for smarter transformation.EPISODE LINKS:James's LinkedIn: https://www.linkedin.com/in/jameswillison/WCL: https://webconnectivityltd.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(01:00) Blueprint 2 update(03:10) Speed in market change(05:00) Lessons from the build phase(07:05) What firms should focus on (09:00) The interoperability challenge(11:00) Standards & structured data(12:40) AI’s role in the Blueprint journey (14:30) Data-driven processes(15:45) James’ outlook for the next year

Darren Powell and Shevawn Barder return to share how Pinpoint is scaling rapidly with new offices, strategic hires, and proprietary underwriting technology. They reveal why discipline, culture, and talent are central to their model, and how they’re positioning Pinpoint for sustainable growth across London, New York, and beyond.EPISODE LINKS:Darren's LinkedIn: https://www.linkedin.com/in/darren-powell-52584bb/Shevawn's LinkedIn: https://www.linkedin.com/in/shevawn-barder-00a56963/Pinpoint: https://www.pinpoint-ins.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(01:10) Key themes from Monte Carlo(03:20) Pinpoint’s first year(05:40) Building infrastructure & scaling methodically(08:05) Proprietary tech & underwriting discipline(10:10) Culture, talent, & the London advantage(12:25) Outlook for 2026 (13:40) Final thoughts

James Richards, Client Director at Slipcase, shares what’s really driving the reinsurance headlines. From broker battles and global M&A to AI adoption and the climate conversation, he explains how media trends reveal shifting priorities — and what industry professionals should focus on as they prepare for 2026 renewals.EPISODE LINKS:James's LinkedIn: https://www.linkedin.com/in/james-richards-62b67611b/Slipcase: https://www.slipcase.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 

David Govrin, Group President and CEO Global Reinsurance of SiriusPoint, shares hard-won lessons from decades in reinsurance. From property volatility to divergent casualty views and specialty challenges, he explains how to price risk, allocate capital, and maintain true underwriting discipline—crucial insights for navigating shifting market conditions heading into 2026.EPISODE LINKS:David's LinkedIn: https://www.linkedin.com/in/david-govrin-48007917/SiriusPoint: https://www.siriuspt.com/https://www.siriuspt.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 (02:10) – Key themes this year(04:15) – Property, casualty & specialty markets(06:05) – The changing risk landscape(07:40) – Culture & talent as competitive edge(09:25) – SiriusPoint’s message to the market in 2026(11:10) – Underwriting discipline & pricing risk correctly(12:40) – Final thoughts

Martin Burke, CUO at MS Amlin, joins us from Monte Carlo to share his outlook on the market. From capital inflows and pricing pressures to the importance of partnerships, claims performance, and risk aggregation, Martin explains how MS Amlin is positioning itself for continued relevance and resilience heading into 2026.EPISODE LINKS:Martin's LinkedIn: https://www.linkedin.com/in/martin-burke-55a33622/MS Amlin: http://www.msamlin.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(02:30) Partnerships, claims & coverage(05:42) Risk aggregation challenge beyond nat cat(09:25) Looking ahead to 2026(12:15) Industry outlook(13:40) Closing thoughts

Jonathan Rake, CEO of Swiss Re Solutions, joins us at Monte Carlo to share his journey back to Zurich and into a new global role. He unpacks why quality data, new risk structures, and AI are no longer side conversations but central to renewals - and why “integrated intelligence” will define the industry’s future.EPISODE LINKS:Jonathan's LinkedIn: https://www.linkedin.com/in/jonathan-rake-aaa8841b/Swiss Re: https://www.swissre.com/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(01:14) Career journey(02:30) Leading Swiss Re’s Risk & Data Solutions(03:30) Monte Carlo themes: data and insights (04:15) Better data for smarter decisions(05:10) Retention, parametric & partnerships(06:00) AI, productivity, & efficiency (06:40) Clean data foundations(07:20) Risk uncertainty & the demand for deep insights(08:10) Integrated intelligence & end-to-end risk lifecycle(09:00) Learning, upskilling, and climate risk work(10:00) Returning to Zurich & closing thoughts

At Monte Carlo, Paul Campbell of Aon unpacks how reinsurers can achieve profitable growth in a softening market. From the seven traits of outperformers to the role of data, talent, and technology, Paul explains what separates winners from laggards as climate, AI, and client needs reshape the reinsurance cycle.EPISODE LINKS:Paul's LinkedIn: https://www.linkedin.com/in/paul-campbell-6937a61/Aon: https://www.aon.com/en/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 Intro01:14 Growth as a market theme02:28 Profitable growth vs. growth at all costs03:30 Variety in reinsurer strategies04:45 Shifting appetite: diversification vs. concentration06:02 Seven traits of insurers that win07:20 Speed, agility & risk clarity08:30 Innovation and underwriting transformation09:20 Talent beyond traditional underwriting10:15 Macro forces: client needs, AI & climate change11:05 Solving complex challenges11:43 Closing thoughts

James Dickerson of Lockton Re joins us in Monte Carlo to demystify the retrospective reinsurance market. From social inflation and casualty reserve pressures to the search for capital and fears of the “next asbestos,” James highlights how this evolving space is shaping risk transfer, capital efficiency, and opportunities for reinsurers.EPISODE LINKS:James's LinkedIn: https://www.linkedin.com/in/james-dickerson-26442b26b/Lockton Re: https://global.lockton.com/re/CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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(00:47) Monte Carlo Impressions(01:25) Key Market Themes – Buyers, Rates, M&A, Culture(02:30) What Is Retrospective Reinsurance?(03:38) Long-Tail Risks & Evolution of the Market(04:45) Casualty Reserves, Social Inflation & Opportunities(06:05) Capital Providers & Who’s Entering the Market(07:15) Emerging Risks & “The Next Asbestos”(08:25) Market Outlook & Final Thoughts

Gerhard Koster of Univé joins us in Monte Carlo to share how a Dutch mutual reinsurer navigates renewals. From inflation-driven buying strategies and flood risks to climate change, AI, and long-term partnerships, Gerhard explains how mutual values and technical rigour shape resilience in today’s evolving reinsurance market.EPISODE LINKS:Gerhard's LinkedIn: https://www.linkedin.com/in/gerhard-koster-15b78b18/Univé: https://www.unive.nl/ CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠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 (00:41) First impressions of RVS 2025(01:32) Preparing for Monte Carlo: (03:08) Inside Univé’s mutual group structure(04:55) Modeling focus(06:42) Inflation, portfolio trends & buying additional limits(08:30) Long-term reinsurance relationships(09:50) Impact of global CAT (11:20) Climate change, secondary perils & Dutch flood(13:05) Mutual roots, cooperative perspective & ICMIF role(14:20) Technology, AI and the human element(15:40) Closing thoughts & looking ahead