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 Two1

2:00 AI as a Golden Age for Insurance

15:30 Selling Outcomes, Not “AI”

18:30 Speed vs Certainty in Underwriting

22:00 Growth Without Headcount – Real ROI

25:00 Underwriter Satisfaction & Portfolio Thinking

27:30 Mining Declinations for Growth

29:30 In-Play Betting Analogy & Real-Time Risk

31:30 Embedded Insurance & Dynamic Risk Trading

33:30 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 Intro
01:07 The John Neal / AIG U-Turn
02:32 Culture, Transparency & Lloyd’s
05:15 Market Outlook: Aon Reports Softening in EMEA
06:11 Benign Loss Activity & Reinsurer Appetite
08:12 Is Speed the Limiting Factor in Insurance?
08:40 The AI Boom, Data Centres & Premium Growth
09:14 Are Jobs Safe?
09:37 Gallagher Re Bullish on Latin America
10:26 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