AI in insurance : understanding the implications for investors

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<subTitle>: understanding the implications for investors</subTitle>
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<namePart>Irlbeck, Christian</namePart>
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<dateIssued>2026</dateIssued>
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<abstract displayLabel="Summary">The document analyzes the impact of artificial intelligence on the insurance sector and how it is transforming the various subsectors, from brokers and MGAs to TPAs and software providers. It explores investment opportunities arising from advances in traditional, generative, and agentic AI, as well as changes in efficiency, business models, and value for investors. It examines the key role of data, automation, and new technological models within the industry. It concludes by highlighting four strategic priorities for investors seeking to take advantage of the disruption that AI will create over the next decade</abstract>
<note type="statement of responsibility">Christian Irlbeck... [et al.]</note>
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