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Live · Tuesday, June 2, 2026 · Vol. III actuary.info Original analysis · Curated wire
The Daily Actuary
Reserving · Regulation · Reinsurance · AI · Capital — every weekday morning
Featured Analysis · Technology & AI

AI Pricing Sophistication Faces Its First P&C Soft-Market Test

S&P Global projects P&C underlying growth at -3.7% for H1 2026 as ML pricing models face their first soft-market test. Carrier-level data and reinsurance trends analyzed.

Today's Original Analysis

7 pieces in today's edition
Health

21 Health Systems Drop MA Plans, Exposing Network Adequacy Gaps Actuaries Must Price

At least 21 health systems exited Medicare Advantage networks in 2026. Actuarial analysis of how provider departures reshape risk pools, utilization models, and premium bids.

Filed Jun 2
P&C

Lloyd’s Helix Consortium Writes First Cargo Policy for AI Hardware

Lloyd's Helix Consortium offers $75M transit limits for GPU and AI server cargo. Actuarial pricing analysis for an asset class with no loss history as hyperscaler capex hits $700B.

Filed Jun 2
P&C

15,000 PFAS Lawsuits Expose GL Reserving Gaps for Actuaries

Over 15,000 PFAS personal injury lawsuits in MDL 2873 expose why chain-ladder and BF methods fail. Exposure-based IBNR framework for GL actuaries.

Filed Jun 2
Technology & AI

Progressive Topples State Farm as Largest U.S. Auto Insurer: The ML Pricing Edge Behind an 84-Year Shift

S&P Global confirms Progressive overtook State Farm as the largest U.S. auto insurer after 84 years. Analysis of the ML pricing engine and telematics data flywheel behind the crossover.

Filed Jun 2
Life & Annuities

Record Annuity Sales Mask Capital Quality Risks at Life Insurers

LIMRA Q1 2026 annuity sales hit $104.6B for the 10th straight $100B quarter. AM Best flags reinsurance leverage at 328% and a two-notch credit quality decline in the reserve block.

Filed Jun 2
Technology & AI

Verisk Adds McKinsey AI Leader to Board as Insurance Analytics War Heats Up

Verisk elected McKinsey senior partner Pradip Patiath to its board on May 20, 2026, signaling a governance-level AI push as competition with Guidewire, CCC, and EXL intensifies.

Filed Jun 2
Regulation & Standards

ASOP No. 12 Gets Its First AI-Era Rewrite After 21 Years

The ASB is revising ASOP No. 12 for the first time since 2005, addressing ML-driven risk classification, proxy discrimination, and expanded documentation. Analysis of 57 comment letters and regulatory impact.

Filed Jun 1
At least 21 health systems exited Medicare Advantage networks in 2026. Actuarial analysis of how provider departures reshape risk pools, utilization models, and premium bids. Beth, in today's edition

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