Sub‑Optimal Treaty Purchasing and Recovery Decisions from Limited Data and Visibility
Definition
Inadequate analytics and fragmented data across underwriting, exposure, and claims lead to poor decisions on treaty structure, limits, and attachment points, as well as on which claims to pursue aggressively for recovery. Industry guidance stresses the need for robust analysis when evaluating the cedant’s book and designing treaty programs; where this is lacking, insurers either over‑buy expensive protection or under‑buy and then suffer unprotected losses, both of which are recurring financial drags.
Key Findings
- Financial Impact: Mis‑calibrated reinsurance programs can erode ROE by several percentage points through either excess ceded premium or retained volatility; for carriers with $500M+ in written premium, this regularly equates to tens of millions of dollars of avoidable cost or volatility per year.[5][7][9][10]
- Frequency: Annually at treaty placement and continually in post‑event assessments and renewal strategy decisions
- Root Cause: Siloed systems, limited catastrophe and aggregate modeling, and over‑reliance on broker views without independent validation result in incomplete visibility into risk and reinsurance performance; absence of systematic second‑look or performance reviews means lessons from past treaties are not incorporated into future purchasing and recovery strategies.[1][5][7][9]
Why This Matters
This pain point represents a significant opportunity for B2B solutions targeting Insurance Carriers.
Affected Stakeholders
Executive Management, Chief Underwriting Officer, Reinsurance Purchasing Team, Actuarial/Capital Modeling, Risk Management
Deep Analysis (Premium)
Financial Impact
$1.5M-$5M annually in mispriced treaties or unexpected losses • $10M–$50M annually in excess ceded premium (over-buying) or unrecovered losses (under-buying) for $500M+ premium carriers • $1M-$4M annually in over-buying protection on large direct accounts
Current Workarounds
Manual aggregation of pool member loss data provided by pool administrator; limited catastrophe modeling for pool concentration • Manual audit of program claims files against treaty; email-based PA remediation requests; annual compliance review • Manual cedant exposure file review; broker-provided risk summaries; field audits conducted ad-hoc
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Evidence Sources:
- https://www.insurancethoughtleadership.com/reinsurance/addressing-objections-second-look-reinsurance-recovery
- https://www.insurancebusinessmag.com/reinsurance/news/breaking-news/fundamentals-of-treaty-reinsurance-for-insurance-brokers-547313.aspx
- https://www.swissre.com/dam/jcr:d06472ab-2625-48cf-8b4e-7c7ac8aa63f0/The-essential-guide-to-reinsurance.pdf
Related Business Risks
Unrecovered Treaty Claims Due to Complex Wording and Missed ‘Second Look’ Opportunities
Missed Reinsurance Recoveries from Errors & Omissions and Data Transmission Mistakes
Excess Treaty Cost from Unfavorable Terms and Reinstatement Premium Mechanics
Rework and Disputes from Poor Treaty Documentation and Misaligned Expectations
Delayed Collection of Reinsurance Recoverables and NAIC 90‑Day Surplus Penalties
Under‑utilized Reinsurance Capacity from Poor Treaty Structuring and Data
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