Full Episodes · 2026-06-23 · 47 min
Introduction The rules that governed software pricing for a decade are breaking down. Per-user SaaS models made sense when users were people. Now that AI is automating those seats, the pricing logic collapses - and carriers, brokers, and insurtech vendors are all rethinking the economics at the same time. Michael Nadel is a partner and head of the global insurance practice at Simon-Kucher & Partners. He joined Josh Hollander for his second appearance on the show to dig into what the AI era is actually doing to monetization - from the pricing mistakes early movers keep making, to why outcome-based models are harder to execute than they are to sell, to a 50,000-session LLM shopping simulation that revealed what could become the next SEO arms race for insurance carriers. Guest Bio Michael Nadel is a partner and head of the global insurance practice at Simon-Kucher & Partners, a global strategy consultancy focused on growth, pricing, and monetization. Before consulting, he spent time at CNA in strategy and innovation, and earlier led large-scale financial services implementation work at Accenture.
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