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The Insurance Couch Podcast - Can broker trust be sold? The insurance M&A blind spot

Insurance Couch Podcast · 2026-06-16 · 50 min

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Episode notes

Get Your Insurance Fix on “The Insurance Couch” Podcast! ⁠⁠Join ⁠⁠⁠⁠⁠⁠⁠Oliver Lang⁠⁠⁠⁠⁠⁠⁠⁠⁠ , former CEO of InsurTech Unicorn Wefox/One Insurance, supervisory board member and advisor and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Nikolaus Sühr,⁠⁠⁠⁠⁠⁠⁠⁠⁠ Co-Founder and CEO of InsurTech enabler ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠KASKO⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠ as they bring you unique insights from their experiences in the insurance world. In this episode they explore one of the most important questions in insurance distribution today: can trust in insurance advice actually be transferred when an adviser retires or sells their book? The conversation examines the economics behind broker valuations, customer inertia, and how AI could reshape portfolio transfers in personal and SME insurance. Here are the key takeaways: Although delegating insurance decisions is highly personal, it is still possible to transfer that delegation to another person. The main drivers are either inertia or an active handover. The key challenge is deciding which customers to approach proactively and which “sleeping dogs” to let lie. AI can support this crucial decision-making process, but it requires sufficient data.

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