ITC BRIEFINGS

ITC Announcements

[Ed. note: ICYMI - There were several announcements coming from ITC Vegas 2025 as the Fall conference season soon concludes. Many of our colleagues have dashed from ITC to SEMA, Connected Claims and Silicon Prairie in just the last two weeks]

Major Announcements and Highlights:

  • Bolttech had a "major announcement" live on the main stage, though specific details of the news are not publicly detailed in the search results.
  • A company operating in Bermuda announced an $82 million capital raise during the conference, signaling significant investor confidence in the Bermuda insurtech ecosystem.
  • CatX and Cactus, which announced their merger just before the event, attended to highlight their new partnership and meet potential collaborators.
  • State Farm announced the winner of its fourth annual Startup Pitch Competition. The winning early-stage company presented a live demo of its technology immediately following the announcement.
  • InnSure, a non-profit organization focused on climate change solutions, announced the winners of its $5 million Insurance Innovation Prize.
  • Several companies, including Majesco and SAS, teased the launch of "groundbreaking AI insurance business solutions" and "AI-powered policy migration and PAS modernization" during the event.
  • McKinsey & Company returned as the event's presenting sponsor for the fourth consecutive year, highlighting their commitment to the industry's transformation.

Featured Company Sessions

  • Arity Showcases End-to-End Insurance Solutions: Arity featured live demos of its GeosightSM product and discussed the use of real-world driving behavior data to refine territorial pricing, highlighting how mobility data is driving innovation.
  • Companies like Hippo, Clearcover, and Lemonade participated in a panel discussion reflecting on their journeys from startups to influential market players over the past decade. Leaders from -
  • Guidewire (Marcus Ryu), Prudential Financial (Mike Estep), and others also shared insights on the main stage.
  • Many other companies, including Shift Technology, Duck Creek Technologies, WNS, and Celent, held sessions and exhibited their latest AI and data-driven solutions for underwriting, claims, and customer experience.
Alan Demers




Financial Results

InsurTech/M&A/Finance💰/Collaboration



US InsurTech funding plummeted by 71% YoY in Q3

Cover Whale secured one of the top US InsurTech deals in Q3 as funding in the region plummeted by 71%

Key US InsurTech investment stats in Q3 2025:

  • US InsurTech funding plummeted by 71% YoY in Q3
  • New York emerged as the main hub for InsurTech deals as companies from the region secured four of the top 10 deals
  • Cover Whale, a New York-based InsurTech specialising in connected insurance solutions for the commercial auto sector, secured one of the top US InsurTech deals of the quarter with a $40m equity investment

In Q3 2025, the US InsurTech sector recorded total funding of $559.5m across 32 deals, marking a sharp 71% decline in investment value compared to the $1.9bn raised in Q3 2024.

However, it is important to note that Q3 2024 included the $1bn Sedgwick deal, which was a major outlier and significantly inflated the previous year’s total.

When excluding this transaction, Q3 2024 funding amounted to $907.8m, representing a slower decline of 38% in total funding YoY.

Deal activity, in contrast, rose from 24 to 32 transactions, a 33% increase, indicating that while investment sizes were smaller, investor engagement within the sector remained active.

The data suggests that the US InsurTech market is experiencing a recalibration, with investors distributing capital more broadly across early- and mid-stage deals rather than concentrating it in large-scale funding rounds.

CONTINUES.mht)

Alan Demers

Commentary/Opinion

AI in Insurance