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Weekly update
Apr 21, 2026

Workday, Progressive Insurance, Games Workshop

WorkdaySAPHasbroThe ProgressiveLemonadeOracleWorkdaySAPHasbroThe ProgressiveLemonadeOracle
Apr 20, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Former Actuarial Director, Lemonade
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Apr 9, 2026

GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI

Former Senior Vice President at GEICO
IP Icon
IP Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Apr 3, 2026

CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs

Former Senior Vice President at GEICO
IP Icon
IP Interview
CCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsInformation TechnologyFinancials
Mar 23, 2026

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

Former Director of National Accounts, Progressive
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Mar 18, 2026

Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession

Former Senior Claims Director, The Progressive Corporation
Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Jan 28, 2026

Root Inc: A Potential Data-Driven Advantage

Former Senior Executive at Root
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Jan 27, 2026

Root Inc: New Partnerships & Quote-and-Bind APIs

Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceHyundai MotorThe ProgressiveBerkshire HathawayCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Jan 8, 2026

Root Inc: Carvana & Building a Scalable Partnerships Platform

Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer Discretionary
Dec 9, 2025

Carvana: Root & Embedded Insurance Moat

Former Senior Executive at Root
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer Discretionary
Dec 1, 2025

Root Inc: Growth Outside the DTC Channel

Former Director of State Management at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Nov 15, 2025

Root Inc: Carvana Partnership Detailed Analysis

Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Nov 14, 2025

Root Inc: Embedded Distribution vs D2C

Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerSerial AcquirerFinancialsConsumer Discretionary
Nov 10, 2025

Copart vs IAA: Data-Driven Insurers, International Buyers & the Shift to Digital Auctions

Former Director of Global Buyer Business Development at IAA
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IP Interview
Copart•US•Large CapAdmiral GroupRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayState FarmThe AllstateNetwork EffectsScale EconomiesAuctions & ClassifiedsPhysical Infra & NetworksInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsIndustrialsConsumer Discretionary
Nov 4, 2025

Root Inc: Telematics Commoditization & Incumbents Competition

Former Senior Vice President at GEICO
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Nov 3, 2025

Root Inc: OEM Partnerships & Vehicle Data

Former VP, Insurance at Tesla
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer Discretionary
Sep 3, 2025

GEICO & A History of Auto Insurance Competition

Former Senior Vice President at GEICO
Partner Interview
Berkshire Hathaway•US•Mega CapThe ProgressiveScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Aug 29, 2025

Progressive Insurance: Leadership, Pricing, and Market Share

Former VP at Progressive Insurance
Partner Interview
The Progressive•US•Large CapBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Aug 21, 2025

Tesla, Progressive, & Potential Impact of Autonomous Vehicles on Auto Insurance

Former VP, Insurance at Tesla
Partner Interview
Tesla•US•Mega CapThe ProgressiveBerkshire HathawayScale EconomiesProcess PowerBrand EquityInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Aug 12, 2025

Hagerty / GEICO: Collector Vehicles Insurance Partnership

Former Senior Vice President at American Modern Insurance Group
Partner Interview
Hagerty•US•Mid CapBerkshire HathawayThe ProgressiveProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials

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