A sudden market sell-off in global insurance broking stocks has done more than rattle investors. It has crystallised a shift already under way: artificial intelligence (AI) is moving from back-office support to the front line of customer acquisition, forcing a rethink of value, margins and growth.
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Is AI rewriting the rules of insurance distribution and valuation?
"On 9 February 2026, listed insurance broking firms experienced a sharp valuation correction. In the U.S., shares of the largest broking firms saw decline – with WTW down 12%, Aon down 9.9% and Arthur J. Gallagher down 9.3% on the day."
