InsurTech NY News: Like it or not, the One Big Beautiful Bill (OBBB) is here.
There is one provision that is a big deal for innovation: updates to Qualified Small Business Stock (QSBS) tax breaks.
In case you did not know. Startups designated as a C-Corp and following QSBS regulations provide a federal tax exemption (no taxes at exit) to founders and investors.
That means angel investors, limited partners, VCs, and CVCs all have an extra boost.
The major improvements are:
- Reduced holding period: year three (50%), year four (75%), year five (full)
- Increased per-taxpayer cap and an increase in total assets allowed
All of these changes, hopefully, will drive more capital to invest in startups that otherwise would go to later-stage private equity.
This newsletter is not tax advice, please consult your tax advisor or attorney if you plan to leverage QSBS rules, but if you are looking for startups to invest in, feel free to reach out to contact@insurtechny.com.
Upcoming InsurTech Community Events and Programs
(Webinar) – Agentic AI Webinar: Jargon or Buzzword?
August 13th, 2025 | 2:00 pm – 3:00 pm
– InsurTech NY partners with Lazarus AI to unpack Agentic AI’s impact on insurance
(Webinar) – Augmented Underwriting: Human Judgment, Supercharged by Data
September 11th, 2025 | 1:00 pm
– InsurTech NY is joined by Verisk Analytics for a fireside chat on blending machine intelligence with underwriter expertise.
(Webinar) – From Rigid to Resilient: Building Operational Flexibility in Modern Insurance
October 9th, 2025 | 2:00 pm
– Insurtech NY partners with Neota Logic to discuss how insurers are shifting from platform dependency to a portfolio mindset.
2026 Spring Conference: Human Side of Insurance
March 30th-31st, 2026 | NYC
– Our 7th annual InsurTech Conference. P&C, Life & Health Tracks. 1,000 Attendees at Pier 60 in NYC. Super Early-Bird ticketing is open now.
InsureTerms by Troutman Pepper Locke
Our partners over at Troutman Pepper Locke LLP are helping to inform the community by creating a glossary of terms used in the Insurance industry.
1033 Waiver– refers to 18 U.S. Code Section 1033, also known as the federal Violent Crime Control and Law Enforcement Act of 1994, which criminalizes (i) engaging in the business of insurance by any individual who has been… Read More
InsurTech Deals, Opportunities, and Partner Events
Discover a curated mix of InsurTech financings, exits, partnerships, opportunities, and partner events on the East Coast.
InsurTech News and Deals
Eventual ($7.5M): NY-based insurtech firm helping real estate owners manage climate risk.
Loro ($1.1M, Markd): Delaware-based provider of a platform empowering specialty insurance distribution.
The Difference Card (Undisclosed Amount, Stone Point Capital): New York-based firm providing clients with net savings on their healthcare spend.
RoofMarketplace ($7M, Wingra Capital): Wisconsin-based insurtech firm transforming roofing claims
Inshur (35M, Trinity Capital): NYC-based provider of embedded insurance product to the on-demand economy
Partner Events and Programs
- RevTech Labs Accelerator (Applications close Aug 3)
- 2025 118th PAMIC Annual Convention (Aug 3-5 | Bethlehem, PA)
- BrokerTech Connect: Chicago (Aug 5-6 | Chicago, IL)
- Digital Insurance Connect 2025 (Aug 18-20 | Pittsburgh, PA)
- Columbia University Actuarial Science Fall 2025 Annual Career Fair (Sep 12 | NYC)
- InsurTech Chicago: Going Deeper – Winning With AI in Underwriting (Sep 16 | Chicago)
- Global Insurance Accelerator (July 22 | Pittsburgh, PA)
- Reuters Events: Connected Underwriting USA (Sep 29-30 | Austin, TX)
- IAA Annual Event 2025 (Oct 30 | Mumbai, India)
See more information about our partner events here:
https://www.insurtechny.com/2025-insurtech-conference-calendar/
Jobs at carrier/broker innovation and venture teams
