Assurant

“the largest player would be Frontdoor with American Home Shield, but there are, you know, there's probably 10 or 20 different players across the market.”

Assurant identified Frontdoor (American Home Shield) as the largest incumbent in the fragmented home-warranty market it is now entering; a competitive read-through for Frontdoor.

“We recently signed a long-term agreement across six of their US real estate brands.”

Assurant signed a long-term home-warranty distribution agreement across six US real estate brands, expanding into the real estate channel with a new partner.

“we scaled our card benefits business with the completion of the first full year of our partnership with Chase Card Services, supporting benefits for millions of cardholders nationwide and also recently expanding our relationship in the UK.”

Assurant completed the first full year of its card-benefits partnership with JPMorgan's Chase Card Services and expanded it into the UK; a partner read-through on Chase's cardholder benefits program.

“we continue to build momentum across appliances and consumer electronics, including the expansion of our partnership with Best Buy to support their Geek Squad protection program.”

Assurant expanded its partnership with Best Buy to service Geek Squad protection plans, including the existing back book; a positive partner read-through for Best Buy's services business.

“we expanded our T-Mobile relationship through a multiyear reverse logistics agreement and opened a dedicated state-of-the-art logistics facility. Looking to 2026, we see additional opportunities to grow with T-Mobile.”

Assurant deepened its partnership with T-Mobile via a multiyear reverse-logistics deal and a new facility, with more growth expected in 2026; positive read-through on T-Mobile's device lifecycle spend.

“Early in 2025, we launched a new device protection plan with Verizon's fast-growing no-contract wireless provider, Total Wireless.”

Assurant expanded its carrier relationship with Verizon by launching device protection for Verizon's Total Wireless prepaid brand, signalling growth in Verizon's no-contract segment.

“we also acquired U-Solutions in Japan that furthered our walk and repair capabilities in that market.”

Assurant acquired U-Solutions in Japan to extend its device repair capabilities in that market.

“We had OptoFidelity that helped our device care centers and adding some technology there.”

Assurant acquired OptoFidelity to add technology capabilities to its device care centers.

“We had Gestauto in Brazil that helped our auto business.”

Assurant acquired Gestauto in Brazil to strengthen its auto business.

“A great example is our expanded partnership with Holman Automotive, one of the largest privately owned dealership groups in the United States.”

Assurant expanded its F&I products partnership with dealership group Holman Automotive, adding 30 newly acquired Leith dealership locations.

“we recently launched a partnership to provide administration and underwriting with Best Buy, the world's largest specialty consumer electronics retailer.”

Assurant launched a partnership to administer and underwrite Best Buy's Geek Squad protection plans, a read-through on Best Buy outsourcing its protection program services.

“Following our acquisitions of cellphone repair or CPR in the U.S. and iSmash in the U.K., we recently acquired U-Solutions in Japan to expand our local walk-in repair capability in the world's second largest mobile market.”

Assurant's acquisition of U-Solutions extends its device repair footprint into Japan, the world's second-largest mobile market, following similar prior acquisitions of CPR and iSmash.