A Goldman Sachs analyst, Andrew Lyons, wrote a note back in June 2021 about the then CBA contract renewal. I think it’s behind paywall now but I do remember he said that while CBA was 57% of GWP it was a lesser % of profit (around 23% from memory but don’t quote me).
Andrew Lyons also questioned what would happen from a regulatory perspective to the previously written CBA premiums if CBA changed LMI providers. Specifically, he queried whether Genworth as it was then would have to keep the capital related to those loans on the balance sheets for the full 12 years.
Propriety prices reclaim all declines, page-8
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