Chubb (NYSE: CB) and Cincinnati Financial (NASDAQ: CINF) are examples of two companies that could benefit from rising demand, as they pull in 43% and 62% of their premiums, respectively, from commercial policies. Progressive CEO Tricia Griffith told analysts during its quarterly earnings call that it would be shifting where it underwrites policies, eliminating states with higher numbers of catastrophes. Allstate's president of personal lines, Glenn Shapiro, said the company is taking similar actions in response to inflationary pressures.