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Sheinbaum Orders Finance to Monitor Insurance Pricing After VAT Rule Change

The industry calls it premature to predict premium increases, noting each company must recalculate rates under the new tax treatment.

Overview

  • Mexico’s 2026 revenue law ends insurers’ ability to credit VAT paid on claim repairs and indemnities, turning that tax into an unrecoverable claims cost.
  • President Claudia Sheinbaum said price hikes “should not be” automatic and asked the Finance Ministry to keep watch on insurers’ pricing decisions.
  • A prior government–industry agreement effectively waived unpaid VAT through 2024 and lets insurers pay 2025 obligations in 2026 installments without penalties.
  • AMIS said impacts will vary by company and product and urged policyholders to consult their insurer rather than rely on generalized estimates.
  • Auto, major medical expense policies, and some property lines are seen as most exposed, and agents report some firms are briefing clients, with media citing possible increases up to about 20% in some cases.