Datos Insights Insurance Leaders Technology Forum

Redefining the Intelligent Insurer

APRIL 21-23, 2026 | BOSTON, MA

Datos Insights brings you a premier gathering of insurance leaders who are redefining how intelligence is leveraged to run the business. This forum focuses on how carriers are transforming the way they operate, integrate information, and make decisions in an increasingly complex environment. 

Don’t take our word for it. Our attendees say it best. 

“The roundtables have been extraordinarily valuable.”

“You give a little. You take a little. It’s really wonderful.”

If you are navigating AI, modernization, and organizational change all at once, this is where practical insight and peer exchange come together to move transformation forward.

Insights that drive growth.

Insurers are leveraging the intelligence they already have to operate faster, connect information more effectively, and make better decisions at scale. Automation, predictive insight, and modern digital experiences are moving from point solutions to core drivers of growth. 

When data, AI, and modern platforms work together, insurers can expand personalization, respond to change with confidence, and unlock new sources of value across the business. The outcome is smarter growth, stronger relationships, and organizations built to adapt as expectations continue to rise. 

What can you expect from the Insurance Leaders Technology Forum 2026?

We can think of dozens of reasons for max ROI, but here are a few. 

Invaluable Networking

Connect with the industry’s leading tech decision-makers and experts to discuss critical issues and make better decisions.

Expert Insights

Gain exclusive access to Datos Insights’ advisors, proprietary research, and data you won’t find anywhere else.

Success Stories

Discover how others are navigating the evolving landscape and which strategies have proven effective.

Insurance event roundtable

Candid Discussions

Discuss honest, off-the-record perspectives with peers in intimate, topic-based forums.

Essential conversations.

Intelligent Technology Foundations

Applied AI and machine intelligence in operations 

Core agility through modular and Skinny PAS strategies 

Composable platforms and ecosystem connectivity 

Secure, governed, and explainable AI infrastructure 

Data, knowledge, and context as enterprise intelligence 

Operational resilience and scalable execution 

Managing Innovation

Organizational impacts 

Evolving roles of the CXOs 

Operational efficiencies of Gen and Agentic AI 

Innovation and essential architecture pattern 

Data, analytics, and governance 

Agent & customer experience 

Line of Business

Commercial Lines

Personal Lines

Specialty Lines

Life Insurance

Annuities

Group and Voluntary Benefits

Who attends #DatosILTForum?

The Insurance Leaders Technology Forum attracts a diverse group of industry leaders and innovators, including:

C-Level Insurance Technology Executives

Industry Experts & Advisors

Technology Providers

REPRESENTATIVE ATTENDEES IN 2025

There are issues we all face… My peers from organizations, regardless of size, were open and willing to share without hesitation. Hearing about how they solved some of those problems was invaluable.

An experience like no other.

What if just one event in 2026 could be the reason you achieve your goals?

Become a sponsor and connect your team with the decision-makers who will propel your growth.

Our sponsorship offerings provide multiple ways to engage with attendees, influence their perspectives, and enhance your brand visibility. Choose a single sponsorship or combine options to create a customized package that fits your priorities and budget.

Sound good? Great. Reach out to our team today! 

Datos Insights Insurance Leaders Technology Forum brings together industry leaders, innovators, and decision-makers to explore the future of insurance technology. 

Read insights from last year’s conference and plan to join us for an exciting lineup of sessions, networking opportunities, and insightful discussions in 2026! 

KEY TAKEAWAYS

Data mastery separates leaders from followers.  Here’s what insurance executives learned in Boston.

CHRIS EBERLY

Who Participates?

Datos Insights Insurance Leaders Technology Forum attracts a diverse group of industry leaders and innovators, including:

C-Level Insurance Technology Executives

CIOs, CTOs, CAIOs, COOs, CDOs, Chief Innovation Officers, and other C-suite technology leaders.

Technology Providers

Innovative providers delivering proven technologies and platforms that help insurers streamline operations, modernize legacy environments, govern AI at scale, and transform underwriting, service, and distribution.

Datos Insights Advisors

Experts with deep industry experience who provide insights and guidance on current trends, best practices, and what’s next.

Attendee Demographics

I like the balance of having some external speakers as well as the networking with my peers in the industry… it’s been good information around AI, where we're headed into 2030, and then also great conversations with the people at my table.

Jump into the future with Insurance Leaders Technology Forum 2026.

01

Venue

The Insurance Leaders Technology Forum will be held at:

The InterContinental Boston
510 Atlantic Ave,
Boston, MA 02210

02

Hotel

We’ve secured discounted rooms at the InterContinental Boston for our attendees. The deadline to book your stay at our special group rate is March 23. Don’t wait, book your room today!

03

Transportation

  • Boston Logan International
  • Manchester-Boston Airport
    Regional Airport
  • Rhode Island T.F. Green
    International Airport

Intelligence isn’t just about better data, it’s about transforming how organizations operate, integrate information, make decisions and adapt.​

The Intelligent Insurer blends talent, experience, modern processes, and rapidly evolving technology to reinvent workflows, shift decision-making models, evolve core architectures, and enable new efficiencies.​

What this means for carriers:​

  • Modernizing work and safely orchestrating AI​
  • Reimagining underwriting and service experiences​
  • Adapting organizational structures​
  • Accelerating transformation even when core systems cannot
  • Grounding everything in real-world operational execution

Our program agenda will address the following themes:

  • The Human–AI Operating Model: How roles, workflows, and decision ownership evolve as AI shifts from assistant to autonomous actor
  • Modern Core Agility & Composable Architecture: Transitioning to Skinny PAS architectures, where the core becomes a system of record and decisioning, workflows, and intelligence move to modular workbenches and services
  • Next-Gen Underwriting & Workbench Transformation: Workbenches become the orchestration layer for people, automation, and AI
  • Safe, Governed & Explainable AI at Scale: Governance, regulatory readiness, and explainability become required AI infrastructure
  • Knowledge & Context as Enterprise Intelligence: How unstructured content, institutional knowledge, and human context enable AI-driven decisions at scale, while helping insurers adapt to a changing workforce.
  • Pragmatic Transformation Under Legacy Constraints: Extracting value from today’s core environments through incremental AI adoption, intelligent overlays, and workflow modernization—without waiting for full architectural change
Tuesday, April 21, 2026
16:00 – 18:30
Registration
17:00 – 18:30
Welcome Reception
18:30 – 20:30
Networking Dinner
07:30 – 08:30
Registration & Breakfast
08:30 – 08:45
Opening Remarks
08:45 – 09:10
Datos Framing Keynote: Top Ten Trends in PC and LAB
Mitchell Wein – Datos Insights
09:10 – 09:35
Datos Presentation: The Intelligent Insurer Operating Model
Tim Baum – Datos Insights
09:35 – 09:40
Break
09:40 – 10:05
Carrier Panel: Talent, Roles, and the Knowledge Gap: Preparing the Workforce for AI
Meredith Barnes-Cook – Datos Insights
10:05 – 10:30
Carrier Panel: Expanding the Data Foundation: Unlocking Semi-Structured and Unstructured Data
Subhasis Mukherjee – Datos Insights
10:30 – 10:40
Movement Break
10:40 – 11:00
Rethinking Core System Modernization: Speed, Risk, and Architectural Trade-offs
Paul Mattern – Datos Insights
InsTech Insights
Robin LoGiudice – Datos Insights
11:00 – 11:20
Agentic AI in 2026: Where Are You Willing to Let Systems Act?
Paul Mattern – Datos Insights
Underwriting Workbenches as the New Operating Layer: From Concept to Execution
Meredith Barnes-Cook – Datos Insights
11:20 – 11:40
When Innovation Outpaces Oversight: Managing AI Risk in a Shifting Regulatory Landscape
Paul Mattern – Datos Insights
From Pilots to Production: What It Really Takes to Scale Agentic AI
Tim Baum & Carey Geaglone – Datos Insights
11:40 – 12:45
Lunch
12:45 – 13:10
Datos “is being asked…”
Lindsay Aenchbacher & Carrie Thomas – Datos Insights
13:10 – 13:20
Innovation Spotlight Introduction
Mitchell Wein – Datos Insights
13:20 – 13:25
Movement Break
13:25 – 13:45
Evolution of Life Insurance PAS to Full End-to-End Platforms
Paul Mattern
Real-World Experience with Agentic AI – Early Deployments
Tim Baum
Claims Transformation in P/C: AI-Powered Triage, Assessment, and Settlement
Meredith Barnes-Cook
13:45 – 13:50
Movement Break
13:50 – 14:10
Real-World Core Modernization Journeys in Life Insurance, Annuities, and Group Benefits
Chris Eberly & Paul Mattern
The Skinny PAS Revolution in P/C: Composable Architecture for Modern Insurers
Mitchell Wein
P/C Underwriting Workbenches as the New Operating Layer
Meredith Barnes-Cook & Carey Geaglone
14:10 – 14:15
Movement Break
14:15 – 14:35
End-to-End New Business: From Fragmentation to Seamless Policy Delivery
Paul Mattern
Governing Intelligence at Scale: Risk, Regulation, and Trust
Meredith Barnes-Cook & Mitchell Wein
Jumping on Intelligent Document Ingestion in P/C
Tim Baum
14:35 – 15:15
Networking Break
15:15 – 16:00
Roundtable Discussions
P/C Skinny PAS, Core Modernization, Underwriting Workbenches, Claims Transformation, Policy Servicing
16:00 – 16:10
Movement Break
16:10 – 16:55
Roundtable Discussions
Core Modernization, Underwriting Workbenches, Evolution of Life Insurance PAS, Implementing MCP
16:55 – 18:00
Cocktail Reception
18:15 – 20:00
Dinner
08:00 – 09:00
General Breakfast
Women’s Network Executive Breakfast
Meredith Barnes-Cook & Caitlin Simmons – Datos Insights
09:00 – 09:30
Industry Keynote: Bloomberg's Perspective on 2026 Insurance Industry Trends
09:30 – 09:35
Movement Break
09:35 – 10:20
Pragmatic Transformation Under Legacy Constraints in L/A/B
Chris Eberly
The Intelligent Insurer Operating Model
Tim Baum
Understanding and Advancing Data Maturity Across the Enterprise
Jack Krantz & Mitchell Wein
Building Internal AI and Technology Capabilities vs. Leveraging Vendors
Carey Geaglone
Governing Intelligence at Scale: Where Policy Meets Operating Reality
Meredith Barnes-Cook & Paul Mattern
10:20 – 10:40
Networking Break
10:40 – 11:25
E&S Growth & Specialty Complexity: Infrastructure for Dynamic Markets
Tim Baum
Underwriting Workbenches: What's Working and What's Next
Carey Geaglone
Assessing Cyber Maturity: From Controls to Operational Resilience
Jeremy Bergsman
Accelerated Underwriting and Workbench Transformation In Life Insurance
Paul Mattern
Real-World Experience with Agentic AI — Early Deployments
Mitchell Wein
11:25 – 11:30
Movement Break
11:30 – 12:00
Datos Insights Discussion & Closing Remarks
Jeremy Bergsman & Kavitha Venkita – Datos Insights
Picture of Lindsay Aenchbacher

Lindsay Aenchbacher

Account Director
Datos Insights

Picture of Meredith Barnes-Cook

Meredith Barnes-Cook

Senior Principal
Datos Insights

Picture of Tim Baum

Tim Baum

Senior Principal
Datos Insights

Picture of Jeremy Bergsman

Jeremy Bergsman

Chief Delivery Officer
Datos Insights

Picture of Chris Eberly

Chris Eberly

Head of Insurance Insights
Datos Insights

Picture of Carey Geaglone

Carey Geaglone

Senior Principal
Datos Insights

Picture of Jack Krantz

Jack Krantz

Advisor
Datos Insights

Picture of Paul Mattern

Paul Mattern

Senior Principal
Datos Insights

Picture of Robin Merttens

Robin Merttens

Executive Chairman
InsTech

Picture of Kavitha Venkita

Kavitha Venkita

Chief Executive Officer
Datos Insights

Picture of Kate Wade

Kate Wade

Strategy & Market Insights Leader
Datos Insights

Picture of Mitchell Wein

Mitchell Wein

Senior Principal
Datos Insights

Featured Speakers Coming Soon

Join us as a strategic partner in advancing how insurers design, govern, and operationalize intelligence. Engage directly with industry leaders as they redefine operating models, technology architectures, and decision making in the age of AI. 

This chance doesn't come around every day.

We’re talking about not just a seat at the table, but the opportunity to connect with the right industry leaders, showcase your brand, and contribute to the dialogue around the future of insurance technology.

What can you expect from sponsorship?

Hear what our sponsors have to say.

We’re talking about not just a seat at the table, but the opportunity to connect with the right industry leaders, showcase your brand, and contribute to the dialogue around the future of insurance technology.

Create your vision.​

Our sponsorship packages encompass multiple ways to engage with attendees, increase brand awareness, and showcase your organization’s capabilities. Select one sponsorship option or combine them to configure a customized sponsorship package that aligns with your priorities and budget.

Roundtable Discussion

Co-moderate a 45-minute roundtable discussion with a Datos Insights advisor and an intimate group of insurance executives on a critical topic.

Collaborate with Datos to frame key talking points around attendees’ top priorities and your expertise.

Innovation Spotlight

Join one of your insurance customers on stage to showcase how your solution helped them achieve business results in a brief case study.

Work with Datos to frame the presentation in a way that resonates with your target audience.

Networking Reception

Elevate your brand as the exclusive sponsor of a conference-wide networking reception concluding the main conference day.

Ensure your company is top of mind as attendees make new connections and plan their next move.

All sponsorship packages include:

Passes for two senior leaders to attend one full day of content sessions and networking opportunities, including an offsite dinner with attendees

Access to exclusive Datos Insights research and data to inform your strategy and messaging 

Promotion of your company as a sponsor before, during, and after the event.

But, that’s not all.

Reach out to our team at [email protected] to customize your sponsorship package and join these incredible companies in shaping the future.

Box

Box (NYSE:BOX) is the Intelligent Content Cloud, a single platform that enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more. And visit box.org to learn more about how Box empowers nonprofits to fulfill their missions.

Centric is a business consulting and technology solutions company that has been around for 25 years and we are building a company that will be here for 100 more. We have created a company culture that embraces big thinking and small details, providing enterprise impact through local delivery. We have the crucial conversations, we ask the hard questions and we look at problems from all angles. Centric was founded because we wanted to be different in the way we approached relationships with our clients, people, families and community. Our highest priority is in building lifelong relationships with clients based on trust, respect and collaboration. We believe that Centric’s Core Purpose says it all: “We create unmatched experiences for our clients and employees”.

Duck Creek Technologies is the global intelligent solutions provider defining the future of the property and casualty (P&C) and general insurance industry. We are the platform upon which modern insurance systems are built, enabling the industry to capitalize on the power of the cloud to run agile, intelligent, and evergreen operations. Authenticity, purpose, and transparency are core to Duck Creek, and we believe insurance should be there for individuals and businesses when, where, and how they need it most. Our market-leading solutions are available on a standalone basis or as a full suite, and all are available via Duck Creek OnDemand.

EPAM Systems, Inc. (EPAM) is a leading digital transformation services and product engineering company. Since 1993, we have used our software engineering expertise to become a leading global provider of digital engineering, cloud and AI-enabled transformation services, and a leading business and experience consulting partner for global enterprises and ambitious startups. We address our clients’ transformation challenges by fusing EPAM Continuum’s integrated strategy, experience and technology consulting with our 30+ years of engineering execution to speed our clients’ time to market and drive greater value from their innovations and digital investments.

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 300 of the world’s leading financial institutions, Equisoft offers a complete ecosystem of solutions, from innovative front-end applications to extensive back-office services and unique data migration expertise. The firm’s flagship solutions include SaaS policy administration, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.

Federato is a intelligent underwriting platform for the insurance space that provides real-time insights to augment the art of underwriting so that field teams are empowered, not overwhelmed. We’re helping insurers and MGAs harness the power of their existing data investments with RiskOps to drive more precision into an increasingly complex risk environment, and out select their competition by making better decisions, faster. Our design philosophy begins with the belief that businesses don’t have problems, people do, and we’ve spent 1250 hours asking the underwriters what they need to do their job better.

Our solutions bring high-quality, dynamic risk information to the last mile in underwriting and core operations through a workflow that was, truly, designed by underwriters themselves.

IntellectAI is the insurtech business unit of Intellect Design Arena, delivering cutting-edge, AI-driven underwriting solutions for Commercial, Specialty, and E&S carriers, MGAs, and brokers. We put underwriters at the center of everything we do. Our “Underwriter First” approach blends embedded and generative AI to enable underwriters to make smarter, faster decisions. Our solutions power the entire underwriting value chain, from automated submission ingestion to data enrichment and sophisticated underwriting and distribution digital ecosystems. The result? Greater efficiency, precision, and profitability, so underwriters can focus on what they do best.

Lydonia Technologies partners with insurers to drive measurable ROI through AI and agentic automation. With deep insurance industry expertise, we help carriers and brokers streamline complex, manual processes such as broker commission statement processing, claims intake and adjudication, underwriting triage, policy servicing, and fraud detection. Our solutions improve data quality and access, reduce operational costs, and accelerate decision-making—allowing your teams to focus on high-value work. From faster outcomes to long-term scalability, Lydonia delivers automation strategies that future-proof your business.

Majesco is the partner P&C and L&AH insurers choose to create and deliver outstanding experiences for customers. We combine our technology and insurance experience to anticipate what is next, without losing sight of what’s important now. Over 350 insurers, from MGAs, greenfields and startups to some of the world’s largest insurers and reinsurers, rely on Majesco’s intelligent SaaS platforms solutions, with GenAI powered insurance data analytics, of core, data, analytics, distribution, underwriting, loss control, digital, and rich ecosystem of partners to create their next now.

As an industry leader, we don’t believe in managing risk by avoiding change. We embrace change, even cause it, to get and stay ahead of risk. With 1000+ successful implementations and 90% of our customers in the cloud we are uniquely qualified to bridge the gap between a traditional insurance industry approach and a pure digital mindset. We give customers the confidence to decide, the products to perform, and the follow-through to execute.

Mammoth-AI was founded to be an AI-first company delivering scalable software solutions including complete full life-cycle software delivery.

Next Level Solutions bridges the gap between business needs and technical execution, delivering robust systems that drive efficiency and growth for P&C insurers. As a specialized implementation partner, we combine deep industry expertise with technical innovation to help insurers modernize their systems and optimize operations. Our proven approach seamlessly integrates onshore and nearshore resources to maximize efficiency and cost-effectiveness.

PwC

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 149 countries with more than 370,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com.

Sapiens International Corporation (NASDAQ and TASE: SPNS) is a global leader in intelligent insurance software solutions. With Sapiens’ robust platform, customer-driven partnerships, and rich ecosystem, insurers are empowered to future-proof their organizations with operational excellence in a rapidly changing marketplace. We help insurers harness the power of AI and advanced automation to support core solutions for property and casualty, workers’ compensation, and life insurance, including reinsurance, financial & compliance, data & analytics, digital, and decision management. Sapiens boasts a longtime global presence, serving over 600 customers in more than 30 countries with its innovative SaaS offerings. Recognized by industry experts and selected for the Microsoft Top 100 Partner program, Sapiens is committed to partnering with our customers for their entire transformation journey and is continuously innovating to ensure their success.

Sureify, a pioneer in life and annuity digitalization, has been driving industry transformation since 2012. Building digital experiences within the industry’s complex ecosystem has fueled our mission to solve a key modernization challenge: cross-system connectivity. We’ve designed our comprehensive suite of solutions (LifetimeACQUIRE, LifetimeAGENT, LifetimeENGAGE, LifetimeSERVICE, and CoreCONNECT) to seamlessly integrate with existing backend systems. Enabling us to deliver agents, customers, and support teams streamlined digital experiences throughout the policy lifecycle. We believe that by creating a harmonious system environment, we can better tackle today’s biggest business initiatives, while laying the foundation for the future.  Let’s discuss how freedom from backend system roadblocks can help advance our industry like never before. 

At Sutherland, we are a leading global business and digital transformation partner. We work with iconic brands worldwide in Healthcare, Insurance, Banking & Financial Services, Communications, Media & Entertainment, Technology, Travel & Hospitality, Logistics, Retail, Energy & Utilities industries. We bring our clients a unique value proposition through market-leading technology and business process excellence.

Leveraging our advanced products and platforms, we drive digital transformation, optimize critical business operations, reinvent experiences, and pioneer new solutions, all provided through a seamless “as a service” model.

For each company, we tailor proven and rapid formulas to fit their unique DNA. We bring together human expertise and artificial intelligence. In short, we do digital chemistry. It unlocks new possibilities, great client partnerships, and transformative outcomes.

ValueMomentum is a leading solutions provider for the global property and casualty insurance industry. The company helps insurers stay ahead with sustained growth and high performance, enhancing stakeholder value and fostering resilient societies. Having served over 100 insurers, ValueMomentum is one of the largest services providers exclusively focused on the insurance industry.

Verisk is a leading data, analytics and technology provider serving clients in the insurance ecosystem. Using advanced technologies to collect and analyze billions of records, we draw on unique data assets, insurance industry knowledge, and technological expertise to provide valuable solutions that are integrated into client workflows. We offer predictive analytics and decision support solutions to clients in rating, underwriting, claims, catastrophe, life, weather risk, and many other fields.