Designed for senior technology, operations, strategy, data, analytics, and line of business leaders, this forum explores how AI-driven intelligence is being embedded across underwriting, new business, policy administration, claims, enrollment, and customer servicing.
For leaders assessing where Agentic AI can move from experimentation to sustained operational value, this forum offers grounded insight into what is scalable, what requires disciplined execution, and how to evaluate next steps with confidence.
Life insurance, annuities, and group benefits insurers are combining institutional knowledge, governed data, and Agentic AI to make the organization itself more intelligent. As these capabilities move into production, AI systems increasingly support coordination, analysis, and routine execution across underwriting, new business, policy administration, claims, enrolment, and servicing – freeing teams to focus on judgment, distribution relationships, and complex customer needs.
When insurer expertise and AI-enabled platforms operate together, organizations manage risk more effectively, personalize member and policyholder experiences more consistently, and identify new sources of value without waiting for full core replacement. Insurer-led panels provide candid implementation perspectives, while solution providers anchor breakout sessions around defined business challenges and demonstrate how their technologies are being applied within real workflows. The result is a more adaptive enterprise—positioned to strengthen growth, improve service, and respond confidently as expectations across life, annuities, and benefits continue to evolve.
Insurer-led panels feature executives sharing candid perspectives on implementation realities
Solution partner-led breakout sessions center on defined business challenges and illustrate how specific technologies are addressing them in practice
All sessions connect solutions directly to operational challenges facing life insurance, annuities, and group benefits leaders, with frameworks and examples you can apply immediately
Applying Agentic AI within underwriting, claims, and operations to move from insight to execution
Enabling agentic capabilities through modular, composable architectures without full core replacement
Establishing secure, governed, and explainable AI foundations that scale responsibly
Treating data, content, and institutional knowledge as shared enterprise intelligence that supports consistent decisions and coordinated action
How Agentic AI reshapes roles, decision ownership, and accountability across life, annuities, and group benefits organizations
The evolving responsibilities of CEOs, CIOs, COOs, CAIOs, CSOs, enterprise architects, and business leaders as autonomy increases
Improving efficiency and effectiveness by shifting routine coordination, analysis, and execution to AI systems
Aligning operating models, governance, and experience strategies to support trusted, responsible action
Life Insurance
Annuities
Group and Voluntary Benefits
Senior leaders and their key direct reports from life insurance, annuities, and group benefits carriers and distributors who are responsible for how technology, operations, and strategy come together. This includes CEOs, CIOs, CTOs, COOs, CSOs, enterprise architects, and leaders overseeing policy administration, strategy, transformation, servicing, and enrollment.
Leaders accountable for underwriting discipline, enrollment accuracy, service consistency, and operational scale across long lived products and employer sponsored benefits. These executives are focused on how Agentic AI can improve coordination, reduce friction, and support better decisions without compromising trust, suitability, or regulatory obligations.
Executives and teams responsible for evaluating emerging capabilities, guiding modernization efforts, and turning innovation into practical business impact over the next 6 to 12 months.
A curated group of technology providers participating as demonstrators, not keynote theorists. They showcase practical agentic capabilities through real insurance use cases, workflows, and solutions aligned to pressing industry challenges.
