Attendee Info & Preliminary Agenda

Intelligence That Acts: Redefining What It Means to Be an Intelligent Insurer

The experimentation phase is over. AI systems are no longer limited to analysis and recommendation. They are beginning to initiate actions, coordinate decisions, and operate with defined autonomy across long lived products and complex benefit ecosystems. Agentic AI is changing how underwriting, new business, enrollment, policy administration, claims, and servicing are executed, while preserving human judgment, suitability, and accountability.

This forum brings Agentic AI into real life insurance, annuities, and group benefits environments through live workflows, solution demonstrations, and practical applications grounded in operational reality. That reality includes legacy platforms, regulatory oversight, data dependencies, advisor and employer relationships, and organizational complexity. The focus is on what is working today, how to evaluate agentic capabilities responsibly, and how to introduce autonomy in ways that strengthen trust and long term performance.

Everyone you want to meet all in one place.

The Regional Life Insurance, Annuities, and Group Benefits Forum: Agentic AI brings together the leaders shaping how intelligence, judgment, and execution come together across long term insurance and benefits organizations.

Senior Insurance Executives and Decision Makers

C-suite and senior leaders from life insurance, annuities, and group benefits carriers responsible for balancing growth, risk, trust, and operational execution. This includes CEOs, CIOs, CTOs, COOs, CSOs, CAIOs, enterprise architects, and leaders overseeing underwriting, new business, enrollment, policy admi

Business, Innovation, and Transformation Leaders

Executives and practitioners focused on applying AI and institutional knowledge across decades long policy lifecycles and employer sponsored benefits. These leaders are accountable for improving decision quality, increasing operational coordination, and modernizing how work gets done as Agentic AI becomes part of day-to-day execution.

Technology Providers and Solution Partners

A curated group of technology providers participating as solution demonstrators rather than theorists. They showcase real agentic workflows and proven capabilities designed for life, annuities, and group benefits environments, addressing challenges such as underwriting discipline, enrollment scale, service consistency, and governed autonomy.

Datos Advisors

Datos Insights advisors with deep life, annuities, and group benefits experience who provide perspective on current market dynamics, best practices, and the practical implications of Agentic AI adoption.

Preliminary Conference Schedule

Tuesday, 16 June 2026
8:00 AM – 8:45 AM	Registration & Breakfast
8:45 AM – 9:00 AM	Opening Remarks
9:00 AM – 9:20 AM	Keynote
9:20 AM – 9:40 AM	Panel: What Agentic AI Really Runs On: Knowledge, Content, and Context
9:40 AM – 9:45 AM	Movement Break
9:45 AM – 10:15 AM	Breakout Sessions
10:15 AM – 10:20 AM	Movement Break
10:20 AM – 10:50 AM	Breakout Sessions
10:50 AM – 11:20 AM	Networking Break and Expo Exploration
11:20 AM – 11:40 AM	Panel: Real-World AI: Scaling Intelligence Inside Legacy Environments
11:40 AM – 11:45 AM	Movement Break
11:45 AM – 12:15 PM	Breakout Sessions
12:15 PM – 12:20 PM	Closing Remarks
12:20 PM – 1:00 PM	Networking Lunch

*Subject to change

Core Content Focus

The Human–AI Strategic Alliance
How roles, workflows, decision ownership, and escalation paths evolve as AI systems move from assistive tools to autonomous actors.
Agentic AI in Action
What changes when systems can reason, decide, and act—demonstratedthrough real underwriting, claims, and operational workflows.
Knowledge, Content & Context as Agentic Infrastructure
Why unstructured data, institutional knowledge, and context are foundational toenabling reliable agentic systems.
Safe, Governed & Explainable Autonomy
Defining boundaries, oversight, accountability, and regulatory confidence as autonomy increases.
Pragmatic Adoption Under Real-World Constraints
How insurers explore and apply agentic capabilities without waiting for full core modernization—separatin