Insights that drive growth.
Clear Understanding of Agentic AI
Gain a practical, executive level understanding of what Agentic AI is and how it differs from traditional automation and analytics. Learn what changes when AI systems can reason, decide, and act within defined business, risk, and regulatory controls.
From Insight to Action
See how institutional knowledge, trusted data, and AI come together inside real life, annuities, and benefits workflows spanning underwriting, new business, policy administration, claims, enrollment, and servicing. This forum shows how intelligence moves beyond analysis into execution while keeping people accountable for outcomes.
Solutions to Real Insurance Challenges
Experience solution driven demonstrations and discussions focused on today’s most pressing challenges, including operational efficiency, decision speed, cross functional coordination, and rising service expectations. These are real applications already in use today.
People Enabled to Focus on What Matters
Understand how Agentic AI increases efficiency and effectiveness by reducing manual coordination and routine work, freeing teams to focus on judgment, exceptions, and high value decisions that move the business forward.
Confidence to Invest and Act
Leave with clearer signals on where agentic capabilities are delivering value today, how to evaluate vendors responsibly, and what steps your organization can realistically pursue over the next 6 to 12 months.
Essential conversations.
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Applying Agentic AI across underwriting, new business, policy administration, claims, enrollment, and servicing to move from insight to execution
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Enabling agentic capabilities through modular, composable architectures without requiring full core system replacement
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Establishing secure, governed, and explainable AI foundations that meet regulatory expectations and scale responsibly
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Treating data, content, and institutional knowledge as shared enterprise intelligence that supports consistent decisions and coordinated action
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How Agentic AI reshapes roles, decision ownership, and accountability across life, annuities, and group benefits organizations
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The evolving responsibilities of CEOs, CIOs, COOs, CAIOs, CSOs, enterprise architects, and business leaders as autonomy increases
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Improving efficiency and effectiveness by shifting routine coordination, analysis, and execution to AI systems
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Aligning operating models, governance, and experience strategies to support trusted, responsible action
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Life Insurance
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Annuities
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Group and voluntary benefits
The Regional Property and Casualty Insurance Forum attracts a diverse group of industry leaders and innovators, including:
Insurance Decision Makers
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.
Business and Operational Leaders
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.
Strategy, Innovation, and Transformation Leaders
Executives and teams responsible for modernizing decision making across decades long policy lifecycles, balancing innovation with stability, and determining where agentic capabilities can deliver measurable value within real constraints over the next 6 to 12 months.
Select Technology Providers
A curated group of technology providers demonstrating agentic capabilities designed for life, annuities, and group benefits environments. These are solutions built to operate within complex rules, long duration commitments, enrollment driven scale, and governed decision frameworks, showcased through real workflows rather than theoretical promise.
Representative Datos Insights Insurance Event Attendees, 2025
Join executives from some of these fantastic organizations:
