Event Details: Datos Insights Insurance Technology Conference

Tues, April 29, 2025

7:30 AM Registration & Breakfast

8:30 AM Keynote: Insurance Technology 2030: Bridging Gaps & Building Futures - The Carrier's Roadmap to Digital Relevance

Join Chris Eberly, Head of Insurance Practice at Datos Insights, for a forward-looking exploration of insurance technology's evolution by 2030. This keynote will examine emerging technologies transforming core operations, organizational restructuring, legacy system modernization, evolving regulatory frameworks, and the future of distribution models. Beyond identifying tomorrow's technology landscape, Chris will provide actionable insights on addressing today's gaps that could prevent carriers from achieving digital relevance in the years ahead.

9:15 AM The Unveiling of Datos' New Insurance Data Capability Maturity Model

We will explore the seven dimensions of the Datos data maturity model and discuss how these capabilities are required to create a top-performing insurance organization. From there, we will review the results of the data maturity survey we ran in early 2025.

9:40 AM Real AI in Insurance: Beyond The Hype

Join us for an exclusive deep dive into the latest Datos Insights survey on artificial intelligence in the insurance industry, uncovering the most current and comprehensive view of AI adoption across US insurance organizations. This session will review the implementation landscape, specific use cases that are delivering measurable value, the most significant operational challenges, and the tangible benefits emerging from strategic AI investments.

10:00 AM Movement Break

10:15 AM CIO Conversations

Datos CIO conversations bring together Datos Insights Analyst and innovative IT leaders for an insightful discussion sharing strategic objectives, accomplishments, and the complex challenges they've addressed with rapidly changing insurance technology. Theses sessions provide a unique opportunity to learn from peer executives who have successfully delivered innovative capabilities to achieve key business goals.

11:15 AM Movement Break

11:30 AM From Portals to Payouts: What Today’s Distribution Partners Demand from Carriers

Explore insights from 250 insurance agents revealing evolving needs across technology usage, carrier portals, and relationship expectations. This data-driven session uncovers agent pain points and identifies opportunities for carriers to enhance digital partnerships, streamline processes, and create competitive advantages in today’s technology-focused insurance landscape.

11:30 AM P&C Core System Transformations – Strategies, Metrics, Challenges and Lesson Learned

Core system transformations remain a pivotal priority for P/C insurers. These holistic overhauls often consume the attention of the entire enterprise, span extended timelines and incur substantial costs. In a research study commissioned by PwC, Datos Insights analyzed 15 recently completed core system transformation implementations to gain insight to assist insurers in planning and benchmarking their core system initiatives and comprehending industry best practices and lessons learned. This session will highlight prevalent trends, strategic approaches, challenges, industry best practices, and valuable lessons garnered from these transformation initiatives.  

12:15 PM Networking Lunch

1:00 PM Strategic Allies: Co-creating Insurance's Future

This session examines how partnerships between solution providers and insurance carriers are transforming the industry by combining deep industry knowledge with technological innovation to tackle complex challenges. It explores how these strategic collaborations are creating more accessible, personalized solutions while addressing regulatory challenges and maximizing value through intentional partnership management.

1:30 PM Innovation Spotlight Duck Creek Technologies

Duck Creek and West Bend will participate in the Innovation Spotlight and showcase West Bend's remarkable journey and innovation success with Duck Creek Loss Control. West Bend has an inspiring story to share with the insurance community that will demonstrate the immense value of Duck Creek Loss Control and highlight West Bend company as the true innovator it is.

1:30 PM Innovation Spotlight Lydonia

Hear from leading carriers and their technology partners about exemplary collaborations that drove high-impact results. Dig into the details of what worked - and what didn't - and learn how their experience can inform your success.

2:05 PM Vendor Showcase Majesco

2:05 PM Innovation Spotlight Value Momentum

2:40 PM Innovation Spotlight Federato

A Case Study in Agentic AI Underwriting

Agentic AI may be new to insurance, but Velocity Risk is already leveraging it to transform its submission intake process. Join us for a discussion with Velocity Risk COO Sonia Ahuja and Federato CEO and Co-founder Will Ross on how Velocity was able to reduce time-to-quote while significantly improving hit rates with a triage solution that prioritizes submissions based on appetite, winnability, and business goals. Attendees will learn how AI can be taught to think like an underwriter, with a practical example prompt available via QR code.

2:40 PM Vendor Showcase Mammoth AI

3:10 PM Networking Break

3:40 PM Roundtable Discussion: Enterprise Architecture and Innovation in the AI Era

This roundtable co-presented by Box, will focus on traditional and emerging technologies, enterprise architecture, and development methodologies, as well as their deployment and lessons learned in insurance. Participants will dive into how new technologies involving Generative Al. RAG, Unstructured Data, and Cloud can be incorporated into an insurer's ecosystem via a roadmap to deliver measurable value with predictable results.

3:40 PM Roundtable Discussion: AI in Life Insurance Underwriting

This roundtable, co-presented by Verisk, will explore how carriers are using AI in life insurance underwriting. Participants will discuss success stories, challenges, plans to put LLMs into full production in 2024, and other considerations such as the quality and maturity of their data and how to measure ROI. Limitations, like hallucinations and drift, and solutions, such as grounding models to context windows and fine tuning, will also be discussed.

3:40 PM Roundtable Discussion: AI in P/C Underwriting

This roundtable co-presented by Intellect AI, will explore how the ranks of underwriting talent thin out and the expectation for speed and ease of quoting and underwriting increases, insurers are looking to automation and digitalization to give them the edge they need. In this roundtable, participants will discuss applications of AI such as intelligent document processing, image and document analysis, LLM underwriter assistants, and AI enabled workbenches to increase underwriter accuracy and productivity. Participants will also discuss success stories, challenges, plans to put LLMs into full production in 2024, and other considerations such as the quality and maturity of their data and how to measure ROI.

3:40 PM Roundtable Discussion: Cybersecurity and Risk Management

For Insurance Carriers, data breaches and ransomware attacks have grown to be among the highest cyber risks to the business. This roundtable will discuss the kinds of security solutions most effective to defend the enterprise, how Insurance leaders are progressing toward meaningful solutions, and key challenges they are facing.

3:40 PM Roundtable Discussion: Data Strategy - Turning Insurance Data Into Competitive Advantage

This executive roundtable, co-moderated by Equisoft, UCT, and Datos, explores how robust data foundations enable AI adoption and digital transformation success in insurance. Engage with fellow senior executives on overcoming siloed legacy systems, establishing effective data governance, and creating real-time data integration capabilities that directly impact business outcomes. Exchange practical approaches to aligning your data strategy with broader objectives while benchmarking your data modernization journey against industry peers. Leave with actionable insights to inform your strategic data roadmap and build the foundations necessary to meet tomorrow's sophisticated customer and advisor expectations.

3:40 PM Level Up Your Analyst Game: Turn Analyst Relationships into Revenue

Tired of treating analyst relations like a checkbox exercise? During this roundtable, you’ll learn how other software and services providers transform their analyst partnerships into revenue growth. You'll discover proven tactics for leveraging analyst insights, relationships, and influence to accelerate sales cycles, enhance market positioning, and uncover new business opportunities.

Key takeaways include:

Tips for getting analysts invested in your success
Practical techniques for turning analyst insights into action
Best practices for leveraging your analyst relationships to amplify your brand
Real-world examples of companies that have mastered the analyst relations game

Whether you're just starting your analyst relations journey or looking to extract more value from existing partnerships, you'll leave with ideas to evolve your analyst relationships into a competitive advantage.

4:25 PM Movement Break

4:35 PM Roundtable Discussion: AI in P/C Claims

This roundtable co-presented by PwC will explore how the ranks of underwriting talent thin out and the expectation for speed and ease of quoting and underwriting increases, insurers are looking to automation and digitalization to give them the edge they need. In this roundtable, participants will discuss intelligent document processing to streamline the quoting process, straight-through processing and external data to accelerate issuance, workbenches to increase underwriter productivity, distribution integration, and other efforts at increasing underwriting automation.  Participants will also discuss success stories, challenges, plans to put LLMs into full production in 2024, and other considerations such as the quality and maturity of their data and how to measure ROI. 

4:35 PM Roundtable Discussion: Customer Experience - Meeting Rising Policyholder Expectations

This roundtable co-presented by Sapiens, will explore how in today's digital-first environment, meeting and exceeding policyholder expectations is crucial for insurers' success. This roundtable will explore strategies for enhancing customer experience through organizational and digital transformation initiatives. Participants will discuss approaches to delivering new digital capabilities while maintaining a balanced approach between automation and personal interaction. Other potential topics include measuring customer satisfaction, leveraging data analytics for personalization, and adapting to evolving customer preferences in an increasingly digital insurance landscape. 

4:35 PM Roundtable Discussion: Cloud Migration - Lessons Learned and Best Practices

This roundtable co-presented by EPAM, will delve into the complexities and opportunities of cloud migration in the insurance industry. Participants will share strategic approaches to cloud adoption, including assessment frameworks, migration methodologies, and change management strategies. Discussion will focus on cost management and optimization techniques, including tools and practices for monitoring cloud spending, rightsizing resources, and maximizing ROI. Further topics could include topics like critical security and compliance considerations unique to insurance organizations or exploring how to maintain robust data protection while leveraging cloud capabilities. Participants will share real-world experiences and practical solutions for common migration challenges. 

4:35 PM Roundtable Discussion: Data Strategy - Turning Insurance Data Into Competitive Advantage

This executive roundtable, co-moderated by Sutherland and Datos, explores how robust data foundations enable AI adoption and digital transformation success in insurance. Engage with fellow senior executives on overcoming siloed legacy systems, establishing effective data governance, and creating real-time data integration capabilities that directly impact business outcomes. Exchange practical approaches to aligning your data strategy with broader objectives while benchmarking your data modernization journey against industry peers. Leave with actionable insights to inform your strategic data roadmap and build the foundations necessary to meet tomorrow's sophisticated customer and advisor expectations.

4:35 PM Level Up Your Analyst Game: Turn Analyst Relationships into Revenue (Repeat Session)

Key takeaways include:

Tips for getting analysts invested in your success
Practical techniques for turning analyst insights into action
Best practices for leveraging your analyst relationships to amplify your brand
Real-world examples of companies that have mastered the analyst relations game

4:35 PM Roundtable Discussion: The Digital Imperative: it's Time to Future-Proof Life & Annuity

Join this executive roundtable, co-moderated by Sureify, to examine how disconnected systems create costly friction between carriers, advisors, and customers, while exploring practical API-driven approaches to build seamless experiences throughout the policy lifecycle. Learn about best practices being implemented today and exchange ideas on what will constitute industry-leading approaches in 2030, as fellow executives discuss reducing operational burden through digital integration that enhances stakeholder experiences and builds technology foundations to meet the sophisticated service expectations of tomorrow.

5:20 PM Cocktail Reception

6:30 PM Networking Dinner

Weds, April 30, 2025

7:30 AM Breakfast

8:30 AM Keynote: A View From Wall Street

Matt will discuss the state of the insurance industry through the lens of a Wall Street analyst. He will explore current challenges and how P&C and life carriers are adapting to the evolved global risk landscape. The presentation will delve into emerging technologies like AI and blockchain that are reshaping risk assessment and claims processing. Moreover, Matt will provide insights into the financial strategies insurers are employing to navigate economic uncertainties and maintain competitive advantage in a rapidly changing market.

9:00 AM AI Cyber Risk: Threats and Solutions

AI-based attacks are growing in both scale and effectiveness, creating urgent cyber risk to the business. How should Insurance executives respond to these threats? Mitch Wein will lead a fireside chat with John Horn, who heads cybersecurity for Datos Insights, to discuss cyber risk most urgent to insurers and the kinds of solutions CISOs and risk leaders should be seeking in 2025.

9:30 AM Datos Women’s Network Update

The Datos Insights Women's Network supports both emerging and established leaders by helping them build and strengthen professional networks, learn from insurance industry experts, and connect with experienced mentors for professional and personal development. Network Leader Jackie Morales will provide a quick update on the network happenings and how women in the industry can join.

9:45 AM Movement Break

9:50 AM Roundtable Discussion: Future-Proofing Talent

In a rapidly evolving technological landscape, insurance companies must ensure their workforce is equipped for the future. This round table will bring together CIOs to discuss strategies for upskilling and reskilling employees, identifying emerging technology trends, and fostering a culture of continuous learning. Additionally, we will explore innovative staffing strategies, including outsourcing, remote work, and flexible staffing models.

9:50 AM Roundtable Discussion: Managing Relationships and Expectations With Other Business Units

Join this round table for a discussion on managing relationships and expectations with “other business units” and non-technical executives at your firm. This session will explore challenges, share best practices, and develop actionable insights to improve collaboration. Topics may include understanding business needs, effective communication, expectation management, building trust, governance, and collaborative decision-making.

9:50 AM Roundtable Discussion: Modernization & Navigating Vendor Relationships (P/C)

Join us for an engaging roundtable where participants share their experiences with property and casualty (P/C) insurance software vendors. This session will cover vendor selection, contract negotiation, implementation challenges, performance assessment, and managing risk/cyber concerns and regulatory compliance with vendors. Gain practical tips, learn from peers’ successes and setbacks, and discover strategies for fostering collaborative vendor relationships. This is a unique opportunity to network with IT leaders and enhance your vendor management approach with the key technology partners in the insurance industry.

9:50 AM Roundtable Discussion: Modernization & Navigating Vendor Relationships (Life, Annuity and Benefits)

Join us for an engaging roundtable wherein participants share their experiences with life, annuity and benefits insurance software vendors. This session will cover vendor selection, contract negotiation, implementation challenges, performance assessment, and managing risk/cyber concerns and regulatory compliance with vendors. Gain practical tips, learn from peers’ successes and setbacks, and discover strategies for fostering collaborative vendor relationships. This is a unique opportunity to network with IT leaders and enhance your vendor management approach with the key technology partners in the insurance industry. Managing risk/cyber concerns and regulatory compliance with vendors.

10:35 AM Networking Break

11:00 AM Roundtable Discussion: Software Development and “Buy vs. Build” in 2030

As technology rapidly evolves and development costs shift, insurance companies face increasingly complex decisions about software development strategies. This roundtable will explore how the traditional "buy vs. build" paradigm is evolving in the context of advancing AI capabilities, changing cost structures, and emerging development methodologies. Participants will discuss how solution providers are adapting to market changes, strategies for managing Software-as-a-Solution (SaaS) cost inflation, and approaches to evaluating build versus buy decisions in an era of accelerated technological change. The session will include perspectives on measuring total cost of ownership, managing technical debt, and balancing innovation with operational efficiency.

11:00 AM Roundtable Discussion: Preparing for the Infrastructure of 2030

As technology continues to evolve at an unprecedented pace, insurance companies must strategically plan their infrastructure to remain competitive and efficient. This roundtable will explore emerging infrastructure paradigms, including the evolution of Software-as-a-Service (SaaS) platforms, cloud-native architectures, and quantum computing possibilities. Participants will discuss strategies for managing hybrid environments that bridge legacy systems with modern infrastructure, including Mainframe-as-a-Service solutions. Additional topics could include challenges in infrastructure modernization, cost optimization approaches, and methods for maintaining operational resilience while embracing new technologies. Participants will share insights on building flexible, scalable infrastructure that can adapt to future technological advances.

11:00 AM Roundtable Discussion: Insuretech Experiences

The evolving insuretech landscape presents both opportunities and challenges for established insurers. This roundtable will facilitate an open discussion about participants' experiences in partnering with insuretech companies, examining successful collaborations as well as challenging situations. Sample discussion topics include evaluation criteria for potential insuretech partners, integration challenges with legacy systems, measuring partnership success, and managing cultural differences between traditional insurers and technology startups. Participants will share insights on due diligence processes, risk management strategies, and lessons learned from both successful and unsuccessful insuretech partnerships.

11:00 AM Roundtable Discussion: Vendor Management and Contracting Experiences

Effective vendor management and contract negotiation are critical components of successful technology partnerships in the insurance industry. This roundtable will examine essential elements of successful vendor contracts, including service level agreements, data security requirements, and performance metrics. Participants will share experiences in contract negotiation, discuss strategies for managing vendor relationships throughout the contract lifecycle, and explore approaches to risk mitigation. Additional topics may include emerging considerations in vendor contracts, such as AI usage rights, data ownership, and regulatory compliance requirements. Attendees will gain practical insights into developing and maintaining mutually beneficial vendor relationships while protecting their organization's interests.

11:45 AM Movement Break

11:50 AM Closing Remarks

12:00 PM "Grab and Go" Lunch

Attendee Info & Preliminary Agenda

Conference highlights & Schedule

Everyone you want to meet, all in one place.

Everyone you want to meet, all in one place.

Attendee Demographics

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Get a taste of what to expect for 2025

Get a taste of what to expect for 2025

Insurance Technology Conference

Insurance Technology Conference