Agenda: Datos Insights Insurance Leaders Technology Forum

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
4:00 PM - 6:30 PM	Registration (insurers only)
5:00 PM - 6:30 PM	Welcome Reception (insurers only)
6:30 PM - 8:30 PM	Networking Dinner (insurers only)
Wednesday, April 22, 2026
7:30 AM - 8:30 AM	Registration & Breakfast (insurers and sponsors)
8:30 AM - 8:50 AM	Welcome and State of the Union Chris Eberly - Datos Insights
8:50 AM - 9:15 AM	The Intelligent Insurer Operating Model Tim Baum - Datos Insights
9:15 AM - 9:45 AM	AI Implementations in 2026: The Pilot Phase is Over Jack Krantz - Datos Insights
9:45 AM - 10:10 AM	Talent, Roles, and the Knowledge Gap: Preparing the Workforce for AI Dave Patel - FCCI Insurance Group Meredith Barnes-Cook - Datos Insights Tim Baum - Datos Insights
10:10 AM - 10:35 AM	Expanding the Data Foundation: Unlocking Semi-Structured and Unstructured Data Nikolai Lukin - SBLI USA Group Steve Smith - United Educators Dan Bodnar - Skyward Insurance Subhasis Mukherjee - Datos Insights
10:35 AM - 10:45 AM	Movement Break
10:45 AM - 11:05 AM	Rethinking Core System Modernization: Speed, Risk, and Architectural Trade-offs Tanya Nobile - Knights of Columbus Laurel Jordan - Datos Insights Paul Mattern - Datos Insights					Introduction to InsTech and a discussion on the top technology and investment trends in the UK/US specialty market Robin Merttens - InsTech Chris Eberly - Datos Insights
11:05 AM - 11:25 AM	Agentic AI in 2026: Where Are You Willing to Let Systems Act? Steve Fay-Cosman - Sun Life Financial Laurel Jordan - Datos Insights Paul Mattern - Datos Insights					Underwriting Workbenches as the New Operating Layer: From Concept to Execution Samantha Santiago - Swiss Re Corporate Solutions Meredith Barnes-Cook - Datos Insights
11:25 AM - 11:45 AM	When Innovation Outpaces Oversight: Managing AI Risk in a Shifting Regulatory Landscape Corey Haskell - Farm Bureau Insurance of Michigan Laurel Jordan - Datos Insights Paul Mattern - Datos Insights					Beyond Pilots: Navigating the Uncertain Path to Agentic AI Kyle Galloway - SECURA Carey Geaglone - Datos Insights
11:45 AM - 12:45 PM	Networking Lunch
12:45 PM - 1:10 PM	Making Research Work: How Technology Leaders Embed Advisory Into Their Strategy Lindsay Aenchbacher - Datos Insights Carrie Thomas - Datos Insights Erin Selfe - Pennsylvania Lumbermens Mutual Insurance Co. Michael Stango - A.I.M. Mutual Insurance Frederic St-Jean-Mercier - Revau
1:10 PM - 1:20 PM	Introduction to Spotlights Mitch Wein - Datos Insights
1:20 PM - 1:25 PM	Movement Break
1:25 PM - 1:45 PM	Innovation Spotlight (L/A/B): Evolution of Life PAS to Full End-to-End Platforms: What's Realistic and What Isn't Grace Apea - Equisoft Steve Fay-Cosman - Sun Life Financial Laurel Jordan - Datos Insights Paul Mattern - Datos Insights			Innovation Spotlight (P/C): Jumping on the Intelligent Document Ingestion Wave: From OCR to Decision Enablement Zaheer Hoda - Cytora Tim Baum - Datos Insights				Innovation Spotlight (P/C): Agentic AI as an Operating Model Shift for Insurance in P&C Elliott Bundy - mea Subhasis Mukherjee - Datos Insights
1:45 PM - 1:50 PM	Movement Break
1:50 PM - 2:10 PM	Innovation Spotlight (L/A/B): The Power of Orchestration: Transforming Onboarding with Agentic AI Bobbie Shrivastav - Solvrays Laurel Jordan - Datos Insights Paul Mattern - Datos Insights					Innovation Spotlight (P/C): No Legacy, No Excuses: Leading in the Age of AI at a Technology-First Carrier Wayne Rodrigues - ValueMomentum Gauthaman Krishnamurthy - Slide Insurance Meredith Barnes-Cook - Datos Insights
2:10 PM - 2:15 PM	Movement Break
2:15 PM - 2:35 PM	Innovation Spotlight (All): Real-World Experiences with Agentic AI & Coding Rob Jiang - PwC Tim Baum - Datos Insights					Innovation Spotlight (P/C): P/C Underwriting Workbenches as the New Operating Layer: From Concept to Execution Sandeep Haridas - IntellectAI George Glavas - LightSpeed MLP Carey Geaglone - Datos Insights
2:35 PM - 3:15 PM	Networking Break
3:15 PM - 4:00 PM	Roundtable (P/C): Intelligent Disbursements: When AI Decides, Who Pays — and How Fast? (insurers only) Tom Powers - InvoiceCloud Meredith Barnes-Cook - Datos Insights Subhasis Mukherjee - Datos Insights		Roundtable (L/A/B): Policy Servicing and Customer Experience Transformation in Life Insurance, Annuities and Group Benefits (insurers only) Nicolette Kontor - Verisk Jack Krantz - Datos Insights Paul Mattern - Datos Insights			Roundtable (P/C): Underwriter Workbench - Where Decision Support and Autonomous Execution Co-Exist (insurers only) Balaji Jayakumar - PwC Robin Merttens - InsTech			Roundtable (L/A/B): Claims Transformation in Life Insurance: AI-Powered Triage, Assessment, and Settlement (insurers only) Manny Johl - Plaid Laurel Jordan - Datos Insights Caitlin Simmons - Datos Insights
4:00 PM - 4:10 PM	Movement Break
4:10 PM - 4:55 PM	Roundtable (P/C): Building the Modern Underwriting Workbench: Platforms, Integration, and Scale (insurers only) Gayle Herbkersman - Sapiens Meredith Barnes-Cook - Datos Insights Tim Baum - Datos Insights		Roundtable (All): Enabling Agentic AI at Scale: Rethinking the Human–AI Operating Model (insurers only) Mitch Wein - Datos Insights Caitlin Simmons - Datos Insights			Roundtable (All): Buy vs Build in 2026: Has AI changed the calculus? Martin Higgins - Centric Consulting Carey Geaglone - Datos Insights			Roundtable (P/C): Beyond the Core: Modern Underwriting Workbench, Key with Skinny Policy Administration Systems (insurers only) Eli O'Donohue - Convr Jack Krantz - Datos Insights Subhasis Mukherjee - Datos Insights
4:55 PM - 6:00 PM	Cocktail Reception (insurers and sponsors)
6:15 PM - 8:00 PM	Dinner (insurers and sponsors)
Thursday, April 23, 2026
8:00 AM - 9:00 AM	Women's Breakfast - Women in Insurance Technology Breakfast: Building Community, Opportunity, and Impact Meredith Barnes-Cook - Datos Insights Caitlin Simmons - Datos Insights					General Breakfast
9:00 AM - 9:30 AM	Industry Keynote: Bloomberg's Perspective on 2026 Insurance Industry Trends Matthew Palazola - Bloomberg Intelligence
9:30 AM - 9:35 AM	Movement Break
9:35 AM - 10:20 AM	Roundtable (P/C): The Intelligent Insurer Operating Model (insurers only) Tim Baum - Datos Insights	Roundtable (P/C): Real-World P/C Core Modernization Journeys (insurers only) Carey Geaglone - Datos Insights			Roundtable (L/A/B): Pragmatic Transformation Under Legacy Constraints in Life, Annuities, and Group Benefits (insurers only) Chris Eberly - Datos Insights Laurel Jordan - Datos Insights		Roundtable (All): Understanding and Advancing Data Maturity Across the Enterprise (insurers only) Jack Krantz - Datos Insights Mitch Wein - Datos Insights			Roundtable (All): Governing Intelligence at Scale: Where Policy Meets Operating Reality (insurers only) Meredith Barnes-Cook - Datos Insights Paul Mattern - Datos Insights
10:20 AM - 10:40 AM	Networking Break
10:40 AM - 11:25 AM	Roundtable (L/A/B): Accelerated Underwriting and Workbench Transformation in Life Insurance (insurers only) Laurel Jordan - Datos Insights Paul Mattern - Datos Insights	Roundtable (P/C): The Path to CIO: Skills, Experiences, and Career Inflection Points (insurers only) Meredith Barnes-Cook - Datos Insights Subhasis Mukherjee - Datos Insights			Roundtable (All): Real-World Experience with Agentic AI — Early Deployments (insurers only) Mitch Wein - Datos Insights		Roundtable (All): Assessing Cyber Maturity: From Controls to Operational Resilience Jeremy Bergsman - Datos Insights			Roundtable (P/C): Underwriting Workbenches in P&C: What's Working and What's Next (insurers only) Carey Geaglone - Datos Insights Rachel Kelly - Datos Insights
11:25 AM - 11:30 AM	Movement Break
11:30 AM - 12:00 PM	Datos Insights Discussion & Closing Remarks Jeremy Bergsman - Datos Insights Chris Eberly - Datos Insights Kavitha Venkita - Datos Insights