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
5:00 PM - 6:30 PM	Welcome Reception
6:30 PM - 8:30 PM	Networking Dinner
Wednesday, April 22, 2026
7:30 AM - 8:30 AM	Registration & Breakfast
8:30 AM - 8:45 AM	Welcome and State of the Union Chris Eberly - Datos Insights
8:45 AM - 9:10 AM	The Intelligent Insurer Operating Model Tim Baum - Datos Insights
9:10 AM - 9:35 AM	Top Ten Trends in P&C and Life Insurance, Annuities, and Group Benefits Mitch Wein - Datos Insights
9:35 AM - 9:40 AM	Break
9:40 AM - 10:05 AM	Talent, Roles, and the Knowledge Gap: Preparing the Workforce for AI Meredith Barnes-Cook - Datos Insights Dave Patel - FCCI Insurance Group Owen Williams - Ascot Group
10:05 AM - 10:30 AM	Expanding the Data Foundation: Unlocking Semi-Structured and Unstructured Data Subhasis Mukherjee - Datos Insights Nikolai Lukin - SBLI USA Group Steve Smith - United Educators
10:30 AM - 10:40 AM	Movement Break
10:40 AM - 11:00 AM	Rethinking Core System Modernization: Speed, Risk, and Architectural Trade-offs Paul Mattern & Laurel Jordan – Datos Insights Tanya Nobile - Knights of Columbus				Thoughts from InsTech Chris Eberly – Datos Insights Robin Merttens - InsTech
11:00 AM - 11:20 AM	Agentic AI in 2026: Where Are You Willing to Let Systems Act? Paul Mattern & Laurel Jordan – Datos Insights				Underwriting Workbenches as the New Operating Layer: From Concept to Execution Meredith Barnes-Cook - Datos Insights
11:20 AM - 11:40 AM	When Innovation Outpaces Oversight: Managing AI Risk in a Shifting Regulatory Landscape Paul Mattern & Laurel Jordan – Datos Insights				Beyond Pilots: Navigating the Uncertain Path to Agentic AI Carey Geaglone - Datos Insights
11:40 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 Carey Geaglone - Datos Insights
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: Evolution of Life PAS to Full End-to-End Platforms: What's Realistic and What Isn't Paul Mattern & Laurel Jordan – Datos Insights		Innovation Spotlight: Real-World Experience with Agentic AI — Early Deployments Tim Baum - Datos Insights Rob Jiang - PwC				Innovation Spotlight: Claims Transformation in P/C: AI-Powered Triage, Assessment, and Settlement — Applied Meredith Barnes-Cook - Datos Insights
1:45 PM - 1:50 PM	Movement Break
1:50 PM - 2:10 PM	Innovation Spotlight: Real-World Core Modernization Journeys in Life Insurance, Annuities, and Group Benefits: Execution Paths and Measurable Outcomes Paul Mattern & Chris Eberly – Datos Insights		Innovation Spotlight: The Skinny PAS Revolution: Composable Architecture for Modern Insurers Mitchell Wein - Datos Insights				Innovation Spotlight: P/C Underwriting Workbenches as the New Operating Layer: From Concept to Execution Meredith Barnes-Cook & Carey Geaglone - Datos Insights Sandeep Haridas - IntellectAI
2:10 PM - 2:15 PM	Movement Break
2:15 PM - 2:35 PM	Innovation Spotlight: End-to-End New Business: From Fragmentation to Seamless Policy Delivery Paul Mattern & Laurel Jordan – Datos Insights		Innovation Spotlight: Governing Intelligence at Scale: Risk, Regulation, and Trust Meredith Barnes-Cook & Mitchell Wein – Datos Insights				Innovation Spotlight: Jumping on the Intelligent Document Ingestion Wave: From OCR to Decision Enablement Tim Baum - Datos Insights
2:35 PM - 3:15 PM	Networking Break
3:15 PM - 4:00 PM	Roundtable Discussion: Intelligent Disbursements: When AI Decides, Who Pays — and How Fast? Meredith Barnes-Cook – Datos Insights Tom Powers - InvoiceCloud	Roundtable Discussion: Real-World P/C Core Modernization Journeys Carey Geaglone and Rachel Kelly - Datos Insights		Roundtable Discussion: The Underwriting Workbench as a Decision Engine: Elevating the Underwriter's Role Robin Merttens – InsTech		Roundtable Discussion: Claims Transformation in Life Insurance: AI-Powered Triage, Assessment, and Settlement Laurel Jordan & Caitlin Simmons - Datos Insights		Roundtable Discussion: Policy Servicing and Customer Experience Transformation in Life Insurance, Annuities and Group Benefits Ashley Lee & Paul Mattern - Datos Insights
4:00 PM - 4:10 PM	Movement Break
4:10 PM - 4:55 PM	Roundtable Discussion: Building the Modern Underwriting Workbench: Platforms, Integration, and Scale Meredith Barnes-Cook & Tim Baum – Datos Insights Gayle Herbkersman - Sapiens	Roundtable Discussion: Building Internal AI and Technology Capabilities vs. Leveraging Vendors in P&C Carey Geaglone - Datos Insights		Roundtable Discussion: Enabling Agentic AI at Scale: Rethinking the Human–AI Operating Model Mitchell Wein & Caitlin Simmons – Datos Insights		Roundtable Discussion: Evolution of Life Insurance PAS to Full End-to-End Platforms: Extending the Core Without Replacing It Laurel Jordan & Paul Mattern - Datos Insights		Roundtable Discussion: Beyond the Core: Modern Underwriting Workbench, Key with Skinny Policy Administration Systems Subhasis Mukherjee & Jack Krantz – Datos Insights
4:55 PM - 6:00 PM	Cocktail Reception
6:15 PM - 8:00 PM	Dinner
Thursday, April 23, 2026
8:00 AM - 9:00 AM	General Breakfast				Women's Network Executive Breakfast: Women in Insurance Technology: Building Community, Opportunity, and Impact Meredith Barnes-Cook & Caitlin Simmons – Datos Insights
9:00 AM - 9:30 AM	Industry Keynote: Bloomberg Expert – Insurance Industry Trends Matthew Palazola - Bloomberg Intelligence
9:30 AM - 9:35 AM	Movement Break
9:35 AM - 10:20 AM	Roundtable Discussion: Pragmatic Transformation Under Legacy Constraints Chris Eberly - Datos Insights	Roundtable Discussion: The Intelligent Insurer Operating Model Tim Baum - Datos Insights		Roundtable Discussion: Understanding and Advancing Data Maturity Across the Enterprise Jack Krantz & Mitchell Wein - Datos Insights		Roundtable Discussion: Real-World P/C Core Modernization Journeys Carey Geaglone - Datos Insights		Roundtable Discussion: Governing Intelligence at Scale: Where Policy Meets Operating Reality Meredith Barnes-Cook & Paul Mattern – Datos Insights
10:20 AM - 10:40 AM	Networking Break
10:40 AM - 11:25 AM	Roundtable Discussion: The Path to CIO: Skills, Experiences, and Career Inflection Points Meredith Barnes-Cook – Datos Insights	Roundtable Discussion: Underwriting Workbenches in P&C: What's Working and What's Next Tim Baum & Carey Geaglone - Datos Insights		Roundtable Discussion: Assessing Cyber Maturity: From Controls to Operational Resilience Jeremy Bergsman - Datos Insights		Roundtable Discussion: Accelerated Underwriting and Workbench Transformation in Life Insurance Paul Mattern - Datos Insights		Roundtable Discussion: Real-World Experience with Agentic AI — Early Deployments Mitchell Wein - Datos Insights
11:25 AM - 11:30 AM	Movement Break
11:30 AM - 12:00 PM	Datos Insights Discussion & Closing Remarks Jeremy Bergsman & Kavitha Venkita - Datos Insights