Event Details: Datos Insights Insurance Leaders Technology Forum

7:30 AM - 8:30 AMRegistration & Breakfast

8:30 AM - 8:45 AMWelcome and State of the Union

Welcome and State of the Union — setting the stage for the day ahead.

8:45 AM - 9:10 AMThe Intelligent Insurer Operating Model

How insurers are redefining roles, workflows, and decision ownership as intelligence becomes embedded in daily operations. This presentation explores how the operating model shifts as AI transitions from assistant to autonomous actor — and what that means for people, processes, and architecture.

9:10 AM - 9:35 AMTop Ten Trends in P&C and Life Insurance, Annuities, and Group Benefits

Top Ten Trends in Property & Casualty and Life Insurance, Annuities, and Group Benefits — a data-driven overview of the forces reshaping insurance technology and operations heading into 2026 and beyond.

9:35 AM - 9:40 AMBreak

9:40 AM - 10:05 AMTalent, Roles, and the Knowledge Gap: Preparing the Workforce for AI

As AI reshapes IT roles and long-tenured subject-matter experts retire, how are organizations redefining roles, capturing institutional knowledge, and building sustainable talent models? This panel brings together CIOs navigating these workforce challenges firsthand.

10:05 AM - 10:30 AMExpanding the Data Foundation: Unlocking Semi-Structured and Unstructured Data

How GenAI and agentic AI are expanding the use of semi-structured and unstructured data, and the new data quality, governance, and architectural challenges that come with it. Carrier leaders share their approaches to building the data infrastructure that intelligent operations require.

10:30 AM - 10:40 AMMovement Break

10:40 AM - 11:00 AMRethinking Core System Modernization: Speed, Risk, and Architectural Trade-offs

How leaders are navigating modernization decisions amid legacy constraints, competing delivery pressures, and the organizational change required to avoid stalled or over-engineered transformations. A candid discussion on real-world trade-offs between speed, risk, and architectural ambition.

10:40 AM - 11:00 AMThoughts from InsTech

InsTech Insights — top trends in the UK insurance technology market, with particular focus on the evolving Workbench landscape. A perspective from one of the most active InsurTech hubs globally, and what those developments signal for the US market.

11:00 AM - 11:20 AMUnderwriting Workbenches as the New Operating Layer: From Concept to Execution

How underwriting workbenches are being implemented as the operating layer that unifies data, decisioning, and workflows — highlighting design choices, integration approaches, and early operational results from carriers who have moved beyond proof of concept.

11:00 AM - 11:20 AMAgentic AI in 2026: Where Are You Willing to Let Systems Act?

How CIOs are drawing boundaries around agentic AI — deciding which decisions, actions, and workflows can be safely delegated to AI as capabilities rapidly evolve. This session explores the governance, accountability, and cultural questions that define how far organizations are willing to go.

11:20 AM - 11:40 AMBeyond Pilots: Navigating the Uncertain Path to Agentic AI

The practical steps insurers are taking to build the capabilities required for agentic AI — modern architecture, trusted data, governance frameworks, and disciplined experimentation that positions them for scale. How do you move from isolated pilots to something operationally meaningful?

11:20 AM - 11:40 AMWhen Innovation Outpaces Oversight: Managing AI Risk in a Shifting Regulatory Landscape

How organizations are adapting governance and control models to keep pace with accelerating AI adoption while regulatory expectations continue to evolve. A practical look at how carriers balance speed-to-value with the obligation to operate safely, transparently, and in compliance.

11:40 AM - 12:45 PMNetworking Lunch

12:45 PM - 1:10 PMMaking Research Work: How Technology Leaders Embed Advisory Into Their Strategy

The best advisory relationships don't live in a binder — they show up in Monday morning conversations, vendor evaluations, and board presentations. In this session, insurance technology leaders share how they've woven Datos Insights into their team's everyday workflow: from orienting new hires to stress-testing strategic decisions. Whether you're a longtime member or exploring what an advisory partnership could look like, this conversation will show you what it looks like when research becomes a competitive advantage.

1:10 PM - 1:20 PMIntroduction to Spotlights

Datos intro to the Innovation Spotlight framework: why these vendors and categories? What questions should you be asking? This brief session frames the three rounds of concurrent spotlights that follow and helps attendees navigate to the sessions most relevant to their priorities.

1:20 PM - 1:25 PMMovement Break

1:25 PM - 1:45 PMInnovation Spotlight: Claims Transformation in P/C: AI-Powered Triage, Assessment, and Settlement — Applied

How AI-enabled claims capabilities are being deployed in production and the impact carriers are seeing on outcomes and efficiency — covering triage automation, assessment support, and settlement acceleration across personal and commercial lines.

1:25 PM - 1:45 PMInnovation Spotlight: Real-World Experience with Agentic AI — Early Deployments

How early agentic AI deployments are being implemented, governed, and refined in real operating environments. This spotlight looks at what carriers and technology partners have actually built, what's working, and where the gap between expectation and reality is widest.

1:25 PM - 1:45 PMInnovation Spotlight: Evolution of Life PAS to Full End-to-End Platforms: What's Realistic and What Isn't

Discussion on how life carriers are evolving PAS toward broader end-to-end platforms, including what has proven achievable, where complexity has slowed progress, and how teams are prioritizing lifecycle capabilities over time.

1:45 PM - 1:50 PMMovement Break

1:50 PM - 2:10 PMInnovation Spotlight: Real-World Core Modernization Journeys in Life Insurance, Annuities, and Group Benefits: Execution Paths and Measurable Outcomes

How carriers have executed core modernization programs in real operating environments — including sequencing decisions, migration approaches, and the measurable business and technology outcomes achieved along the way.

1:50 PM - 2:10 PMInnovation Spotlight: P/C Underwriting Workbenches as the New Operating Layer: From Concept to Execution

1:50 PM - 2:10 PMInnovation Spotlight: The Skinny PAS Revolution: Composable Architecture for Modern Insurers

2:10 PM - 2:15 PMMovement Break

2:15 PM - 2:35 PMInnovation Spotlight: Jumping on the Intelligent Document Ingestion Wave: From OCR to Decision Enablement

How carriers are implementing intelligent document ingestion to move beyond basic OCR toward extracting context, structuring data, and enabling downstream decisioning across underwriting, claims, and operations.

2:15 PM - 2:35 PMInnovation Spotlight: End-to-End New Business: From Fragmentation to Seamless Policy Delivery

How carriers are evolving fragmented new-business processes into unified, end-to-end workflows — optimizing operations while improving advisor and customer experience across distribution, underwriting, and policy issuance.

2:15 PM - 2:35 PMInnovation Spotlight: Governing Intelligence at Scale: Risk, Regulation, and Trust

Governing Intelligence at Scale: Turning Risk, Regulation, and Trust into Operating Capability. How carriers are building the frameworks, controls, and culture needed to govern AI at scale — balancing innovation velocity with the accountability that regulators, boards, and customers require.

2:35 PM - 3:15 PMNetworking Break

3:15 PM - 4:00 PMRoundtable Discussion: The Underwriting Workbench as a Decision Engine: Elevating the Underwriter's Role

This roundtable focuses on how underwriting workbenches are changing the nature of underwriting work itself — shifting underwriters from manual processing toward judgment, oversight, and exception management. Participants will discuss impacts on roles, skills, accountability, and underwriting governance.

3:15 PM - 4:00 PMRoundtable Discussion: Real-World P/C Core Modernization Journeys

Discussion of scope management, data migration, partner management, and organizational impact drawn from real carrier experiences. What does it actually take to modernize a P&C core system — and what do you wish you'd known before you started?

3:15 PM - 4:00 PMRoundtable Discussion: Intelligent Disbursements: When AI Decides, Who Pays — and How Fast?

As AI increasingly drives straight-through claims processing and agentic decisioning, the payment execution layer is becoming the last manual chokepoint. The insurer can now make a claims decision in minutes — but the claimant still waits. This roundtable examines the emerging gap between intelligent decisioning and intelligent delivery, and what it takes to close it.

3:15 PM - 4:00 PMRoundtable Discussion: Policy Servicing and Customer Experience Transformation in Life Insurance, Annuities and Group Benefits

Discussion on how Life Insurance, Annuities, and Group Benefits carriers modernize servicing operations, balance automation with high-touch needs, and improve customer experience. How do you deliver digital-first service without losing the human relationships that matter most?

3:15 PM - 4:00 PMRoundtable Discussion: Claims Transformation in Life Insurance: AI-Powered Triage, Assessment, and Settlement

Discussion on how life carriers are applying AI across triage, assessment, and settlement to become event-centric rather than policy-centric. Where is AI delivering real value in the claims process, and where are expectations still ahead of reality?

4:00 PM - 4:10 PMMovement Break

4:10 PM - 4:55 PMRoundtable Discussion: Enabling Agentic AI at Scale: Rethinking the Human–AI Operating Model

As organizations move from copilots to agentic AI, traditional architectures begin to break down. This session explores how emerging coordination patterns — enabled by MCP — reshape the human–AI operating model, and what that means for enterprise information platforms, ECM, and the data lake when agentic systems need shared context, memory, and orchestration across tools and workflows.

4:10 PM - 4:55 PMRoundtable Discussion: Evolution of Life Insurance PAS to Full End-to-End Platforms: Extending the Core Without Replacing It

How life carriers are extending existing PAS with modular and composable capabilities to support broader end-to-end lifecycle needs — including integration patterns, sequencing decisions, and early operational impact from carriers who have taken this path.

4:10 PM - 4:55 PMRoundtable Discussion: Building Internal AI and Technology Capabilities vs. Leveraging Vendors in P&C

How carriers make build-vs-buy decisions across technology, data, and AI capabilities — including tradeoffs, costs, and control. What factors tip the balance toward building internal capabilities, and when does leveraging vendors create more value?

4:10 PM - 4:55 PMRoundtable Discussion: Building the Modern Underwriting Workbench: Platforms, Integration, and Scale

This session examines the underwriting workbench as a platform capability, not just a front-end tool. Discussion focuses on how carriers are assembling workbenches using data platforms, rules engines, models, and external services — while integrating with PAS, EIP, and analytics environments. Participants will share lessons on architecture choices, scalability, and avoiding brittle designs as underwriting complexity grows.

4:10 PM - 4:55 PMRoundtable Discussion: Beyond the Core: Modern Underwriting Workbench, Key with Skinny Policy Administration Systems

This roundtable delves into how carriers are rethinking underwriting — an inherently data-driven process — and examining its evolving connection with Skinny Policy Administration Systems. Participants will share their perspectives on how carriers are adapting their policy administration systems to align with the growing trend of sophisticated, intelligent underwriting workbenches.

4:55 PM - 6:00 PMCocktail Reception

6:15 PM - 8:00 PMDinner

8:00 AM - 9:00 AM General Breakfast

8:00 AM - 9:00 AM Women's Network Executive Breakfast: Women in Insurance Technology: Building Community, Opportunity, and Impact

Discussion on Datos's Women Networking initiative and plan for 2026 — including a high-level conversation on advancing women in insurance technology, sharing experiences, and addressing common challenges. An opportunity to connect with peers and learn about participation and support within the Datos Women's Network.

9:00 AM - 9:30 AM Industry Keynote: Bloomberg Expert – Insurance Industry Trends

Bloomberg Insurance industry evaluation — discussions of 2026 Insurance Industry Trends from an outside perspective. A data-driven external viewpoint on the forces reshaping insurance, from macroeconomic pressures and regulatory shifts to emerging risk categories and technology investment patterns.

9:30 AM - 9:35 AM Movement Break

9:35 AM - 10:20 AM Roundtable Discussion: Real-World P/C Core Modernization Journeys

Discussion of scope management, data migration, partner management, and organizational impact drawn from real carrier experiences — a carrier-only peer session on the practical realities of P/C core modernization.

9:35 AM - 10:20 AM Roundtable Discussion: The Intelligent Insurer Operating Model

Discussion on where intelligent document ingestion and operating model transformation have delivered meaningful operational value, where expectations outpaced reality, and how carriers are refining scope, governance, and integration approaches as they scale.

9:35 AM - 10:20 AM Roundtable Discussion: Governing Intelligence at Scale: Where Policy Meets Operating Reality

Discussion on the practical challenges of governing analytics, AI, and automation at scale — where frameworks hold up, where teams struggle to keep pace with innovation, and how carriers balance speed, oversight, and trust in real operating environments.

9:35 AM - 10:20 AM Roundtable Discussion: Understanding and Advancing Data Maturity Across the Enterprise

Discussion on how insurers assess data maturity today, identify gaps across architecture, governance, and analytics, and prioritize practical steps to move from foundational capabilities to business impact. What does a realistic data maturity roadmap actually look like?

9:35 AM - 10:20 AM Roundtable Discussion: Pragmatic Transformation Under Legacy Constraints

Discussion on how carriers deliver measurable progress while operating with legacy cores, fragmented data, and multi-year transformation programs. How do you create momentum without waiting for full architectural change — and how do you sustain it?

10:20 AM - 10:40 AM Networking Break

10:40 AM - 11:25 AM Roundtable Discussion: Underwriting Workbenches in P&C: What's Working and What's Next

Discussion on the practical realities of workbench implementations — what's delivering value, what's proving more challenging than expected, and how carriers are prioritizing capabilities as the workbench landscape continues to mature.

10:40 AM - 11:25 AM Roundtable Discussion: Accelerated Underwriting and Workbench Transformation in Life Insurance

Discussion on how life carriers redesign underwriting workflows to support accelerated and instant-decision pathways — including the data, rules, and AI capabilities required to move from traditional underwriting timelines to near-real-time decisioning.

10:40 AM - 11:25 AM Roundtable Discussion: The Path to CIO: Skills, Experiences, and Career Inflection Points

Discussion on the skills, experiences, and career decisions that shape successful CIOs — including lessons learned, critical turning points, and how senior leaders prepare for broader enterprise responsibility. A candid conversation about what the role really requires.

10:40 AM - 11:25 AM Roundtable Discussion: Assessing Cyber Maturity: From Controls to Operational Resilience

Discussion on how insurers evaluate cyber maturity beyond checklists — including governance, preparedness, response capability, and integration with broader enterprise risk management. How do you move from compliance-oriented security to genuine operational resilience?

10:40 AM - 11:25 AM Roundtable Discussion: Real-World Experience with Agentic AI — Early Deployments

How early agentic AI deployments are being implemented, governed, and refined in real operating environments. A carrier-only peer discussion on what's actually been built, how it's performing, and what the next 12 months look like for agentic AI in insurance.

11:25 AM - 11:30 AM Movement Break

11:30 AM - 12:00 PM Datos Insights Discussion & Closing Remarks

Introductions and discussion of what is to come from Datos Insights for the rest of 2026 — including upcoming research, events, and advisory initiatives. A look ahead at where Datos is focused and how members can engage with the work in the months ahead.

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.

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Get a taste of what to expect for 2026

Get a taste of what to expect for 2026

Insurance Leaders Technology Forum

Insurance Leaders Technology Forum