7:30 AM - 8:30 AMRegistration & Breakfast (insurers and sponsors)

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8:30 AM - 8:50 AMWelcome and State of the Union

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

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8:50 AM - 9:15 AMThe Intelligent Insurer Operating Model

How insurers are redefining roles, workflows, and decision ownership as intelligence becomes embedded in daily operations.

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9:15 AM - 9:45 AMAI Implementations in 2026: The Pilot Phase is Over

New data from carriers shows AI has moved decisively from experimentation to production, with adoption nearly doubling year-over-year. This session examines where carriers are deploying AI, what's driving the scaling tax, and how to close the gap between early wins and enterprise readiness.

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9:45 AM - 10:10 AMTalent, Roles, and the Knowledge Gap: Preparing the Workforce for AI

As AI reshapes IT roles and long-tenured subject-matter experts retire, how organizations are redefining roles, capturing institutional knowledge, and building sustainable talent models.

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10:10 AM - 10:35 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.

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10:35 AM - 10:45 AMMovement Break

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10:45 AM - 11:05 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.

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10:45 AM - 11:05 AMIntroduction to InsTech and a discussion on the top technology and investment trends in the UK/US specialty market

Chris Eberly interviews Robin Merttens, Chairman of InsTech, on the technology and investment signals emerging across UK and US specialty markets and what they mean for insurance leaders today.

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11:05 AM - 11:25 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.

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11:05 AM - 11:25 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.

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11:25 AM - 11:45 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.

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11:25 AM - 11:45 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.

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11:45 AM - 12:45 PMNetworking Lunch

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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, three 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.

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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.

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1:20 PM - 1:25 PMMovement Break

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1:25 PM - 1:45 PMInnovation Spotlight (P/C): Agentic AI as an Operating Model Shift for Insurance in P&C

Agentic AI is reshaping insurance operations, shifting organizations from fragmented workflows to systems that orchestrate and execute work across functions. This session explores how insurers, brokers, and MGAs are embedding AI as an execution layer across underwriting, claims, and finance.

Through real-world examples, we examine how organizations are moving from targeted use cases to broader operational impact, what it takes to scale from pilots to production, and how leaders are redefining roles, workflows, and governance to support this shift.

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1:25 PM - 1:45 PMInnovation Spotlight (P/C): 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.

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1:25 PM - 1:45 PMInnovation Spotlight (L/A/B): 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.

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1:45 PM - 1:50 PMMovement Break

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1:50 PM - 2:10 PMInnovation Spotlight (L/A/B): The Power of Orchestration: Transforming Onboarding with Agentic AI

The next frontier of AI is not another assistant. It is orchestration. In this spotlight session, we unpack how agentic AI is redefining agent onboarding, one of the most expensive, fragmented, and time-consuming processes across insurance organizations. See how coordinated AI agents can take over onboarding end-to-end. Provisioning access. Assigning training. Validating compliance. Answering agent questions in real time. All orchestrated across legacy systems without adding operational burden.

This is not about experimentation. It is about execution. You will walk away with a clear view of where orchestration delivers immediate ROI, how to deploy it within your existing ecosystem, and how to measure impact from day one through speed-to-productivity, cost reduction, and agent readiness. Because in today’s market, the carriers who onboard faster win faster.

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1:50 PM - 2:10 PMInnovation Spotlight (P/C): No Legacy, No Excuses: Leading in the Age of AI at a Technology-First Carrier

Gauthaman Krishnamurthy, the CIO of Slide — a technology-enabled property insurance company — will share how an organization founded in 2021, without the customary legacy challenges, approaches AI, speed, governance, and the pace of change.

The discussion will highlight the potentially underrated priorities to tackle now, the capabilities the next generation of technology talent must develop, and what it actually takes to build a team that can navigate AI's accelerating demands without sacrificing security or control. Attendees will leave with a practitioner's perspective on what's working, areas of caution, and the hard-won lessons one technology-first CIO wishes he'd known sooner.

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2:10 PM - 2:15 PMMovement Break

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2:15 PM - 2:35 PMInnovation Spotlight (All): Real-World Experiences with Agentic AI & Coding

How early agentic AI deployments are being implemented, governed, and refined in real operating environments.

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2:15 PM - 2:35 PMInnovation Spotlight (P/C): P/C Underwriting 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.

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2:35 PM - 3:15 PMNetworking Break

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3:15 PM - 4:00 PMRoundtable (P/C): Underwriter Workbench - Where Decision Support and Autonomous Execution Co-Exist (insurers only)

This roundtable focuses on how underwriting workbenches are changing the nature of underwriting work itself. Participants will discuss how modern workbenches bring together data, insights, and recommendations to support faster, more consistent risk decisions—shifting underwriters from manual processing toward judgment, oversight, and exception management. The conversation will explore impacts on roles, skills, accountability, and underwriting governance.

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3:15 PM - 4:00 PMRoundtable (L/A/B): Policy Servicing and Customer Experience Transformation in Life Insurance, Annuities and Group Benefits (insurers only)

Discussion on how LAB carriers modernize servicing operations, balance automation with high-touch needs, and improve customer experience.

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3:15 PM - 4:00 PMRoundtable (L/A/B): Claims Transformation in Life Insurance: AI-Powered Triage, Assessment, and Settlement (insurers only)

Discussion on how Life carriers are applying AI across triage, assessment, and settlement to be event centric vs. policy centric.

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3:15 PM - 4:00 PMRoundtable (P/C): Intelligent Disbursements: When AI Decides, Who Pays — and How Fast? (insurers only)

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 44 days. This roundtable examines the emerging gap between intelligent decisioning and intelligent delivery, and what it takes to close it.

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4:00 PM - 4:10 PMMovement Break

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4:10 PM - 4:55 PMRoundtable (All): Enabling Agentic AI at Scale: Rethinking the Human–AI Operating Model (insurers only)

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. We’ll unpack the downstream implications for EIP, ECM, and the data lake when agentic systems need shared context, memory, and orchestration across tools and workflows.

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4:10 PM - 4:55 PMRoundtable (All): Buy vs Build in 2026: Has AI changed the calculus?

From point solutions like the UW Workbench to complete core systems, AI is challenging insurers to rethink the buy-vs-build calculus. When AI-assisted development combined with enterprise AI platforms dramatically compress build timelines, does it make more sense to own your capabilities, eliminate recurring SaaS fees, and retake control? This roundtable will explore how to navigate the tradeoffs — and whether AI has fundamentally changed the equation.

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4:10 PM - 4:55 PMRoundtable (P/C): Beyond the Core: Modern Underwriting Workbench, Key with Skinny Policy Administration Systems (insurers only)

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

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4:10 PM - 4:55 PMRoundtable (P/C): Building the Modern Underwriting Workbench: Platforms, Integration, and Scale (insurers only)

This session examines the underwriting workbench as a platform capability, not just a front-end tool. Discussion will focus 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 hard-coded or brittle designs as underwriting complexity grows.

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4:55 PM - 6:00 PMCocktail Reception (insurers and sponsors)

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6:15 PM - 8:00 PMDinner (insurers and sponsors)

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8:00 AM - 9:00 AM General Breakfast

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

Discussion on advancing women in insurance technology, sharing experiences, and addressing common challenges for women in the workplace.

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9:00 AM - 9:30 AM Industry Keynote: Bloomberg's Perspective on 2026 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.

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9:30 AM - 9:35 AM Movement Break

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9:35 AM - 10:20 AM Roundtable (L/A/B): Pragmatic Transformation Under Legacy Constraints in Life, Annuities, and Group Benefits (insurers only)

Discussion on how carriers deliver measurable progress while operating with legacy cores, fragmented data, and multi-year transformation programs.

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9:35 AM - 10:20 AM Roundtable (P/C): The Intelligent Insurer Operating Model (insurers only)

Discussion on where intelligent document ingestion has delivered meaningful operational value, where expectations outpaced reality, and how carriers are refining scope, governance, and integration approaches.

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9:35 AM - 10:20 AM Roundtable (All): Governing Intelligence at Scale: Where Policy Meets Operating Reality (insurers only)

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.

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9:35 AM - 10:20 AM Roundtable (All): Understanding and Advancing Data Maturity Across the Enterprise (insurers only)

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.

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9:35 AM - 10:20 AM Roundtable (P/C): Real-World P/C Core Modernization Journeys (insurers only)

Discussion of scope management, data migration, partner management, and organizational impact drawn from real carrier experiences.

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10:20 AM - 10:40 AM Networking Break

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10:40 AM - 11:25 AM Roundtable (L/A/B): Accelerated Underwriting and Workbench Transformation in Life Insurance (insurers only)

Discussion on how life carriers redesign underwriting workflows to support accelerated and instant-decision pathways.

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10:40 AM - 11:25 AM Roundtable (P/C): Underwriting Workbenches in P&C: What's Working and What's Next (insurers only)

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.

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10:40 AM - 11:25 AM Roundtable (All): Real-World Experience with Agentic AI — Early Deployments (insurers only)

How early agentic AI deployments are being implemented, governed, and refined in real operating environments.

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10:40 AM - 11:25 AM Roundtable (P/C): The Path to CIO: Skills, Experiences, and Career Inflection Points (insurers only)

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.

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10:40 AM - 11:25 AM Roundtable (All): 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.

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11:25 AM - 11:30 AM Movement Break

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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.

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