Intelligence That Acts: Redefining What It Means to Be an Intelligent Insurer
The experimentation phase is over. AI systems are no longer limited to analysis and recommendation. They are beginning to initiate actions, coordinate decisions, and operate with defined autonomy across long lived products and complex benefit ecosystems. Agentic AI is changing how underwriting, new business, enrollment, policy administration, claims, and servicing are executed, while preserving human judgment, suitability, and accountability.
This forum brings Agentic AI into real life, annuities, and group benefits environments through live workflows, solution demonstrations, and practical applications grounded in operational reality. That reality includes legacy platforms, regulatory oversight, data dependencies, advisor and employer relationships, and organizational complexity. The focus is on what is working today, how to evaluate agentic capabilities responsibly, and how to introduce autonomy in ways that strengthen trust and long term performance.
What You'll Explore:
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The Human–AI Strategic Alliance – How roles, workflows, decision ownership, and escalation paths evolve as AI moves from assistive intelligence to autonomous participation across underwriting, enrollment, servicing, and claims.
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Agentic AI in Action – What changes when systems can reason, decide, and execute within defined controls, demonstrated through real life, annuities, and group benefits workflows rather than theoretical use cases.
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Knowledge as Agentic Infrastructure – Why institutional knowledge, unstructured content, policy rules, and contextual data are essential to enabling reliable agentic systems across decades long policy lifecycles.
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Safe, Governed & Explainable Autonomy – How carriers establish boundaries, oversight, auditability, and regulatory confidence as autonomy increases while maintaining suitability and customer trust.
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Pragmatic Adoption in the Real World – How organizations apply agentic capabilities now without waiting for full core modernization, separating durable value from experimentation and hype.
Everyone you want to meet, all in one place.
Everyone you want to meet, all in one place.
The Regional Life Insurance, Annuities, and Group Benefits Forum: Agentic AI brings together the leaders shaping how intelligence, judgment, and execution come together across long term insurance and benefits organizations.

