Datos Insights' Regional Life Insurance, Annuities, and Group Benefits Forum: Agentic AI
Datos Insights' Regional Life Insurance, Annuities, and Group Benefits Forum: Agentic AI
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Attendee Info & Preliminary Agenda

Conference highlights & Schedule

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:

  • 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. 

  • 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.

  • 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.

  • Safe, Governed & Explainable Autonomy – How carriers establish boundaries, oversight, auditability, and regulatory confidence as autonomy increases while maintaining suitability and customer trust.

  • 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. 

View Agenda

Attendee Demographics

Who Participates?

Senior Insurance Executives and Decision Makers

C suite and senior leaders from life insurance, annuities, and group benefits carriers responsible for balancing growth, risk, trust, and operational execution. This includes CEOs, CIOs, CTOs, COOs, CSOs, CAIOs, enterprise architects, and leaders overseeing underwriting, new business, enrollment, policy administration, claims, strategy, transformation, and servicing. 

Business, Innovation, and Transformation Leaders

Executives and practitioners focused on applying AI and institutional knowledge across decades long policy lifecycles and employer sponsored benefits. These leaders are accountable for improving decision quality, increasing operational coordination, and modernizing how work gets done as Agentic AI becomes part of day to day execution. 

Technology Providers and Solution Partners

A curated group of technology providers participating as solution demonstrators rather than theorists. They showcase real agentic workflows and proven capabilities designed for life, annuities, and group benefits environments, addressing challenges such as underwriting discipline, enrollment scale, service consistency, and governed autonomy. 

 

Datos Insights Advisors

Datos Insights advisors with deep life, annuities, and group benefits experience who provide perspective on current market dynamics, best practices, and the practical implications of Agentic AI adoption. 

Join executives from some of these fantastic organizations:

Get a taste of what to expect for 2026

Preliminary Conference Agenda

This program combines live demonstrations with strategic implementation guidance. You'll see agentic AI deployed across core insurance workflows, examine governance requirements, and develop practical approaches for adoption within real-world constraints. 

Tuesday, June 16, 2026
8:00 AM - 8:45 AM
Registration and Breakfast
8:45 AM - 9:00 AM
Welcome Remarks
9:00 AM - 9:20 AM
Keynote
9:20 AM - 9:40 AM
Panel: What Agentic AI Really Runs On: Knowledge, Content, and Context
9:40 AM - 9:45 AM
Movement Break
9:45 AM - 10:15 AM
Breakout Sessions
10:15 AM - 10:20 AM
Movement Break
10:20 AM - 10:50 AM
Breakout Sessions
10:50 AM - 11:20 AM
Networking Break and Expo Exploration
11:20 AM - 11:40 AM
Panel: Real-World AI: Scaling Intelligence Inside Legacy Environments
11:40 AM - 11:45 AM
Movement Break
11:45 AM - 12:15 PM
Breakout Sessions
12:15 PM - 12:20 PM
Closing Remarks
12:20 PM - 1:00 PM
Networking Lunch

*Subject to change

Is #DatosRegionalLABForum right for you?

Is #DatosInsureTech right for you?

Let us help you make the right decision. 

Contact Us to Learn More

I've come to many of these conferences over the years, and in each one I walked away with 3, 4, 5 different insights that I didn't have when I walked in the door. There's always a different level of creative thinking and strategic and kind of forward-thinking.

Matthew Postulka

VP and CIO, Arbella Insurance Group

JUNE 16, 2026 | DES MOINES

Regional Life Insurance, Annuities, and Group Benefits Forum: Agentic AI

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