AI, especially Gen AI, has transformed the insurance and wealth management sector, but the real opportunity lies in what comes next. Join us for a groundbreaking, all-day event designed exclusively for insurers and wealth managers navigating the rapidly evolving world of AI.

From generative AI to agentic and traditional AI, this immersive experience will explore how cutting-edge technologies are reshaping underwriting, claims, customer engagement, and operations.

Hear from industry leaders and innovators through engaging panels and thought-provoking presentations. Then, get hands-on in breakout sessions featuring live demos from top AI vendors showcasing real-world insurance applications. Whether you're charting your AI strategy or accelerating implementation, this is the can't-miss event to gain practical insights, forge new connections, and stay ahead of the curve.

Join us in Chicago on September 4 for our AI Symposium: Generative & Beyond, as we go beyond generative AI and explore how insurers are leveraging a full spectrum of AI technologies to drive innovation, enhance operations, and deliver greater value. Open to Insurers, Wealth Managers, and Sponsors Only

Thank you to our sponsors: Appian, Bold Penguin, Coforge, Convr, DigitalOwl, EIS, EXL, Federato, IntellectAI, J K Tech, Majesco, NayaOne, Percipience, Sapiens, ValueMomentum and Varicent.

Sponsors will have the chance to showcase their AI-powered solutions to attendees. If you're interested in discussing sponsorship opportunities, please reach out to our team.

Date:

September 4, 2025

Location:

Sheraton Grand Chicago

301 E North Water Street

Chicago, IL 60611

Insurance Agenda:

8:00 – 8:30 Networking and Breakfast

8:30 – 8:45 Welcome

8:45 – 9:15 Rewiring Insurance: How Agentic and GenAI are Powering a Smarter Future

Keith Raymond, Principal Analyst, Celent

In the rapidly evolving landscape of the insurance industry, generative AI is transforming traditional practices and driving new levels of operational efficiency. This session will explore the diverse applications of generative AI in insurance, with a focus on its potential to revolutionize underwriting, claims processing, and customer engagement. We’ll also examine emerging trends shaping AI adoption and the organizational changes needed to unlock its full potential. The presentation will highlight practical examples from early adopters, offering valuable insights for future implementation.

9:15 – 10:00 Operationalizing GenAI: Lessons from Leaders, Models, and Platforms

As carriers navigate an evolving market demanding enhanced efficiency, personalized customer experiences, and innovative product development, Generative AI presents both unprecedented opportunities and unique challenges.

This session will convene industry leaders to explore the practical applications of this transformative technology across the insurance value chain. We will discuss real-world examples illustrating the successful implementation of generative AI technologies, highlighting the benefits of improved accuracy, reduced costs, and enhanced decision-making capabilities.

Keith Raymond, Principal Analyst, Celent

Pooja Shah, AI Product & Strategy Lead, CSAA

Patrick McGovern, Sr. Enterprise Architect, Kuvare

Doug Elfers, VP Data Science, Prudential

10:00 – 11:00 Break / Experience Gen AI in Action: Interactive Vendor Demo Breakouts

Step beyond the keynote and dive straight into the future! In these dynamic breakout rooms, you’ll get an exclusive, hands-on look at cutting-edge Generative AI solutions from top innovators in the industry. Explore real-world demos that showcase how Gen AI is transforming underwriting, claims, customer engagement, fraud detection, and more.

This is your chance to see the technology that’s reshaping insurance — ask questions, interact live, and discover how AI can elevate your business. Don’t just hear about the future of insurance. Experience it firsthand with Appian, Bold Penguin, Convr, DigitalOwl, EIS, EXL, IntellectAI, JK Tech, Majesco, Percipience, Sapiens, ValueMomentum,Varicent, and others.

11:00 – 11:45 The Extraordinary Rise of Agentic AI: Understanding the New Frontier of AI and Intelligent Automation

Rob Norris, Principal Analyst, Celent

Will Ross, CEO and Co-Founder, Federato

Agentic AI is transforming the way insurers work, enabling intelligent, automated workflows that promise to dramatically increase underwriting productivity. In this session, you’ll discover how leading insurers are using agentic AI to automate repetitive tasks, surface critical data before it’s needed, and streamline decisions across underwriting and operations.  You’ll walk away with an understanding of how agentic AI extends what you can achieve with GenAI, how agentic capabilities reduce friction between systems, tools, and teams, and the steps insurers can take to prepare for tomorrow.

11:45 – 12:45 Lunch

12:45 – 1:45 Hyperscalers Face Off: Fueling the Next Insurance Disruption

Keith Raymond, Principal Analyst, Celent

Naveen Dhar, Sr. Director Insurance Industry Advisor, Microsoft US

Christina Lucas, Director of Financial Service, Global Market Leader, Insurance, Google

Chad Hersh, Head of Worldwide Market Development, Life Insurance, AWS

The insurance industry is on the edge of a seismic AI takeover. Agentic and generative AI aren’t just tools—they’re catalysts set to upend underwriting, claims, fraud detection, and customer engagement at lightning speed. This session gathers top hyperscale cloud leaders who are fueling this revolution with powerful, secure AI platforms designed to turn raw data into unstoppable competitive advantage.

Prepare to challenge everything you thought you knew about insurance’s future, as we expose how AI will redefine business models, transform operations, and create new value streams. Don’t just adapt—lead the charge into the AI-driven insurance era.

1:45 – 2:30 When to Hand Off, When to Hand Hold: AI’s Role in Customer Trust

Nate Golia, Senior Analyst, Celent

Belen Tokarski, President and COO, Mylo

Meryl Davis, UX Designer, Andover

Palavesam Chandrasekar, VP Data & Analytics, QBE

The proliferation of artificial intelligence in commercial relationships is a mixed bag for policyholders. While AI can help reduce friction in some processes, at certain crucial interaction points – like onboarding and claims – the ability to speak to a live person is still valued by many insurance customers.

As insurers deploy AI at scale, the question of what’s appropriate – or wise – to put in front of customers requires an accurate measurement of the value provided by AI vs. the trust a carrier puts in a non-human agent to nurture their important customer relationships. We’ll discuss potential use cases for AI along the insurance customer journey and establish how to use AI to augment – not detract from – customers’ relationships with carriers.

2:30 – 3:30 Break / Experience Gen AI in Action: Interactive Vendor Demo Breakouts

Step beyond the keynote and dive straight into the future! In these dynamic breakout rooms, you’ll get an exclusive, hands-on look at cutting-edge Generative AI solutions from top innovators in the industry. Explore real-world demos that showcase how Gen AI is transforming underwriting, claims, customer engagement, fraud detection, and more.

This is your chance to see the technology that’s reshaping insurance and wealth managers — ask questions, interact live, and discover how AI can elevate your business. Don’t just hear about the future of insurance. Experience it firsthand with Appian, Bold Penguin, Convr, DigitalOwl, EIS, EXL, IntellectAI, JK Tech, Majesco, NayaOne, Percipience, Sapiens, ValueMomentum, Varicent and others.

3:30 – 4:00 Beyond the Bot: Building a GenAI-Ready Organization

Harry Huberty, Senior Analyst, Celent

Tim Hays, CIO, Mountain West Farm Bureau

Noelle Roque, AVP Global AI Strategies, ManuLife

Implementing generative AI isn't just a technology shift—it’s a cultural transformation. This session explores the organizational and operational changes insurers and wealth managers must navigate to successfully adopt GenAI. From redefining workflows and evolving skill sets to rethinking governance, compliance, and ethical considerations, GenAI touches every corner of the enterprise.

We’ll examine how insurers and wealth managers are managing change, preparing their people, and building a culture that embraces experimentation while safeguarding trust. Join us to learn what it really takes to become a GenAI-ready organization—and how to align strategy, talent, and culture for long-term success in a rapidly evolving landscape.

4:00 – 4:45 Taming the AI Dragon: Governance Frameworks to Manage Your Risk

Ashley Longabaugh, Head of Wealth, Celent

Jennifer Murillo, Data Governance Director, PALIG

Katie Heupel, SVP, Artificial Intelligence Strategy and Governance, CNA

As insurers and wealth managers look to take advantage of that latest advances in AI, it is more important than ever to establish robust governance practices to ensure responsible and ethical AI deployment and adherence to risk and regulatory requirements. In this session, we will examine the current state of AI regulatory and governance practices within the insurance industry, focusing on the tools and frameworks that insurers are employing to navigate this complex landscape. We will delve into the unique governance challenges of generative AI and agentic AI and highlight best practices and emerging trends for implementing a comprehensive and future-proof AI governance framework.

4:45 – 5:00 Wrap up