More production less exertion – intelligent underwriting journeys

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About the event Salesforce: More Than Just CRM – Transforming Insurance, Underwriting & Catastrophe Modelling Top Tech Trends in Insurance Underwriting: Investing in Ai, Automation, and Brokerforce technology Revolutionizing Small Business Insurance: How Embedded Tech and Vertical SaaS are Shaping the Future Transforming Challenges into Opportunities | Insurance Tech Made Simple. Unlocking Digital Transformation: The MGA Success Blueprint AI in Business: Trust, Accuracy, and Ethical Implementation Revolutionising Insurance with AI and InsurTech: Key Trends & Insights

About the event

Leveraging Technology to Enhance Human Expertise in Insurance

A top priority for all well-run insurers, MGAs, and brokers is finding ways to blend human expertise with the capabilities of technology. The ideal balance between human and technological input creates more efficient and accurate methods of assessing, pricing, and transacting risk. With AI driving rapid advancements, this is an area the insurance industry must continuously evaluate.

Our event on October 17th, sponsored by Salesforce and Azur Technology, addressed these critical topics:

Automated journeys: How automation reduces friction, increases productivity, and drives efficiency.
The role of AI in insurance: Why building trust in AI is essential for successful implementation.
Underwriter workbenches in practice: Practical insights into tools that streamline underwriting processes.
Salesforce and the digitally enabled MGA: Exploring the impact of platform-based solutions.
Platforms and partnerships: How collaboration is shaping the future of insurance technology.

If your company is exploring ways to grow revenue without increasing headcount, this event revealed how industry leaders are achieving it—and the exciting prospects that lie ahead.

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Salesforce: More Than Just CRM – Transforming Insurance, Underwriting & Catastrophe Modelling

Discover the transformative impact of AI and advanced technologies on insurance and risk management in this engaging panel discussion with Salesforce. From enhancing CRM capabilities to tackling complex processes like catastrophe modelling and climate risk assessment, Salesforce is redefining what’s possible beyond traditional CRM solutions.

🎙️ Speakers:

Katie Sutton, Senior Manager, Insurance Solution Engineering – Salesforce
Hosted by Robin Merttens, Chairman – InsTech

💡 Key Takeaways:

AI-driven solutions: Explore cutting-edge underwriting and risk assessment tools tailored for P&C, specialty, and London market insurers.
Streamlined collaboration: Learn how Salesforce’s insurance workbench improves efficiency for risk managers, catastrophe modellers, and underwriters by reducing manual work and providing a unified data view.
Insights from industry events: Gain key highlights from Salesforce’s recent 3,000-attendee conference, showcasing new solutions for climate and catastrophe risk and hands-on workshops with automation and generative AI tools.

Join this discussion to uncover how AI and advanced technologies are driving innovation across the insurance lifecycle.

Top Tech Trends in Insurance Underwriting: Investing in Ai, Automation, and Brokerforce technology

Explore the transformative power of artificial intelligence in insurance with this insightful panel featuring Salesforce and PwC. From advancements in underwriting technology to automation and the future of insurance transformation, this discussion is essential for insurers, brokers, and tech investors navigating the latest trends in insurance technology for 2024/5.

🎙️ Speakers:

James Griffin, Director, Financial Services Technology Consulting – PwC
Katie Sutton, Senior Manager, Insurance Solution Engineering – Salesforce
Moderated by Robin Merttens, Chairman – InsTech

💡 Key Takeaways:

Underwriting transformation: Discover how insurers allocate up to 25% of their budgets to AI-driven underwriting platforms that improve precision and efficiency.
Automation in insurance: Learn how AI and automation streamline operations, reduce costs, and enhance risk assessment processes.
AI-powered broker solutions: Explore Salesforce Insurance Solutions, including the innovative BrokerForce product, designed to integrate front, middle, and back-office operations for seamless broker experiences.
Generative AI in insurance: Understand how generative AI is reshaping underwriting, claims management, and broker networks to create a more agile insurance ecosystem.
Future of insurance transformation: Gain insights into the latest trends in insurance tech investments and their broader impact on financial services.

Don’t miss this opportunity to explore the cutting edge of AI-driven innovation in insurance and what it means for the industry’s future.

Revolutionizing Small Business Insurance: How Embedded Tech and Vertical SaaS are Shaping the Future

Stay ahead of the curve in the world of insurance with our latest panel on the revolution of small business insurance. Discover how embedded tech and vertical SaaS platforms are reshaping insurance regulation, partnerships, and customer engagement.

🎤 Speakers:

Paul Prendergast, CEO & Co-founder – Kayna Innovation
Anthony Borgman, Head of GB Affinity – WTW
Moderated by Robin Merttens, Chairman – InsTech

💡 Key Takeaways:

Tackling underinsurance: Learn how innovative solutions are addressing the critical gap in small business insurance coverage, offering tailored, accessible, and data-driven options.
Embedded insurance & vertical SaaS: Explore the integration of insurance solutions within broader tech ecosystems and how vertical SaaS platforms are driving efficiency and customer-centric strategies.
Insights from industry leaders: Gain perspectives from WTW and Kayna on navigating market challenges, building strategic partnerships, and embracing transformative technologies in the UK and US insurance markets.

Tune in to hear expert insights on the evolving insurance landscape and what the future holds for small business coverage and partnerships.

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Transforming Challenges into Opportunities | Insurance Tech Made Simple.

Unlock the secrets to simplifying complex technology and optimizing operations for small MGAs. This insightful panel uncovers strategies for overcoming challenges, streamlining workflows, and driving efficiency in the insurance sector.

🎙️ Speakers:

Chris Thompson, Enterprise Product Lead – Azur Technology
Moderated by Robin Merttens, Executive Chairman – InsTech

💡 Key Takeaways:

Overcoming tech challenges: Explore the common obstacles small MGAs face with underwriting platforms and learn how innovative solutions can address these issues effectively.
Streamlined operations: Gain insights into improving efficiency by rationalizing data, optimizing workflows, and leveraging cutting-edge technology.
Transformation success stories: Hear real-world examples of how insurance tech solutions, including Salesforce and Azure, have revolutionized business operations for MGAs.

Don’t miss this opportunity to discover how small MGAs can turn challenges into opportunities and achieve operational excellence through technology.

Unlocking Digital Transformation: The MGA Success Blueprint

Unlock the roadmap to digital transformation for MGAs with this expert panel discussion! From leveraging cutting-edge platforms like Salesforce and Azure to addressing challenges in scaling and automation, this session offers actionable insights for insurance and tech professionals.

🎙️ Speakers:

Charlie Palmer, Director of Product Management – DUAL
Graham Elliott, CEO – Crux Underwriting
Chris Thompson, Enterprise Product Lead – Azur Technology
Moderated by Robin Merttens, Executive Chairman – InsTech

💡 Key Takeaways:

Unified platforms for MGAs: Explore the challenges and opportunities of integrating multiple MGAs into a cohesive, efficient platform.
Streamlining underwriting: Learn how technologies like Salesforce and Azure enhance scalability and operational efficiency.
Automation for growth: Understand why automation and platform simplification are essential for sustainable success.
Rapid scalability: Discover the benefits of configurable digital insurance platforms in driving fast and scalable growth.

Join this discussion to uncover the tools and strategies MGAs need to thrive in the evolving insurance landscape.

AI in Business: Trust, Accuracy, and Ethical Implementation

How can businesses effectively harness the power of AI while maintaining trust, accuracy, and data security? This insightful panel brings together industry experts to tackle the challenges and opportunities of integrating AI tools like generative AI, machine learning models, and foundation model providers into modern workflows.

🎙️ Speakers:

Natalie Pope, AI Practitioner & Lead Solutions Engineer, Insurance – Salesforce
John Somerset-Irving, Enterprise Sales, Insurance – V7
Lisa Renton-Ahmadi, Actuarial Director – Ki Insurance
Moderated by Matthew Grant, CEO – InsTech

💡 Key Takeaways:

Building trust in AI: Learn how to manage hallucinations, set realistic accuracy expectations, and foster confidence in AI tools.
Data security best practices: Explore how providers like OpenAI and Microsoft Azure safeguard sensitive information.
Human oversight & AI ethics: Discover how human input ensures ethical, explainable AI-driven decision-making.
Scaling AI effectively: Understand why starting with clear use cases is essential for unlocking value and driving successful adoption.

Join this discussion to uncover actionable strategies for leveraging AI responsibly and unlocking its full potential in insurance and beyond.

Revolutionising Insurance with AI and InsurTech: Key Trends & Insights

Explore the latest advancements in insurance technology and insurtech solutions as industry leaders discuss how AI is transforming the insurance sector. From data-driven insights to emerging risks and real-world applications, this panel delivers actionable takeaways for insurers and brokers alike.

🎙️ Speakers:

Ana Yang, Senior Client Manager, Swiss Re Institute – Swiss Re
Matt Hicks, Co-Founder – Recorder
Ed Birchall, Partner, UK&I Business Growth – Nuix
Moderated by Matthew Grant, CEO – InsTech

💡 Key Takeaways:

AI in action: Discover how Nuix leverages AI to address critical challenges like data breaches and regulatory compliance.
Digital transformation for brokers: Learn how Recorder’s vertical SaaS solutions are driving innovation and efficiency.
InsurTech education & innovation: Gain insights into the Swiss Re Institute’s InsurTech Hub and its role in advancing industry knowledge.
Tailored AI for better decisions: Explore the importance of contextual data and customized AI models in improving decision-making processes.

Join this discussion to stay ahead in the evolving world of AI-powered insurance solutions.

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Continuing Professional Development

This InsTech Evening Event was accredited by the Chartered Insurance Institute (CII). By attending, you can claim up to 1.5 hours towards your CPD scheme.

If your organisation is a Corporate Member of InsTech and you would like to start receiving a quarterly summary of the CPD hours you have earned through InsTech, then please let us know by emailing [email protected].

The Learning Objectives for this event were:

Summarise the key advancements and challenges in the insurance industry from 2024
Describe the strategic shifts and industry developments influencing priorities and dynamics within the insurance landscape
Identify areas of focus and opportunities to stay competitive and drive innovation in the future

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More production less exertion – intelligent underwriting journeys

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Continuing Professional Development

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