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Event Type: Executive Roundtables

Executive Roundtable Agentic AI for Insurance

Executive Roundtable: Agentic AI for Insurance

Written by tyrel@www.insurtechny.com on .

Executive Roundtable Agentic AI for Insurance

Agentic AI for Insurance

Moving from Proof of Concept to Production at Scale


April 1, 2026

New York, NY

Invite-Only Executive Event

Join us for an exclusive Executive Roundtable where insurance leaders, technology analysts, and cutting-edge startups explore how agentic AI is moving from experimentation to real-world deployment in insurance operations.

📊 Analyst Briefing

Discover how world-class organizations are moving agentic AI from proof of concept to production. Forrester’s Rohit Makhijani will share frameworks for evaluating use cases, implementing governance structures, and deploying autonomous agents that deliver measurable business outcomes in insurance.

💬 Executive Roundtable

Participate in a candid discussion with carrier and broker innovation leaders on where agentic AI is actually working today. Explore real deployments in claims automation, underwriting assistance, customer service, and fraud detection—and what it takes to scale safely in a regulated environment.

🚀 Startup Showcases

See live demonstrations from emerging companies building agentic AI solutions for insurance. From autonomous claims handling to intelligent workflow orchestration, discover what’s possible when AI systems can take action independently—with appropriate human oversight.

What You’ll Learn

Proven Use Cases

Which insurance workflows are ready for agentic AI today, and which are still 12-18 months away from safe deployment.

Implementation Frameworks

How to evaluate autonomous agent solutions, build governance structures, and measure ROI beyond just efficiency gains.

Risk Management

Strategies for balancing automation with human oversight, ensuring compliance, and maintaining customer trust as agents take on more responsibility.

Competitive Intelligence

See what peers are building, which vendors are delivering real results, and where the technology is heading in the next 12-24 months.

Who Should Attend

👔

CIOs & CTOs

Leading digital transformation

🔬

Innovation Leaders

Evaluating emerging tech

⚙️

Operations Executives

Seeking automation ROI

🎯

Product Leaders

Building AI-powered experiences

Questions We’ll Address

  • ✓ Which insurance processes are actually ready for autonomous agents today?
  • ✓ How do you balance automation with appropriate human oversight and control?
  • ✓ What governance frameworks are carriers using to deploy agentic AI safely?
  • ✓ How do you measure ROI beyond simple efficiency metrics?
  • ✓ What separates successful agentic AI deployments from failed experiments?

Interested in Joining?

This is a private, invite-only event for carrier and broker innovation program members.


Event Agenda – April 1st

A focused day of insights, discussion, and innovation

8:45 AM
Doors Open & Networking
Networking

9:00 AM
Agentic AI Use Cases Panel

Featured Speaker

Chris Sekerak

Rohit Makhijani
Insurance and Wealth Management Research and AdvisoryForrester

10:00 AM
Roundtable Discussion
Workshop

11:00 AM
Break

11:15 AM
Startup Presentations
Pitches

Presenting

Unitary

Unitary
Isaac MosheAdvisor

12:00 PM
Networking
Networking

12:30 PM
Wrap-Up
End

Upcoming
Events & Programs

InsurTech NY events bring together carriers, brokers, startups, and investors to facilitate new relationships and share insights from insurance influencers.

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Customer Engagement in the age of AI

Executive Roundtable: Customer Engagement in the Age of AI

Written by tyrel@www.insurtechny.com on .


Join us for an exclusive Executive Roundtable, Customer Engagement in the Age of AI, where leading voices in design, innovation, and insurance technology converge to explore how AI is reshaping customer experience in the insurance industry.

🔹 Analyst Briefing – Discover how world-class organizations are designing digital products and customer journeys that balance innovation with real-world needs. Peter will share frameworks for embedding design thinking, enhancing user experience, and unlocking engagement in regulated industries like insurance.

🔹 Carrier & Broker Executive Discussion – Participate in an interactive dialogue with your peers on how the industry is evolving its engagement strategies. Learn how top carriers and distributors are integrating AI to improve acquisition, retention, and servicing while maintaining trust and compliance.

🔹 Startup Showcases from InsurTech Match – Experience hand-picked presentations from emerging startups tackling engagement across the customer lifecycle. From conversational AI to personalization engines and journey orchestration tools, see what’s next in AI-powered customer experience.

Whether you’re rethinking digital touchpoints, exploring embedded intelligence, or seeking strategies to deepen customer relationships, this roundtable will give you actionable ideas and a front-row seat to the next wave of transformation.

Want to join our Executive Roundtable?

This is a private invite-only event only for our carrier and broker innovation program members. If you are interested in membership, please share your info below


Agenda

2:00 PM
Doors Open

2:10 PM
Communication InsurTechs

PANEL SPEAKERS
Chris Sekerak

Chris Sekerak
Senior Analyst, Insurtech Research
CB Insights

2:30 PM
Customer Engagement Workshop

PANEL SPEAKERS
Josh Levine

Josh Levine
Founder & CEO
Cake & Arrow

Kate Muth

Kate Muth
Head of Strategy
Cake & Arrow

4:10 PM
Startup Pitches

4:55 PM
Wrap-Up

5:00 PM
The End

6:15 PM
Dinner

Executive Roundtable Bringing AI graphic

Executive Roundtable: Bringing AI to Reality

Written by tyrel@www.insurtechny.com on .


Join us for a deep dive into the evolving role of AI in insurance at our Executive Roundtable Bringing AI to Reality, where industry leaders and innovators will explore how carriers and brokers are adapting to the latest advancements.

🔹 Presentation by an Industry Analyst – Gain insights into the latest trends shaping AI adoption in insurance. At our Executive Roundtable, Bringing AI to Reality, learn how governance structures are being developed to ensure compliance, transparency, and ethical AI usage while balancing innovation with regulatory requirements.

🔹 Carrier & Broker Executive Discussion – Engage with your peers in an interactive discussion on how companies are implementing AI, structuring governance models, and overcoming challenges. Share experiences, learn from others, and compare approaches to ensure AI adoption aligns with business goals and regulatory expectations.

🔹 Startup Presentations – Watch emerging InsurTechs showcase cutting-edge AI solutions that go beyond pilots and into real-world applications, offering a glimpse into the future of AI-driven insurance.

Whether you’re exploring AI investments, evaluating governance frameworks, or seeking practical AI applications beyond Gen AI pilots, this event will provide valuable perspectives and actionable insights.

Want to join our Executive Roundtable?


Express Interest

Agenda

    • 2:00 PM
      Introduction

    • 2:05 PM
      Presentation: How to Get AI to Reality

Cullen Breithaupt

Cullen Breithaupt
Boston Consulting Group

 

    • 3:05 PM
      15 Minute Break

    • 3:15 PM
      Facilitated Roundtable Discussion

    • 4:15 PM
      Presenting Startup Pitches

Speaker 1

Multyx

 

Speaker 1

Upstage

 

Speaker 1

Lazarus AI

 

Datahaven

Datahaven

 

Speaker 1

Swifter

 

Hyperexponential

Hyperexponential

 

    • 5:30 PM
      End of Executive Roundtable
Innovation Day at AF Group

Innovation Day at AF Group

Written by tyrel@www.insurtechny.com on .


Join us for Innovation Day at AF Group, an exclusive executive roundtable designed to explore how cutting-edge solutions can drive efficiency and growth. This event will bring together AF Group leaders and innovative startups to discuss the future of insurance technology.

What to Expect

  • Expert Insights – Learn how working with innovative partners can enhance AF Group’s business goals.
  • Startup Presentations – Meet the founders of Doclens, Floatbot, Gaya, and Wuuii and discover their solutions.
  • Engaging Panel – Discuss how startups can support AF Group’s evolving needs.
  • 1-on-1 Meetings – Connect directly with startups and InsurTech NY to explore collaboration opportunities.
  • Networking & Happy Hour – Wrap up the day with drinks and discussions.

AF Group is committed to staying at the forefront of specialty insurance innovation. This roundtable is a unique opportunity to engage with emerging technologies, exchange ideas, and shape the future of our business.

Agenda

    • 12:00 PM
      Introduction

    • 12:05 PM
      Presentation: Working with Innovative Partners to Grow and be More Efficient

    • 12:50 PM
      Startup Presentations

Doclens.ai logo

Doclens

 

Floatbot

Floatbot

 

Gaya Technologies

Gaya

 

Wuuii

Wuuii

 

    • 1:30 PM
      Panel: How Startups can Support AF group’s Business Goals

    • 2:00 PM
      Startups and ITNY Available for Meetings

    • 4:30 PM
      Happy Hour

    • 6:00 PM
      End
Alternative Distribution Strategies

Executive Roundtable: Alternative Distribution Strategies

Written by tyrel@www.insurtechny.com on .


Event Details

  • Date: June 3rd, 2025
  • Time: 1:30 pm – 5:00 pm (EDT)
  • Note: By Invitation Only

Unlocking the Future of Insurance Distribution

For decades, insurance carriers have mastered their relationships with traditional agents and brokers. However, in today’s rapidly evolving market, simply relying on traditional distribution is no longer enough. To reach untapped customer segments and remain competitive, carriers must embrace alternative distribution strategies that go beyond the status quo.

At our exclusive Executive Roundtable on Alternative Distribution Strategies, hosted by InsurTech NY and RSP, we bring together top industry executives, innovators, and thought leaders to explore the future of insurance distribution.

This isn’t just another discussion—it’s a curated, high-impact experience designed to drive real business results. In addition to expert-led conversations, attendees will gain insider insights from our extensive research on MGA distribution models, embedded insurance, and affinity partnerships with non-insurance entities.

What sets this roundtable apart?

  • Exclusive Access to Groundbreaking Research – Gain first-hand insights from a comprehensive study on MGA distribution models.
  • Engaging Peer Discussions – Participate in high-level discussions with executives actively implementing alternative distribution strategies.
  • Startup Pitches That Inspire – Discover the latest innovations shaping the future of insurance distribution.

If you’re looking for actionable strategies to expand your distribution channels, enhance your partnerships, and future-proof your business, this executive roundtable is an event you can’t afford to miss.

Join us as we redefine the future of insurance distribution—because in today’s market, the best strategies are alternative distribution strategies.

 

Agenda

2:00 PM
Opening and Introductions

2:05 PM
Presentation: Alternative Distribution Trend

Tobias Milchereit

Tobias Milchereit
Director, Investment Banking
MarshBerry

2:35 PM
Presentation: State of Startup MGA Report

Mark Breading

Mark Breading
Senior Partner, Consulting
ReSource Pro

3:05 PM
Break

3:15 PM
Facilitated Roundtable Discussion

PRESENTING STARTUPS
Insillion

insillion
Raja Raman | CEO

Sqwire

Sqwire
Danijel Velicki | Founder

Amplify Life

Amplify
Hanna Wu | Founder & CEO
Lu Ma | Chief Operating & Strategy Office

Sertis

Sertis
Mark | CEO

 

About InsurTechNY

InsurTechNY’s mission is to bring together carriers, brokers, startups, and investors to help accelerate the digital transformation of the Insurance industry in the greater New York region. We do this by facilitating new relationships and sharing insights from influencers within the industry through hosting 6 educational and networking events a year (est. every 2 months). Please visit our website, www.InsurTechNY.com for more details.

 

A Previous InsurTech NY Event

Below is an example of one of our regular education and networking events. Influencers from Carriers/Brokers such as Legal and General, Prudential, & Swiss Re and InsurTechs and Solution Providers such as Impira, Instabase, and Ushur shared valuable insights. We also have a wide range of institutional and angel investors attend our events.

Video: See our YouTube Channel for more recordings of our previous events.

Photos: 2023 Spring Conference Photos

 

See more InsurTech NY events in 2024

Privacy note: InsurTech NY collects your email and phone number at registration. We use your information to share news and updates about this event and future events. We also reserve the option to share your information with our event sponsors. If you wish to opt-out, please email contact@www.insurtechny.com.

Mastering the pilot

Mastering the Pilot

Written by dev on .

 “Mastering the Pilot”  is a focused event designed for Carrier and Broker Executives. This roundtable brings together industry leaders to delve into the strategic collaboration between carriers, brokers, and insurtech startups during pilot launches. Explore the nuances of navigating successful pilot programs, understand unique challenges, and maximize the potential of cutting-edge technologies within the insurance landscape.

Engage in candid conversations, share insights, and gain valuable perspectives on fostering effective partnerships between established players and innovative startups. This event offers a unique platform for executives to exchange best practices, address common concerns, and collectively shape the future of insurance through collaborative initiatives. Don’t miss this opportunity to be part of the discussion, ensuring that your organization remains at the forefront of technological innovation in the insurtech space. “Mastering the Pilot” is your chance to explore and contribute to the evolving dynamics of successful pilot launches with insurtech startups.

Agenda Overview

2:15 PM – Opening

2:30 PM – Presentation – Analyst Briefing

3:15 PM – Break

3:30 PM – Facilitated Roundtable

4:15 PM – Startup Pitches

5:00 PM – Wrap-up

6:30 PM – Dinner

 

Featured Speaker

Terrance Luciani – Nexus Vendor Ecosystem Leader, EY

Startup Presentations

TBD

 

Who Should Attend

** Invite Only

  • C-level executives and decision-makers from carrier companies
  • Senior leaders and executives from broker firms

 

Corporate Innovation Membership

Being a trailblazer in corporate innovation is a difficult path. Successful projects require coordination between startups and internal stakeholders, often completing work that has never been done before.

 

InsurTech NY is here to help. Gain support, knowledge, and experience from a network of your peers. Leverage the strength of the largest InsurTech community in North America. Access programs each month to support your innovation goals – global competition, executive briefings, educational programs, and an accelerator.

 

Space for additional carrier and broker members is available. To learn more, check out www.insurtechny.com/carrier-broker-innovation or please email contact@www.insurtechny.com.

 

About InsurTechNY

InsurTechNY’s mission is to bring together carriers, brokers, startups, and investors to help accelerate the digital transformation of the Insurance industry in the greater New York region. We do this by facilitating new relationships and sharing insights from influencers within the industry through hosting 6 educational and networking events a year (est. every 2 months). Please visit our website, www.InsurTechNY.com for more details.

 

A Previous InsurTech NY Event

Below is an example of one of our regular education and networking events. Influencers from Carriers/Brokers such as Legal and General, Prudential, & Swiss Re and InsurTechs and Solution Providers such as Impira, Instabase, and Ushur shared valuable insights. We also have a wide range of institutional and angel investors attend our events.

 

Video: See our YouTube Channel for more recordings of our previous events.

 

Photos: 2023 Spring Conference Photos

InsurTech NY Event Customer Engagement When it Matters

 

See more InsurTech NY events in 2023

 

Follow us on social media.

Linkedin | Twitter | Meetup | Youtube

 

Privacy note: InsurTech NY collects your email and phone number at registration. We use your information to share news and updates about this event and future events. We also reserve the option to share your information with our event sponsors. If you wish to opt-out, please email contact@www.insurtechny.com.

 

Insurance Investor Forum - June 4, 2024 Insurance Investor Forum - June 4, 2024

Insurance Investor Forum

Written by dev on .

The insurance industry represents 7% of global GDP, yet compared to Banking (at 9%), insurers’ investment in technology is substantially under-indexed. The median bank spends 8% of revenue on technology, while insurers are in the single digits.

 

This investment trend is starting to change each year. Now that InsurTech VC investment represents 10% of the overall FinTech investment, capital and talent are being pulled into the sector. With over 80 Corporate Venture Capital units, insurers are the most prolific corporate investors with more dedicated CVCs to the segment than VCs.

 

Insurers investing in the space or considering investing in the space for strategic value should stay up on the trends to identify new opportunities. This private executive briefing will feature Gallager Re’s own Andrew Johnston whose quarterly report has gained more than 1 million views. And, we will feature research conducted by InsurTech NY and Tilburg University on Corporate Venture Capital.

 

Note: This is an invite-only event. To request an invitation, please reach out to contact@www.insurtechny.com.

Agenda

2:00 PM   Presentation – InsurTech Investment Trends

2:30 PM   Presentation – Carrier CVC Lesson Learned

3:00 PM   Break

3:15 PM   Facilitated Roundtable

4:15 PM   Startup Presentations

5:15 PM   End

Speakers

Andrew Johnston – Global Head of InsurTech, Gallagher Re

Freddie Scarratt – Deputy Global Head of InsurTech, Gallagher Re

Tony Lew – Managing Director, InsurTech NY

InsurTech Presentations

Armadillo, iLife, Relativity6, Surround Insurance, Sweater, and Yrefy

Our Host Venue

NYC Seminar and Conference Center

Who Should Attend this Forum?

  • C-level executives and decision-makers from insurance carriers
  • Corporate Venture Capital, Strategy Leaders at insurers
  • Fund of Funds that invest in InsurTech
  • Senior leaders and executives from broker firms

Corporate Innovation Membership

Being a trailblazer in corporate innovation is a difficult path. Successful projects require coordination between startups and internal stakeholders, often completing work that has never been done before.

InsurTech NY is here to help. Gain support, knowledge, and experience from a network of your peers. Leverage the strength of the largest InsurTech community in North America. Access programs each month to support your innovation goals – global competition, executive briefings, educational programs, and an accelerator.

Space for additional carrier and broker members is available. To learn more, check out www.insurtechny.com/carrier-broker-innovation or please email contact@www.insurtechny.com.

 

About InsurTechNY

InsurTechNY’s mission is to bring together carriers, brokers, startups, and investors to help accelerate the digital transformation of the Insurance industry in the greater New York region. We do this by facilitating new relationships and sharing insights from influencers within the industry through hosting 6 educational and networking events a year. Please visit our website, www.InsurTechNY.com for more details.

 

See more InsurTech NY events in 2024

Follow us on social media.

Linkedin | Twitter | Meetup | Youtube

Privacy note: InsurTech NY collects your email and phone number at registration. We use your information to share news and updates about this event and future events. We also reserve the option to share your information with our event sponsors. If you wish to opt-out, please email contact@www.insurtechny.com.

Mastering Gen AI

Mastering Gen AI

Written by dev on .

Join us for a groundbreaking event as InsurTech NY explores the limitless possibilities of Generation AI in the insurance landscape. Dive deep into the future of Artificial Intelligence, unlocking its potential to revolutionize how we perceive, manage, and innovate in the insurance industry.

 

Why Attend?

  • Gain insights from AI pioneers in InsurTech.
  • Explore cutting-edge AI applications transforming insurance.
  • Network with industry leaders, startups, and innovators.
  • Learn strategies to harness the power of Gen AI for your business.

 

Don’t miss this opportunity to be at the forefront of AI innovation in InsurTech! Reserve your spot now.

 

Agenda Overview

2:00 PM   Welcome & Intros

2:25 PM    Presentation – Analyst Briefing

3:15 PM    Break

3:30 PM   Facilitated Roundtable

4:15 PM    Break

4:25 PM   Startup Presentations

5:10 PM    Closing

5:25 PM   End

Featured Speakers

Joe Khoury, Managing Director & Partner, BCG

Dan Martines, Managing Director & Partner, BCG

Startup Presentations

DocLens, Fulcrum, Indemn, Lazarus, Lumenova, and Unstract.

Who Should Attend

** Invite Only

  • C-level executives and decision-makers from carrier companies
  • Senior leaders and executives from broker firms

Corporate Innovation Membership

Being a trailblazer in corporate innovation is a difficult path. Successful projects require coordination between startups and internal stakeholders, often completing work that has never been done before.

 

InsurTech NY is here to help. Gain support, knowledge, and experience from a network of your peers. Leverage the strength of the largest InsurTech community in North America. Access programs each month to support your innovation goals – global competition, executive briefings, educational programs, and an accelerator.

 

Space for additional carrier and broker members is available. To learn more, check out www.insurtechny.com/carrier-broker-innovation or please email contact@www.insurtechny.com.

About InsurTechNY

InsurTechNY’s mission is to bring together carriers, brokers, startups, and investors to help accelerate the digital transformation of the Insurance industry in the greater New York region. We do this by facilitating new relationships and sharing insights from influencers within the industry through hosting 6 educational and networking events a year (est. every 2 months). Please visit our website, www.InsurTechNY.com for more details.

A Previous InsurTech NY Event

Below is an example of one of our regular education and networking events. Influencers from Carriers/Brokers such as Legal and General, Prudential, & Swiss Re and InsurTechs and Solution Providers such as Impira, Instabase, and Ushur shared valuable insights. We also have a wide range of institutional and angel investors attend our events.

 

Video: See our YouTube Channel for more recordings of our previous events.

 

Photos: 2023 Spring Conference Photos

InsurTech NY Event Customer Engagement When it Matters

 

See more InsurTech NY events in 2024

 

Follow us on social media.

Linkedin | Twitter | Meetup | Youtube

 

Privacy note: InsurTech NY collects your email and phone number at registration. We use your information to share news and updates about this event and future events. We also reserve the option to share your information with our event sponsors. If you wish to opt-out, please email contact@www.insurtechny.com.

Innovation Forum

Innovation Forum

Written by dev on .

In the ever-changing world of insurance, innovation is key to remaining competitive and responsive to customer needs. This exclusive Executive Roundtable provides carrier and broker leaders with a unique platform to delve into the innovation strategies that will shape the future of the industry. By participating in this event, you will hear an analyst presentation on emerging trends and have the opportunity gain actionable insights from small group discussions with your fellow industry leaders.

Agenda Overview

2:00 PM   Welcome & Intros

2:25 PM    Presentation – Analyst Briefing

3:15 PM    Break

3:30 PM   Facilitated Roundtable

4:15 PM    Break

4:25 PM   Startup Presentations

5:10 PM    Closing

5:25 PM   End

Featured Speaker

Bryan Falchuk – CEO – PLRB

Josh Levine – Founder/CEO – Cake & Arrow

Kate Muth – Director of Strategy – Cake & Arrow

Startup Presentations

TBD

Who Should Attend

** Invite Only

  • C-level executives and decision-makers from carrier companies
  • Senior leaders and executives from broker firms

Corporate Innovation Membership

Being a trailblazer in corporate innovation is a difficult path. Successful projects require coordination between startups and internal stakeholders, often completing work that has never been done before.

 

InsurTech NY is here to help. Gain support, knowledge, and experience from a network of your peers. Leverage the strength of the largest InsurTech community in North America. Access programs each month to support your innovation goals – global competition, executive briefings, educational programs, and an accelerator.

 

Space for additional carrier and broker members is available. To learn more, check out www.insurtechny.com/carrier-broker-innovation or please email contact@www.insurtechny.com.

About InsurTechNY

InsurTechNY’s mission is to bring together carriers, brokers, startups, and investors to help accelerate the digital transformation of the Insurance industry in the greater New York region. We do this by facilitating new relationships and sharing insights from influencers within the industry through hosting 6 educational and networking events a year (est. every 2 months). Please visit our website, www.InsurTechNY.com for more details.

A Previous InsurTech NY Event

Below is an example of one of our regular education and networking events. Influencers from Carriers/Brokers such as Legal and General, Prudential, & Swiss Re and InsurTechs and Solution Providers such as Impira, Instabase, and Ushur shared valuable insights. We also have a wide range of institutional and angel investors attend our events.

 

Video: See our YouTube Channel for more recordings of our previous events.

 

Photos: 2023 Spring Conference Photos

InsurTech NY Event Customer Engagement When it Matters

 

See more InsurTech NY events in 2023

 

Follow us on social media.

Linkedin | Twitter | Meetup | Youtube

 

Privacy note: InsurTech NY collects your email and phone number at registration. We use your information to share news and updates about this event and future events. We also reserve the option to share your information with our event sponsors. If you wish to opt-out, please email contact@www.insurtechny.com.

CVC Forum CVC Forum CVC Forum

CVC Forum

Written by dev on .

We will be updating with more details soon. Please see the agenda below and contact us with any questions.

Agenda Overview

1:00 PM Welcome & Intros

1:15 PM Presentation – Analyst Briefing

2:15 PM Facilitated Roundtable Discussion

3:15 PM Break

3:30 PM Startup Showcase

4:30 PM End

Suggested Hotels

These are some hotels in the surrounding area you can consider. We recommend checking search sites like Expedia or Google to find a accommodations within your budget and comfortable distance.

Hampton Inn Manahttan-Chelsea is one of the closest hotels to the venue. It’s only around a block away. https://www.hilton.com/en/hotels/nyccshx-hampton-manhattan-chelsea/

Hotel Henri is located across the street from the back entrance to the venue on 24th St (this entrance is only open certain hours). We’ve had a few guests who have chosen to stay there in the past and liked it. https://www.hotelhenrinyc.com/

Hilton Garden Inn-Chelsea – Approx 5 blocks away. https://www.hilton.com/en/hotels/nycchgi-hilton-garden-inn-new-york-manhattan-chelsea/

Holiday Inn Express – Times Square One Subway Stop from Event – https://www.ihg.com/holidayinnexpress/hotels/us/en/new-york/nycws/hoteldetail

Featured Speakers

Our program will feature an industry analyst to cover the trends and a line of startup founders to showcase their capabilities.

Robert Le – Senior Analyst – Pitchbook

CVC Forum Analyst Briefing: Investments, tech trends, and outlook within insurtech with Robert Le from Pitchbook

Startup Presentations

Afficiency – Co-Founder – Mark Scafaro

Driver Technologies – Director of Partnerships – Chuck Harper

Everyday Life Insurance – CEO – Jake Tamarkin

Micruity – CEO – Trevor Gary

Sherpa – CEO & Co-Founder – Chris Kaye

CVC Forum image

Who Should Attend

  • Corporate Ventures: Managing Directors, Principals, and Associates in Corporate Ventures Capital
  • VCs and Angel Investors

Corporate Innovation Membership

Being a trailblazer in corporate innovation is a difficult path. Successful projects require coordination between startups and internal stakeholders, often completing work that has never been done before.

InsurTech NY is here to help. Gain support, knowledge, and experience from a network of your peers. Leverage the strength of the largest InsurTech community in North America. Access programs each month to support your innovation goals – global competition, executive briefings, educational programs, and an accelerator.

Space for additional carrier and broker members is available. To learn more, check out www.insurtechny.com/carrier-broker-innovation or please email contact@www.insurtechny.com.

About InsurTechNY

InsurTechNY’s mission is to bring together carriers, brokers, startups, and investors to help accelerate the digital transformation of the Insurance industry in the greater New York region. We do this by facilitating new relationships and sharing insights from influencers within the industry through hosting 6 educational and networking events a year (est. every 2 months). Please visit our website, www.InsurTechNY.com for more details.

A Previous InsurTech NY Event

Below is an example of one of our bi-monthly events (Dec 5). Influencers from Carriers/Brokers such as NY Life, Prudential, and Everest Re and InsurTech startups such as Hyper Science and Livegenic and investors from IA Capital and Overlook Rock attended the event from the greater NY region and beyond.

 

Video: Full event on Youtube

 

Photos: Flickr Event Album

CVC Forum image

 

Follow us on social media.

Linkedin: https://www.linkedin.com/company/insurtechny

Twitter: https://twitter.com/InsurTechNY

Meetup: https://www.meetup.com/insurtechNewYork/

Youtube: https://www.youtube.com/channel/UC5VDD9uyFajGZsa-5u_2_ZQ

 

Privacy note: InsurTech NY collects your email and phone number at registration. We use your information to share news and updates about this event and future events. We also reserve the option to share your information with our event sponsors. If you wish to opt-out, please email contact@www.insurtechny.com.

Improving Broker & MGA Productivity Improving Broker & MGA Productivity Improving Broker & MGA Productivity

Improving Broker and MGA Productivity

Written by dev on .

We will be updating with more details soon. Please see the agenda below and contact us with any questions.

Agenda Overview

1:00 PM Welcome & Intros

1:15 PM Presentation – Analyst Briefing

2:15 PM Break

2:30 PM Facilitated Roundtable Discussion

3:30 PM Startup Showcase

4:30 PM End

Featured Speaker

Our program will feature an industry analyst to cover the trends and a line of startup founders to showcase their capabilities.

Strategy Meets Action – Partner, Carrier Transformation – Mark Breading

Improving Broker and MGA Productivity: Presentation - Analyst Briefing

Startup Presentations

Briza – EVP – Growth & Partnerships – James Riviezzo

Covie – CEO / Founder – Trent Harvey

SortSpoke – VP of Sales – Craig Mauchian

Semsee – Co-Founder – Philip Charles-Pierre

ennabl – Founder – Kabir Syed

ProNavigator – CEO – Joseph D’Souza

Improving Broker and MGA Productivity Startup Showcase 2022

Who Should Attend

  • Distribution: CRO, Managing Directors, and VP
  • Underwriting: CUOs, VPs, Directors, and Managers of Underwriting
  • Policy Admin: VPs, Directors, and Mangers of Policy Administration

Corporate Innovation Membership

Being a trailblazer in corporate innovation is a difficult path. Successful projects require coordination between startups and internal stakeholders, often completing work that has never been done before.

InsurTech NY is here to help. Gain support, knowledge, and experience from a network of your peers. Leverage the strength of the largest InsurTech community in North America. Access programs each month to support your innovation goals – global competition, executive briefings, educational programs, and an accelerator.

Space for additional carrier and broker members is available. To learn more, check out www.insurtechny.com/carrier-broker-innovation or please email contact@www.insurtechny.com.

About InsurTechNY

InsurTechNY’s mission is to bring together carriers, brokers, startups, and investors to help accelerate the digital transformation of the Insurance industry in the greater New York region. We do this by facilitating new relationships and sharing insights from influencers within the industry through hosting 6 educational and networking events a year (est. every 2 months). Please visit our website, www.InsurTechNY.com for more details.

A Previous InsurTech NY Event

Below is an example of one of our bi-monthly events (Dec 5). Influencers from Carriers/Brokers such as NY Life, Prudential, and Everest Re and InsurTech startups such as Hyper Science and Livegenic and investors from IA Capital and Overlook Rock attended the event from the greater NY region and beyond.

 

Video: Full event on Youtube

 

Photos: Flickr Event Album

Improving Broker and MGA Productivity image

 

Follow us on social media.

Linkedin: https://www.linkedin.com/company/insurtechny

Twitter: https://twitter.com/InsurTechNY

Meetup: https://www.meetup.com/insurtechNewYork/

Youtube: https://www.youtube.com/channel/UC5VDD9uyFajGZsa-5u_2_ZQ

 

Privacy note: InsurTech NY collects your email and phone number at registration. We use your information to share news and updates about this event and future events. We also reserve the option to share your information with our event sponsors. If you wish to opt-out, please email contact@www.insurtechny.com.

Small Commercial & Group Distribution

Small Commercial & Group Distribution

Written by dev on .

The small commercial is one of the most difficult markets to crack for traditional insurers. There is no single carrier with more than a 4% market share (PC 360). Yet, InsurTechs like Next and Pie Insurance continues to grow and acquire customers.

The challenge many carriers have with the small commercial market is the missing data and process efficiencies required to serve small premium accounts. Additionally, many of the small businesses available to serve are uninsured or underinsured.

Join us for the private executive roundtable and analyst briefing to discuss small commercial and small group distribution with your peers.

Agenda Overview

8:30 AM   Welcome & Intros

8:45 AM   Presentation – Analyst Briefing

9:45 AM   Facilitated Roundtable Discussion

10:45 AM Break

11:00 AM Startup Showcase

12:00 PM End

Featured Speaker

Jeff Goldberg – Head of Insurance Insight & Advisory, Aite-Novarica

Small Commercial Distribution image

Startup Presentations

B2Z Insurance, CyberWrite, Flossbar, Parametrix Insurance, SingleKey, Slice, Spott

Small Commercial Distribution image

Who Should Attend

  • Distribution: CRO, Managing Directors, and VPs

Corporate Innovation Membership

Being a trailblazer in corporate innovation is a difficult path. Successful projects require coordination between startups and internal stakeholders, often completing work that has never been done before.

InsurTech NY is here to help. Gain support, knowledge, and experience from a network of your peers. Leverage the strength of the largest InsurTech community in North America. Access programs each month to support your innovation goals – global competition, executive briefings, educational programs, and an accelerator.

Space for additional carrier and broker members is available. To learn more, check out www.insurtechny.com/carrier-broker-innovation or please email contact@www.insurtechny.com.

About InsurTechNY

InsurTechNY’s mission is to bring together carriers, brokers, startups, and investors to help accelerate the digital transformation of the Insurance industry in the greater New York region. We do this by facilitating new relationships and sharing insights from influencers within the industry through hosting 6 educational and networking events a year (est. every 2 months). Please visit our website, www.InsurTechNY.com for more details.

A Previous InsurTech NY Event

Below is an example of one of our bi-monthly events (Dec 5). Influencers from Carriers/Brokers such as NY Life, Prudential, and Everest Re and InsurTech startups such as Hyper Science and Livegenic and investors from IA Capital and Overlook Rock attended the event from the greater NY region and beyond.

 

Video: Full event on Youtube

 

Photos: Flickr Event Album

Small Commercial Distribution image

 

Follow us on social media.

Linkedin: https://www.linkedin.com/company/insurtechny

Twitter: https://twitter.com/InsurTechNY

Meetup: https://www.meetup.com/insurtechNewYork/

Youtube: https://www.youtube.com/channel/UC5VDD9uyFajGZsa-5u_2_ZQ

 

Privacy note: InsurTech NY collects your email and phone number at registration. We use your information to share news and updates about this event and future events. We also reserve the option to share your information with our event sponsors. If you wish to opt-out, please email contact@www.insurtechny.com.