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Executive Roundtable: Customer Engagement in the Age of AI

Executive Roundtables

Info

Start Date
September 17, 2025
End Date
September 17, 2025
Address
895 Broadway, 5th Floor, New York, NY 10003

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?


Agenda

2:00 PM
Doors Open
2:15 PM
Opening
2:30 PM
Analyst Briefing

PANEL SPEAKERS
Josh Levine

Founder & CEO
Cake & Arrow
Kate Muth

Head of Strategy
Cake & Arrow
3:15 PM
Break
3:30 PM
Faciliated Round Table
4:15 PM
Startup Pitches
5:00 PM
Wrap-Up
5:15 PM
The End
6:15 PM
Dinner

Info

Start Date
September 17, 2025
End Date
September 17, 2025
Address
895 Broadway, 5th Floor, New York, NY 10003

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