AGENDA

DAY 1

Wednesday, May 10

Registration and Breakfast

Welcome and Opening Remarks

Keynote: Navigating the Future of Work

Nichol Bradford's mission is to empower the health, happiness, and fullest potential of every human by catalyzing new visions, opportunities and wellbeing technologies for all. In this session she will speak on human transformation, transformative tech, and the future of health, work, and human excellence. Weaving wellbeing, technology, and science into practical possibilities for us all, she lays out how we can successfully navigate the future of work and society with our humanity intact. Using real-life examples and use cases from the latest trends in wellness technologies, Bradford demonstrates to groups how these emerging advances can be applied to heal, upskill, and enhance human capability and benefit all of mankind.

Morning Break + Experience Lounge

Enjoy refreshments, snacks, and connect with TAI on Treaty, Insights, and 4.0. 

New Toolset: How Insights Drives Outcomes

The launch of TAI Insights brings a highly intuitive analytics toolset to your fingertips, providing instant access and visualization to everything that’s happening in your reinsurance operations. In this interactive panel, Andy Hazell will moderate a discussion around what a pilot user group has experienced using TAI Insights’ customizable dashboards to monitor their business performance, conduct deeper analyses, and model different risk approaches at the touch of a button. The discussion will include the administrative environment before and after TAI Insights, what’s been learned, and the potential applications going forward. Panelists include Ken Nilsen, Sammons; Joretha Bothma, Momentum; and John Whitaker, RGA.

Lunch

Keeping People at the Center: TAI-ed to Diversity, Equity & Inclusion

Growth, innovation and engagement are all knit together – and the tie that joins them is diversity, equity, and inclusion. Learn how TAI works to create an irresistible workplace, characterized by belonging, respect for differences, and access to opportunity. This conversation, facilitated by Larnise Boain, VP Diversity, Equity, and Inclusion at RGA, will feature stories that amplify efforts underway at RGA/TAI to support inclusion both in the organization and in the community. Participants will have the opportunity to engage in a live Q&A session with the speaker to gain insights needed to further their own DEI efforts.

Insurtech Funding:
A Venture Capitalist's View of the Landscape

Insurtech venture funding reached nearly $8B in 2022, a substantial dip from 2021 peaks, but still the second highest funding year on record. Life and health investments are gaining share in this dynamic space as early-stage companies tackle challenges such as alternative data in underwriting, distribution ecosystems, digital health interventions, and preventative care. Making the most of these significant opportunities requires insight and a nuanced approach. Join Galen Shaffer, Vice President of Eos Venture Partners and Dr. Helen Messier, Chief Clinical and Scientific Officer of Fountain Life for their timely take on this important topic. 

Experience Lounge

Connect with TAI on Treaty, Insights, and 4.0

Free Time

Welcome Reception

DAY 2

Thursday, May 11

Breakfast

Partnership Panel: Collaborating to Deliver Innovative Solutions

It’s hard to be everything to everyone: businesses often work together to leverage each other’s capabilities to thrive in a marketplace. We’re proud of the partners we’ve brought together to focus on your success, and we’re eager for you to meet them. Brian Wilkinson moderates this panel exploring the ways TAI collaborates with partners to deliver innovative solutions to our clients. Panelists include Tim Vieyra, Comotion; Trey Reynolds, MIB; Joel Charlebois, Sortspoke; and Laura Mckay, PolicyMe.

Morning Break + Experience Lounge

Enjoy refreshments, snacks, and connect with TAI on Treaty, Insights, and 4.0. 

Breakout Sessions 1-4

Breakout 1: Navigating TAI 3.7 and 4.0: Understanding the System and Exploring New Features **Session is full

Get to know TAI 4.0 by exploring the latest enhancements and comparing the experience to TAI 3.7. This high-level navigational demonstration covers streamlined functions and user management, new reporting features, advanced search capabilities, security upgrades, and more. Join Mindy Epstein and Gunner Hatmaker in an engaging demonstration of how you can make the most of the new system.

Breakout 2: Leadership Workshop: Your Essential Manager Toolbox

High-performing individual contributors transitioning into management roles must develop new skills to continue their success. In this highly interactive session, industry veteran and leadership expert Ray DiDonna explores topics and tools such as how to recruit the right team members, why you should delegate as much as possible, and what coaching techniques are most effective. Come prepared to participate!  

Breakout 3: Insurance Industry Outlook and Perspective: Partners in Transformation

Primary insurers and reinsurers are increasingly aligned as reinsurers proactively develop new tools and services to deliver competitive advantages. Whether it’s managing underwriting guidelines, or providing built-in policy issuance tools, or even creating white-label products, reinsurers are stepping up. This is especially valuable as the industry moves away from legacy-on-mainframe administration to modern on-cloud solutions. What enhanced, mutually beneficial technologies might be next? In this session, we’ll examine the roles carriers, reinsurers, and technology vendors are playing across the value chain, with Chad Hersh, Head of Worldwide Business and Market Development, Life Insurance Industry at Amazon Web Services (AWS).  

Breakout 4: Product Workshop: Shaping the Future of TAI Products and Services

As a key player in the reinsurance ecosystem with more than 110 company clients globally, TAI is excited to facilitate an ideation session to collaborate and inspire new ideas and use that collective wisdom to improve TAI products and the reinsurance industry. This is your chance to let your voice be heard and help shape the future of TAI. Facilitated by Ryan Cauldwell and Dana Crook, attendees will participate in small roundtable discussions to exchange ideas on new products, product enhancements, or new services to make your company more efficient and further improve your processes, your business, and the industry.

Lunch

Breakout Sessions 5-7

Breakout 5: Maximizing TAI 3.7: Advanced Training for Experienced Users

In response to advanced system questions that are top of mind for users, Pete Murphy and Paul Nurse will present expert tips to help you get the most from your TAI 3.7 system. They will demonstrate processes for fixing gap in coverage errors, recalculating multiple policies and product lines, using billing to create new base utility, making collected claim adjustments, updating retention requirements, and new install options. In addition, they will discuss how riders and whole policies should be structured, how to create subsets for testing, and more.  

Breakout 6: Revolutionizing Your Treaty World

Get to know the innovative TAI Treaty tool better as Kathleen Kelly and Nicole Karfakis take you through a live demo. During this session, our team will walk through key treaty management use cases, and you’ll see just how easy it is to search treaty terms and navigate specific reinsurance treaties and related documents. We’ll compare and contrast your paper treaties alongside those in the TAI system – ensuring treaty compliance – and you’ll gain real time insights into how current clients are leveraging the tool. Finally, Wilson Varghese will present TAI Treaty's updated product roadmap and discuss upcoming developments, including full text search capability.

Breakout 7: Industry Challenges Workshop: Crowdsourcing Solutions

Join this dynamic session, where we aim to tap into the collective knowledge of attendees to uncover pressing challenges and opportunities facing the insurance/reinsurance industry. With the goal of sparking solutions, this interactive and collaborative session will provide a platform for attendees to voice their concerns and exchange ideas. RGA’s Alisha Harb and Eric Kitowski will facilitate this participatory session bringing together direct carriers, reinsurers, and TAI to address the key pain points in the industry. Get ready to engage and contribute to the conversation!

Afternoon Break + Experience Lounge

Enjoy refreshments, snacks, and connect with TAI on Treaty, Insights, and 4.0. 

Exchange, Educate, and Enable: Community Service Project

What better way to celebrate the first TAI Summit than supporting the local community hosting us? We’re teaming up with Lafayette Academy Lower School in New Orleans to fill backpacks which will provide its students with what they need for a successful learning experience. We are proud to support the school’s mission to create a safe, stable, caring institute so that students have a reliable place to learn while their families continue to recover from the aftermath of Hurricane Katrina.

Closing Remarks

Evening Event

DAY 3

Friday, May 12

Breakfast

TAI Product Roadmap: Meeting Emerging Needs

What are TAI’s plans for further innovation to meet emerging needs – and how will these affect you? Bill Ruppenthal, Chief Technology Officer, outlines the current and future direction of the technology for TAI. The discussion will include cloud strategy, security, and user authentication methods among other topics. Bill will also answer questions regarding TAI’s vision for our products and platform.

Meetings with TAI Staff

Submit your request for a meeting with a TAI staff member through registration.