Carrie Donahue

Each attendee selects two (2) roundtable conversations to attend within the hour. Each discussion runs for 30 minutes, so pick one conversation for the first half-hour and move to another table for the second half-

1.       The Impact of AI on Life Insurance Underwriting

2.       Bridging Compliance and Innovation in Digital Insurance

Hosted by Tyler Claudepierre, Senior Consultant, Digital Product Manager, Nationwide

3.       Using Generative AI to Improve Your Top-Line

Hosted by John Spottiswood, Chief Operating Officer, Jerry

4.      Empowering Agents with Digital Tools for Better Client Servicing

Hosted by Shahrose Bux, Director of Sales, ALPA Insurance

5.       Emerging Trends in Non-Standard Insurance Markets

6.      Modernizing Legacy Systems: Challenges and Opportunities

Hosted by Megan O. Lotay, AVP, P&C Digital and Omnichannel Servicing, USAA

7.       Digital Claims Management: Strategies for Speed and Transparency

8.      Leveraging Digital Identity Data

9.      Streamlining the Digital Onboarding Process for New Clients

Hosted by Thomas Morris, Director, Digital Product Management, Nationwide

10.    3 Barriers Top-Performing Insurance Marketers Have Overcome

Hosted by Carrie Donahue, MD, Strategy, Consulting, Financial Services, Marketbridge & Melanie Russo, Managing Director, Strategy Consulting, Healthcare, Marketbridge

Top-performing insurance marketers aren’t working harder—they’re planning smarter. This hands-on and workshop-format luncheon will take a deep-dive into key insights from Marketbridge’s latest study on what’s working in insurance marketing today. Highlighting the common strategies driving greater impact, from smarter use of data and technology to tighter cross-functional alignment, we’ll explore how top teams are rethinking their planning processes to stay agile, customer-centric, and results-driven.