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.       How Digital tools are changing the landscape for SMB Commercial P&C Marketplace

Hosted by Prateek Sangal, SVP, Head of Digital, AmTrust Financial

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

Hosted by Richard Downe, Co-Founder & CTO, NIMBLR

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.

Explore the latest advancements in chatbot technologies. Our experts will discuss the challenges of integrating AI into traditional customer support workflows and examine future trends, such as agentic AI and its potential to personalize insurance solutions at scale.

Key takeaways:

•  AI's role in streamlining claims processing, improving customer engagement, and reducing operational costs.
• Insights into overcoming legacy systems, regulatory constraints, and data readiness
• Future advancements in AI to revolutionize CX