Build a distribution strategy that accounts for broker consolidation and MGA/MGU growth and increasing specialization before they reshape your competitive landscape  
Diversify your channel mix and build operational flexibility that absorbs market shocks  
Leverage AI agents and CRM digitization to expand market reach, boost productivity and decision-making and grow channels while preserving brand channel alignment 
 

Joe Connelly, Head of North America Distribution & Field Operations, AIG

Moderator: Chris Frankland, Founder, InsurTech360

• Accelerate speed-to-market and channel scalability by prioritizing API-first integration architecture that unlocks new partner and embedded distribution opportunities

• Transform data from liability to asset with clean, connected data foundations and a cloud strategy resilient to leadership change and platform risk
• Align CRM, analytics and AI tools to specific, measurable distribution outcomes that prove ROI from pipeline velocity to lead conversion 

Liz Kim, President US, BOXX Insurance

Nabeel Tanveer, Affinity & Programs Leader - US, WTW

Nyles Oppenheimer, CRO, Cover Whale

Jake Gilbert, SVP, General Manager, Vertafore

Andrew Daniels, Founder, Insurtech Ohio

• Elevate broker-underwriter relationship quality as the core performance driver of your distribution portfolio, move beyond platform adoption to KPIs that predict bindability
• Embed continuous performance analytics across volume, conversion, and win rates that balance the art of broker relationships with the science of knowing when a platform or partnership is underperforming
• Distinguish your highest-value relationships by understanding how M&A, broker size, and generational shifts in producer engagement are reshaping the channel

Arjun Vatsa, SVP Client Executive Practice, Marsh

• Provide immediate bindable quotes through D2C and partner platforms to streamline your intake-to-close timeline
• Redesign your submission intake by line of business and ensure agents know what to prefill, what to ask, and what to infer
• Align marketing and sales on quality lead generation and deploy AI to prioritize the hottest leads into faster, technology driven workflows that accelerate conversation

Peter Settel, President & CEO, Bold Penguin

• Unify your narrative and value proposition across all routes to market to deliver a consistent customer story that strengthens brand equity, scalability, and retention
• Deploy precise, targeted communications – the right message, through the right touchpoint, at the right time – to improve relevance, engagement, and conversion
• Equip your partners with your clear value prop increase their advocacy for your products, deepen their investment in your partnership and drive stronger outcomes for your customers

Michael Tripp, SVP Personal Lines Sales & Distribution, Nationwide

Tiff Grinstead, VP Personal Lines Marketing, Nationwide

Join one of our speakers at a small group roundtable and make the most of this extended Q&A time. This is your opportunity to ask questions they didn’t answer on stage and turn their case studies into practical applications that solve your unique challenges.

Nyles Oppenheimer, CRO, Cover Whale

Nabeel Tanveer, Affinity & Programs Leader, WTW

Liz Kim, President US, BOXX Insurance

Michael Tripp, SVP Personal Lines Sales & Distribution, Nationwide

Peter Settel, President & CEO, Bold Penguin

Have lunch with your business line peers and swap learnings on the channels, products and partners that work for your customers.

• Know who you want to acquire before you build the channel – define the product, segment, and channel combination most likely to bind, retain, and perform profitably at scale, not just convert
• Test, learn, and refine before you scale – start with a focused product and audience, then use real conversion, loss, and retention data, not conversion alone, to decide what's working and where to expand
• Build D2C and agent distribution to work together, not compete – then go beyond who binds to define who's profitable, using the same risk and property signals that already define your appetite
 

Michelle Taves, VP & Group GM, Data & Marketing, Home Factors by PGM

Sarah Osborne, Head of Sales, Home Factors by PGM

• Align your distribution model with product complexity and customer needs – develop deep, strategic, mutually beneficial partnerships so you can prioritise agent and broker channels where advice and relationships are essential
• Speed wins - leverage AI and digital connectivity to make agents faster and close more business
• Leverage wholesale partnerships, MGA capabilities and structured E&S pathways to serve segments and risk profiles your admitted appetite can't reach
 

Basil Morris, Chief Strategy Officer, The Hanover Insurance Group

Head to the Expo Hall for a 30 minute networking pit stop with like minded peers - choose your persona and connect to swap challenges, wins, and contacts. Leave with a network you’ll rely on long after the conference.

• Deliver real-time ROI clarity by replacing backward-looking performance reports with live decision dashboards that track placement outcomes, submission journeys, and channel effectiveness
• Utilize CRM data to understand how and where customer groups want to be met, providing your distribution teams with the intelligence they need to convert every lead  
• Scale new customer acquisition by deploying AI that identifies underserved segments, defines their product needs, and pinpoints the channels that reach them 

Natalie Burns, Head of Sales & Distribution, The Hartford

Richard Alonso, VP Territory Distribution Leader, CNA

Colleen Finn, Chief Marketing Officer, Plymouth Rock Home Assurance

Sarah Fairbank, SVP National Distribution Management, Arch

Christopher Frankland, Founder, Insurtech360

• Define channel rules of engagement – across direct, captive and independent – that avoid conflict by aligning with customer demographics and relevant products 
• Build automated lead allocation backed by demographic, behavioural and value insights so the right channel gets the right lead on day one 
• Rebalance your distribution model using channel performance data – reduce your expense ratio without sacrificing the channel breadth and broker loyalty needed to stay competitive in a volatile market

Bryant Kolle, VP National Sales & Insurance Partnerships, Hagerty

• Deploy agent-facing technology and data foundations built for real behavior change, powering disruptive capabilities like instant quotes and automated pre-vetting
• Execute a speed-based strategy when you unite marketing, business development, RevOps, and sales into one GTM function with shared ownership across the funnel
• Reframe profitable growth as your true distribution constraint, and get ahead of channel conflict by setting clear rules of engagement between D2C and agent distribution before competing incentives create friction

Jon Repka, SVP Revenue, Honeycomb

Moderator: Chris Frankland, Founder, InsurTech360

Join this hands-on, interactive session where you’ll collaborate with peers to tackle real challenges, shape practical strategies, and define the next steps to accelerate your team’s innovation agenda. This is your opportunity to roll up your sleeves, work alongside industry leaders, and leave with ideas you can put into action immediately.

• Expand reach beyond the agent served market by building a D2C offering that gives policyholders full omnichannel access and attracts new customers
• Deliver digital tools that streamline workflows and enable self-service to reduce friction without removing the agent – lower costs, workload pressure, and allow agents to focus on higher value or complex needs
• Design digital and human as one journey and allow seamless movement between digital touchpoints to agent involvement

Dustin Puerner, VP Chief Sales & Marketing Officer, Berkley Southwest

Pick up your lunch and join a table with your curated peer circle to meet like minded distribution professionals. It’s a relaxed, role aligned lunch designed for real conversations, actionable takeaways, and long term connections.

• Automate a customer journey that pairs self-service for simple tasks with seamless escalation to human advisors at high-value, reassurance-critical touchpoints

• Leverage live agent chat insights to train an AI chatbot that evolves into a supervised, agentic assistant for purchase and service inquiries

• Convert efficiency gains into long term value and upskill teams in relationship-led AI use – track ROI across the curve from Live Chat to AI Chatbot to Agentic AI to build in accountability 

Esthera Sturz, VP Distribution & Services Performance and Transformation, USAA

• Build decision confidence by connecting CRM data into real-time dashboards, helping leaders prioritize partners, channels and growth opportunities in real time 
• Embed AI-driven prompts and guardrails into CRM workflows with clear governance to increase adoption, accelerate execution and turn your CRM into a command centre  
• Scale only the use cases that prove ROI by implementing human-in-the-loop reviews tied to measurable lift in bind rates, lead conversion, and close velocity

Prashant Hinge, Chief Information & Transformation Officer, MSIG USA

Joe Fitzpatrick, Head of Distribution, MSIG USA

Join our expert speakers in roundtable discussions and put the AI case studies from our Intelligent Distribution sessions into action. How could you apply these real-world learnings to your own business? What blockers would you need to overcome? And what are your next steps?

Esthera Sturz, VP Distribution & Services Performance and Transformation, USAA
Prashant Hinge, Chief Information & Transformation Officer, MSIG USA
Joe Fitzpatrick, Head of Distribution, MSIG USA

• Engineer an AI-ready technology stack with modern core platforms, API connectivity, cloud scalability, and CRM integration to enable faster deployment of high-value use cases 
• Establish robust data foundations to improve model performance, support confident decision-making, and power more effective customer-facing AI agents  
• Drive measurable ROI through use cases tied directly to greater efficiency, better agent and customer experiences, and stronger growth across channels

Landon Reid, Chief Distribution Officer, Blitz Insurance

Danielle Clifford, VP Sales & Marketing, Openly

Rob deViere, VP Head of Distribution, ICW Group

Jake Lansburgh, Managing Director AI Operations, WTW

Andrew Daniels, Founder, Insurtech Ohio