From Client Engagement to Intelligent Operations
How Insurance Leaders Can Grow, Retain, and Automate in 2026
Insurance Breakfast:
Join us for an exclusive breakfast discussion designed for senior leaders across insurance, broking, underwriting and Insurtech.
This interactive panel brings together industry and technology experts to explore how insurers are modernising operations, improving client engagement, and unlocking more value from their existing systems and data.
In just 60 minutes, we’ll discuss the practical challenges and opportunities facing insurers today, including:
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Strengthening client and broker relationships
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Improving visibility across claims, underwriting and distribution
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Reducing operational friction through smarter processes
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Leveraging AI and automation in a commercially practical way
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Connecting systems and data without embarking on a major transformation project.
Spaces are intentionally limited to encourage meaningful discussion and peer-to-peer networking. Register your interest to secure your place.
Why It Matters
Insurance leaders are under increasing pressure to grow efficiency, improve client experiences, prevent churn, and deliver greater operational performance in an increasingly complex environment.
Many organisations continue to face challenges caused by fragmented systems, inconsistent data and manual processes across client engagement, policy administration, claims, underwriting and reporting.
The opportunity isn't simply to add more technology. It’s to better connect people, processes, data and systems, so teams can make faster decisions, identify opportunities earlier and deliver a more consistent client experience.
This session will unpack how insurers can use CRM, data, AI and automation in a practical, commercially focused way - from improving pipeline and revenue visibility to streamlining claims and underwriting processes.
You’ll leave with practical insights, industry examples, and ideas you can apply within your own organisation.
If improving growth, retention or operational efficiency is on your 2026 agenda, this is a conversation worth being part of.
Who Should Attend?
This event is designed for senior leaders in the insurance space, including:
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Chief Client Officers and Heads of Client Experience
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Heads of Distribution, Sales or Growth
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Heads of Claims or Underwriting
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CIOs, CTOs and Heads of Transformation
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Heads of Data, Analytics or AI
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Senior leaders looking to modernise operations without unnecessary complexity
If you are actively exploring how to improve client engagement, operational visibility, process efficiency, or AI readiness, this is the event for you!
Brendon works closely with insurance organisations to align business strategy and technology execution.
With deep experience partnering with senior leaders, Brendon brings a strong commercial and customer-centric lens to conversations around growth, retention, operational performance and digital transformation.
Peter advises insurers on technology strategy, CRM, data platforms, and transformation initiatives that support growth, visibility, and operational excellence.
Peter specialises in helping organisations turn business insight into action through the practical application of data, automation, and AI.
Danny is an experienced insurance leader with a strong background in claims management, risk management, and operational improvement.
Danny focuses on driving efficiency, optimising claims processes, and delivering better outcomes for clients. He brings a practical perspective on the opportunities and challenges facing insurers as they navigate growth and technology change.
Panel
Agenda
7:30 - 8:00am
Arrival, Coffee, Networking
Welcome & Introduction
8:00 - 8:05am
Panel Discussion:
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Industry expert perspective on current industry challenges
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Client, claims and underwriting opportunities
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Practical use cases across CRM, data, AI and automation
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Key takeaways and next steps
8:05 - 8:50am
Audience Q&A
8:50 - 9:00am
Breakfast & Networking
9:00 - 9:30am
