Modernizing Legacy Insurance Systems With Agentic AI: Lessons from the Field

Agentic AI makes big promises for insurance modernization. During this panel discussion, hear how AI and carrier leaders are sorting out what holds up, what doesn’t and where people still matter most.

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Most insurance carriers are running core systems that become more expensive to maintain and harder to staff every year while slowing key functions, like product development and rate updates.

Agentic AI tools now promise to help by compressing modernization timelines from months to weeks. Knowing which AI promises hold up, which don’t, and where you still need people in the loop is where most modernization efforts stall.

While many carriers already have agents helping developers, testers, and business analysts, those agents still work inside the same software development lifecycle (SDLC) carriers have always run. The bigger shift comes when orchestrated teams of agents compress the lifecycle itself, with governance built in from the start.

This panel brings together the people building these agentic systems and insurance executives who have made the call to modernize with agents firsthand. In the webinar, you will learn how insurance carriers are evaluating, piloting and scaling agentic AI to modernize legacy applications, and what separates a modernization effort that sticks from one that stalls.

What We Cover

• How carrier leaders in P&C and L&A are thinking about AI’s role in modernization, from core systems to new opportunities, and what they’d tell peers weighing the same decision.
• Why adding AI agents to a traditional SDLC only gets you part of the way, and what changes when orchestrated, multi-agent teams work across a compressed lifecycle.
• How to govern agent-driven delivery, from the guardrails and audit trails regulators expect to the checkpoints where people stay in the loop.
• How to build a business case your CFO and board will approve, including realistic cost and timeline savings and the risks that compound the longer you wait.
• A migration path, the six drivers that set the total cost of the investment, and the customization decisions that determine the cost

We will conclude with practical next steps for carriers evaluating agentic-augmented modernization now, along with time reserved for audience Q&A.

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About the Speakers

Brian Gray

Brian D. Gray joined MedPro Group Inc. as Vice President & Chief Information Officer in February 2019 and is responsible for enterprise architecture, security, infrastructure, project management, and all facets of application development. He previously served as Senior Vice President & Chief Information Officer for Protective Insurance Corporation, Vice President & Chief Technology Officer for Admin Solutions, Second Vice President of Strategic Process & Performance for Conseco Services, and as a United States Air Force civil service employee. Brian holds a Bachelor of Business Administration from Marian University and a Master of Business Administration from the University of Notre Dame.

Dave Voelker

With a BS in computer science and more than 25 years in application development, Dave Voelker brings a builder’s perspective to his role as Senior Vice President of Service and Operations at Ameritas. Over the past five years he has held roles leading enterprise transformation and then operations. He champions practical uses of AI and digital tools that improve customer service, streamline processing and modernize the policyholder experience. Dave pairs his technical background with executive sponsorship, helping teams turn AI ideas into working solutions. He also keeps governance, compliance and change management at the center of every rollout, so new technology delivers results responsibly and at scale.

Chad Caldwell

Chad has more than 20 years of experience implementing complex information systems for financial services and insurance carriers. He focuses on enterprise architecture, IT operating models, and application portfolio modernization, and he has spent much of his career helping carriers respond to insurtech disruption without losing sight of growth, retention, and profitability. Chad is a regular voice in the insurtech community, and serves on multiple healthcare and insurance advisory boards.

Martin Higgins

Martin brings more than 20 years of combined experience across insurance, consulting, and technology strategy. Over his career, Martin has advised more than 150 insurers and 75 technology vendors on core systems, Guidewire implementations, and, increasingly, AI. He is a frequent speaker at DIGIN, ITC, and Connections, and he brings a rare view of the modernization decision from both the carrier and vendor side.

Joseph Ours

Joseph has spent nearly three decades in IT and management consulting and now leads strategy and delivery for Centric Consulting’s AI Solutions Group. His team built the agentic AI framework behind Centric Consulting’s solutions, and his work has been featured in Harvard Business Review, Forbes, and InformationWeek. Joseph is a Forbes Technology Council member, a Consulting Magazine-recognized AI Innovator, and a frequent speaker at RIMS, AHIMA, and InsureTech Connect.