How Agentic AI✦ Transforms Life Insurance Operations: Case Management, Underwriting, and Analytics

Date: August 5, 2026
Start Time: 12PM ET
Duration: 1 hour

In this candid conversation, Coby Cohen, Technical Product Manager, and Steven Leigh, Senior Product Owner, from Equisoft show how agentic AI is deployed in real workflows: taking a new business application from receipt to initial decision in under four minutes, automating case management requirement gathering while keeping underwriters in control of the decisions that matter, and surfacing the analytics that operations teams have always had but never been able to act on.

Learn how:

• AI agents handle data validation, risk assessment, document analysis, and requirement ordering in sequence.
• Address the compliance and governance questions that operations and IT leaders are asking
• What the case management interface actually looks like: what an underwriter or adjuster sees, and which decisions stay with them
• To maintain a complete audit trail when machines are making decisions
• To deploy human-in-the-loop at scale
• Analytics can move from a reporting afterthought to an active operational tool — surfacing patterns in underwriting decisions, case backlogs, and risk assessment in real time

If you’re an operations director, underwriting leader, or IT decision-maker evaluating where agentic AI can deliver measurable impact today, not in 18 months, this session gives you concrete answers, live demos, and a realistic picture of what implementation looks like.

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