Transforming Delegated Authority

Leveraging digital tools and agentic AI to optimise the operating model and achieve scalable growth

The Gherkin

Free to attend    |    Only 15 places

Overview

Delegated Authority continues to grow as a vital distribution channel, however achieving an efficient operating model that enables scalable growth is a key challenge.

Fragmented and manual processes, poor data quality, legacy technology and bordereaux challenges not only create inefficient processes that strain resources, but also place organisations at significant reputational and regulatory risk through sanction breaches and binding authority violations.

All organisations are starting to leverage digital tools, automation and AI to rethink DA operations – the key question is; how do you overcome the people, process, technology and data challenges to ensure your initiatives successfully transform your DA operating model and deliver ROI.

This breakfast briefing will explore how you build accurate data foundations, successfully implement integrated systems and create effective governance to identify and flag risks faster.

Topics for the subsequent discussion include:

  • Creating a technology architecture to deliver operational agility for the future DA ecosystem
  • Breaking the link between the DA cost base and scalability through digital and AI enabled tools
  • Tackling costly, manual and fragmented bordereaux processes that also increase the risk of regulatory breaches, financial errors and compliance failures
  • Overcoming legacy systems and poor data integration to enable automation and deliver efficiency
  • Successfully developing a culture of continuous improvement that also embraces change

 Speakers

A picture of Donna Smith
Donna Smith
Head of Schemes & Delegated Authority
Aviva Plc
A picture of Joel Markham
Joel Markham
Director of Schemes and Delegated Authorities
AXA Insurance Plc
A picture of Shane Oliver
Shane Oliver
Head of DUA Operations
Berkley Specialty London

 

  • Takes place in the private dining rooms at the top of the Gherkin
  • Only 15 industry practitioner places are available
  • Hear the case study then participate in the Q&A

    

AGENDA
08:00 Registration, tea and coffee
08:15  Breakfast of your choice with views over the city
08:40 Introduction by the chair
08:50 Presentations

Overcoming the operational challenges to transform DA and bordereaux processes

  • Identifying and mitigating friction in DA processes

  • Tackling poor data quality and legacy systems which result in costly manual work arounds

  •  Successfully implementing new platforms to and ways of working that creates scalability without increasing the cost base

  • Lessons learned to shape tomorrows DA landscape  

 Speakers

A picture of Donna Smith
Donna Smith
Head of Schemes & Delegated Authority
Aviva Plc
A picture of Joel Markham
Joel Markham
Director of Schemes and Delegated Authorities
AXA Insurance Plc
A picture of Shane Oliver
Shane Oliver
Head of DUA Operations
Berkley Specialty London

09.05 Roundtable discussion & feedback

10:00 Close

Sponsored by