Transforming the Delegated Authority operating model
Removing friction from data ingestion and bordereaux processes to enable scalable, AI-driven DA operations
Bob Bob Ricard, Leadenhall
Free to attend | Only 15 places
Overview
Delegated Authority has become a core growth engine for many insurers and brokers, but the operational model underpinning it is still heavily constrained by how data is received, processed and used.
Bordereaux and submission data continue to arrive in multiple formats, requiring significant manual effort to standardise, validate and load into downstream systems. These processes are often repetitive, error-prone and dependent on individual expertise, making them difficult to scale and hard to sustain.
While AI is now high on the agenda, many organisations are still grappling with where it can deliver tangible value. In practice, some of the most immediate opportunities sit at the very start of the data journey, where high-volume, unstructured inputs create operational bottlenecks and limit the effectiveness of everything that follows.
Attend this breakfast briefing to explore where current DA workflows are breaking down, how leading organisations are improving the ingestion and standardisation of data, and how AI can be applied in a targeted way to reduce manual effort, improve consistency and support more scalable portfolio management.
Topics to be discussed include:
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Tackling operational bottlenecks caused by traditional bordereaux and submission data processes
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Overcoming the challenge of ingesting and standardising high-volumes of data from multiple sources, in various formats
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Successfully applying AI to automate repetitive data processing tasks and reduce dependency on manual interventions
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Achieving consistent data to optimise downstream reporting, improve portfolio oversight and speed up decision-making
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What a more resilient, scalable DA operating model looks like when data flows are structured and automated from the outset
Speaker
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- Takes place in the private dining rooms at Bob Bob Ricard, Leadenhall
- Only 15 industry practitioner places are available
- Hear the case studies then participate in the Q&A
AGENDA
08:00 Registration, tea and coffee
08:15 Breakfast of your choice
08:40 Introduction by the chair
08:50 Case study presentations
Overcoming data quality, completeness and timeliness to transform the DA operations and value chain
- How to manage inconsistent data without adding operational cost as volumes increase without additional resource
- Improving data at source and reducing the query loop to capture cleaner data earlier, give better feedback to coverholders and reduce slow, expensive back-and-forth corrections
- Balancing commercial growth with onerous data quality expectations that could erode the client proposition by placing unrealistic data demands on coverholders
- The practical opportunity is to automate ingestion, mapping, validation and exception handling to enable growth, improve oversight and reduce reliance on manual interventions
09.05 Roundtable discussion & feedback
10:00 Close
Sponsored by
Charles Taylor InsureTech is part of Charles Taylor plc, a leading international provider of professional services to clients across the global insurance market. Charles Taylor employs over 3000 staff in over 100 locations spread across 30 countries in Europe, the Americas, Asia Pacific, the Middle East and Africa.
Charles Taylor provides professional services to insurers, brokers and insurance clients at all stages of the insurance value chain. Its dedicated technology business, Charles Taylor InsureTech, offers software products built in house or that it has acquired.
Charles Taylor InsureTech was established to help insurance businesses drive change through the delivery of technology enabled solutions. Blending our deep knowledge of insurance with leading edge technical expertise, we deliver agile, future-proof solutions to clients worldwide, enabling them to escape their legacy systems and meet the changing expectations of their clients.
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