From AI curiosity to a funded 12-month roadmap: What a regional insurance carrier learned about AI readiness, risk, and ROI

Insurance leaders know AI has potential. The challenge is knowing where to start, what to prioritize, and how to build a roadmap leadership will actually fund.

In this practical session, Claro shares the journey of a regional insurance carrier as it evaluated AI readiness and transformed AI exploration into a structured 12-month roadmap. Learn how leadership identified high-value opportunities, addressed organizational and technical barriers, prioritized use cases, and established the business case required to move forward with confidence.

Attendees will gain a practical framework for evaluating AI opportunities based on business value, data readiness, governance requirements, implementation feasibility, execution risk, and expected return on investment.

Key takeaways

• How insurance organizations can assess AI readiness before investing in new initiatives
• Common barriers that prevent AI projects from advancing beyond the planning stage
• How to identify and prioritize high-value AI use cases across insurance operations
• The role of data readiness, governance, and risk management in successful AI adoption
• How CFO, CIO, and operations priorities influence AI investment decisions
• What it takes to build a practical, fundable 12-month AI roadmap
• Lessons learned from a real-world insurance modernization journey

Who should attend

This session is designed for:

• CFOs
• CIOs
• CTOs
• VP of Claims
• VP of Operations
• Digital Transformation Leaders
• Insurance Technology Leaders
• Innovation and Strategy Executives

Why Attend?

AI initiatives succeed when they are tied to measurable business outcomes, supported by trusted data, and aligned with organizational priorities.

This session provides a practical roadmap for insurance leaders who want to move beyond experimentation and understand what it takes to create AI programs that can be funded, governed, and successfully executed.

Event Details
Date: July 8, 2026
Time: 12:00PM Central Time (US and Canada)

Register today to reserve your spot.