Your Speakers
Insurance: See the AI Agents Your Competitors Are Already Using
Explore how Microsoft and HSO are bringing Copilot and AI agents to insurance brokerage and carrier workflows across distribution, service, underwriting, claims, and operations.
Includes finance and compensation operations such as commissions, reconciliation, exception handling, and reporting.
When
March 16
Time
1:00 PM - 4:00 PM CT
Location
Microsoft Midwest District, 200 E Randolph St #200, Chicago, IL 60601
Costs
Free
Why Attend
Insurance leaders are being asked to move faster while strengthening governance and control. This session shows what “agentic AI” looks like in real insurance workflows. It is built to work with the systems you already run, including Microsoft and your core insurance and line-of-business platforms, so you can extend existing investments rather than rip and replace.
You’ll see industry-relevant AI agents and Copilot experiences that reduce manual work, improve consistency, and help teams act on data across systems. You’ll leave with pragmatic use-case ideas, a clearer approach to governance, and a concrete path to build your first agent with expert guidance.
Agenda
12:30– 1:00 PM – Arrival + Networking
Connect with peers and meet our team before diving into the sessions.
1:00 – 1:30 PM – The Data Story for Insurance AI Agents
Discover how industry-specific AI agents and Copilot leverage both internal and external data to deliver measurable business outcomes.
1:30 – 2:15 PM – Live Demos: Insurance-Relevant AI Agents & Copilot
All built with systems common to the industry to keep it real and relatable.
2:15 – 2:45 PM – Security, Governance, and Responsible Enablement
How to meet internal compliance and governance standards while enabling AI innovation.
2:45 – 3:45 PM Guided Discussion: Use Cases, Adoption, and Value Realization
Dive into conversations around the showcased agents.
3:45 – 4:00 PM – Closing + Call-to-Action (build-your-first-agent offer)
Special pre-packaged offer: build one of the agents showcased today with our team.
4:00 – 6:30 PM – Hosted Happy Hour (nearby)
Continue the conversation over drinks and appetizers. A perfect opportunity to network and discuss next steps.
Spaces are Limited ~ Reserve Now
Who Should Attend:
- Distribution/Sales leaders, Producer leadership, Account Service leaders
- Customer/Policy Service and Contact Center leaders
- Underwriting and Claims operations leaders
- IT/Data leaders, Security/Risk/Compliance leaders
Limited to 20 people
Jonathan Tripple, HSO
Microsoft Cloud Specialist, Financial Services
Will Corley, HSO
Senior Sales Executive, Enterprise Financial Services
Sarah Hastreiter, Microsoft
AI Business Process Specialist
Andrew Montgomery, Microsoft
Director Business Applications, Insurance
AI agents are here. Make sure your organization isn’t left behind.