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*Subject to change

April 6-8, 2020

Omni San Antonio at the Colonnade
9821 Colonnade Boulevard
San Antonio, TX 78230

Monday, April 6th

 Time  Event/Session  
5:00 - 7:00 p.m. Registration & Welcome Reception

Tuesday, April 7th

 Time  Event/Session Speaker 
7:00 a.m. - 4:00 p.m.  Registration   
7:00 - 8:00 a.m. Networking Breakfast
8:00 - 8:15 a.m.  Opening Remarks  Pete Wood, Erie Insurance 
8:15 - 9:15 a.m.  Keynote Address: “From Pressures to Possibilities: New Tools for a Bold Tomorrow”
Competitive pressures and emerging and evolving trends continue to sculpt the insurance landscape. As they do, rapid technological progress – including artificial intelligence and machine learning – are shaping an increasingly dynamic marketplace. Dave Cummings, Senior Vice President, Chief Actuary, and Head of Analytics for USAA Property and Casualty, will explore positioning to meet a bold frontier and how research/intelligence professionals can seize possibilities through technology, process improvements, and better data to provide actionable insights to move their organizations forward.
David Cummings, USAA
9:15 - 10:15 a.m.  The Future of Insurance: Emerging Insurable Markets, Business Models, and Insurtech Disruptors

The presentation will include an explanation of how the insurance industry is changing dramatically, from trends driving new insurable markets, to Insurtech's disruption of the status quo with new strategies, technologies, and business models. Insurtech disruptors are leading the charge in many of these areas, developing and embracing the new data sources and advanced technologies to meet the continually changing customer expectations. Innovative carriers understand that transformation is inevitable, and there have been several key partnerships between carriers and startups. Many of the partnerships focus on leveraging the Artificial Intelligence and Machine Learning to automate workflow and address carriers’ other pain points, including security, and leveraging and storing data to better serve their customers.

Clare Walker, Frost & Sullivan
Lauren Taylor, Frost & Sullivan
10:15 - 10:30 a.m.  Networking Break   
10:30 - 11:15 a.m.  Using Customer Journey Mapping to Identify Competitive Advantage
This session covers how to build out the customer journey in the B2B market, identify key players (buyers, brokers, influencers, payers, users, etc.) and their pain points and roles in the journey and decision process. The discussion will cover how to identify and compare competitors’ customer journey maps to determine how they view the market and the different pain points in their journey.
Erik Glitman, Fletcher/CSI
Lora Alexander, NovuHealth 
11:15 a.m. - 12:00 p.m.  "DO MY JOB RIGHT PLEASE". Adapt and Overcome—How to transform your research department from hoarders to enablers in order to survive

As the pace of work speeds up to adhere to innovation schedules, it is necessary for traditional research teams to adapt.Learn how to decrease turnaround time by letting go of the reigns while maintaining the reliability and validity of research outputs.Learn tips and tricks to remain relevant as a research center of excellence.

  • Determining what types of research to keep and what research to allow the business to conduct (NPS/OSAT vs. Usability).
  • Teaching basic ‘research’ skills to the business to avoid pitfalls (sampling, biases, interpretation)
  • How to keep the lines of communication open and be the experts
Ashley Johnson, USAA
Rosemary Eaves, USAA
12:00 - 1:00 p.m.  Networking Lunch   
1:00 p.m. - 3:00 p.m.  Getting Unstuck: Turning Your Unordered Idea Backlog into a Fountain of Prioritizable, Evidence-based Insights
Having a hard time helping leaders prioritize all those wild ideas? Join Uncle Bill for a very cool opportunity to add to your research toolbox and experience the exhilaration of vetting early-stage ideas! Prioritizable—yeah, I said it. Bring your pet business idea (or the one that keeps ending up on your desk that you know is a dud, but just can’t prove it). We’ll discuss the search behaviors that will help you build low-fidelity signal evidence to de-risk ideas and build your case to ask for additional resources to follow the signals. I’ll share “scrappy-not-crappy” tactics, and lots of real-life stories of these tactics in action as complements to your existing research toolbox. You’ll leave with a plan to test your “pet/dud” idea in short order, and tools to test the rest of your idea backlog to help your leadership prioritize ideas and get unstuck.
Bill Murray, American Family
3:00 - 3:30 p.m. Networking Break
Sponsored by Proactive Worldwide, Inc.

3:30 - 4:30 p.m. Add Value to Your Innovation Team: Deliver Implications About the Future

To add more value, MR and CI teams ought to enhance their support of innovation initiatives by understanding unmet customer needs, gaining insights on the competitive landscape, and positioning (traditional and new/emerging competitors), and providing perspective about the future to help inform investment choices and decisions. Despite Simon Sinek’s push to see business as an “Infinite Game” in which there is no “winner” (he believes organizations are ahead or behind), there are many leaders that still “Play to Win.” Whichever mindset your organization’s leadership applies, the more we researchers and analysts offer credibly, timely, independent, objective analysis about the external environment to support innovation teams, the more valuable our contributions and capabilities become.This session will provide practical takeaways that will force you to re-evaluate if you are serving your innovation stakeholders as you should by offering unique insights and real, meaningful implications of what is happening around us. Key takeaways include learning how to conduct a scenario assessment about the possible future, apply an indicators analysis framework to help determine which future is most plausible, identify where within a product innovation life cycle intelligence adds value, and understand how to build options papers to help guide more effective decision-making.

David Kalinowski, Proactive Worldwide
Jeffrey Jablonski, Erie Insurance
5:00 - 10:00 p.m. Downtown San Antonio Cocktail Hour, River Walk Cruise, and Free Time
Sponsored by Verisk, Proactive Worldwide, Inc., and Jornaya
Buses leave the Hotel at 5:00 PM, Buses depart downtown at 9:00 PM


Wednesday, April 8th

 Time  Event/Session  
7:00 - 8:00 a.m.  Networking Breakfast
Sponsored by Mass Mutual
8:00 - 8:15 a.m.  Introductory Remarks  Pete Wood, Erie Insurance 
8:15 - 9:15 a.m. Building an Effective New Market Strategy

In this hands-on workshop, you’ll get a broad view of what should be considered when evaluating a new market. Participants will get a list of data sources that should be used in your new market consideration, then in groups to review the data and make a go/no go decision to “management”.

Sharon Markovsky, Verisk
Jennifer Evert, American Financial Group
Betsy Plummer, Verisk
9:15 - 10:00 a.m. Disruption, Turning Risk into Opportunity, a Connected Homes Example

Come to this session to hear about the birth and growth of a recurring deliverable using the example topic of Connected Homes, covering such ground as: 

  • How does it start? 
  • Can I be more proactive in my insight delivery? 
  • How do I know who's interested? 
  • What are the steps to bring this into reality? 
  • How do I maximize my audience? 
  • What happens if everything changes? 
  • Carrie Grahn, American Family
    10:00 - 10:30 a.m.  Networking Break  
    10:30 - 11:15 a.m.  Panel Discussion—Q&A with Industry Leaders

    A set of senior executives talk about the importance of innovation, different approaches that can be taken, importance of research, analytics, and insights to the process, plus some thoughts on the future of insurance.

    Moderator: Rob Galbraith, AF Group

    Panelist: Janelle Dziuk, USAA
    11:15 - 11:30 a.m.  Closing Remarks  Jen Evert, American Financial Group

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