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Artificial Intelligence

Artificial Intelligence (AI) is transforming the financial services industry in numerous ways — streamlining operations, enhancing risk assessment accuracy, and personalizing customer experiences — to name a few.  Find thought leadership on AI to understand industry trends, inform strategies, develop standard operating procedures and policies, and drive innovation.

Recent Insights

The AI Industry Today — Understanding the
Current State of Play

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The financial services industry is transforming, driven by AI and generative AI, as companies shift focus to harness their potential for lasting success.

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AI Industry Insights -
Business Value and Governance Strategies

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This whitepaper offers valuable strategies around business value and governance so you can harness the potential of AI within your organization.

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Navigating the AI Landscape:
Current State
of the Industry

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Whether your organization is just beginning to explore AI or looking to expand implementation, this executive summary offers valuable strategies to help you harness the potential of AI in your organization.

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Trending Insights

From Vision to Value: C-Suite Engagement in AI Spending

The involvement of C-suite leaders in AI spending decisions is becoming increasingly important as AI transforms business operations and strategy.

Building An Effective Budget for AI Success

Strategic planning and increased budgeting for AI, including generative AI, are essential to drive innovation and maintain a competitive edge.

AI on the Fast Track: Operationalizing Use Cases

In today’s fast-paced digital landscape, time is of the essence. Quickly operationalizing GenAI use cases can be the game-changer organizations need to stay ahead in the “Age of AI.”

AI Models: Transformation With Smart Solutions

As the implementation of AI takes precedence across the financial services industry, AI models are beginning to drive efficiency and advancements. Whether built in-house, sourced from third-parties, or developed with a hybrid approach, these models provide tailored solutions, enhance business capabilities, and drive innovation.

AI Implementation: Efficiencies Over Errors

Implementation of Artificial Intelligence (AI) is a focus across the financial services industry today. As companies recognize both cost reductions and productivity gains, they’re seeing few inaccuracies with their implementations — suggesting these innovations are opportunities for growth.

Beyond the Firewall: Tech’s Impact On the Industry’s Risk Landscape

When asked about the biggest risks to the industry, risk professionals continued to rank technology in the top spot, but cybercrime and fraud jumped up in ranking from last year. What factors are enhancing their concerns?

AI Research and Thought Leadership

2024 GenAI Insurance Trends

The generative AI (GenAI) wave has arrived in the financial services industry.

The AI Surge: A Game Changer for Life Insurance

Many expect that artificial intelligence (AI) will reshape the life insurance industry. See how various stakeholders might leverage AI.

How GenAI Is Changing the Life Insurance Landscape

Generative AI is here to stay, and carriers are taking steps to build a genAI-enabled future. See what CEOs across the globe are doing to get the most from genAI.

A Human Industry in a World With Artificial Intelligence

In this age of AI, what can we do as humans to mitigate the risks of becoming the second most intelligent species on earth?

Life Insurers: Navigating a Web of Interconnected Risks

Life insurance carriers are facing a variety of risks. Learn what industry professionals are concerned about the most.

The Road Ahead: Life Insurers Must Disrupt and Innovate to Thrive

The life insurance market is facing many uncertainties; read on to learn more about some of the challenges and how companies are capitalizing on them to create a competitive advantage.

Exploring the Growing Impact of Digital

Technological innovations continue to transform the life insurance industry. How are they affecting the customer’s life insurance experience?

New Insider Insights Podcast!

Insider Insights Podcast: Data Ready — Preparing for AI

In this episode, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and Nelson Lee, Founder and CEO, iLife Technologies candidly discuss the importance of tackling data issues upstream and stress that the value of AI hinges on resolving business problems.

Insider Insights Podcast: Transforming Insurance for the Modern Customer

Kartik Sakthivel, chief information officer, LIMRA and LOMA and Jonathan Yoon, vice president, head of marketing – life, Nationwide, discuss how AI is being leveraged to improve customer engagement, understanding, and personalization.

Insider Insights Podcast: AI Governance — Insights in Insurance

In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA and Kelly Coomer, CIO, Sammons Financial Group and Chair of the LIMRA and LOMA AI Governance Group, discuss the purpose and achievements of the group, including tools and frameworks to maximize the business value of AI and promote responsible usage.

Insider Insights Podcast: AI in Insurance — A Level Set

In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA and Paul Tyler, chief marketing officer at Nassau Financial Group, level set the state of AI in the insurance industry.

Insider Insights Podcast: What is AI and What is Not AI?

In this episode, Kartik Sakthivel, LIMRA and LOMA's chief information officer and Nirav Dagli, chief operating officer at Spinnaker Analytics, discuss what qualifies as AI and what doesn't.

Insider Insights Podcast: Navigating AI — Overcoming Challenges and Embracing Imperatives

In this episode of the Insider Insights podcast, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA, and John Keddy, LazarusAI, provide insights into the challenges and imperatives of AI in the insurance industry.

Insider Insights Podcast: AI — Beginnings and Breakthroughs (Podcast)

In this episode of the Insider Insights podcast, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and John Keddy, LazarusAI, discuss relevant AI topics including historical roots, current applications, rapid adoption, and the critical importance of AI and its growing influence.

AI Webinars

The Marketer’s Ultimate Guide to Mastering Generative AI

12/3/2024, 1 - 2 p.m.

We are excited to invite you to our upcoming webinar designed specifically for marketers in the life insurance, annuities, and workplace benefits sectors. This session will delve into advanced AI prompting techniques that go beyond the basics, offering you the tools to enhance your marketing strategies and stay ahead in a rapidly evolving industry.

AI's Impact on Marketing Talent: Navigating the New Frontier

10/29/2024, 1 - 2 p.m. ET

This webinar explores how a fully digital experience can revolutionize your business operations and customer interactions, highlight the recurring challenges that necessitate core transformation, and share practical activities and strategies to kickstart and sustain your digital transformation journey.​

Harnessing Generative AI for Industry Marketers

9/12/2024, 1 - 2 p.m. EDT

On-Demand Webinar - Attendees to this webinar will gain insights into the future of marketing in the life insurance, annuity and workplace benefits segments, and acquire actionable knowledge to implement AI solutions in their marketing strategies.

Affiliate Webinar — Data Readiness for AI: Latest LIMRA and Equisoft Research Revealed

8/14/2024, 12 - 1 p.m. EDT

Equisoft, in collaboration with UCT, commissioned LIMRA to conduct a global research study into life insurance companies’ data readiness for implementing AI. This webinar will provide an exclusive preview of the Global Data Readiness for AI Research results, with speakers sharing what life insurers around the world are doing to prepare for AI.

Generative AI: Five Key Trends for Insurers to Get Ahead in 2024

Generative AI (GenAI) wave arrived and, in the insurance industry, that arrival was characterized by questions of what, how, and when the inevitable changes would manifest. Learn about five GenAI trends that impact the industry this year.

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