Driving Insurance Process Optimization Through Technology and Operations Sourcing 

As insurance organizations contend with mounting cost pressures, geopolitical uncertainty, and rapid advances in AI, traditional approaches to tech and ops sourcing are proving insufficient. Insurers are increasingly rethinking how they engage external service providers and structure delivery models to drive value well beyond cost reduction, while strengthening operational resilience.

This virtual roundtable will explore how leading insurers are using technology and operations sourcing decisions to enable AI-led reinvention by across processes such as claims and core insurance operations. The discussion will focus on how sourcing leaders and operations stakeholders are reshaping provider strategies, delivery models, and commercial structures to accelerate transformation and support the adoption of automation and agentic AI .Join industry peers for a practical, insight-driven conversation on how insurers are optimizing insurance operations through smarter sourcing choices, including vendor rationalization, vendor consolidation, and the shift toward outcome-based models that align commercial structures to measurable business impact.

Participants will explore a range of topics including:

• How insurers are evolving technology and operations sourcing strategies to balance cost efficiency, operational resilience, and innovation
• The service provider capabilities required to enable AI-led reinvention, automation, and agentic AI in insurance processes
• Practical approaches to vendor rationalization and vendor consolidation to reduce concentration risk and improve sourcing agility

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Everest Group will approve each attendance request to ensure an appropriate group size and mix of participants. The sessions are 90 minutes in duration and include introductions, a short presentation, and a facilitated discussion.