3-PART WEBINAR SERIES

AI in Insurance:
From Principles to Practice

Pluses

Artificial intelligence is reshaping every facet of insurance – from how data is analyzed to how decisions are governed. This three-part webinar series from Perr&Knight explores the evolution of AI for the insurance industry, including oversight and opportunities, to guide participants from foundational principles through practical implementation.

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Access all three complimentary sessions with one registration.

 
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YOUR WEBINAR HOST

Rob Berg

Principal & Director

Applied AI Consulting
BIO

Rob Berg is a Principal and Director of Applied AI Consulting at Perr&Knight, where he leads a practice focused on helping insurance organizations – especially small to mid-sized carriers – realize the transformative potential of AI. With over 20 years of experience in operations and technology consulting, he is known for his ability to turn complex technologies into actionable strategies that align with business goals.

Rob partners with insurance organizations to improve operational performance through technology strategy, implementation, and process optimization. His expertise includes business process redesign, technical project turnarounds, vendor evaluations, requirements definition, technology feasibility assessments, cost-benefit analyses, and business case development. He also advises clients on outsourcing strategies and delivers targeted training programs that build internal capabilities and support long-term success.

Rob holds degrees in Economics from Stony Brook University and Management and Leadership from Western Governors University, along with credentials from Stanford University (SCPM) and the International Coaching Federation (ACC). He is the author of the Amazon bestseller The Courageous Consultant: Seven Keys to Becoming an Exceptional Advisor, recognized as a go-to resource for effective consulting.

SERIES OVERVIEW

Artificial Intelligence is reshaping every facet of insurance – from how data is analyzed to how decisions are governed. This three-part webinar series from Perr&Knight explores the evolution of AI oversight and opportunity in the insurance industry, guiding participants from foundational principles to practical implementation.

PART I: NAIC Principles on Artificial Intelligence

Part I introduces the NAIC’s Principles on Artificial Intelligence, explaining their implications for insurers and how they establish a framework for fairness, transparency, and accountability.

Part II: Developing an AI Systems Program

Part II delves into the NAIC’s Model Bulletin on the Use of AI Systems by Insurers, detailing how to design and operationalize an AI Systems (AIS) Program that aligns with emerging state requirements.

PART III: Practical Applications of AI

Part III moves from governance to application – demonstrating how AI can enhance back-office operations such as actuarial analysis, compliance, bureau monitoring, filings, and statistical reporting.

Together, the series equips insurers with the understanding and tools needed to responsibly harness AI, remain compliant with regulatory expectations, and capture real business value through thoughtful adoption.

Tuesday, March 24, 1 pm ET

AI in Insurance, PART I

NAIC PRINCIPLES ON ARTIFICIAL INTELLIGENCE

Artificial intelligence (AI) is rapidly transforming the insurance industry across underwriting and pricing, claims, and customer engagement. As the use of AI for the insurance industry expands, so does the need for responsible governance to ensure fairness, transparency, and accountability.

In 2020, the National Association of Insurance Commissioners (NAIC) adopted a set of Principles on Artificial Intelligence to guide insurers and third-party partners in developing and deploying AI ethically and compliantly.

 

This one-hour session introduces these foundational principles of AI for the insurance industry – Fair and Ethical, Accountable, Compliant, Transparent, and Secure/Safe/Robust – and explores their practical implications for insurers, regulators, and solution providers. Participants will learn how these principles align with broader regulatory trends, what “trustworthy AI” means in an insurance context, and how organizations can operationalize these expectations across the AI lifecycle.

 

Real-world examples and discussion will help attendees translate the NAIC’s framework into actionable governance practices that balance innovation with consumer protection.

 

KEY TAKEAWAYS

  • ✓ Understand the NAIC's five core AI principles of AI for the insurance industry and their intent.
  • ✓ Explore how these principles apply to underwriting, pricing, and claims automation.
  • ✓ Identify strategies to implement responsible AI governance and compliance.
  • ✓ Anticipate how regulators may interpret and enforce these principles going forward.

Tuesday, April 7, 1 pm ET

AI in Insurance, PART II

DEVELOPING AN AI SYSTEMS PROGRAM

As states adopt the NAIC’s Model Bulletin on the Use of Artificial Intelligence Systems by Insurers, carriers will be required to establish a written AI Systems (AIS) Program to govern and manage their use of AI across the insurance lifecycle.

This session explains the NAIC’s expectations for such programs – covering governance, risk management, internal controls, and third-party oversight – and shows how insurers can tailor these elements to the scale and risk of their use of AI for the insurance industry.

 

Participants will gain practical insight into what regulators will look for, how to document compliance, and how to align AI governance with existing enterprise risk frameworks.

 

Perr&Knight’s Rob Berg will also demonstrate how partnering with advisors experienced in the use of AI for the insurance industry can help insurers design or refine AIS Programs that meet regulatory standards while supporting innovation.

 

KEY TAKEAWAYS

  • ✓ Understand the essential components of an NAIC-compliant AIS Program.
  • ✓ Learn to scale controls and documentation to the risk of each AI use case.
  • ✓ Anticipate regulatory expectations and examination documentation.
  • ✓ Explore how Perr&Knight can help develop or enhance your AIS Program.

Tuesday, April 21, 1 pm ET

AI in Insurance, PART III

Practical Applications of AI

While much attention has focused on artificial intelligence in underwriting and claims, some of the most immediate and valuable opportunities for AI for the insurance industry lie in back-office functions. This session explores how insurers can apply AI to strengthen efficiency, accuracy, and insight in actuarial analysis, regulatory compliance, bureau monitoring, state filings, and statistical reporting.

Participants will see how automation, natural language processing, and machine learning can streamline complex workflows, improve data quality, and reduce cycle times – all within the bounds of emerging NAIC guidance and state oversight.

 

Perr&Knight will share practical examples of how AI for the insurance industry can be deployed responsibly to enhance productivity without compromising compliance or control.

KEY TAKEAWAYS

  • ✓ Identify high-value back-office use cases for AI in insurance operations.
  • ✓ Understand how AI supports actuarial, compliance, and reporting functions.
  • ✓ Learn strategies to implement AI while maintaining transparency and regulatory confidence.
  • ✓ Explore how Perr&Knight helps insurers adopt AI tools to modernize operational processes.

3-PART WEBINAR SERIES

AI in Insurance:
From Principles to Practice

Artificial Intelligence is reshaping every facet of insurance. This three-part webinar series from Perr&Knight explores the evolution of AI oversight and opportunity in the insurance industry.

WHAT YOU'LL LEARN

I

NAIC PRINCIPLES

Understand the five core AI principles and how they apply to insurance operations.

II

AIS PROGRAM

Learn to develop NAIC-compliant AI Systems programs with proper governance.

III

PRACTICAL AI

Discover real-world applications for back-office operations and compliance.