About
Registration
Agenda
Speakers
Awards
Sponsors
Hotel & Travel
register now
2025
Excellence
in Insurance
OCT 29-31 • Carlsbad, CA
OMNI La Costa Resort & Spa
About Excellence
Excellence in Insurance is an exclusive forum that brings together top insurance and MGA executives, thought leaders, and innovators to exchange ideas and tackle the biggest challenges shaping the P&C insurance industry.
Through high-impact discussions, leading-edge insights, and networking opportunities, you’ll gain real-world strategies to stay ahead in an increasingly complex market.
300+
customers to build your network
100%
attendees plan to attend again
15+
30+
breakouts tackling today’S top needs
years of industry experience per speaker
Insurity did a great job with the conference. I would give the overall experience a 5 of 5 stars. We were so glad to get the chance to meet the Insurity employees that we work with on a daily basis in person.
Abigail Carlson
IT Operations, Victory Insurance
Great opportunity to network with industry peers, [Insurity’s] customer success and leadership team. Customer focused and able to immerse in [Insurity’s] product offerings.
Bob Gebhardt
Product Owner, Commercial Lines, Selective Insurance
Overall, it was a fantastic conference where attendees were able to share ideas and learn from one another as well as from the organized and professional speakers.
Caleb Cunningham
Product Manager – Software Development, HDVI
registration
$695
Early-bird Registration Register by May 16
$1295
Regular Registration
$300
Golf Add-On
$200
Guest Registration
What’s Included?
Dynamic Program
Gain full access to all sessions, new product updates, panel discussions, user groups, and more
Partner Access
Get exclusive access to connect with Insurity’s ecosystem of partners, including system integrators and tech partners
Hosted Meals
Enjoy daily breakfast, lunch, and coffee breaks along with a welcome reception, networking group dinner, and evening event
Exclusive Takeaways
Benefit from unique networking opportunities, best practice sharing, training, and resources
0
0
0
0
Seconds
Minutes
Hours
Days
Be Part of
the Energy
Breakfast
7:00 - 8:00 AM
breakouts & Keynotes
8:55 - 11:30 AM
lunch
11:30 AM - 12:30 PM
Premium Audit User Group
8:55 - 11:30 AM
Sponsor Reception
5:00 - 5:30 PM
breakouts & Keynotes
12:30 - 5:00 PM
Agenda
Excellence in Insurance is filled with interactive panels, sessions, awards, and networking opportunities with P&C's top innovators! Check out the complete agenda and start planning how you’ll make the most of three days packed with insight, energy, and innovation.
DAY 1
Wed Oct 29
DAY 2
Thu Oct 30
DAY 3
Fri Oct 31
DAY 3
Fri Oct 31
DAY 2
Thu Oct 30
DAY 1
Wed Oct 29
Departures
11:30 am
User Groups
8:30 - 11:30 am
Breakfast
7:30 - 8:30 am
Welcome Dinner
7:00 - 9:00 pM
Welcome / Sponsor Reception
5:30 - 7:00 pm
JOHN MCENROE KEYNOTE
5:00 - 5:30 pm
Welcome & Insurity Product Keynote
4:00 – 5:00 pm
Rewriting the Core: How Insurity is Powering the Next Generation of Policy Administration
8:00 – 8:45 am
Day 01 breakfast
7:30 - 8:30 AM
Tee off with Insurity! Join our pre-conference round-robin golf outing on Wednesday, October 29 from 12:30 – 2:30 pm. Space is limited, so sign up early!
We'll be playing the OMNI La Costa Resort & Spa’s South course, where the facilities are among the best in Southern California. Follow in the footsteps of the PGA TOUR’s finest players and come see what all the talk is about. This will be a 9-hole shotgun start, which takes no more than two hours to complete, leaving you plenty of time to join our conference kickoff with keynotes beginning at 4:00 pm.
Golf
$300*
Wednesday, Oct 29 12:30 – 2:30 pm
*Rentals included
Cost
Speakers
Tennis legend, bestselling author, and cultural icon John McEnroe is joining us at Excellence in Insurance to deliver the keynote address. From center court to center stage, McEnroe will bring his trademark intensity and insight to a keynote on what it takes to compete and win at the highest level.
We want to hear from you!
Apply to Speak
Awards
The Excellence in Insurance awards were created to celebrate and learn directly from the industry’s leading innovators on how they're winning in the market. The awards recognize outstanding achievement in areas such as:
Automation
Claims
Artificial Intelligence
Submissions open through June 27th
Calling All Insurance Innovators
Interested in sponsoring Excellence in Insurance? Contact Jessica Smith at jessica.smith@insurity.com to request our sponsorship prospectus.
Sponsors
Why Sponsor?
Get facetime with today’s leading P&C insurance executives and decision-makers
Lead the conversation around how to drive innovation in insurance
Connect with industry leaders on important issues they’re facing
Previous Award Winners
Current Sponsors:
Policyholder Experience
Digital Transformation
Data and Analytics
Hotel & Travel
Transportation
Activities
Hotel
Transportation
Activities
Hotel
Surrounded by natural beauty and tucked away in a secluded area of Carlsbad, Omni La Costa Resort & Spa offers an exclusive experience to relax your mind, body and soul. Break away from the ordinary and partake in a Southern California blend of relaxation, entertainment and comfort.
The property recently completed a multi-million dollar renovation in the spring of 2024 and welcomes guests with two championship golf courses and a world-class spa experience to luxury rooms overlooking stunning vistas, the hotel provides an unforgettable retreat. Explore vibrant pools and feel the serenity of the sprawling property and lush grounds.
Insurity has secured a room rate of $299/night+. Book a room here.
OMNI La Costa Resort & Spa
OMNI La Costa Resort & Spa is located just a short 30-minute drive north from downtown San Diego.
Additional Directions, Parking and Transportation Information
OMNI La Costa Resort & Spa
2100 Costa Del Mar Road
Carlsbad, CA 92009
Getting There
The resort, located in Carlsbad, CA is a welcoming retreat to unwind following conference activities. Share fresh southern California flavors overlooking fairways or feast on steak and seafood at resort restaurants.
Relax and Unwind
Popular Local Attractions
Explore North County San Diego’s popular attractions including Legoland, the Flower Fields and Birch Aquarium.
North County Beaches
Carlsbad Village sits on a bluff overlooking miles of beautiful Southern California beaches. It's easy to park in the Village, grab some food to go, and venture down to a relaxing day on the beach.
Carlsbad Village
From beaches and theaters to taco shops and fine dining, Carlsbad Village is your North County destination of choice.
Carlsbad Village
North County Beaches
Popular Local Attractions
Carlsbad Village
From beaches and theaters to taco shops and fine dining, Carlsbad Village is your North County destination of choice.
North County Beaches
Carlsbad Village sits on a bluff overlooking miles of beautiful Southern California beaches. It's easy to park in the Village, grab some food to go, and venture down to a relaxing day on the beach.
Popular Local Attractions
Explore North County San Diego’s popular attractions including Legoland, the Flower Fields and Birch Aquarium.
Exclusive Takeaways
Hosted Meals
Partner AccesS
Dynamic Program
Nominate your organization for the Excellence in Insurance awards
FAQ
Who should attend?
Can I bring a guest?
Other questions?
Are meals included?
What will the weather be like?
What is the dress code?
What is the dress code?
Can I bring a guest?
Who should attend?
Attendees include senior decision-makers at P&C carriers, brokers and MGAs. The conference also offers product and training sessions for day-to-day users.
What is the dress code?
Can I bring a guest?
Who should attend?
Yes, please feel free to bring a guest with you. Guests are welcome to join you for both the evening dinner and networking receptions on Wednesday and Thursday evening. Guest registrations are available for an additional $200.
What is the dress code?
Can I bring a guest?
Who should attend?
The recommended attire throughout this event is business casual.
Other questions?
What will the weather be like?
Are meals included?
Other questions?
What will the weather be like?
Are meals included?
Other questions?
What will the weather be like?
Are meals included?
All meals throughout the duration of the conference are included with your registration, including breakfast, lunch, and dinner. Special dietary needs will be accommodated upon request.
San Diego's October forecast is an average high of 75 degrees and a low of 61 degrees. Plan for layers and bring shorts, pants, t-shirts, and light jackets. Pack your bathing suit, sunglasses, and hat if you plan to utilize the pool or visit the beach!
Jessica Smith
Senior Events Manager, Insurity
jessica.smith@insurity.com
(925) 361-3660
Join leading carriers, brokers, and MGAs at Excellence in Insurance
Get in on the Action
Attendees include senior decision-makers at P&C carriers, brokers and MGAs. The conference also offers product and training sessions for day-to-day users.
Who should attend?
Yes, please feel free to bring a guest with you. Guests are welcome to join you for both the evening dinner and networking receptions on Wednesday and Thursday evening. Guest registrations are available for an additional $200.
Can I bring a guest?
What is the dress code?
The recommended attire throughout this event is business casual.
Are meals included?
All meals throughout the duration of the conference are included with your registration, including breakfast, lunch, and dinner. Special dietary needs will be accommodated upon request.
San Diego's October forecast is an average high of 75 degrees and a low of 61 degrees. Plan for layers and bring shorts, pants, t-shirts, and light jackets. Pack your bathing suit, sunglasses, and hat if you plan to utilize the pool or visit the beach!
What will the weather be like?
Other questions?
Jessica Smith
Senior Events Manager, Insurity
jessica.smith@insurity.com
(925) 361-3660
Apply to Speak
Sponsor Reception
4:20 - 5:00 PM
John McEnroe
Evening event & Dinner
6:00 - 10:00 pM
Breakfast
7:00 – 8:00 am
Thursday, October 30
AI That Works: Real Examples from Insurers That Are Getting It Right
8:55 – 9:40 am
Premium Audit & Loss Control User Group – Part 1
8:55 – 11:30 am
Welcome Dinner
7:00 – 9:00 pm
Welcome Sponsor Reception
5:30 – 7:00 pm
Keynote: An Evening with John McEnroe
5:00 – 5:30 pm
Golf Outing (Optional, Registration Required)
12:30 – 2:30 pm
Wednesday, October 29
Writing Business Better: How You Can Process Complex Policies Faster in Policy Decisions
8:55 – 9:40 am
How to Build a Resilient Cyber Strategy in the Face of Growing Insurance Threats
8:55 – 9:40 am
How to Reduce Vendor Sprawl and Unify Your Tech Stack as an MGA
8:55 – 9:40 am
Navigating the Tariff Era: Insurance in a New Economic Landscape
8:55 – 9:40 am
How to Prepare Your Business for the Next Wave of Risk
9:50 – 10:35 am
How to Build a Resilient Property Portfolio in the Age of Climate Volatility
9:50 – 10:35 am
The Inside Track on What’s Powering Premium Audit & Loss Control Next
12:30 – 1:15 pm
Lunch
11:30 am – 12:30 pm
How to Rapidly Launch Specialty Lines at Low Cost
10:45 – 11:30 am
How to Cut Expenses While Staying in Compliance
10:45 – 11:30 am
How to Adapt Your Claims Strategy to Risk, Disruption, and Customer Expectations
10:45 – 11:30 am
“An MGA, a Broker, and a Syndicate Walk into a Bar…” – How the Lloyd’s Marketplace is Tackling Friction in Delegated Authority
10:45 – 11:30 am
Next-Gen Analytics for Next-Level Risk: A Sneak Peek at 2026
10:45 – 11:30 am
Partner Panel: How to Maximize the Value of Your Insurance Tech Stack with the Right Partners
9:50 – 10:35 am
Your FAQs Answered for Sure MGA
9:50 – 10:35 am
Building Next-gen Talent: How to Recruit New Talent and Keep Talent for the Long-haul
9:50 – 10:35 am
Onsite Dinner & Reception
6:30 – 10:00 pm
Network with the Exhibitors Reception
4:20 – 5:20 pm
Awards Recognition
4:05 – 4:20 pm
Keynote: Elevating Excellence: How Women Are Shaping the Future of Insurance
3:35 – 4:05 pm
Checklist for Going Off-Grid: How to Thrive Beyond Admitted Lines
2:40 – 3:25 pm
How to Uncover Underpriced Risks and Detect Fraud Earlier
2:40 – 3:25 pm
How to Deliver a Better Billing Experience with Less Operational Overhead
2:40 – 3:25 pm
AI Revolution Roundtable: Pioneering the Future of P&C Insurance with Cutting-Edge AI Strategies
2:40 – 3:25 pm
How to Win Back Millions of Dollars in the Commercial Auto Market
2:40 – 3:25 pm
Network with the Exhibitors Break
2:10 – 2:40 pm
How Insurers are Using AI to Replace Manual Claims Workflows
1:25 – 2:10 pm
How to Conquer Document Intelligence and Submission Ingestion for Smarter P&C Workflows
1:25 – 2:10 pm
Underserved, Untapped, Unstoppable: How to Compete Smarter in Specialty Lines
1:25 – 2:10 pm
How to Increase Auditor Efficiency and Reduce Operational Strain
1:25 – 2:10 pm
How to Modernize Marine Cargo Underwriting Amid Global Disruption
12:30 – 1:15 pm
Smarter Testing, Stronger Platforms, Better Outcomes: Testing Strategies for Your Insurity Decisions Suite Platform
12:30 – 1:15 pm
How to Unleash Agentic AI Workflows for Game-Changing Automation for Insurers and Intermediaries
12:30 – 1:15 pm
How to Minimize Policyholder Frustration & Increase Compliance During the Audit Process
12:30 – 2:10 pm
How to Future-Proof Underwriting Strategies with Geospatial Analytics in the Wake of $154 Billion in Climate Losses
12:30 – 2:10 pm
User Group: Sure Commercial
8:30 – 11:30 am
User Group: Sure MGA
8:30 – 11:30 am
User Group: Insurity Decisions Suite
8:30 – 11:30 am
Breakfast
7:30 – 8:30 am
Friday, October 31
User Group: Insurity ClaimsXPress
8:30 – 11:30 am
User Group: Insurity Workers’ Comp Suite
8:30 – 11:30 am
User Group: Premium Audit & Loss Control – Part 2
8:30 – 11:30 am
Keynote: An Evening with John McEnroe
8:30 – 11:30 am
Departures
11:30 am
Day 2
Day 3
Day 1
Core Sponsor:
Contributing Sponsors:
Presenting Sponsors:
Technology Sponsor:
Branding Sponsors:
Contributing Sponsors:
Branding Sponsors:
Technology Sponsor:
Presenting Sponsors:
Core Sponsor: