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Human Ingenuity. Sovereign Intelligence.
Own the AI That Elevates Human Judgement
Mandalay Bay, Las Vegas September 29 to October 1
Visit Us at Booth 2704

Speaking Session

AI in Action: Bordereaux Management Case Study

From Chaos to Clarity: Approaches to Modernizing
Program Business Operations

Insurers working with MGAs need to scale program business while maintaining data quality, transparency, and appropriate risk oversight. This session will examine the challenges associated with bordereaux data and delegated authority operations, including data standardization, workflow design, human review, and portfolio insight.
This AI in Action showcase will explore how carriers can leverage GenAI and Agentic AI approaches to automating messy data ingestion and surface real-time portfolio insights, without sacrificing appropriate controls, governance, and human oversight.

Key Impact:

  • Faster MGA Launch: Onboard new MGA partners bordereaux files in days, not weeks, using AI-driven configuration.
  • Natural-Language Analytics: Interact directly with standardized bordereaux data using conversational AI prompts.
  • Intelligent Error Handling: Resolve data anomalies automatically using high-confidence Agentic AI workflows.
  • Real-Time Risk Command: Spot portfolio concentration and emerging risk trends before they impact the bottom line

Learn how to upgrade your delegated authority operations from passive tracking to proactive, AI-driven strategy.

Know More
Rachel Johnson
Rachel Johnson
Senior Director, ES&S Program Business Solutions, Nationwide Insurance
Brandon McQueen
Brandon McQueen
Director, Technology Innovation, Nationwide Insurance
Srikant Venkatesh
Srikant Venkatesh
Global Head of Banking, Financial Services and Insurance, Quantiphi
Arunima Gautam
Arunima Gautam
Global Financial Services, and Insurance GTM and Product Head, Quantiphi
Moderator
Wednesday, September 30, 2026 | 11:05 AM - 11:35 AM PT
AI Before the Overhaul: Delivering AI Value While You Modernize

Quantiphi and AWS take the stage at ITC Vegas to show how carriers can put AI to work without waiting for a full data overhaul. See how Agentic AI, insurance ontology, and AWS services can work across existing systems to unify fragmented data and accelerate underwriting decisions—without forced migration.

Key Impact:

  • Modernize Without the Wait:Deploy Agentic AI across existing data estates without making full-scale migration or rearchitecture a prerequisite.
  • Unified Underwriting Context: Use an insurance ontology to map disparate data into a single, actionable view for underwriters.
  • Live AI-Powered Journey: See the flow from application intake and AI extraction to decision support and customer outreach across real systems.
  • Faster Path to Production: Learn the architecture decisions and practical steps carriers can use to move from fragmented data to AI-enabled underwriting in weeks, not years.
Know More
Shawn Marie Frazier
Shawn Marie Frazier
Principal Advisory, FSI, Quantiphi
Duane Osburn
Duane Osburn
Machine Learning Architect, Quantiphi
Jay Mehta
Jay Mehta
Sr. Applied AI Architect, AWS
September 30, 2026 | 3:00 PM – 4:00 PM PST | AWS Room, Jasmine B, 3rd Floor, Mandalay Bay Convention Center

Theater Sessions

29 Sept | 10:00 AM

From Bordereaux Chaos to Confident Decisions - Agentic Bordereaux Intelligence

Presenter
Bhaumikkumar Patel

Bhaumik Kumar Patel

Principal Data Architect, Insurance
29 Sept | 3:00 PM

Agentic Claims Intelligence, From the Very First Notice - Agentic FNOL& Claims Processing

Presenter
Sayantani Chaudhuri

Sayantani Chaudhuri

Client Solution, Partner
30 Sept | 10:00 AM

One Golden Record. A World of Possibilities - Agentic MDM

Presenter
Sathya

Sathya Pramod Bhat

Architect - Machine, Learning
30 Sept | 3:00 PM

Agents Are Easy. Engineering Them Is the Game. - Agentic Build using Harness engineering

Presenter
Vaibhav Patel

Vaibhav Patel

Principal Architect, Data
1 Oct | 10:00 AM

When Data Gets Tangled, Agents Untangle. - Data Quality using Agentic AI

Presenter
Vaibhav Patel

Vaibhav Patel

Principal Architect, Data

Powered By Quantiphi's IP

Dociphi Feature Image
Dociphi Feature Image

Agentic AI-powered SaaS platform that empowers enterprises to rapidly modernize document heavy business workflows.

Baioniq Feature Image
Baioniq Feature Image

Generative AI-powered platform which enables organizations to build and deploy enterprise grade agentic applications with confidence.

Codeaira Feature Image
Codeaira Feature Image

Proprietary agentic AI suite powered by 200+ GenAI utilities, human-guided agents to redefine every step of the software development lifecycle.

Discover How Quantiphi Is Enabling The Next Era Of Intelligent Insurance

1. Underwriting Intelligence
2. Claims Intelligence with Agents
3. Policy Review
4. Bordereaux Management
5. Climate Risk Simulation
6. Data & App Mod with Codeaira
7. Baioniq App Builder

Underwriting Intelligence

Take confident Underwriting Decisions with purpose-built agents powered by Dociphi.

99%
Page wise extraction accuracy
Agentic Orchestration
Across end-to-end Underwriting
<5 minutes
Quote generation in

Claims Intelligence with Agents

Offer unbeatable FNOL and claims experience by leveraging Dociphi™ to automate email intake, attachment processing, and policy review workflows to elevate colleague and client experience.

97%+
Extraction accuracy
51%
Reduction in
Processing time
~25%
Overall Cost
Savings
52 mins
Avg time to process complex claims

Policy Review

Dociphi’s policy review module leverages a hybrid AI approach, combining the broad reasoning of foundational LLMs with proprietary custom-trained models to deliver industry leading performance without burning a hole in your budget.

75%
Less manual effort
500+
Pages review in minutes
95%+
Classification accuracy
Patented UI
For document comparison

Bordereaux Management

Purpose built for Program Business, Dociphi's Agentic AI for BMS goes beyond processing to understand bordereaux, detect exceptions, and drive smarter decisions.

85%
Faster MGA Onboarding
80%
Faster Portfolio Insights
300+
Bordereaux File Variations Supported

Climate Risk Simulation

Quantiphi partners with NVIDIA to utilize the Earth-2 Digital Twin technology to simulate disaster scenarios with unparalleled precision.

Risk Prediction
Identify extreme weather events accurately and enhance risk prediction.
Disaster Response
Get data-driven insights for disaster management and predict disasters better.
Proactive Loss Mitigation
Improve Insurance loss assessment and mitigation through simulating disaster extent

Data & App Mod with Codeaira

Modernize legacy applications and data faster with Agentic AI-powered engineering. Speed up migration, reduce complexity, and build a foundation ready for what’s next.

75%
Improvement in efficiency
43%
Time savings per job.
70%
Reduction in discovery & testing time

Baioniq App Builder

The App Builder in Baioniq is an interactive prompt-to-app system that transforms natural language instructions into complete applications, enabling rapid development of PoCs and production-ready apps while minimizing manual coding and design effort.

50%
Faster time-to-market for new initiatives
70%
Reduction in manual workflow overhead
40%
Increase in team productivity across departments
23%
Average company valuation increase from owned AI assets
Dociphi Logo

Take confident Underwriting Decisions with purpose-built agents powered by Dociphi.

99%
Page wise extraction accuracy
Agentic Orchestration
Across end-to-end Underwriting
<5 minutes
Quote generation in
Dociphi Logo

Offer unbeatable FNOL and claims experience by leveraging Dociphi™ to automate email intake, attachment processing, and policy review workflows to elevate colleague and client experience.

97%+
Extraction accuracy
51%
Reduction in
Processing time
~25%
Overall Cost
Savings
52 mins
Avg time to process complex claims
Dociphi Logo

Dociphi’s policy review module leverages a hybrid AI approach, combining the broad reasoning of foundational LLMs with proprietary custom-trained models to deliver industry leading performance without burning a hole in your budget.

75%
Less manual effort
500+
Pages review in minutes
95%+
Classification accuracy
Patented UI
For document comparison
Dociphi Logo

Purpose built for Program Business, Dociphi's Agentic AI for BMS goes beyond processing to understand bordereaux, detect exceptions, and drive smarter decisions.

85%
Faster MGA Onboarding
80%
Faster Portfolio Insights
300+
Bordereaux File Variations Supported
Baioniq Logo

Quantiphi partners with NVIDIA to utilize the Earth-2 Digital Twin technology to simulate disaster scenarios with unparalleled precision.

Risk Prediction
Identify extreme weather events accurately and enhance risk prediction.
Disaster Response
Get data-driven insights for disaster management and predict disasters better.
Proactive Loss Mitigation
Improve Insurance loss assessment and mitigation through simulating disaster extent
Codeaira Logo

Modernize legacy applications and data faster with Agentic AI-powered engineering. Speed up migration, reduce complexity, and build a foundation ready for what’s next.

75%
Improvement in efficiency
43%
Time savings per job.
70%
Reduction in discovery & testing time
Baioniq Logo

The App Builder in Baioniq is an interactive prompt-to-app system that transforms natural language instructions into complete applications, enabling rapid development of PoCs and production-ready apps while minimizing manual coding and design effort.

50%
Faster time-to-market for new initiatives
70%
Reduction in manual workflow overhead
40%
Increase in team productivity across departments
23%
Average company valuation increase from owned AI assets

Meet Our Leaders

Srikant Venkatesh

Srikant Venkatesh

Global Head of Banking, Financial Services and Insurance

Arunima Gautam

Arunima Gautam

Global FSI GTM and Product
Head

Atul Ghate

Atul Ghate

Global Head of
Delivery

Jennifer Glenn

Jennifer Glenn

Insurance Growth
Leader

Deborah Osborn

Deborah Osborn

Insurance Growth
Leader

Randy Ball

Randy Ball

Insurance Growth
Leader

Sayantani Chaudhuri

Sayantani Chaudhuri

Client Solution
Partner

Shreya

Shreya Kohli

Country Manager
Canada

ShawnMarie Frazier

ShawnMarie Frazier

AWS Senior Engagement
Manager

Lisa Waters

Lisa Waters

AWS FSI Sales
Leader

Vaibhav Patel

Vaibhav Patel

Principal Architect
Data

Bhaumik Patel

Bhaumikkumar Patel

Principal Data Architect
Insurance

Sathya

Sathya Pramod Bhat Muniyooru Nataraja

Architect - Machine
Learning

Morgan Evans

Morgan Evans

Global Head,
Events

Superna Heer

Superna Heer

Senior Events
Specialist

Leading the Way in AI Innovation

DataTech 50 Award 2025
Gartner Magic Quadrant Leader 2025
Everest Group Specialist Leader 2025
Insurtech 100 2025
ACORD Award Winner 2024
Dociphi GenAI Winner 2024
4500+

AI & Data Projects

450+

Global Customers

50+

Packaged Solutions