2018 Insurance Summit
Facing the Future with
Greater Certainty
May 14–16 | Four Seasons Hotel Chicago
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Invitation-only | Space is limited

About the Summit

Vision

Today, staying relevant is an issue affecting all industries. But as insurance undergoes a complete digital transformation and InsurTech becomes a standard rather than innovation, insurers are increasingly feeling pressure to perform above and beyond expectations. Insurers need to achieve profitable growth and compete in a changing market, but customers also have needs that must be met. By prioritizing strategies best suited to your business and customers, you’ll be better positioned to face the future with unwavering confidence.

Sessions

This year’s sessions center on issues and challenges your business faces now and how they may change as we look to the future. General sessions will focus on innovative approaches to strategy, analytics and technology, and you’ll also be able to choose breakout sessions that cater specifically to your interests and business focus.

2018 TransUnion Insurance Summit Speakers

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Our selected experts will present on a wide variety of topics facing insurers and their customers in 2018 and beyond

Sessions Speakers

Katherine Adams

Katherine Adams

Consultant, Product Development
TransUnion

Katherine Adams is responsible for the management and development of TransUnion’s insurance marketing solutions.

She joined TransUnion in 2012 as an analyst on the insurance operations team. In October 2014, she moved to insurance marketing product development. Prior to joining TransUnion, Adams worked for Kantar Retail, a marketing consulting firm. Adams received a bachelor’s degree in music from Kalamazoo College.

Christine Alexander

Christine Alexander

Manager, Insurance Strategy and Planning
TransUnion

Christine Alexander leads the Insurance Strategy and Planning team, which focuses on four strategic objectives for the Insurance Vertical: sales enablement, thought leadership, concept validation and strategic planning. In this role, she’s also responsible for the Insurance Summit and Advisory Council.

Alexander joined TransUnion’s insurance product development team in 2014 and led the management and development of the DriverRiskSM solution suite. Prior to TransUnion, she worked for GEICO. Alexander graduated magna cum laude with her bachelor’s degree in business administration from Boston University.

Courtney Anderson

Courtney Anderson

Senior Consultant, Insurance Analytics
TransUnion

Courtney Anderson is part of the insurance analytics team that builds both generic and custom analytical solutions. Her primary focus is on credit risk modeling for auto and homeowners markets.

Anderson joined TransUnion in 2010. She holds a master’s degree in mathematics and statistics from Loyola University Chicago.

Ella Brennan

Ella Brennan

Director, DriverRisk Product Management
TransUnion

Ella Brennan is an expert on the use of court record data in insurance risk and underwriting, and acts as the subject matter expert for TransUnion’s sales teams and carrier partners. She was part of the original core group at Drivers History, Inc., holding several positions there and playing a key role in its transformation into a nationally recognized data solution company. She worked closely with data acquisition, data management, sales and finance during her nearly seven years with the company.

Brennan came to Drivers History as a business professional with over 17 years of experience in a variety of fields, including sales, marketing, purchasing and finance for industry-leading companies, such as Dow Jones, McMaster-Carr and Rider College, where she also earned a degree in business administration.

Stothard Deal

Stothard Deal

Director, Product Development
TransUnion

Stothard Deal develops and executes TransUnion’s product strategy for the personal lines property and casualty markets. Prior to joining TransUnion, he spent 13 years in the insurance industry where he held various product management and development roles for Infinity Insurance, Nationwide Insurance, AIG and Superior Insurance.

Deal holds a bachelor's degree in business administration from Georgia Southern University and an MBA from the University of Georgia.

David Drotos

David Drotos

Vice President, Product Development
TransUnion

David Drotos leads product development for insurance marketing at TransUnion, creating unique data-driven solutions for digital, call center, lead generation and direct marketing. He also provides thought leadership for the insurance division and frequently speaks at industry events.

Prior to TransUnion, Drotos spent 20 years in the insurance and financial services industries at Direct General, The General, Progressive Insurance, Key Bank and New York Life, focused on developing leading online sales/service programs, digital marketing and lead generation. He holds a bachelor’s degree in music composition from Cleveland State University.

Geoff Hakel

Geoff Hakel

Senior Vice President, Insurance
TransUnion

Geoff Hakel is responsible for overseeing the recent acquisitions of Drivers History, Inc. and Datalink Services, Inc., in addition to leading the strategy and planning functions for the vertical. He joined TransUnion in 1998 and has held several leadership positions within the Insurance group. He also served as Vice President in TransUnion’s Healthcare vertical and was instrumental in building an automated solution that helps healthcare organizations improve their revenue cycle processes. Prior to TransUnion, he worked for HealthAmerica, a division of Coventry Healthcare.

Hakel serves on the board of directors for the Connected Vehicle Trade Association. He received his bachelor’s degree in business administration and marketing from Bloomsburg University, and completed the Executive Development Program at Northwestern University’s Kellogg School of Management.

Michelle Jackson

Michelle Jackson

Senior Consultant, Product Development
TransUnion

Michelle Jackson develops and executes TransUnion’s product strategy for the personal lines property market. She joined TransUnion’s insurance product development group in 2012 and led the development and management of the company’s property solution suite, including Property Risk Verification Platform. Prior to TransUnion, Jackson worked in various product management and pricing roles at Travelers Insurance and Nationwide Insurance, having responsibilities for standard auto and homeowners product lines. She holds a bachelor’s degree in mathematics and economics from Fairfield University.

Mark McElroy

Mark McElroy

Executive Vice President, Insurance
TransUnion

Mark McElroy leads the strategic direction and sales of the insurance vertical with goals of underwriting more effectively, targeting qualified prospects, improving acquisition/retention efforts, and identifing and preventing fraudulent activity. He also contributes to the expansion of the practice through tactical development and implementation of insurance solutions across the globe.

Prior to TransUnion, McElroy spent more than 11 years at Balboa Insurance Group, a Bank of America company, as CEO, President and Chief Operating Officer overseeing all aspects of the P&C operation, including underwriting, claims, reinsurance, risk management and sales. He served as Senior Vice President, loan administration for Global Home Loans, a joint venture between Countrywide Financial Corporation and Barclays in London. He brings nearly 30 years of insurance and financial services experience to the organization. McElroy received a bachelor’s degree in economics from the University of Nebraska – Lincoln.

Terry McMahan

Terry McMahan

Director, Product Development
TransUnion

Terry McMahan joined TransUnion in 2017 as a Director of Product Development after spending 14 years as a Product Manager in private passenger auto and commercial auto insurance with AIG, Unitrin and Infinity Insurance. Since joining, he has led the development and support of TransUnion’s analytical products for property and casualty markets, including credit, alternative credit, vehicle history scoring and commercial products.

Originally from Kentucky, McMahan holds a bachelor's degree in mathematics from Centre College and an MBA from Emory’s Goizueta Business School.

Yuan Rao

Yuan Rao

Vice President, Insurance Analytics
TransUnion

Yuan Rao employs TransUnion’s data assets to develop credit-based and data-driven solutions to serve the insurance industry. He oversees the development and launch of a wide range of analytical products serving the personal lines, commercial and life insurance industries globally.

Prior to TransUnion, Rao managed the data science team at Esurance, where he oversaw cross-departmental data analytics involving marketing, sales, operations and claims organizations. Rao is a graduate of the University of International Business and Economics in Beijing and holds an MBA from Dartmouth College.

Jeff Reynolds

Jeff Reynolds

Vice President, Product Development
TransUnion

Jeff Reynolds sets and directs company product strategies in the U.S. and Canada and supports global product development. He’s focused on product innovation across the policy lifecycle and into adjacent insurance markets. He coordinates analytical work, provides input on regulatory matters and acts as a subject matter expert for TransUnion sales teams and partners.

Reynolds spent 16 years in various capacities of insurance pricing, product development, management and marketing for American Financial Group, Superior Insurance and AIG. He holds a bachelor's degree in business administration from West Texas State University and an MBA in finance from the Duke University Fuqua School of Business.

Tom Richards

Tom Richards

Vice President, Product Development
TransUnion

Tom Richards oversees TransUnion’s driving record data portfolio of products, including product roadmapping and market planning for existing solutions, as well as the development of new solutions leveraging driving record data for adjacent lines of business and markets, and providing support for the expansion of driving record related products globally. He joined TransUnion in 2016, after the company’s acquisition of Drivers History Information Sales LLC, where he held a similar role.

Richards has over 20 years of property casualty insurance management experience. He also spent over a decade in product management leadership roles, having P&L responsibility over various regions for some of the largest personal lines insurers in the U.S., including Farmers Insurance, AIG and Travelers. Richards received a bachelor’s degree in business administration from Embry-Riddle Aeronautical University and has also earned the Chartered Property Casualty Underwriter designation.

Agenda

Arrival

Evening Welcome Reception

Lakeview Room, 7th floor

Day 1

Breakfast

Pre-assembly, 8th floor

Welcome and introduction

Grand Ballroom, 8th floor

Mark McElroy
Executive Vice President, Insurance
TransUnion

Geoff Hakel
Senior Vice President, Insurance
TransUnion

Keynote Presentation

Grand Ballroom, 8th floor

Patrick Schwerdtfeger Founder of Trend Mastery Inc. and host of the Strategic Business Insights Video Blog

Break

Pre-assembly, 8th floor

Credit-Based Insurance Score Shifts and Subsequent Impacts

Grand Ballroom, 8th floor

Yuan Rao
Vice President, Insurance Analytics
TransUnion

Geoff Hakel
Senior Vice President, Insurance
TransUnion

Don’t Let Application Fraud Spoil Your Profitable Growth Strategies

Grand Ballroom, 8th floor

Stothard Deal
Director, Product Development
TransUnion

Primary Contributors to Fatal Accidents, How Driving Behavior is Changing, and What it all Means to Insurers

Grand Ballroom, 8th floor

Tom Richards
Vice President, Product Development
TransUnion

Lunch

Pre-assembly and State, 8th floor

Breakout sessions (15-minute break after each session)

You’ll participate in three breakout sessions which you chose during registration. Breakout sessions will be on the 7th and 8th floors of the hotel.

Session 1: 12:30–1:15 p.m.

Session 2: 1:30–2:15 p.m.

Session 3: 2:30–3:15 p.m.

View session details

Insatiable! Satisfying Insurance Demand for Customer Insights

Grand Ballroom, 8th floor

Ellen Carney
Principal Analyst
Forrester Research, Inc.

How Silicon Valley is Reimagining Insurance

Grand Ballroom, 8th floor

Arjan Schutte
Founder and Managing Partner
Core Innovation Capital

Cocktails and Dinner

Spiaggia
980 N Michigan Ave
Chicago, IL 60611

Day 2

Breakfast

Pre-assembly, 8th floor

TU Good Works

Industry Panel: Underwriting and Claims Improvements Fueled by Investments in Technology

Grand Ballroom, 8th floor

Bill Pieroni
President and Chief Executive Officer
ACORD

Panel Participants:

Arjan Schutte
Founder and Managing Partner
Core Innovation Capital

Mike Gulla
Director of Underwriting
Hippo Insurance

Brian Hemesath
Managing Director
Global Insurance Accelerator

Break

Pre-assembly, 8th floor

Consumer Mobility: Understanding How Movers Can Really Shake Up Your Results

Grand Ballroom, 8th floor

Jeff Reynolds
Vice President, Product Development
TransUnion

A Peek Behind the Quote: Shopping Trends, Insights and Predictions

Grand Ballroom, 8th floor

David Drotos
Vice President, Product Development
TransUnion

Closing Remarks

Grand Ballroom, 8th floor

Mark McElroy
Executive Vice President, Insurance
TransUnion

A boxed lunch will be provided.

Hotel and travel information

The 2018 TransUnion Insurance Summit will be held at:

Four Seasons Hotel Chicago

TransUnion is pleased to cover your registration, room and meals throughout the event. Attendees are responsible for their travel to and from Chicago, but there is no cost to attend the Summit.

Arrival and Departure Information

On Monday, May 14, please plan to arrive in Chicago no later than 4 p.m. Central Time, as you won't want to miss the welcome reception and dinner at the Four Seasons Hotel.

On Wednesday, May 16, we’ll conclude at approximately 12 p.m. If your travel plans include air travel, please do not book your flight before 3 p.m. Central Time, so you can stay through the conclusion of the Summit.

How to book your room

TransUnion is pleased to make your hotel reservation for you. Please be sure to select your arrival and departure day during the registration process. Confirmation numbers will be sent in early May.

TransUnion will be responsible for all room fees and taxes upon check-out.

Four Seasons Hotel Chicago
120 East Delaware Place
Chicago, IL 60611
312-280-8800
fourseasons.com/chicago

2018 TransUnion Insurance
Summit Registration