Beyond the Pilot: How Falcon Risk Services Scaled Intelligent Underwriting and Eliminated Workflow Friction

Tuesday, September 29, 2026
datos insights summit
FormatCase Study

Intelligent underwriting is accelerating business operations—reducing manual steps, eliminating data entry friction, and enabling scaled operations without creating staffing bottlenecks. This case study discovers what it takes to move intelligent underwriting from proof of concept to enterprise scale: the realities of AI adoption and the change management practices that drive underwriter engagement. It discovers how genuine partnership unlocks premium growth, operational efficiency, and underwriter productivity that compounds with every decision, and what real transformation looks like when you focus on what can be accomplished.

Speakers
Bryan Harmsen
Bryan Harmsen, COO - Falcon Risk Services
Arvind Kaushal
Arvind Kaushal, CEO & Co-Founder - Cogitate
Jacqueline Schaendorf
Jacqueline Schaendorf, Co-Founder and Director - Cogitate
Richard Pluschau
Richard Pluschau, CIO - Falcon Risk Services
Ashley Lee
Ashley Lee, Advisor - Datos Insights