From carve-out to launch: Building a scalable MGA for the AI-driven marketplace, presented by Deloitte

Wednesday, September 30, 2026
Capacity Connect Summit
FormatFireside Chat

 Private Client Select, Instanda, and Deloitte will share the story of building a modern insurance ecosystem at speed — moving from carve-out to initial launch in just seven months, migrating their book of business, and creating the foundation for future AI-enabled operations.  The panel will discuss the ingredients that enabled this modernization at speed, what challenges remain, and how MGAs should think their transformations across data, servicing, and intelligent workflow.

Session Moderator
John Matley
John Matley, Principal - Deloitte
Speakers
Tori Sarmiento
Tori Sarmiento, Vice President, Sales - Instanda
Chris Birkhofer
Chris Birkhofer, Consultant - Deloitte
Stuart Tainsky
Stuart Tainsky, Chief Experience & Operating Officer - Private Client Select
Natalee Bailey
Natalee Bailey, Vice President of Applications - Private Client Select
Tim Hardcastle
Tim Hardcastle, CEO & Co-Founder - Instanda