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The Mutual Insurer’s AI To-Do List: Workflow Automation Worth Prioritizing Before 2027

Mutual insurers are under pressure to show AI progress, but most do not have a clear picture of where to start. Without peer benchmarks specific to how mutuals are structured, many organizations are still working through the same practical questions: where to begin, what to prioritize, and what’s realistic to build with the resources they have.

This session draws on direct conversations with mutual insurance companies to map out specific workflow automation opportunities worth acting on before 2027. Jeffery Bischoff, Vice President of IT at Harford Mutual, joins Michelle Wetherill and Steve Shlakman of Origami Risk to walk through specific use cases grounded in how mutuals operate, covering what triggers these workflows, what they replace, and what a realistic build looks like.

Attendees leave with a practical shortlist they can bring back to their teams: a clear picture of which automation opportunities apply to their organization, what a realistic 90-day starting point looks like, and the right questions to bring to their own leadership.

What you’ll learn:

  • Which AI workflow automation opportunities mutual insurers should prioritize now, based on real operational conversations.
  • What triggers each workflow, what it replaces, and what is required to build it.
  • How to distinguish between what is aspirational and what is realistically deployable in the next 12 months.
  • How to build an internal business case for automation and manage the transition from manual to automated workflows.
  • What a practical 90-day starting plan looks like — and the right questions to bring back to your leadership team.

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