IBI Regional Connect Seminar

AI in Claims
Management

M

Thursday, September, 17, 2026
1:00pm - 5:30pm

The Roux Institute at Northeastern University
100 Fore St., Portland, ME

 

About this Regional Connect Seminar

AI is already embedded in the disability insurance programs employers sponsor, operating in claims adjudication, underwriting, fraud detection, and member communications. Most employers have limited visibility into how it works, what decisions it drives, or what recourse they have when something goes wrong. 

 This seminar brings together HR and benefits leaders, carriers, TPAs, and brokers to examine what IBI’s research reveals: what employers know about vendor AI, what they’re worried about, and the gap between awareness and contractual protection. Attendees will leave with a clear benchmark and the right questions to bring back to their vendors. 

 

AGENDA

IBI-JIM-HUFFMAN

Welcome, Introductions & Review of Agenda

IBI-JIM-HUFFMAN
ibi_logo_vert_SMALL
Jim Huffman
President
Integrated Benefits Institute
ibi_logo_vert_SMALL
Sera

AI in Claims Management:
Employer Readiness, Transparency, and Ethical Deployment

Sera
ibi_logo_vert_SMALL
Sera-Leigh Ghouralal, PhD.
Director of Research
Integrated Benefits Institute
ibi_logo_vert_SMALL
Omer Alis Northeastern

Agentic AI in Disability Claims: Insights and Real‑World Prototype Applications

Omer Alis Northeastern
Northeastern-University-Logo
Omer Alis
Director of AI Solutions Hub
Northeastern University
Northeastern-University-Logo
Sheila Sokolski

A Carrier Perspective: Innovation, Oversight, and Trust

Sheila Sokolski
sunlife
Sheila Sokolski
VP, Product Strategy and Portfolio Management
SunLife
sunlife
Kerry DeTora

Kerry DeTora
sunlife
Kerry DeTora
Director, LTD Claims
SunLife
sunlife

Refreshment Break & Networking

Tamra_Lair_square

Insights to Action

Tamra_Lair_square
MeasureForward Partners logo
Tamra Lair
Senior Partner
MeasureForward Partners
MeasureForward Partners logo
Renya Spak Headshot

Renya Spak Headshot
well-logo
Renya Spak
Chief Growth Officer
Well
well-logo
placeholder person image

placeholder person image
placeholder logo image
Andrew Ottum
Executive Vice President
Certilytics
placeholder logo image
IBI-JIM-HUFFMAN

Wrap-up / Take-aways

IBI-JIM-HUFFMAN
ibi_logo_vert_SMALL
Jim Huffman
President
Integrated Benefits Institute
ibi_logo_vert_SMALL

Reception

sedgwick
Pru_blue RGB
FINEOS_Logo_Transparent
marsh-mclennan
AbsenceSoft
ERIC logo