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Artificial Intelligence

Artificial Intelligence (AI) Tools and Resources

This comprehensive hub for AI Tools and Resources provides essential materials designed to enhance your organization’s AI journey. These resources are tailored to support your strategic decision-making and drive successful AI integration. Additional resources will be made available throughout the year.

The Intelligent Enterprise: AI, Insurance, and Financial Services

AI and Cybersecurity Glossary

A plain‑language guide to the AI and cybersecurity concepts shaping today’s digital risk landscape.

AI — Build Versus Buy Versus Partner Decisioning

A strategic model for navigating AI sourcing decisions — build, buy, or partner — with confidence.

Executive Briefing: AI Governance Best Practices

This briefing distills industry best practices to guide organizations in managing and mitigating AI risks throughout the project lifecycle - whether developing systems internally or procuring from third-party vendors.

AI Governance Best Practices

Utilize this practical roadmap for insurers to implement responsible AI through robust governance, compliance, and risk management across the entire project lifecycle.

Sample AI Governance Workflow (Infographic)

Get a clear, visual overview of how AI use requests flow from intake to approval within a structured governance framework.

AI Sample Governance and Usage Policy

A practical policy framework outlining responsible, ethical, and compliance AI use across an organization.

Governance and Policy Resources

GenAI Use Policy Template

Stay informed and compliant to harness the power of AI responsibly. The GenAI Use Policy template assists companies to set clear guidelines for the ethical and lawful use of GenAI tools by employees, contractors, and third parties.

Corporate AI Governance Policy

Establish ethical and secure standards for the adoption, use, and management of AI technologies within your organization.

AI Automation Identification Framework

The AI Automation Identification template is designed to help organizations identify which tasks and roles are most likely to be impacted as an AI initiative is launched.

View Executive SummaryDownload Template

AI Code Generation Tools

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AI-based code generation tools (AICGTs) are transforming IT within the insurance industry by automating routine coding tasks, allowing developers to focus on higher-value activities, thus enhancing productivity, code quality, and cybersecurity. This whitepaper discusses how these tools provide a solid starting point and can integrate seamlessly with existing development practices.

View InfographicDownload Whitepaper

A CEO's Strategic Guide to AI

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This guide equips small to midsize insurance carriers with a practical roadmap for adopting AI responsibly — ​focusing on scalable use cases, vendor partnerships, and upskilling, without requiring major infrastructure investments.​

View the Executive SummaryDownload the Guide

Additional Resources

AI Risk Evaluation Framework (AIRE)

Navigate the evolving landscape of AI with confidence — balance innovation with ethical risk management across the insurance value chain.

NAIC Model Bulletin Summarized

Discover how the NAIC Model Bulletin is shaping the future of AI in insurance, with essential guidance on governance, risk management, and consumer protection. This summary highlights key expectations for insurers navigating the evolving regulatory landscape of AI technologies.

NIST GenAI Profile

Navigate the unique risks of generative AI — from hallucinations to regulatory compliance — through a structured framework.

NIST AI Risk Management Framework

Explore a practical road map for integrating responsible AI in insurance, with insights on governance, fairness, and compliance tailored to industry needs.

The AI Project Lifecycle (AIPL)

From planning to governance, this guide outlines a practical, risk-aware road map for implementing AI in the insurance industry — anchored in regulatory best practices and real-world operational insights.

AI Risk Classification

View this practical framework for evaluating and governing AI systems across the insurance value chain — helping firms mitigate bias, ensuring compliance, and building trust in a rapidly evolving digital landscape.

AI-Driven Jobs Transformation Template

Identify roles most likely to be transformed by AI and GenAI.

AIGG ROI Calculator: Customer Service Transformation

Tool to assess the financial benefits of implementing AI chatbots in customer service.

Educational Media

 

LIMRA and LOMA AI Governance Group (AIGG) Onboarding Video

Introduction to the AI Governance Group's mission and activities.

Insider Insights Podcast: Reimagining Claims with AI and Empathy

In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA, sits down with Brent Williams, founder and CEO, Benekiva, to explore how AI is transforming the insurance claims process.

Insider Insights Podcast: AI That Acts — Discovering the Future of Insurance

In this episode, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA, Nelson Lee, Founder, Infras (formerly iLife Technologies), and John Keddy, VP Insurance Strategy and Solutions, Lazarus AI dive into one of the most-talked about trends of the year — Agent and Agentic AI.

Insider Insights Podcast: Data Ready — Preparing for AI

In this episode, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and Nelson Lee, Founder and CEO, iLife Technologies candidly discuss the importance of tackling data issues upstream and stress that the value of AI hinges on resolving business problems.

Insider Insights Podcast: Transforming Insurance for the Modern Customer

Kartik Sakthivel, chief information officer, LIMRA and LOMA and Jonathan Yoon, vice president, head of marketing – life, Nationwide, discuss how AI is being leveraged to improve customer engagement, understanding, and personalization.

Insider Insights Podcast: AI Governance — Insights in Insurance

In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA and Kelly Coomer, CIO, Sammons Financial Group and Chair of the LIMRA and LOMA AI Governance Group, discuss the purpose and achievements of the group, including tools and frameworks to maximize the business value of AI and promote responsible usage.

Insider Insights Podcast: AI in Insurance — A Level Set

In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA and Paul Tyler, chief marketing officer at Nassau Financial Group, level set the state of AI in the insurance industry.

Insider Insights Podcast: What is AI and What is Not AI?

In this episode, Kartik Sakthivel, LIMRA and LOMA's chief information officer and Nirav Dagli, chief operating officer at Spinnaker Analytics, discuss what qualifies as AI and what doesn't.

Webinars and Events

LIMRA Annual Conference

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry, including life, annuities, and workplace benefits. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives.

AI in Action: Real-World Applications for Compliance in Life Insurance & Annuities

10/28/2025, 3 - 4 p.m. ET

Moderated by LIMRA and LOMA's Chief AI and Business Transformation Officer, Kartik Sakthivel, this session features insights from Boston Consulting Group Managing Directors and Partners Hanjo Seibert, Stiene Riemer, and Semih Durmus. Together, they'll demystify AI and share how leading organizations are innovating responsibly.

AI That Acts: Discover the Future of Insurance

6/25/2025, 1 - 2 p.m.

On-Demand Webinar — As we move deeper into 2025, the convergence of artificial intelligence and human-centric automation is rapidly reshaping the insurance industry. In this can't-miss webinar, we'll dive into one of the most talked-about trends of the year: Agent and Agentic AI.

Finding Success with AI – Lessons from the LIMRA and LOMA AI Industry Group

4/22/2025, 10 - 11 a.m.

On-Demand Webinar — AI is pervasive and transformative, and success with it requires focusing on both technology and foundational aspects, which will be discussed in an upcoming webinar.

The Marketer’s Ultimate Guide to Mastering Generative AI

12/3/2024, 1 - 2 p.m.

We are excited to invite you to our upcoming webinar designed specifically for marketers in the life insurance, annuities, and workplace benefits sectors. This session will delve into advanced AI prompting techniques that go beyond the basics, offering you the tools to enhance your marketing strategies and stay ahead in a rapidly evolving industry.

Related Resources

Artificial Intelligence

Stay up to date on valuable topics related to Artificial Intelligence (AI) in the insurance and financial services industry.

Impact of AI AML Course

Our 2025 Anti-Money Laundering (AML) course prepares learners to recognize and prevent AI from being leveraged in fraud schemes, while also highlighting ways AI can create efficiencies for those in the life insurance industry.

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