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.

AI Implementation Frameworks

Cost-Benefit Analysis Templates & Strategic Guides

Goverance 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 Summary Download 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 Infographic Download Whitepaper

Additional Resources

AI-Driven Jobs Transformation Template

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

AIGG ROI Calculator: Customer Service Translormation

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

Educational Resources

LIMRA and LOMA AI Governance Group (AIGG) Onboarding Video

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

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.

Insider Insights Podcast: Navigating AI — Overcoming Challenges and Embracing Imperatives

In this episode of the Insider Insights podcast, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA, and John Keddy, LazarusAI, provide insights into the challenges and imperatives of AI in the insurance industry.

Insider Insights Podcast: AI — Beginnings and Breakthroughs

In this episode of the Insider Insights podcast, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and John Keddy, LazarusAI, discuss relevant AI topics including historical roots, current applications, rapid adoption, and the critical importance of AI and its growing influence.

Webinars and Events

AI That Acts: Discover the Future of Insurance

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

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

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

AI's Impact on Marketing Talent: Navigating the New Frontier

10/29/2024, 1 - 2 p.m.This webinar explores how a fully digital experience can revolutionize your business operations and customer interactions, highlight the recurring challenges that necessitate core transformation, and share practical activities and strategies to kickstart and sustain your digital transformation journey.

Data Readiness for AI: Latest LIMRA and Equisoft Research Revealed

10/10/2024, 12 - 1 p.m. EDTAre you ready for AI? Is your data ready for the transformation ahead?

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