Description: In this session, we will explore the opportunities and challenges of leveraging AI tools to support valuation actuaries in their work. We will begin by introducing the concept of large language models (LLMs), discussing their capabilities, limitations, and potential errors. We will then delve into case studies that demonstrate how LLMs can be effectively utilized to reference actuarial documents. The session will also address key considerations when developing AI tools to mitigate errors, enhance safety and security, and improve overall efficiency. The case studies will cover fine-tuning and information retrieval techniques such as retrieval augmented generation (RAG). Our goal is to provide attendees with a foundational understanding of the nature of LLMs and offer practical insights and ideas for actuaries to build their own processes and tools that ensure accountability, safety, and efficiency.

Description: This session will share insights on how to effectively evaluate and price the management high-cost claimants from three views: clinical, payer, and provider. Can predictive analytics help with underwriting? What are effective clinical mitigation strategies? Can VBC arrangements be used to reduce total cost of care, and how can that be priced in?

Description: This session will dive into how artificial intelligence is poised to reshape the actuarial profession. Attendees will learn about the potential impacts of AI on actuarial tasks. The presentation will highlight both the opportunities and challenges that AI presents to actuaries.

Description: In this session, we will explore the opportunities and challenges of leveraging AI tools to support valuation actuaries in their work. We will begin by introducing the concept of large language models (LLMs), discussing their capabilities, limitations, and potential errors. We will then delve into case studies that demonstrate how LLMs can be effectively utilized to reference actuarial documents.

Description: We will share the latest research from the Actuarial Innovation and Technology (AIT) Strategic Research Program, with a focus on research relevant to health actuaries. Attendees will learn about leading-edge technology that has impacts on actuarial functions, both broad and specific innovations and breakthrough technology, and the resulting impacts.

Description: This game-style session will test your knowledge on several topics related to Supplemental Benefits. Our panel of carrier representatives will offer a range of industry perspectives, and our live studio audience will learn new industry insights and have some fun!

Description: Today's best AIs often match human experts on routine tasks - but AI automation success requires skilled implementation. Nathan will present a field-tested, three-step method for automating cognitive work: (1) understanding what AI can do & choosing the right tasks, (2) documenting processes in the form of ""gold standard examples"", and (3) systematically optimizing AI performance – all using concrete examples from actuarial practice. Master this approach and amplify your own expertise by automating repetitive work with AI. Nathan Labenz, founder and former CEO of Waymark, is a technology entrepreneur and artificial intelligence analyst. With a background in science and an eye for innovation, Nathan led Waymark from its inception to its status as a trailblazer in generative AI-powered video creation. Currently, he hosts 'The Cognitive Revolution' podcast, where he explores the transformative impact of artificial intelligence on work, life, society, and culture. Through his conversations with notable builders, researchers, and investors, Nathan helps business, policy, and academic leaders stay up to date with AI developments and implications.

Description: This session explores how managers and individuals can effectively manage the integration of AI into their daily work. Learn strategies for mindset shifts, overcoming fears of job displacement, and fostering team adoption of AI as an empowering tool for innovation and productivity.

Description: This document is from the March 2025 edition of the SOA Research Institute AI Bulletin, focusing on artificial intelligence initiatives within the actuarial community. It includes articles on strategic principles, professional development products, NAIC updates, and tips for prompting the language model.

Description: We will share the latest research from the Actuarial Innovation and Technology Strategic Research Program, with a focus on research relevant to health actuaries. Attendees will learn about leading-edge technology that has impacts on actuarial functions, both broad and specific innovations and breakthrough technology, and the resulting impacts.