Field and Home Office in Life Insurance Underwriting
Join MIB and PSG for an insightful industry webinar
Underwriting is evolving rapidly as automation, digital tools, and changing expectations reshape the life insurance application process. However, creating a more efficient underwriting experience requires alignment between the professionals working in the field and those managing operations within the home office.
The InsurTech Express community is invited to join MIB and PSG for an engaging panel discussion:
Field & Home Office Perspectives on Life Insurance Underwriting
Date: Tuesday, August 25, 2026
Time: 2:00 – 2:45 PM ET
Format: Virtual webinar
This session will bring together experienced carrier and distribution leaders to examine underwriting from both perspectives. Panelists will share candid insights into what is working, where friction continues to exist, and how automation and digital technologies are changing the underwriting process.
Attendees will gain a broader understanding of how field and home office teams can collaborate more effectively, improve communication, reduce operational friction, and support a better experience for producers and applicants.
Home Office Perspectives
- T.J. Doan, VP, Head of Underwriting Operations and Assistant Chief Underwriter, Pacific Life
- Brad Gabel, VP and Chief Underwriting Officer, Protective
- John Valickus, VP and Chief Underwriter, Lincoln Financial
Field Office Perspectives
- Byron Rasmussen, VP, Underwriting, Simplicity Group
- Lori-Anne Walker, VP and Chief Underwriter, Highland Capital Brokerage
Moderator
Jessica Caracofe, Director of Underwriting Innovation, MIB
Whether you work in distribution, underwriting, operations, technology, or carrier leadership, this webinar will offer valuable perspectives on the future of life insurance underwriting—and what both sides can do to move the industry forward together.
Register today to reserve your place.
https://mib.zoom.us/webinar/register/WN_V9XZnnKCQKaeG2UBZNwaJg#/registration