The Rise of Portfolio Underwriting

Traditional underwriting is evolving. In 2024, we saw a clear shift toward portfolio-level underwriting and in 2025, that momentum has been accelerating.

Driven by advances in technology and data analytics, underwriters are moving beyond reactive, case-by-case decisions to proactive, portfolio-wide strategies designed to control risk, sharpen pricing, and boost performance.

This shift isn’t just about efficiency. A portfolio view allows insurers to better define risk appetite, avoid risk accumulation, and adjust product strategies quickly in response to market trends. It’s a model that blends human expertise with algorithmic intelligence and it’s changing the way underwriters compete.

Join us as we explore how portfolio underwriting is transforming insurance, and what it takes to adopt this approach successfully.

In this session, leading experts will discuss:

  • Why portfolio underwriting is gaining traction and what’s driving adoption in 2025
  • How carriers are using algorithms, AI, and predictive analytics to manage portfolios more effectively
  • The barriers to adoption from data literacy to system challenges and how to overcome them
  • What underwriters need to stay agile, responsive, and competitive in this new era
Don’t miss this opportunity to learn how portfolio underwriting is reshaping the future of risk assessment and insurance performance. 



10/8/2025

10-10:30 AM (EDT)/ 3-3:30PM (BST)

Tony Tarquini
Host
Tony Tarquini

Founder & CEO, 5189 Limited

Tony Tarquini is a thought leader, advisor, mentor, conference speaker and chairman. Co-author of The InsurTECH Book (an Amazon best-seller), he applied lessons learned in success and failure from an early life as an international athlete competing against the world’s elite, to forge a successful, high-profile career in insurance IT and consulting. He has won industry awards for IT innovation and created an extensive network of contacts and a strong reputation amongst the major players in the business

Bijal Patel
Bijal Patel
Co-founder & Chief Technical Officer
Aurora
 
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Thomas Nasso
Chief Underwriting Officer
Falvey Insurance Group

 

Dan Walsh
Dan Walsh
Chief Underwriting Officer
Ardonagh Specialty

 

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