"Transformative Growth" with AI (ALLIE assistant); record net income in Q2 2026
Tom Wilson
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
23 Watch · 1 plan not yet started
Their priorities
Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct). AI is used throughout (ALLIE, claims automation). unverified
Profitability restored in auto and homeowners after the 2022-23 losses. unverified
ALLIE and AI-led cost reduction are central to the CEO's story. Bring scaled claims automation and agentic service.
Plays to raise
Claims transformationAI & agentsIdentified
Why now: Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct).
Ask: A 6-week underwriting or claims AI pilot on one line of business: submission intake or first notice of loss, measured on cycle time, leakage and handler capacity, with a go/no-go case for scaling.
Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct). AI is used throughout (ALLIE, claims automation). unverified
Sold Group Health and Employer Voluntary Benefits to StanCorp and Nationwide (2025). National General (2021) integrated. unverified
Catastrophe losses, auto severity inflation, regulatory rate constraints and cyber. unverified
ALLIE and AI-led cost reduction are central to the CEO's story. Bring scaled claims automation and agentic service.
Plays to raise
No outreach plan fits this role. See the brief's likely opportunities.
Watch-outs
Catastrophe losses, auto severity inflation, regulatory rate constraints and cyber.
Chief Underwriting Officer or Head of Claims
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
23 Watch · 1 plan not yet started
Their priorities
Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct). AI is used throughout (ALLIE, claims automation). unverified
Profitability restored in auto and homeowners after the 2022-23 losses. unverified
Why now: Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct).
Ask: A 6-week underwriting or claims AI pilot on one line of business: submission intake or first notice of loss, measured on cycle time, leakage and handler capacity, with a go/no-go case for scaling.
Catastrophe losses, auto severity inflation, regulatory rate constraints and cyber.
COO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cost & operations, AI & agents, Workforce transformation
Account health
23 Watch · 1 plan not yet started
Their priorities
Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct). AI is used throughout (ALLIE, claims automation). unverified
State rate approvals (California, New York). Catastrophe-exposed homeowners. Use of AI in claims (NAIC model bulletin). unverified
New cloud-based personal lines platform (built in-house). AI and gen AI across claims and customer service. unverified
Why now: Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct).
Ask: A 6-week underwriting or claims AI pilot on one line of business: submission intake or first notice of loss, measured on cycle time, leakage and handler capacity, with a go/no-go case for scaling.
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
23 Watch · 1 plan not yet started
Their priorities
Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct). AI is used throughout (ALLIE, claims automation). unverified
State rate approvals (California, New York). Catastrophe-exposed homeowners. Use of AI in claims (NAIC model bulletin). unverified
New cloud-based personal lines platform (built in-house). AI and gen AI across claims and customer service. unverified
Catastrophe losses, auto severity inflation, regulatory rate constraints and cyber. unverified
Why now: Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct).
Ask: A 6-week underwriting or claims AI pilot on one line of business: submission intake or first notice of loss, measured on cycle time, leakage and handler capacity, with a go/no-go case for scaling.
Catastrophe losses, auto severity inflation, regulatory rate constraints and cyber.
Chief Data / AI Officer / Chief Data / AI Officer
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
AI & agents, Data & analytics
Account health
23 Watch · 1 plan not yet started
Their priorities
Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct). AI is used throughout (ALLIE, claims automation). unverified
State rate approvals (California, New York). Catastrophe-exposed homeowners. Use of AI in claims (NAIC model bulletin). unverified
New cloud-based personal lines platform (built in-house). AI and gen AI across claims and customer service. unverified
Why now: Tom Wilson's "Transformative Growth" plan aims for lower costs, new affordable products and expanded distribution (independent agents, direct).
Ask: A 6-week underwriting or claims AI pilot on one line of business: submission intake or first notice of loss, measured on cycle time, leakage and handler capacity, with a go/no-go case for scaling.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.