Meeting prep · WRB · Not on CAL
W. R. Berkley Corporation Mitsui Sumitomo Insurance (MS&AD) completed a 15% strategic stake (Mar 2026)
Meeting with CEO · Rob Berkley CFO · Rich Baio Chief Data Officer CIO Business heads who own the use cases Print or save PDF Copy as text
Rob Berkley CEO · Executive on file
Relationship Not mapped Likely agenda Enterprise-wide priorities Account health 20 Watch · 1 plan not yet started Their priorities Rob Berkley's plan is disciplined specialty underwriting, decentralization, and a strategic partnership with Mitsui Sumitomo (MS&AD, also a CAL account). unverified Talking points The MS&AD link creates a cross-account angle with the Tokio-area Japanese insurers. Possible joint initiatives between WRB and MS&AD. Plays to raise Shared data platform across units Data & analytics Identified Why now: Decentralized tech, with each unit running its own stack.
Ask: A 6-week data product sprint: pick two revenue or risk use cases, build them on the client's platform, and leave a reusable data-product pattern.
Watch-outs Casualty reserve inflation and cycle softening. Rich Baio CFO · Executive on file, Plan buyer
Relationship Not mapped Likely agenda Cost & operations, Regulatory & risk, M&A & integration, Data & analytics Account health 20 Watch · 1 plan not yet started Their priorities E&S lines regulation. unverified Decentralized tech, with each unit running its own stack. Data and analytics shared services. unverified Talking points The MS&AD link creates a cross-account angle with the Tokio-area Japanese insurers. Possible joint initiatives between WRB and MS&AD. Plays to raise Shared data platform across units Data & analytics Identified named buyer Why now: Decentralized tech, with each unit running its own stack.
Ask: A 6-week data product sprint: pick two revenue or risk use cases, build them on the client's platform, and leave a reusable data-product pattern.
Chief Data Officer Name not on file · Plan buyer
Relationship Not mapped Likely agenda AI & agents, Data & analytics Account health 20 Watch · 1 plan not yet started Their priorities Decentralized tech, with each unit running its own stack. Data and analytics shared services. unverified Talking points The MS&AD link creates a cross-account angle with the Tokio-area Japanese insurers. Possible joint initiatives between WRB and MS&AD. Plays to raise Shared data platform across units Data & analytics Identified named buyer Why now: Decentralized tech, with each unit running its own stack.
Ask: A 6-week data product sprint: pick two revenue or risk use cases, build them on the client's platform, and leave a reusable data-product pattern.
CIO Name not on file · Plan buyer
Relationship Not mapped Likely agenda Cloud & core, Data & analytics, AI & agents, Cyber & resilience Account health 20 Watch · 1 plan not yet started Their priorities Decentralized tech, with each unit running its own stack. Data and analytics shared services. unverified Talking points The MS&AD link creates a cross-account angle with the Tokio-area Japanese insurers. Possible joint initiatives between WRB and MS&AD. Plays to raise Shared data platform across units Data & analytics Identified named buyer Why now: Decentralized tech, with each unit running its own stack.
Ask: A 6-week data product sprint: pick two revenue or risk use cases, build them on the client's platform, and leave a reusable data-product pattern.
Business heads who own the use cases Name not on file · Plan buyer
Relationship Not mapped Likely agenda Enterprise-wide priorities Account health 20 Watch · 1 plan not yet started Their priorities Rob Berkley's plan is disciplined specialty underwriting, decentralization, and a strategic partnership with Mitsui Sumitomo (MS&AD, also a CAL account). unverified Talking points The MS&AD link creates a cross-account angle with the Tokio-area Japanese insurers. Possible joint initiatives between WRB and MS&AD. Plays to raise Shared data platform across units Data & analytics Identified named buyer Why now: Decentralized tech, with each unit running its own stack.
Ask: A 6-week data product sprint: pick two revenue or risk use cases, build them on the client's platform, and leave a reusable data-product pattern.
Watch-outs Casualty reserve inflation and cycle softening. 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.