Sample Formation Itinerary
Not sure which sessions to go to at Formation?
We have curated three different schedules, below, based on what your interests may be for your Formation Experience. If these do not quite achieve your goals, please reach out to your Customer Success Manager or Sales Director for personal recommendations best for your business.
Explore & Expand: New Frontiers
Who it’s for:
Attendees who are curious by nature—those who want to discover other products, hear real-world success stories, and learn how peers are using the ecosystem in ways they haven’t tried yet.
Why attend:
Join this track to uncover new possibilities, learn from proven customer stories, and leave with a list of fresh ideas to bring back to your business. If you’re asking, “What else could we be doing?”, this is your mission briefing.
Reach Your Potential: Optimizing What You’ve Got
Who it’s for:
Teams already using the platform who want to go deeper, not broader—leaders and operators focused on efficiency, risk mitigation, and scaling their current investments.
Why attend:
You’ll learn how to unlock more value from what you already own: implement new capabilities, tighten processes, reduce risk and loss, and scale without adding chaos. This track is all about turning your current setup into a high-performance operation.
Future Signals: AI & the Next Era of Insurance
Who it’s for:
Strategic thinkers and innovators who are obsessed with what’s next—those tracking AI, industry disruption, and competitive threats and who want to stay steps ahead of the market.
Why attend:
Get a clear view of where the insurance industry is headed, how AI is reshaping the landscape, and what you can do now to stay ahead of competitors. If you’re planning for the next 3–5 years, not just the next quarter, this is your command center.

