VIRTUAL ROUNDTABLE

Human Trust + Superhuman Intelligence

Insurance industry mavericks join visionary AI founders to rewrite the rules of high-stakes quoting and explores how AI and licensed experts can unlock faster, more confident quote-to-close experiences.

August 21am
45
Days
12
Hours
44
Mins
29
Secs
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Two AI founders. Two insurance mavericks.

One conversation to redefine high-stakes regulated quoting.

Haden Kirkpatrick
Former VP of Strategy, Innovation & Venture Capital, State Farm

Haden oversaw a $200M venture fund and led platform innovation for one of the world’s largest insurers. He brings a front-row view of how enterprise quoting must evolve—from inside the C-suite.

Melissa Shin Eaton
Strategic Advisor | Former CX Exec at Gusto, Pie Insurance & Esurance

Melissa built and led post-sale ops and customer experience across multiple carriers, helping insurers navigate the real-world frictions of quoting, retention, and transformation.

Paul Gaglioti
Founder & CEO, Harbor.ai

Paul leads Harbor.ai, an award-winning insurtech platform streamlining access to commercial and personal insurance through AI-powered quoting and brokerage workflows.

Kashif Zaman
CEO, Uptok

Kashif is designing the infrastructure for real-time AI-human consultation in regulated sales. He’ll share how quoting becomes consultative, compliant, and scalable when humans show up at the right moment—supported by AI.

Who is it for


Anyone tasked with improving conversion, trust, and compliance in quoting

  • Heads of CX, Sales, or Transformation at Insurance Carriers and MGAs

  • Digital Experience and Quote-to-Close Leaders

  • Product and Tech Leaders in Insurtech

  • Brokers and consultative sellers working with high-stakes coverages

Join Our Roundtable

Attendance is free but limited to 50 qualified attendees to enable meaningful conversation.Secure your spot and join the quoting conversation that’s long overdue.

August 26, 2025
Virtual
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Let's Tok!

Since we’re not live right now, you can schedule a quick demo. I’ll walk you through Uptok QuoteAgent™ and show how it drives ROI in your quoting flow.