Introduction

Making Offshoring Work in Insurance whilst staying in control

In a market where firms are relentlessly challenged to drive operational efficiency, manage costs, and maintain exceptional client service, getting offshoring and outsourcing right is a strategic priority. However, there are many potential variations and selecting the right model for your firm is of paramount importance. Many firms in the Market have embarked on this journey with varying degrees of success - some have got it right and others have experienced challenges. LMF invites senior leaders across underwriting, broking, claims, finance, transformation, and operational change roles to an executive roundtable breakfast focused on the top 10 essentials for successful offshoring, and the pitfalls to avoid.

This event isn’t about abstract theory, it's about actionable insight, real-world experience and practical strategies you can take back to your firm, backed up by commentary from experts in their field, with decades of personal experience.

Why You Should Attend

• Peer learning & discussion with senior executives shaping the future of the insurance eco-system
• Insight into strategy and execution – what works, what doesn’t and why
• Practical best practice for balancing efficiency with quality service delivery
• Networking with senior decision-makers from across the Market
• Thought leadership & personal development in line with LMF’s mission to support the insurance community
• Delicious hot cooked breakfast

Supported by LMF Corporate Member: Intogreat

We are delighted that Intogreat, a specialist in offshore and global team integration solutions for insurance and professional services, is supporting this event. Intogreat brings deep expertise in helping firms build high-performing offshore teams that deliver quality, reduce cost, and integrate seamlessly with onshore operations, all through a tailored, advisory-led approach. They work closely with clients to align people, processes and systems for long-term success, while maintaining control and strong governance.

This breakfast is a unique opportunity to hear from Intogreat’s leadership and gain insight into how they support organisations in navigating the real challenges of transformation, culture, governance and global delivery.

Guest Speakers

Adam Conrad, Group CEO, Intogreat

Adam brings extensive experience in financial services and global operations. As CEO of Intogreat, he has guided organisations in building robust offshore teams that enhance capability, productivity and competitive advantage. His insight into the evolving role of offshoring in modern insurance operations will help frame how businesses can approach strategic global delivery with confidence. Adam is the much respected author of the book, “Is Offshoring Right For Us”

In his book, Adam cuts through the hype surrounding offshoring to ask the question many leaders avoid: when does it actually create value, and when does it quietly damage a business? Challenging the assumption that offshoring is an automatic cost-saving win, the book exposes the hidden trade-offs: strategic, cultural, operational, and human, that can make or break an organisation. Conrad pushes decision-makers to confront uncomfortable truths and move beyond trend-following, reframing offshoring not as a default tactic, but as a high-stakes choice that demands clarity, discipline, and long-term thinking.

Troy Mansell, Chief Executive Officer, AB Phillips

Troy is an established leader in insurance operations with more than 16 years’ experience driving growth, operational modernisation and strategic change at AB Phillips. Known across the insurance sector for his thought leadership on the globalization of insurance operations, Troy has highlighted the importance of balancing offshore delivery with onshore capability uplift, emphasising that superior outcomes come from empowering people and improving operational efficiency.

Troy has also shared his insights in Intogreat-hosted industry forums, discussing how firms can navigate operational costs, talent constraints and evolving client expectations through smart global strategies. Following the 2025 acquisition of AB Phillips by AEI Insurance Broking, he continues to play a pivotal operational leadership role within the wider group, shaping strategy while maintaining focus on people, performance and service excellence.

Secure Your Seat

As the Market focuses on improving efficiency without compromising service quality, this is an essential gathering for senior leaders seeking clarity, confidence and connection around offshoring strategies.

Limited places available—book now to join us on 17 March, leave well informed, and be part of a high-impact conversation shaping the future of insurance operations.