Agentic AI for Actuaries: Practical Use Cases with Claude Code

Introduction & Programme

Actuarial work is full of tasks that are technically routine but stubbornly manual: rebuilding a Solvency II balance sheet, regenerating year-end reporting and QRTs, reconciling a cashflow model against the numbers it is supposed to reproduce, refreshing an MI dashboard, or standing up a small tool to answer a one-off question from the business. Each is individually straightforward, yet together they consume a large share of an actuary's time and are a recurring source of key-person and spreadsheet risk.

Agentic AI describes an emerging class of coding tools that do more than answer questions. Rather than returning a snippet to paste, an agentic tool reads your files, writes and runs code, inspects the output, and iterates towards a working result under your direction. Used well, it lets an actuary automate genuinely complex workflows - end-to-end reporting, model reconciliation, assumption-setting, validation harnesses, model and process documentation, and internal tools - without a dedicated software-engineering team. This session uses Claude Code, one example of this class of tools, to demonstrate the ideas throughout; the principles transfer to comparable agentic tools.

All examples are illustrative and deliberately generic - the focus is on the techniques and the working method, not on any organisation's proprietary models, data or results. The emphasis throughout is practical and honest - what works, what does not, and how to keep agentic AI safe, validated and defensible in a regulated actuarial setting.

Preliminary Programme

All the above times are given in CET (Central European Time).

Learning Objectives & Approach

After this web session, participants will be able to:

• Explain what agentic AI coding tools such as Claude Code are, and how they differ from general-purpose chatbots.
• Identify actuarial workflows - reporting, reconciliation, modelling, assumption-setting and internal tooling - that are strong candidates for this kind of automation.
• Follow a repeatable pattern for scoping a task, directing the tool, and reviewing its work.
• Use the tool to generate and maintain model and process documentation that stays in step with the underlying code and satisfies Solvency II evidence requirements.
• Apply validation and governance techniques (fail-closed checks, reconciliation to a trusted source, golden-master tests, documentation) so that AI-assisted work is safe and defensible.
• Recognise the limitations and risks - model risk, key-person risk, professional and regulatory responsibility - and judge where agentic AI is and is not appropriate.

The approach is applied and example-led, grounded in real actuarial applications. Demonstrations are kept short and purposeful - each chosen to illustrate a specific Claude Code capability in a couple of minutes - and any longer-running task is shown through its prepared inputs and results rather than by watching the tool work, so the session keeps moving. Throughout there is candid discussion of what works, what does not, and the pitfalls to avoid. No prior software-development experience is required, though familiarity with actuarial modelling will help participants get the most from the session.

Participants

This web session is aimed at actuaries and actuarial students working in life, non-life, pensions, risk and reporting functions who want to understand how agentic AI can automate substantive actuarial work. It will also be of value to actuarial and analytics managers evaluating these tools, and to risk and governance professionals responsible for the controls around AI-assisted modelling and reporting. No programming background is assumed.

Technical Requirements
Please check with your IT department if your firewall and computer settings support web session participation (the programme Zoom will be used for this online training). Please also make sure to join the web session with a stable internet connection.

Lecturers

Jennifer Loftus
Jennifer is an actuary and accountant with over 20 years' experience in the insurance industry. She currently serves as Executive Director, Group CFO and Chief Actuary with Acorn Life in Ireland. She is also an Independent Non-Executive Director of Vhi, the Irish state-owned health insurer, and a part-time lecturer in Actuarial Science at University College Dublin. Jennifer is a Fellow of the Institute and Faculty of Actuaries (UK), the Society of Actuaries in Ireland and the Association of Chartered Certified Accountants. She is a member of the IFoA AI & Emerging Technologies Practice Board, and is an active member of the Society of Actuaries in Ireland through the Data Science Committee and the Diversity, Equity, Accessibility and Inclusion Committee. Jennifer holds an MSc in Data Analytics and an MSc in Sustainability Leadership, and is an Ambassador for Women in Data Science.

Language & CPD Credits

The language of the web session will be English.

CPD Credits
For this web session, the following CPD credits are available under the CPD scheme of the relevant national actuarial association:

• Austria: 3 points
• Belgium: 3 points
• Bulgaria: 4.5 points
• Croatia: individual accreditation
• Czechia: 3 hours
• Denmark: 3 credits
• Estonia: 3 hours
• Finland: 3 points
• France: 18 points
• Germany: 3 hours
• Greece: 4 points
• Hungary: 3 hours
• Iceland: 3 credits
• Ireland: 3 hours
• Italy: GdLA individual accreditation
• Latvia: 3 hours
• Lithuania: 3 hours
• Netherlands: approx. 3 points (individual accreditation)
• Norway: 3 points
• Poland: 3 hours
• Portugal: 3 hours
• Serbia: 3 hours
• Slovakia: individual accreditation
• Slovenia: individual accreditation
• Spain: CAC: 3 hours, IAE: 3 hours
• Switzerland: individual accreditation
• USA: SOA (Section B): up to 3.6 hours

No responsibility is taken for the accuracy of this information.

Fees & Registration Details

Early Bird Registration Fee (until 2 November 2026):

• For private customers in the EU: €240.00 + VAT of the billing country (example Germany: €285.60 incl. 19% VAT)
• For private customers outside the EU: €285.60 (incl. 19% VAT)
• For businesses within the EU (excl. Germany, with valid VAT ID): €240.00 (net, reverse charge applies)
• For businesses in Germany: €285.60 (incl. 19% VAT)

Regular Registration Fee (from 3 November 2026):

• For private customers in the EU: €315.00 + VAT of the billing country (example Germany: €374.85 incl. 19% VAT)
• For private customers outside the EU: €374.85 (incl. 19% VAT)
• For businesses within the EU (excl. Germany, with valid VAT ID): €315.00 (net, reverse charge applies)
• For businesses in Germany: €374.85 (incl. 19% VAT)

Important VAT Information:

• For private customers with a billing address in an EU country: VAT will be charged at the applicable rate in the country of the billing address. The final amount, including VAT, will be calculated upon invoicing.
• For customers with a non-EU (third country) billing address: Only a non-company billing address is accepted for VAT compliance reasons. 19% VAT applies to all non-EU private customers.
• For businesses within the EU (excluding Germany), Iceland, Liechtenstein, Norway, Switzerland, and the UK with a valid VAT ID: The reverse charge mechanism applies (net price; VAT will not be charged). Please ensure your valid VAT ID is entered correctly during registration.
• For all customers with a billing address in Germany: 19% VAT applies.

Please submit your registration using our online form below. Closer to the event, you will receive further login details to join the web session.

Your registration is binding. Cancellation is only possible up to 2 weeks before the first day of the event. If you cancel later, the full participation fee is due. You may appoint someone to take your place but must notify us in advance. EAA has the right to cancel the event if the minimum number of participants is not reached.

We will send you an invoice via email. Please allow a few days for handling. Please always give your invoice number when you effect payment. All bank charges are to be borne by the participant.

Registration is open until two working days before the web session. If registration has already been closed for this web session, please call us or send an email to contact@actuarial-academy.com in order to find out whether a late registration is still possible.