Reassured Appoints Beth Whelan Chief Strategy and Data Officer to Advance AI, Analytics, and Personalized Services

Reassured Names Beth Whelan Chief Strategy and Data Officer

Life insurance broker Reassured has appointed Beth Whelan as Chief Strategy and Data Officer. She will report to CEO Mark Townsend and join the executive leadership team.

Whelan will lead company strategy, expand data-driven decision-making, and strengthen AI and analytics capabilities. Her remit includes the change and data science functions to deliver predictive insights, support product innovation, and personalize services for customers and insurer partners.

Why this matters

Growth in insurance is getting decided by who turns data into action the fastest. Whelan's combined strategy and data mandate ties outcomes directly to pricing, product design, distribution, and service.

• Predictive models inform underwriting and retention in near real time.
• Personalization improves partner conversion and customer lifetime value.
• Unified change and data functions shorten time from idea to impact.

Whelan's remit at a glance

• Own enterprise strategy and OKRs, aligned to commercial goals.
• Scale AI and analytics to drive decisions across the business.
• Lead change, data science, and data governance to enable predictive insights.
• Support product innovation and tailored experiences for customers and insurer partners.

Experience

Whelan brings 20+ years in financial services. She most recently served as Chief Strategy and Transformation Officer at TDX Group, an Equifax company. She previously held the role of Data and Transformation Director at Reassured.

What executives should watch

• Clear linkage between models and P&L: underwriting lift, conversion, loss ratios, churn.
• Model lifecycle discipline: data quality, monitoring, fairness, and regulatory readiness.
• Time-to-decision: cycle time from data ingestion to action in frontline tools.
• Partner value: insights shared with insurers that improve pricing and placement.

Expected near-term priorities

• Unify the data platform and telemetry for a single view of customer and partner performance.
• Stand up an operating model where product, data science, and change run as one team.
• Embed AI into broker workflows: recommendations, next-best-action, and service automation.
• Talent and standards: upskill teams, document playbooks, and measure impact monthly.

Industry context

Insurers and brokerages continue to shift from reporting to decision systems. Benchmarks show material gains when pricing, claims, and distribution run on shared data and models. For a broader view, see McKinsey's perspective on AI in insurance here.

Practical next steps for leaders

• Set three impact targets that matter this year (e.g., conversion, loss ratio, retention) and tie every analytics initiative to one of them.
• Fund a shared feature store and model registry to cut duplication and speed audits.
• Run quarterly partner reviews where insights translate to pricing or product changes.

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