United Heritage Partners with Equisoft to Modernize Insurance Operations
United Heritage Life Insurance Company has upgraded its digital infrastructure by adopting Equisoft/manage, a SaaS policy administration system for annuity products. This strategic move aims to modernize operations and hasten product introductions amidst the evolving financial services landscape.
Equisoft, a global leader in digital solutions for the financial services sector, announced the successful integration. It includes Equisoft/apply for electronic application processing and AppCapture to enhance digital workflows, ultimately creating a seamless experience from initial application through claims management.
Driving Transformation and Scalability
Todd Gill, President and CEO of United Heritage, highlighted their partnership with Equisoft for its expertise in insurance technology. Johanna Hale, Senior Vice President and Chief Transformation and Risk Officer, noted that their legacy system previously hampered scalability and rapid product deployment. The current transformation supports growth aspirations and lays a robust platform for future developments.
Mark DePhillips, Senior Vice President at Equisoft, commended the collaboration, stressing technology's role in streamlining operations and enhancing customer experiences. The successful deployment positions United Heritage to swiftly respond to market opportunities with a fortified tech infrastructure.
Future Digital Transformation Plans
This marks the first phase of United Heritage’s broader digital transformation initiative. Plans include incorporating preneed life insurance products into the Equisoft platform by early 2026, further optimizing their technological framework across various business lines.
Founded in 1934 and based in Idaho, United Heritage provides a range of insurance solutions, including life insurance, annuities, and group life and disability coverage, distributed through independent agents across the U.S. Since 1994, Equisoft has been delivering comprehensive digital solutions for insurance and investment services, supporting over 350 financial institutions worldwide with advanced technology and strategic expertise.
For more information on Equisoft, visit their website at www.equisoft.com.