United Heritage Life Insurance Migrates Annuity Products to Equisoft's Cloud Platform
Event summary
- United Heritage Life Insurance has gone live with Equisoft/manage for its annuity products, replacing a legacy policy administration system.
- The implementation includes Equisoft/apply and AppCapture for digital application processing, creating a unified digital experience.
- United Heritage plans to extend the Equisoft platform to its preneed life insurance product in early 2026.
- Equisoft's solutions support United Heritage's Life and Annuities business, streamlining operations and enhancing customer experiences.
The big picture
United Heritage's migration to Equisoft's cloud-based platform addresses the critical need for insurers to modernize their infrastructure to remain competitive. The move aligns with broader industry trends toward digital transformation, enabling faster product launches and improved operational efficiency. With over 350 leading financial institutions as clients, Equisoft's solutions are positioned to help United Heritage scale and respond more quickly to market opportunities.
What we're watching
- Execution Risk
- Whether United Heritage can sustain the pace of its digital transformation across additional insurance lines.
- Market Positioning
- How the modernization will affect United Heritage's ability to compete in the evolving financial services market.
- Technology Integration
- The pace at which Equisoft can expand its platform to support United Heritage's broader product portfolio.
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