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How CX Technology Transforms Small and Mid-sized Life Insurance Carriers

(LIC and Equisoft CX Technology Research Reveal)

August 20, 2025 12:00PM ET

In this interactive session, CX experts and LIC members will reveal the latest research into small and mid-size carrier challenges, solutions and priorities for enhancing CX delivery. The panel will review the key findings and discuss actual experiences relevant to carriers with resource constraints.

Learn what the study revealed about top CX challenges, accelerating underwriting (STP), CX best practices and how technology can significantly enhance client engagement.

Discover how to:

  • Leverage advanced tech and automation
  • Improve claims processing efficiency
  • Enhance omnichannel support
  • Enhance illustration and sales capabilities for advisors
  • Integrate CX technology to multiply benefits

Can't attend?
Register for the webinar and we'll email you a link to watch the recording shortly after the live event.

Join us for a revealing interactive discussion

Our Speakers

  • Zineb Jazouli

    Zineb Jazouli

    AVP, Digital Insurance, Equisoft

  • Dean Lambert

    Dean Lambert

    Executive Director, LIC

  • Tabitha Evans
    Tabitha Evans

    IT Programming Operations Manager, GPM Life

Insights You Can Use Right Now

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Policy Administration System

Driving Life Insurance Growth through Enhanced CX

One of the primary drivers of digital transformation in the life insurance industry is improving customer experience (CX) to attract more new prospects and better engage those who have become clients.
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Self-Service Portals

Transforming Advisor and Client Engagement—even in multi-PAS legacy environments

Learn how advanced data conversion tools and Application Programming Interfaces (APIs) facilitate the seamless integration of data, even from multiple policy administration systems—enabling insurers to offer a more holistic and connected customer experience.
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Unlock Power of Data Driven CX

Self-Service Portals

Eliminating the Insurance CX Gap: How Carriers can Redefine Client Engagement

Exclusive results from the latest Life Insurance CX research commissioned by Equisoft. Find out how to optimize customer experience and client engagement in every step of the policy lifecycle.
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