News background

ClearView successfully implements Equisoft's cloud-based policy administration system

Last updated: Press Release Corporate News

The implementation of Equisoft/manage policy admin system consolidates ClearView's in-force portfolios onto a single modern platform, eliminating legacy system complexity and positioning the insurer for enhanced digital capabilities and growth.

SYDNEY, Australia, February 25, 2026 – Equisoft, a leading global digital solutions provider to the financial services industry, is pleased to announce that ClearView Wealth Limited (ASX: CVW) has successfully completed the go-live of its in-force life insurance and migration of closed book portfolios to Equisoft/manage, a modern cloud-based Policy Administration System (PAS) and digital suite of capabilities. This strategic implementation enables ClearView to administer all life insurance on a single platform, enhancing adviser and customer experience.

“The complexity of migrating decades of policy data from our legacy system cannot be overstated,” said Michael New, Chief Technology Officer, ClearView. “Equisoft's partnership ensured a smooth migration with zero data loss. The result is a simplified and modern architecture that will allow us to be a nimble tech enabled challenger in the Australian Life Insurance market.”

The successful go-live marks a significant milestone in ClearView's digital transformation strategy, positioning the insurer for technology-led growth. With all insurance portfolios now enabled by Equisoft/manage, ClearView has established a foundation for superior digital experiences for advisers and customers, while creating opportunities for product expansion and channel growth. The modern platform will enable ClearView to leverage technology and AI to reduce acquisition and maintenance costs, improving their value proposition to policyholders and distribution stakeholders, while ensuring regulatory compliance.

"We're proud to have partnered with ClearView on this transformative project," said Simon Richardson, Vice President, EMEA & APAC, Equisoft. "This successful implementation demonstrates how Equisoft/manage enables life insurers to consolidate legacy systems, streamline operations, and create a modern technology foundation that supports growth and innovation. ClearView's commitment to delivering exceptional adviser and customer experiences aligns perfectly with our mission to help financial institutions leverage technology for competitive advantage."

###

About ClearView

Established in 2010, ClearView is an ASX-listed life insurance business that partners with financial advisers to help Australians protect their wealth. As of30 June 2025, ClearView manages over $400 million in in-force premiums and has relationships with over 1,000 Australian Financial Services Licensees, representing over 5,000 financial advisers. Website: clearview.com.au

Media contact: Will White, Omnia Paratus, will.white@weareomniapartners.com

Related Articles

Financial Horizons PR Card Image 640x452

Corporate News

Financial Horizons becomes the first major Canadian MGA to leverage Equisoft's integrated insurance and segregated funds platform

The integrated platform will provide a more connected experience and help independent advisors spend less time on administration and more time supporting clients.
Read Press Release
Executive Appointment Bob Thrall Card image

Corporate News

Equisoft Appoints Bob Thrall as Chief Sales Officer

A seasoned insurance technology sales leader with three decades of experience in the financial services industry, Thrall joins Equisoft to accelerate growth and support its AI focused innovation.
Read Press Release
Card Image 640x452

Corporate News

Equisoft wins Best Transfer Automation Platform at the 2026 Systems in the City Fintech Awards for Third Consecutive Year

Winning the award for the third consecutive year underscores Equisoft’s sustained leadership in transfer automation innovation for UK pensions, investment wealth management firms through Equisoft/transfer.
Read Press Release