How a Modern Policy Admin Solution Transformed Columbian Financial Group

How a Modern Policy Admin Solution Transformed Columbian Financial Group

CFG wanted to retire the legacy core systems that had become an obstacle to future growth. Consolidating them into a single modern PAS would lower cost and enable the development of new products more easily.

Read the case study to learn the keys to:

  • Successful integration with critical systems
  • Accelerating workflows to enhance ease-of-use
  • Creating a seamless end-to-end solution that includes all 3rd party systems
Equisoft

Download Now

From Legacy to Modernity

CFG recognized that the introduction of the CSO 2017 mortality tables would require new product development and that this presented an opportunity to consolidate their legacy policy admin systems by replacing them with a modern core system. Equisoft: The Game-Changer

Find out why CFG chose Equisoft as their partner in their modernization journey. Renowned for their OIPA implementation successes rate and track record reflecting global triumphs, Equisoft became the cornerstone of the much-anticipated ECLIPSE project.

Integration, Efficiency, and Beyond

Discover how integration laid the foundation for accelerated product development, leading to the successful launch of insurance products like Whole Life and Final Expense. See how integrations between OIPA, CFG systems and third-party solutions transformed the entire policy life cycle.

Your Invitation to Transformation

Download the case study to find out how Equisoft and CFG integrated the OIPA core system and accelerated product innovation.

Read our customer success stories and discover the impact Equisoft can have on your organization.

Related Articles

Mountain Train 1920x1080

Policy Administration System

UK & Europe Life Insurer Use Case: Streamlining Application Onboarding Through Intelligent Automation

Discover how agentic AI automates life insurance application validation—from data completeness checks to underwriting prep—reducing processing time and improving consistency for UK and European insurers.
Read Case Study
Hand diagram right 01

Policy Administration System

Transforming Policy Administration: An AI Strategy Guide for UK and EU Policy Administrators

Discover how AI-enabled policy administration transforms operations for UK and EU insurers through intelligent automation, faster product launches, and data-driven growth strategies.
Read Article
Calculation Engine Rocket 1920x1080

Policy Administration System

Insurer Use Case: Accelerate New Business Processing with AI-Powered Good Order Checks

Learn how insurers reduce case prep time by 80% with AI-powered good order checks. Automate application validation, verify advisor licensing, and accelerate underwriting decisions.
Read Case Study