Modernizing Core Systems And Portals In Life Insurance With Ann Mengelson-Clark Life Accelerated podcast

Modernizing Core Systems and Portals in Life Insurance with Ann Mengelson-Clark

1M ago 33:47

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In this episode, host Olivier Lafontaine speaks with Ann Mengelson-Clark, Vice President of Technology at Kuvare, and Chief Technology Officer at Guaranty Income Life, United Life, and Lincoln Benefit Life on Kuvare’s journey of growth and digital transformation.

Ann explains that Kuvare evolved from its early acquisitions to exploring new technologies for core systems, while restructuring teams to keep up with change. She walks through the company’s digital transformation efforts, from consolidating policy administration platforms to creating a unified portal for financial professionals and policyholders.

She describes the path toward advanced data strategies for more efficient processes. The discussion also covers how Kuvare experiments with AI, operationally and for customer service, which is guided by a governance model that includes compliance from the very beginning.

Key Takeaways:

Aligning business and IT teams accelerates decision-making and creates stronger digital outcomes.
Modernizing data systems gives leaders immediate insights that were locked in legacy platforms.
Calculated AI adoption for operations and customer service requires both governance and creativity.

Jump Into the Conversation: (00:00) Meet Ann Mengelson-Clark

(02:23) What fuels Ann outside of work

(04:19) How Kuvare grew through acquisitions and bold expansion

(08:01) Ann’s unexpected career path from HR receptionist to CTO and VP

(12:33) Turning paper processes into digital systems that scale

(16:15) Breaking silos by aligning business and IT teams

(20:57) Results from modernization projects that changed daily operations

(21:48) Launching a unified digital platform for advisors and clients

(24:04) Making smarter business decisions through data dashboards

(26:31) Practical ways AI is already helping at Kuvare

(28:39) Balancing compliance and innovation with AI governance

Resources: Connect with Ann Mengelson-Clark: https://www.linkedin.com/in/ann-m-c/

Check out Kuvare: https://kuvare.com/

Check out Guaranty Income Life: https://www.gilico.com/

Check out United Life: https://www.unitedlife.com/

Check out Lincoln Benefit Life: https://www.lbl.com/

Connect with Olivier: https://www.linkedin.com/in/olivierlafontaine/

55 episodes