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Building a Future-Ready Insurer with Michael New, ClearView

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Manage episode 471034534 series 3335159
Content provided by Equisoft + Insurance Innovation Reporter and Insurance Innovation Reporter + Equisoft. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equisoft + Insurance Innovation Reporter and Insurance Innovation Reporter + Equisoft or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Life Accelerated, host Olivier LaFontaine sits down with Michael New, Chief Technology Officer at ClearView, to explore the realities of large-scale digital transformation in life insurance.

Michael shares his experiences leading ClearView’s migration to a modern policy admin platform, tackling legacy system challenges, and ensuring data readiness for a seamless transition. As an ultra-marathon runner, he draws compelling parallels between endurance sports and the long, strategic journey of digital modernization. From navigating data complexities to redefining the advisor experience, this conversation highlights the patience, precision, and leadership required to build a future-ready insurer.

Key Takeaways:

  1. Rushing into transformation without a solid data foundation creates unnecessary roadblocks.

  2. A realistic, milestone-driven roadmap is essential for managing expectations and delivering long-term impact.

  3. Digital innovation isn’t just about efficiency—it’s about enhancing customer and advisor experiences meaningfully.

Jump Into the Conversation: (00:00) The marathon mindset: How endurance running parallels digital transformation

(03:59) Navigating ClearView’s large-scale platform migration and its challenges

(07:41) Addressing legacy data complexities and the role of SMEs in data integrity

(12:52) Lessons learned from previous migrations: Why data baseline matters

(16:57) ClearView’s strategic shift: Simplifying operations to become a dynamic challenger

(24:00) Balancing technology expectations and business realities in digital transformation

(27:49) Future focus: Enhancing advisor experience with a stronger digital presence

Resources:

  continue reading

49 episodes

Artwork
iconShare
 
Manage episode 471034534 series 3335159
Content provided by Equisoft + Insurance Innovation Reporter and Insurance Innovation Reporter + Equisoft. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equisoft + Insurance Innovation Reporter and Insurance Innovation Reporter + Equisoft or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Life Accelerated, host Olivier LaFontaine sits down with Michael New, Chief Technology Officer at ClearView, to explore the realities of large-scale digital transformation in life insurance.

Michael shares his experiences leading ClearView’s migration to a modern policy admin platform, tackling legacy system challenges, and ensuring data readiness for a seamless transition. As an ultra-marathon runner, he draws compelling parallels between endurance sports and the long, strategic journey of digital modernization. From navigating data complexities to redefining the advisor experience, this conversation highlights the patience, precision, and leadership required to build a future-ready insurer.

Key Takeaways:

  1. Rushing into transformation without a solid data foundation creates unnecessary roadblocks.

  2. A realistic, milestone-driven roadmap is essential for managing expectations and delivering long-term impact.

  3. Digital innovation isn’t just about efficiency—it’s about enhancing customer and advisor experiences meaningfully.

Jump Into the Conversation: (00:00) The marathon mindset: How endurance running parallels digital transformation

(03:59) Navigating ClearView’s large-scale platform migration and its challenges

(07:41) Addressing legacy data complexities and the role of SMEs in data integrity

(12:52) Lessons learned from previous migrations: Why data baseline matters

(16:57) ClearView’s strategic shift: Simplifying operations to become a dynamic challenger

(24:00) Balancing technology expectations and business realities in digital transformation

(27:49) Future focus: Enhancing advisor experience with a stronger digital presence

Resources:

  continue reading

49 episodes

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