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Showing 249 results
  • Voice of the Customer
    May 28, 2026

    Retirement and pensions enterprises are modernizing their technology stacks to improve administration accuracy, member and sponsor experiences, and operational resilience across recordkeeping, contributions, pension payroll, withdrawals, investment servicing, and advice-led engagement. Legacy administration platforms, fragmented payroll…
  • Tech Launch Perspective
    May 20, 2026

    Life and Annuity (L&A) insurers are increasingly investing in modernization initiatives to replace legacy policy administration environments, improve operational efficiency, and support digitally enabled customer experiences. This report explores Equisoft’s recent strategic announcements, including the launch…
  • Voice of the Customer
    May 14, 2026

    Group life insurers are modernizing their technology stacks to shorten implementation timelines and deliver simpler, digital-first journeys for sponsors, brokers, and members, while balancing cost, operational risk, and compliance expectations. Legacy group administration platforms and fragmented…
  • Voice of the Customer
    May 07, 2026

    Individual life insurers are modernizing their technology stacks to improve underwriting-to-issue speed, strengthen operational controls, and elevate digital experiences for advisors and policyholders. Yet legacy platforms, technical debt, and integration complexities continue to absorb a meaningful…
  • Roundtable
    April 16, 2026

    Following our GBS Operating Model FutureCast workshop, Everest Group is convening a select group of GBS leaders for an interactive working session on Thursday, May 07, to pressure test emerging perspectives on reimagining the operating model in the age of agentic AI.  …
  • Roundtable
    March 31, 2026

    Following our GBS Operating Model FutureCast workshop, Everest Group is convening a select group of GBS leaders for an interactive working session on Tuesday, April 14, to pressure test emerging perspectives on reimagining the operating model in the age of agentic AI.  …
  • Voice of the Customer
    March 12, 2026

    Customer experience has become a central pillar of insurance transformation as carriers respond to rising policyholder expectations, digital-first competition, and stricter regulatory scrutiny. Insurers are investing in customer experience orchestration platforms to modernize high-volume journeys such…
  • Market Insights™
    March 11, 2026

  • Viewpoint
    Jan. 08, 2026

    The North American retirement and pensions ecosystem is at a turning point. Recordkeepers and Third-party Administrators (TPAs) are struggling with aging technology platforms, expanding regulatory mandates, and growing expectations for seamless digital experiences. While both segments…
  • Tech Provider Spotlight
    Dec. 19, 2025

    Banking, Financial Services, and Insurance (BFSI) enterprises are fundamentally transforming customer engagement, driven by rising expectations for personalized, timely, and compliant communication. Traditional marketing environments – limited by fragmented data, manual content workflows, and siloed tools…
  • Accelerator
    Dec. 16, 2025

    Everest Group’s Life and Annuities (L&A) Insurance Technology RFP Accelerator provides a structured, domain-specific framework to help procurement and vendor management teams evaluate technology providers’ contractual and service performance commitments. Built for L&A insurers’ unique regulatory,…
  • Blog
    Dec. 11, 2025

    The US retirement landscape is again on the cusp of change. Proposed Congressional legislation, aimed at simplifying 401(k) distribution notices and enabling in-service rollovers into annuities, could reverberate across participants, plan sponsors, recordkeepers, insurers, and the…
  • Accelerator
    Dec. 03, 2025

    Everest Group’s RFP Questionnaire for Life and Annuities (L&A) Insurance IT Services is a purpose-built accelerator designed to support procurement, vendor management, and technology-sourcing leaders in executing rigorous, domain-specific IT service evaluations. As L&A insurers face…
  • PEAK Matrix®
    Dec. 01, 2025

    Rising customer expectations, pressure to reduce service costs, and the need for faster product iteration are reshaping how insurers orchestrate experiences across acquisition, onboarding, servicing, and claims. As carriers modernize front ends alongside legacy cores, cloud-native…
  • Blog
    Nov. 21, 2025

    The insurance industry stands on the brink of a profound shift. What was once a conservative, process-heavy business built on stability and compliance is now embracing a convergence of data, technology, and human expertise.   This transformation is not simply about modernizing legacy…
  • Blog
    Nov. 06, 2025

    The road from insight to action: Agentic AI and the insurance value chain Agentic Artificial Intelligence (AI) systems with autonomous decision-making capabilities, is reshaping insurance operations from underwriting to claims and service. By 2030, nearly every core process in insurance will be streamlined by AI-driven automation, especially in high-volume,…
  • Blog
    Nov. 05, 2025

    The retirement and pension industry stands at a pivotal inflection point. For decades, enterprises - recordkeepers, Third Party Administrators (TPAs), and asset managers have served as stewards of long-term trust, safeguarding trillions in assets. But as technology reshapes every facet of Financial…
  • Blog
    Nov. 05, 2025

    In 2006, I visited my first captive center in Bengaluru. At the time, the model was still in its formative years – many multinational organizations were only beginning to explore the potential of setting up their own in-house centers…
  • Thematic Report
    Nov. 03, 2025

    The Life and Annuity (L&A) insurance market is fundamentally shifting in sourcing approaches, moving beyond legacy cost-saving models to prioritize agility, innovation, and resilience. This report examines how macroeconomic uncertainties, talent shortages, and evolving customer expectations…
  • Provider Compendium
    Oct. 08, 2025

    North American Life and Annuity (L&A) insurers are under increasing pressure to enhance user experiences, improve operational efficiencies, and future-proof their core systems. Across individual life and group life and benefits lines, carriers are investing in…

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