United Heritage Life Insurance Launches Equisoft's Cloud-Based Policy System

The implementation of Equisoft's solutions addresses United Heritage's need to modernize its policy administration infrastructure.

Published on Feb. 4, 2026

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United Heritage Life Insurance Company has successfully gone live with its annuity products on Equisoft/manage, a modern SaaS policy administration system for life insurance and annuities. United Heritage selected Equisoft's comprehensive end-to-end solutions to support its Life and Annuities business, implementing Equisoft/manage for policy administration, along with Equisoft/apply (eApp) and AppCapture for digital application processing.

Why it matters

This transformation allows United Heritage to streamline operations, enhance customer experiences, and respond more quickly to market opportunities by modernizing its legacy policy administration system, which was limiting the company's ability to effectively scale and quickly bring new products to market.

The details

United Heritage's successful go-live with annuities represents the first phase of its broader digital transformation strategy. The insurer plans to begin the next phase in early 2026, which will extend the Equisoft platform to their preneed life insurance product, further expanding their modern technology capabilities across additional insurance lines of business.

  • United Heritage went live with Equisoft's solutions in February 2026.
  • The insurer plans to begin the next phase of its digital transformation in early 2026.

The players

United Heritage Life Insurance Company

A life insurance company headquartered in Idaho that has been in business since 1934, offering a diverse line of products including life insurance, preneed, final expenses, annuities, and group life and disability.

Equisoft

A global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 350 of the world's leading financial institutions.

Todd Gill

President and Chief Executive Officer at United Heritage Life Insurance Company.

Johanna Hale

Senior Vice President, Chief Transformation and Risk Officer at United Heritage Life Insurance Company.

Mark DePhillips

Senior Vice President, USA at Equisoft.

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What they’re saying

“We chose Equisoft because of their domain expertise in insurance technology and their approach to solution delivery.”

— Todd Gill, President and Chief Executive Officer

“Our legacy policy administration system was limiting our ability to effectively scale and quickly bring new products to market. Equisoft has been a great partner and I'm pleased that this transformation project has been successful in going live with our first line of business. We're now well positioned with a modern platform that will support our growth objectives, and we look forward to expanding to other products.”

— Johanna Hale, Senior Vice President, Chief Transformation and Risk Officer

“It has been a pleasure and a privilege to collaborate with United Heritage. We view our clients as true partners and are committed to helping them navigate their modernization journeys so they can stay competitive in today's rapidly evolving marketplace. United Heritage's successful go-live demonstrates how the right technology foundation and people enable financial institutions to streamline operations, enhance customer experiences, and respond more quickly to market opportunities.”

— Mark DePhillips, Senior Vice President, USA

What’s next

United Heritage plans to begin the next phase of its digital transformation in early 2026, which will extend the Equisoft platform to their preneed life insurance product, further expanding their modern technology capabilities across additional insurance lines of business.

The takeaway

This partnership between United Heritage Life Insurance and Equisoft showcases how modernizing legacy policy administration systems can help insurers streamline operations, enhance customer experiences, and respond more quickly to market opportunities in the rapidly evolving financial services industry.