Beyond Friction: The Life & Annuity Blueprint for Speed, AI, and Customer-Centricity
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➔ White Paper
Peer-Insights Report
Beyond Friction: The Life & Annuity Blueprint for Speed, AI, and Customer-Centricity
Get exclusive perspectives from your peers. This report synthesizes key qualitative insights from 170 life and annuity leaders who gathered at the 2025 Sureify Life & Annuity Summit. Discover their candid strategies for eliminating system friction, overcoming roadblocks to digital advancement, navigating the realities of AI implementation, and ultimately achieving an "Amazon-like" experience for customers, agents, and home office teams.
In this piece we discuss the following AI challenges and provide best practices for solving them:
• Securing access to data from legacy systems and transforming it into usable formats for AI models
• Orchestrating workflows to complete AI-triggered events and transactions across systems
• Maintaining histories of training and transaction data to validate safe and compliant AI use
“The life & annuity AI value chain is only as strong as its weakest link. To fully realize the benefits of AI, our industry needs to ensure our backend systems are able and ready to support it.”
‐ Brian Mulconrey, Sureify’s SVP of Customer Strategy