Our History

How We Got To Where We're Going.

Innovation never happens overnight and it never ends.
Take a trip backwards in time to see how we’re constantly moving forward.


  • With an eye to the future, we acquired Breathe Life, an SaaS provider and innovator of Hybrid Origination for life & annuity.
  • We began creating Open Insurance to transform the life & annuity experience end-to-end by building new efficiencies and intuitive solutions across the product lifecycle.
  • We launch a new company brand and chart a wide open future for insurers, advisors, and consumers.

We lead the way with cutting-edge Blockchain and Smart Contract technologies.

  • More growth and expansion. Convergent Financial Technologies joins to complement our offerings with UV Cloud®, an industry-leading pricing and trading platform.
  • Named MOST INNOVATIVE COMPANY OF THE YEAR at the Stevie Awards and recognized as a leader in Nelson Hall’s NEAT Evaluation 2020: Life, Annuities & Pensions BPS.
  • We launch an integrated, end-to-end digital engagement solution and reimagine the selling and servicing of policies.
  • We expand to India with two new offices to drive innovation and enhance our operations and technology.

The Awards Don’t Stop

We take home 13 more awards at the Annual 2019 SVUS Awards®

Applauded as a “Top 20 Most Promising Insurance Technology Solution Providers” by CIOReview

We win “Best Product Service, Solutions & Innovations of the Year” 2019 at Golden Bridge Award

We are the Gold Winner for “Platform-as-a-Service: Information Technology” at 2019 Globee Awards

  • Growth continues to accelerate. Our client base exceeds
    $100+ billion in AUM.
  • Awards are piling up. We’re named the “Most Innovative
    Insurance Business Process as a Service Provider of 2018”
    by CV Magazine Technology Innovator Awards.


  • We extend our capabilities into customer engagement with the acquisition of Life.io, a gamification and personalization technology platform.
  • Recognized as one of the “Most Innovative FinTech Solution Providers for 2018” by Insights Success.
  • The first digital SaaS for life insurers, a no-touch end-to-end life insurance as a service solution, is launched with great success.
  • We innovate the first-of-its-kind digital platform to transform insurers’ ability to go to market with new products and expand how they define customer experience.
  • We’re proud to be named one of the “20 Most Promising Insurance Technology Solution Providers” by CIOReview and an Industry Visionary by Gartner.


We continue to make significant capital investments into strengthening and stabilizing our infrastructure and platform.



We pioneer consumption-based digital solutions such as: Software-as-a-Service, Platform-as-a-Service and Business Process-as-a-Service.
We add over 150,000 new business policies to our platform.

Innovation explodes.
We create 30+ new products in 2 years.

Year-over-year growth in new business surges 65%.

  • We innovate the first TPA as a SaaS model platform only.
  • We successfully launch our first Fixed Index Annuity.
  • We develop Enhanced Life Insurance Policy Administration Technology and Outsourcing Services to industry acclaim.
Fund Management is introduced as stand-alone point solution for separate account pricing and trading.



  • Growth triples – 330% to be exact – in only 4 years.
  • We are now processing 1.3 million policies and have $40 billion in assets under administration.
  • We launch 403b Connect to consolidate reporting in response to new regulatory requirements.
Our TPA business takes root as SE2, a distributed ecosystem with the most innovative business processing and administration to ever serve the life and annuity market.