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Move your policy conversion plan forward

This playbook gives individual life and annuity leaders a practical guide to policy administration modernization: understand your policy data, choose a conversion path, and plan the move through post-launch support.

Conversion Playbook

What's Inside:

  • Inventory legacy systems, acquired blocks, and undocumented calculations.
  • Choose the right modernization path for each block.
  • Sequence conversion waves around business priorities and deadlines.
  • Compare migration and reconstruction, including validation and reconciliation.
  • Evaluate partners, AI claims, and delivery responsibilities.