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Equitable Employee Benefits, a division of Equitable Holdings with a history spanning over 160 years, embarked on a journey of modernization and innovation in its high-growth mode. Stephanie Shields, the Head of Employee Benefits, recognized the potential of emerging technologies like artificial intelligence (AI) to streamline operations and elevate customer experiences. Equitable's decision to harness the power of AI began with the transformation of its group insurance quote intake process—a mission-critical, high-volume operation. The goal was to achieve speed, accuracy, and scalability while enhancing broker and client experiences.

Even in weeks during the busy season, when we get a quote request from a broker, we can have it set up in our systems without human interaction and turn an accurate quote around much quicker than the industry average.
Stephanie Shields Profile Image
Stephanie ShieldHead of Employee Benefits
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Equitable Employee Benefits faced several challenges prior to implementing Ushur's Intelligent Document Processing (IDP) Solutions:

Solution and Impacts

Equitable's partnership with Ushur yielded impressive results and transformed its operations:


Equitable Employee Benefits successfully addressed its operational challenges and positioned itself for future growth by embracing Ushur's IDP Solutions. This transformative journey resulted in substantial reductions in processing time and human errors, while also enhancing proactive customer engagement. Equitable now stands as a beacon of efficiency and customer-centricity, ready to navigate its high-growth trajectory with confidence. Equitable's commitment to leveraging AI to simplify processes, reduce manual errors, and enhance customer experiences sets a precedent for modernization in the insurance industry. As Equitable continues to scale and serve its brokers and clients effectively, it stands as a testament to the power of innovative technology solutions in the insurance landscape.