Equitable employee benefits transforms operations

Customer Story

A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.
Equitable Website

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.

Stephanie Shields Profile Image
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 ShieldHead of Employee Benefits


Equitable Employee Benefits grappled with a substantial volume of unstructured quote requests received via email. The lack of an automated solution led to time-consuming manual extraction of complex census information, hindering operational efficiency and potentially compromising service quality.

Solution and Impacts

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

  • Processing Time Reduction: Ushur's IDP Solutions led to an astounding ~80% reduction in processing time. Ushur helped Equitable compress processing time from 5 days down to 5 minutes - delivering needed response speed and significantly reducing operational burden.
  • Human Error Mitigation: By reducing manual work and introducing Ushur's IDP Solutions, Equitable achieved an 85% reduction in the likelihood of human errors, ensuring accuracy and reliability.
  • High Submission Volume: Approximately ~85% of RFP submissions were efficiently processed, demonstrating Ushur's pivotal role in handling a substantial workload and meeting broker expectations.
  • Swift Implementation: Equitable achieved a significant milestone by going live with the project within just three months from its inception, showcasing the agility and efficiency of the implementation process.


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.

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