Choosing the Right Path for P&C Policy Systems

Wednesday, September 10, at 11:00 AM ET | 8:00 AM PT

Roundtable Summary

Many P&C insurers still rely on legacy Policy Administration Systems (PAS) that are fragmented, heavily customized, and difficult to scale. These systems were not designed to support modern needs such as real-time data exchange, predictive analytics, or seamless digital customer experiences. As competitive pressure and regulatory complexity increase, insurers recognize the need to modernize but today’s technology landscape adds to the challenge.  

For many carriers, the challenge isn’t just choosing a new vendor, it’s deciding how much change is right. Without a clear understanding of internal readiness, long-term goals, and vendor alignment, many insurers make technology choices that do not support their broader transformation strategy.  

Join this roundtable for an off-the-record discussion on how to chart a clear modernization path.

  • ​Benefit from an insightful session relevant for technology, operations, and transformation leaders across the P&C insurance space.
  • ​We’ll explore how your peers are assessing upgrade vs. replatform vs. replace decisions, balancing risk and value, and aligning modernization efforts with digital strategy, compliance, and customer experience imperatives.
  • ​You’ll leave with shared insight into real-world implementation stories, readiness criteria that matter, and key signals that indicate which path might best fit your organization’s goals.

Roundtable Speakers

 

 

Vidhi Trivedi

Research Analyst

  • Vidhi Trivedi is a Research Analyst on the Industry Team at Info-Tech Research Group. With a primary focus on the government sector, she creates thoughtful, client-centered research that helps public sector leaders make confident decisions and bring meaningful change to their organizations. Vidhi works closely with subject matter experts and members to turn complex technology strategies into clear, approachable insights, guiding government teams through their IT innovation and transformation journeys.

  • She finds inspiration in IT innovation and transformation, systems thinking for public sector progress, and making complex technology feel more accessible and engaging for diverse audiences. Vidhi cares deeply about fostering collaboration, building strong connections with stakeholders, and helping organizations embrace digital growth with confidence.

  • Before joining Info-Tech, Vidhi gained experience in corporate strategy, digital consulting, and organizational transformation across healthcare, financial services, and manufacturing sectors. She holds a Master of Science in Digital Management and a Graduate Diploma in Business & Sustainability from the Ivey Business School, and a Bachelor of Arts in Psychology from Western University.

 

Christine West

Senior Managing Partner

  • Christine West is the Senior Managing Partner, Financial & Professional Services, in Info-Tech’s Executive Services. Christine joined Info-Tech with over 20 years of experience in Wealth Management and Life Insurance.

  • As the VP in Wealth Management & Insurance of Canada Life, Christine led a 300+ person team responsible for strategy and delivery of individual customer and advisor services technology. During her tenure, she worked to transform her organization into a product-centric delivery model while scaling DevOps capabilities.

  • As part of a $100M+ systems modernization program at Canada Life, Christine drove the migration of 15 legacy insurance and wealth management back-office systems, enabling the organization’s digital and automation roadmaps. This effort resulted in operational efficiencies, resiliency improvements, and security risk reductions and built the basis to support the client and advisor websites.

  • At Manulife Financial, as AVP of contact center technology, Christine also drove the implementation of AI/ML/RPA capabilities within Contact Centre, leveraging natural language IVR, voice biometrics, and speech analytics. Those initiatives resulted in the enablement of customer and advisor self-service, shortened response times, and built the ability for data analysis to inform product and service improvements.

  • Christine has deep experience identifying and implementing the data analytics engines that secure and drive financial systems to enable wealth managers and employees. Her content expertise includes anti-money laundering & terrorist financing systems and large-scale digital workplace programs.

  • Christine earned both her Bachelor of Economics and Master of Library & Information Science at Western University.

Register for Our Roundtable

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