Webcast
Reaching Operational Excellence: Intelligent Information Management for Insurance
Overview
Date: Wednesday, June 25, 2025
Time: 1pm ET | 10am PT
Cost: Complimentary
Produced and Sponsored by:
Insurance leaders face mounting pressure to streamline operations, improve efficiency, and meet ever-evolving regulatory demands—all while enhancing customer experience. But siloed systems, outdated infrastructure, and rising costs can make it hard to move forward.
This webcast dives into how a unified Intelligent Information Management (IIM) approach—combining enterprise content management, business process automation, and data governance—can help insurers modernize and stay competitive. Led by experts from Datos
Insights and a leading insurer, this session explores new research, implementation strategies, and real-world case studies that illustrate the tangible business value of IIM.
Key takeaways include:
- How IIM bridges gaps across ECM, BPA, and data governance for operational excellence
- Practical strategies to reduce costs and boost efficiency
- Ways to enhance customer satisfaction using data-driven insights
- Tips for managing compliance and mitigating risk through better information management
- Lessons learned from a successful insurance IIM implementation
Speakers:
Jackie Morales is a results-driven executive with extensive experience leading the transformation of Life and Annuity Insurance organizations. With a proven track record spanning roles at Americo Life, Lincoln Financial Group, AXA Equitable, and Legal & General America, Jackie has consistently driven operational efficiency and spearheaded innovation in traditional insurance spaces.
In recent years, Jackie has made her mark in the insurtech sector, serving as Chief Insurance Officer for high-growth startups Bestow and Modern Life. Her achievements include launching an insurance company from the ground up and architecting a cloud-native, direct-to-consumer platform and SaaS administrative system while transforming agency operations for sustainable growth.
Jackie holds a master's in finance and a bachelor's in humanities from Southern Methodist University.
Joman Kwong is the strategic solutions manager at Laserfiche, specializing in analyzing and communicating key industry trends and challenges within the financial sector through ongoing market research. He develops strategic partnerships with 3rd party publications, trade associations, media outlets, and other stakeholders to create thought leadership content focused on technology and business priorities. His efforts drive demands, enhance awareness, and foster collaboration with industry executives to highlight successful digital transformation stories.
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