Revolutionizing the Life Insurance Sales Experience

Hector Martinez, Head of Life Insurance at Equitable, talks about how digital transformation is crucial not only for optimizing the life insurance buying experience, but for innovations in what he calls the ownership experience.

In this episode, Hector Martinez, Head of Life Insurance at Equitable, talks about how digital transformation is crucial not only for optimizing the life insurance buying experience, but for innovations in what he calls the ownership experience—where he sees AI as an important technology for a higher level of self-service.

Hector also discusses Equitable’s partnership with Bestow to offer “Term in Ten,” which leverages advanced underwriting and other technology-driven capabilities to quickly deliver insurance to a larger swath of the public at the right price.

This was a fun episode, partly because Hector is such a charming and positive guy. And also partly because Hector is a sales guy, through and through. He has the perspective of someone has seen how technology affects the perennial proposition that “life insurance is SOLD, not bought.”

It was also an inspirational conversation because of Hector’s—and Equitable’s—commitment to its mission of reaching the underinsured. In Hector’s view, even if life insurance must still be sold, how and to whom it is sold is rapidly evolving, and digital transformation is a crucial tool for achieving that objective.

This podcast is created in partnership with Equisoft. Don’t miss an episode! Subscribe today at https://www.equisoft.com/life-accelerated-podcast.

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