Skip to content

Driving Digital Client Engagement

11/24/2021 11 a.m. - 12 p.m. EST


Who Should Watch

Insurance experts and executives interested in learning about how to build the right roadmap to drive digital client engagement.


Few insurance carriers take on full-blown ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to digital front-end solutions like illustration, eApps and Portals. Join this webinar to hear from industry experts as they discuss where to prioritize your digital transformation, from policy admin systems to illustrations, eApps, and Portals to advisor CRM and planning tools.

Key takeaways from this webinar will include:

  • Which digital sales and service solutions move the needle on client engagement.
  • How to decide whether to modernize your legacy policy admin system or prioritize sales and service tools.
  • How to shortcut your digital transformation critical path.


Rendra Gopee
Director, Wealth & Insurance Solutions Caribbean , Equisoft

Rendra Gopee

Director, Wealth & Insurance Solutions Caribbean , Equisoft

Rendra spent the majority of his 30-year career in public accounting, with the last 16 as a Partner. He previously worked for PWC, KPMG, and EY in the UK, US and throughout the Caribbean. His past clients included some of the Caribbean’s largest assurance clients, spanning regional banks, insurance companies and conglomerates. In his advisory role, Rendra was focused on services related to public sector and SME’s, and specifically how public sector advisory services could impact the economies of countries, including the ease of doing business, restructuring debt and raising debt to facilitate development. He holds a Bachelor of Commerce from McMaster University and is a Chartered Accountant ACCA, holding practicing certificates in Barbados, Trinidad and the Eastern Caribbean (OECS).

Annalee Moore
Board Member, Equisoft

Annalee Moore

Board Member, Equisoft

Annalee Moore is an accomplished business leader with over 35 years of experience in the insurance and wealth management space. She served for many years at Sun Life Financial, a leading international financial services organization, most recently as Assistant Vice-President, Business Management Distribution Services and previously as Assistant Vice-President, Insurance Business Development. Her previous tenures include leadership positions at Manulife Financial, Clarica Life Insurance and Mutual Life. Throughout her 11+ years career at Sun Life, she has led several teams focused on helping advisors and distribution partners in their efforts to grow sales, optimize processes and support large and complex cases.  Annalee brings to the Equisoft Board a long and successful career of driving growth, operational improvement and innovation, as well as extensive knowledge in multi-line business development, product development and operations management.

Ruben Veerasamy
Senior Vice President, Caribbean, Equisoft

Ruben Veerasamy

Senior Vice President, Caribbean, Equisoft

Ruben has more than 20 years of experience in the IT industry, and over 15 years in Sales and Account management. For more than 5 years he headed our PMO with a unique ability to see projects from the analytical perspective of an engineer, and the critical planning skills of a project manager.

  • Recognized expert in Canadian & Caribbean markets
  • Lead some of Equisoft’s largest international modernization projects
  • Known for deep Insurance & Wealth Management knowledge
  • Optimal blend of engineering & planning skills

At Equisoft, Ruben oversees sales, project delivery and account management for the Caribbean. Our clients depend on his ability to holistically understand a modernization’s project lifecycle and ensure they receive the optimal solution, on-time and on-budget.

Contact us to learn more:

Mr. Jinhai Guo

International Conference Coordinator


Did you accomplish the goal of your visit to our site?

Yes No