Heritage Life Insurance coverage has Efficiently Deployed Creatio’s No-code Platform To Reimagine CX with the Assist of Tata Consultancy Providers

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It’s inspiring to see how our offering is helping the leading insurance company accelerate its growth.

Creatio, a global software company providing a leading no-code / low-code / no-code platform for process management and CRM, today announced that Heritage Life Insurance has successfully deployed Creatio in partnership with Tata Consultancy Services. Heritage opted for Creatio’s innovative One platform, which combines no-code functions, a BPM engine and first-class out-of-the-box apps for sales, marketing and service to replace their cumbersome legacy system Customer service in their fast growing organization.

Heritage is a company with more than 60 years of experience providing world class insurance services to customers. The company’s exceptional team brings extensive knowledge to the reinsurance of pensions and life insurance. Heritage wanted to implement low-code / no-code tools to ensure that CSRs responded to current policyholder needs and requirements. The most important requirements for the system included the ability to create a complete IT landscape for the management of acquired business units, full compliance with security standards for the insurance business and customer-specific processes, no-code / low-code tools for in-depth customization and Automation of industry-specific workflows and intuitive software for easy implementation.

Heritage Life Insurance had to intensify its customer relationship management and the automation of business processes after acquiring two insurance lines with all associated customer data. This step pushed their transformation program with the help of Creatio’s easy-to-use, intuitive no-code platform.

“Creatio’s no-code platform enables digital and IT executives to automate work processes quickly and easily and to streamline processes. We are excited to partner with Tata Consultancy Services and Heritage Life. It’s inspiring to see how our offering is helping the leading insurance company accelerate its growth, ”said Andy Zambito, chief sales officer, Americas, Creatio.

Creatio provided Heritage Life Insurance with a single platform for contact center, workflow management, document management and customer communication and simultaneously migrated the 20 years of live and archive data relating to policies, cases and customers. The new system will enable every Heritage customer to receive world-class after-sales support for policy revisions and make working with applications and policies easier for the company’s employees.

About creation

Creatio is a global software company that provides a leading low-code platform for process management and CRM. The company has been recognized as a market leader by key industry analysts. Its intelligent products accelerate sales, marketing, service and operations for medium and large businesses. Together with hundreds of partners, Creatio is active in 110 countries worldwide.

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Via Tata Consultancy Services

Tata Consultancy Services is an IT services, consulting and business solutions organization that has worked with many of the world’s largest companies on their transformational path for over 50 years. TCS offers an advisory, cognitive, integrated portfolio of business, technology and engineering services and solutions. This is achieved through its unique Location Independent Agile ™ delivery model, which is recognized as the benchmark for excellence in software development.

As part of the Tata Group, India’s largest multinational corporation, TCS has 488,000 of the world’s best trained consultants in 46 countries. The company had consolidated sales of $ 22.2 billion for the fiscal year ended March 31, 2021 and is listed on the BSE (formerly Bombay Stock Exchange) and NSE (National Stock Exchange) in India. TCS ‘proactive stance on climate change and award-winning work with communities around the world have earned the company a place in leading sustainability indices such as the MSCI Global Sustainability Index and the FTSE4Good Emerging Index. For more information, please visit and follow the TCS news at @TCS_News.

About inheritance life insurance

Heritage Life Insurance was founded in 1957 as a life and disability insurance company and has since developed close relationships with international money market banks, credit institutions, large financial companies and industry service providers. Heritage is also a member of the Federal Home Loan Bank of Dallas, which is part of the Federal Home Loan Bank System created by Congress in 1932. As of December 31, 2020, Heritage had total assets of approximately $ 7.3 billion and total adjusted capital of over $ 1 billion, making it one of the 100 largest US life insurance companies. You can find more information about Heritage Life Insurance at

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