Case Study: Pacific Life streamlines compliance and boosts efficiency with StarCompliance

Adaptable software simplifies employee compliance while optimizing efficiency and resources for major insurance firm

Pacific Life, a major insurance firm, needed to replace its expiring in-house and proprietary compliance systems with a new cloud-based platform. They selected StarCompliance for its adaptable STAR software, drawn to its intuitive user interface, customization capabilities, and the vendor's dedicated support services.

StarCompliance implemented a highly customized solution in two phases. The STAR platform streamlined employee disclosures and self-certifications by integrating with Pacific Life's complex HR system, automatically tailoring forms to each employee's role. It also automated trade surveillance and pre-clearance requests. This resulted in significant efficiency gains for the compliance team, improved completion rates for employee certifications, and simplified reporting processes, saving considerable time and resources.

Pacific Life

James Balbas

Compliance Supervisor