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The Equisoft Experience

Equisoft is proud to partner with leading financial services companies to help them successfully navigate their digital transformation journeys. On this page you can find out how our clients leveraged our solutions to solve their biggest challenges.

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Our Valued Customers

Old Mutual
Hellenic Life
Guardian Group
Ivari
Voya
Fonasa
American Fidelity
Nationwide
NCB logo
Assurant
GCU
Sura
National Western Life
Columbian Financial Group
Assa
Torchmark
Clearview logo
Family Guardian logo
UV Assurance

Customer Spotlight

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Read why Equisoft/design IDE Gives TruStage Autonomy Over OIPA Configuration

This case study examines how TruStage’s collaboration with Equisoft and the implementation of the Equisoft/design IDE solution has set a benchmark for autonomy in digital transformation within the life insurance industry.

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Case Studies

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Policy Administration System

How a Modern Policy Admin Solution Transformed Columbian Financial Group

Read the case study to discover how Equisoft’s implementation services enabled CFG to launch a modern PAS that fully integrated with their existing internal and third party systems.
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eApplications

How UV Insurance Realized Their Vision of Increased Efficiency

This case study examines how one carrier implemented Equisoft/apply as part of a successful strategy to build a leadership position in the market.
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Policy Administration System

How Fraternal insurance carrier GCU transformed into a pioneer of digital transformation

The following case study examines how GCU implemented Equisoft/manage as part of a their strategic initiative to reduce operational & technology costs by implementing a state-of-the-art, cloud hosted, digital policy administration system for their members and agents.
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Projects Implemented

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Corporate News

Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients

Equisoft is proud to formally announce a new partnership with Life Design Analysis (LDA), a cloud-based sales and productivity solution for advisors and MGAs to empower financial advisors and MGAs to deliver customized solutions to their clients.
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Corporate News

GNP Seguros continues to strengthen its digital transformation with OIPA and Equisoft's experience

Equisoft’s cloud-based solution offers flexibility in business processes and allows a higher level of adaptation to the changes required by an increasingly dynamic market. 
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Corporate News

Assuria N.V. accelerates its digital transformation with Equisoft’s policy administration system and advisor tools

Equisoft’s digital solutions provides the flexibility to launch new products quickly to respond to market changes and provide state-of-the-art agent and customer experience tools.
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Customer Events

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Elevate 2024 | Montreal

To celebrate Equisoft’s 30 years in the business of digital transformation in the insurance and investment industry, we hosted our exclusive annual customer event in Montreal this year. Elevate 2024, brought together our global clients from US, Canada, ANZ, and the Caribbean and industry leaders for two days of insights, collaboration, and innovation.

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We chose Equisoft/manage pre-configured SaaS solution to rapidly modernize our technology platforms. Equisoft has ensured a fast and painless transformation and we are thrilled with the impact this solution has had in our market
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Scott Schuetz

Chief Operations Officer at GCU USA

Equisoft’s unique implementation methodology for OIPA ensures business and technology collaboration and alignment. The mentoring program will allow American Fidelity to become 100 % autonomous on the maintenance and evolution of the Oracle platform
American Fidelity

Lisa Knatvold

SVP Operations at American Fidelity Assurance

Implementing a new core policy administration platform is a key component of our modernization efforts and growth initiative. The flexibility of a modern, configurable and scalable solution such as the Oracle platform certainly impressed us and the depth of experience that Equisoft brings to a project was also key in helping us make our decision.
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Gregory Owen

SVP and Chief Information Officer at National Western Life

Oracle is a trusted brand around the world and Equisoft has the most extensive track-record as an OIPA integrator, so we’re getting the best of both worlds
Columbian Financial Group

Jeanne Clarke

SVP, Chief Administration Officer at Columbian Financial Group

For Sura, the transformation of processes and their leverage in a tech platform seeks to generate efficiencies in the operation that enable the development of the strategy. We are in the process of implementing a PAS where Equisoft is the partner company to accompany this project.
Sura

Marcela Diaz Velez

IT Assurance Manager, SURA Colombia

Implementing Equisoft/manage from our legacy systems enables us to launch products faster and consolidate multiple PAS into one modern system. “Equisoft’s insurance solutions, data migration expertise, and proven track record in the Caribbean offer us the best combination to implement our digital transformation strategy
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Eric Hosin

Group Head of Life, Health, and Pensions, Guardian Holdings Limited

As we’re endeavoring to enhance the overall user experience for our members and agents, this transformational project will allow us to keep up with ongoing regulatory and compliance requirements, as well as improve our operational and reporting capabilities
SPJST

Brian Vanicek

President/CEO, SPJST

By retiring our legacy system and integrating Equisoft/illustrate we have digitalized our front-end tools enabling us to create efficiencies and enhance service delivery for our customers. We thank the Equisoft team for their support and commend them for their innovation

Glen O. A. Ritchie, CPA

President

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Testimonials

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