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Policy Administration System
Equisoft/design IDE Gives TruStage Autonomy Over OIPA Configuration
The following 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.Read Case Study -
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.Read Case Study -
Policy Administration System
Enabling Australian Life Insurer Growth – New Core Systems Capability Creates Real Market Advantages.
Find out which new policy administration system capabilities enabled remarkable growth for an Australian insurer.Read Case Study -
Agency Management System
How One International Bank Significantly Increased Insurance Sales
The bank’s complex structure made it difficult to manage insurance sales. Leads, activity and commission tracking were an ongoing challenge.Read Case Study -
Policy Administration System
How One Carrier Accelerated Innovation by Implementing OIPA
This case study examines how one carrier implemented OIPA as part of a successful strategy to retire its Final Expense legacy back-office systems.Read Case Study -
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.Read Case Study -
Data Migration
How a Tier 1 Carrier Moved 400,000+ Policies to a Modern PAS
This case study reveals how Equisoft subsidiary Universal Conversion Technologies (UCT) was able to successfully migrate one carrier’s legacy data to a new target system.Read Case Study -
Financial Needs Analysis
How One Advisor Dramatically Deepened Client Relationships
Read the case study to find out how one advisor grew her business after the distributor she worked with implemented Equisoft/plan in their advisor force.Read Case Study -
Quotes & Illustrations
Turning Illustrations from Table Stakes into a Competitive Advantage
This case study reveals how one carrier implemented Equisoft/illustrate as part of a successful strategy to gain a competitive edge.Read Case Study -
Advisor Productivity
How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM
See the impact on one advisor when the BGA he worked with implemented Equisoft/connect in their advisor force.Read Case Study -
Agency Management System
A Distributor’s Radical Digital Transformation to Completely Automated Processing
This case study examines the how implementing a modern agency management system revolutionized one top distributor’s operations.Read Case Study -
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.Read Case Study -
Wholesaler Productivity
How a Top Wholesaler Accelerated Sales Through Product Positioning
Want to Accelerate your Sales? Learn How a Top Wholesaler Did it.Read Case Study -
Advisor Productivity
How One Carrier Transformed Insurance Advisors into Holistic Financial Experts To Significantly Boost Sales
This case study reveals how one carrier implemented Equisoft/analyze for advisors as part of a successful strategy to build a new investment capability within their existing advisor force.Read Case Study -
Policy Administration System
The desire to create a world-class digital customer experience started GCU on its transformation journey
Like many insurance companies, GCU — a 127-year-old fraternal benefit society located in Beaver, Pennsylvania — had an aging core policy administration system that was hindering its ability to effectively service its members.Read Case Study -
Wholesaler Productivity
Taking a Modern Approach to the Mutual Fund Wholesaler Role to Win Advisor Business
The traditional ways a mutual fund wholesaler approached their advisor relationships: networking, marketing, and product presentation aren't dead. But true relationship building requires the wholesaler to add significant value to the advisor's practice.Read Case Study
