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Future of Insurance
Insider Insights: Solving the biggest CX challenges in insurance with Rob McIsaac
Learn how organizations are harnessing data to improve their customer experiences, and how the demand for enhanced digital CX is impacting the IT landscape in this interview.Watch Video -
Asset Allocation and Wealth Analysis
Leveraging Tech to Comply with the Investment Industry’s Client Focused Reforms
The Canadian Securities Administrator’s new Client Focused Reforms present significant compliance challenges for financial advisors and their firms. Amongst those, documenting investment suitability (Know your Client) and advisor knowledge of products (Know your Product).Read Article -
Future of Insurance
Equisoft Digital Acceleration Insights - Ken Leibow
Equisoft interviewed Ken Leibow, Founder & CEO, InsurTech Express, to get his insights into the biggest challenges insurance distributors are facing right now.Watch Interview -
Future of Insurance
Equisoft Digital Acceleration Insights - Keith Raymond
Equisoft interviewed Keith Raymond, Senior Analyst for Life & Annuities at Celent, to get his insights into the current and future state of CX and Insurance technology.Watch Interview -
Future of Insurance
Equisoft Digital Acceleration Insights - Blake Hill
Equisoft interviewed Blake Hill, VP of Business Development, North America, Dacadoo, to get his insights into the unique customer experience challenges insurers face and what solutions will be most impactful going forward.Watch Interview -
Policy Administration System
Planning a Digital Transformation to Create Superior Customer Engagement
Find out the 3 most critical steps to solving the insurance client engagement data gapRead Article -
Policy Administration System
How One Carrier Successfully Modernized their Policy Management Software
See how a global leader in pre-funded Final Expense solutions, strategically transformed their PAS to support their most critical products.Read Article -
Advisor Productivity
How Insurance Distributors Can Provide Transformative Solutions to Advisor Productivity
A transformative opportunity for distributors to enhance advisor productivity and satisfaction, as well as boosting sales.Read Article -
Agency Management System
How to Solve 3 Fundamental Challenges to Growing Insurance Sales in Africa
Find out how insurers, brokers and banks can solve the fundamental challenges facing African insurance.Read Article -
Agency Management System
Can Insurance Agency Management Software End Distributors’ Commission Accounting Headaches?
Find out how a insurance distribution management software solves insurance distributor commission accounting headaches and increases advisor engagement.Read Article -
Policy Administration System
Driving Digital Client Engagement Through The Entire Caribbean Insurance Value Chain
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.Watch Webcast -
Corporate News
Equisoft appoints new Chairman of the Board: Emilio B. Imbriglio, President & CEO of Raymond Chabot Grant Thornton
The appointment strengthens Equisoft’s corporate governance and leadership as it accelerates its international expansion and growth.Read Press Release -
Data Migration
How Are LATAM Life Insurance CIOs Getting Value from Their Data Right Now?
New Equisoft and Celent LATAM research reveals what insurers in the region are doing to create value with their data, what challenges they face and what priorities they have for the near future.Read Article -
Corporate News
Exclusive Equisoft & Aite-Novarica Study on Insurance Distribution Bottlenecks: 40% of CIOs Cite Digital Roadblocks as Causing Policy Approval Delays
A study conducted with US life insurers to identify the bottlenecks that distributors are facing across the policy application cycle, and what could be done to help them gain more visibility into the process, avoid delays and, improve advisor and customer satisfaction.Read Press Release -
Asset Allocation and Wealth Analysis
How One Carrier Transformed their Insurance Advisors into Financial Experts
How one carrier found a solution that enabled their insurance advisors to deliver holistic financial advice to their clients.Read Article -
Agency Management System
A 360° View Of African Insurance Agency Automation – Unveiling Bottlenecks & Solutions
Research: Equisoft, Cenfri & African insurance association execs reveal top reasons why policy approval timelines are too long—and what distributors can do to expedite the process.Watch Webcast -
Corporate News
Broadridge Canada Partners with Equisoft to Enhance Its Wealth Technology Platform with Innovative Front-End Solutions
Equisoft announced today a strategic partnership with Broadridge Financial Solutions, Inc. This agreement comes in line with both firms’ efforts to empower and support the digital transformation of leading wealth and financial services institutions.Read Press Release -
eApplications
Equisoft Digital Acceleration Insights - Dan McCoach
Equisoft interviewed Celent's Leader of North American Life, Annuity and Health Practice, Dan McCoach to get his insights into how insurers are solving the biggest CX challenges faced by the industry.Watch Interview
