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Advisor Productivity
Financial Advisors: Make Your Practice More Profitable
Two simple ways to reliably improve the profit margin and health of your advisory practiceRead Article -
Advisor Productivity
How to Become the First Choice, Go-to Advisor in Your Niche
How financial advisors can tune their practice to take advantage of the benefits that come from specializing in a specific niche market.Read Article -
Policy Administration System
Optimizing Your CX Strategy and Technology to Create Opportunities
Exceeding insurance customers’ heightened expectations every time they interact with your organization requires a strategic approach to digital transformation.Watch Webcast -
Corporate News
Equisoft continues global expansion with U.K. acquisition of investment and pension management solutions provider Altus
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market.Read Press Release -
Policy Administration System
Addressing Changing APAC Market Conditions: Carrier Solutions for Rapid Product Adaptation
Low interest rates, fluidless underwriting, new COVID variants. APAC insurers face volatility & challenges on every front, creating a need for quick product adaptions. In this session, we’ll share rapid product adaptation solutions and the roadmap for future development in APAC.Watch Webcast -
Future of Insurance
APAC Insurance Trends—Challenges Facing Australian Insurance Industry
APAC Insurance Trends: find solutions to the 5 biggest challenges facing the Australian insurance industryRead Article -
IFRS17 Compliance
Where are you in the IFRS 17 implementation timeline?
Have you begun your IFRS 17 implementation? Find out how to get on track to meet the coming deadline.Read Article -
Policy Administration System
[Q&A]: How to Avoid LATAM & Spain's Biggest Insurance Policy Management Software Challenges
Q&A with Equisoft’s Mauricio Monroy about changes sweeping through LATAM & Spain's legacy policy admin system challenges and what to look for in a modern solution.Watch Interview -
Self-Service Portals
Improving Customer Experience and Engagement in Insurance
Find out how to improve customer experience and engagement in the insurance industry.Read Article -
Advisor Productivity
CRM for Financial Advisors: A Guide for Caribbean Insurers
Read how purpose-built advisor CRM software can make advisors more efficient and make their marketing and sales campaigns more effective.Read Article -
Quotes & Illustrations
Digital Client Engagement—End-to-End Insurance Carrier Solutions for Speeding Policy On-Boarding
Few African insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem. Find out how to build the right roadmap to drive digital CX in Africa.Watch Webcast -
Quotes & Illustrations
Celent: Illustration systems can improve point-of-sale efficiency
Karen Monks, author of Celent's report “Life Insurance Illustration Systems: North American Edition,'' discusses how illustration tools are table stakes for life insurers, and comments on Equisoft/illustrate's performance.Watch Video -
IFRS17 Compliance
Roadmap for Successful IFRS 17 Implementation
IFRS 17 subject matter experts in accounting, data analytics and core system transformation will reveal the critical steps you need to take to become IFRS 17 compliant. Find out how to get your IFRS 17 transformation in gear.Watch Webcast -
Policy Administration System
Overcoming the Hurdles to Increasing Speed to Market in the Life Insurance Industry
At a time when all carriers are facing volatility on many fronts, it has never been more important to be able to rapidly adapt products and processesRead Article -
Policy Administration System
5 Digital Technologies That Can Only Be Enabled By A Modern PAS
This executive panel—featuring Rob McIsaac, Novarica and Olivier LaFontaine, Equisoft—explores 5 different absolute must-have technologies for exceeding customer’s digital experience expectations what needs to be done today to make them a reality.Watch Webcast -
eApplications
Driving Digital Client Engagement Through The Entire Insurance Value Chain
Few insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to illustrations, eApps and Portals. Join our experts to find out how to build the right roadmap to drive digital client engagement.Watch Webcast -
IFRS17 Compliance
Get Ready for IFRS 17: Implementation, Compliance & Beyond
Implementing IFRS 17 mandates a radical departure from current accounting standards and produces complex operational challenges. The January 2023 compliance deadline seems a long way out, but savvy insurers are acting now.Read eBook -
Policy Administration System
Driving Insurance Innovation in a New Age
Join leaders from Clearview, KPMG, Oracle and Equisoft for a revealing exploration of the current state of insurance in Australia and challenges carriers face.Watch Webcast
