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Financial Needs Analysis
Financial Advisor CRM and Asset Allocation Software Pitfalls
Avoid making the wrong financial advisor software choice both for financial advisor CRM and asset allocation softwareRead Article -
Policy Administration System
Addressing Changing Market Conditions: Carrier Solutions for Rapid Product Adaptation
Low interest rates, fluidless underwriting, new COVID variants. 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.Watch Webcast -
Corporate News
National Western Life Insurance Company (NWL®) launches Equisoft/manage, a flexible cloud-based policy administration system
Fueling an aggressive digital transformation plan, NWL® launches a significant system modernization initiative together with the introduction of a new Fixed Indexed Annuity product.Read Press Release -
Quotes & Illustrations
Celent Report: Life Insurance Illustration Systems, 2020
Global research firm Celent conducted a comprehensive review of 10 illustration systems in use by or being marketed for North American life, health, and annuities products.Read Article -
Policy Administration System
How Modern Insurance Policy Administration Systems Improve Customer Experience
How to close the gap between insurance customer expectations and experience with insurance policy administration systemsRead Article -
Agency Management System
Insurance Distributors: Create a Transformative Cross-Selling Model for Your Advisors
Grow financial advisor sales. The benefits of cross-selling life insurance are well known—however advisors have long struggled to embrace the practice and consistently excel at it.Read Article -
Quotes & Illustrations
Why Celent Ranks Equisoft/illustrate as a Top Illustration Solution
The recent 2020 XCelent Life Insurance Illustration Report ranked Equisoft/illustrate as a top-rated solution. In this video Equisoft’s Bruno Leduc explains why.Watch Interview -
Policy Administration System
How To Uncover Policy Administration System Vendor Credibility
We’ve compiled 12 specific, smart questions that leaders ask during the vendor selection process to get beyond a company’s assertions and unearth the truth about their policy admin system capabilitiesRead Article -
Quotes & Illustrations
How a $25-Billion Carrier Leveraged Next-Gen Insurance Illustration Software to Become a Market Leader
What opportunities might be created if insurers stopped treating their illustration software as a commoditized tool? Find out how one carrier leveraged next gen illustration capabilities to a gain a strategic advantage over their competitors.Read Article -
Policy Administration System
What Life Insurance Leaders Need to Know to Successfully Navigate Disruptive Change
Check out Jean Sabbagh's key takeaways from the 2019 LIMRA Annual Conference, including: how life insurance leaders can successfully handle change management, the importance of striking a balance between the need for growth and providing exceptional customer experience. #LIMRAACRead Article -
eApplications
7 Ways Insurance Technology Enables End-to-End Digital Insurance
Which insurance technologies will help carriers revolutionize the end-to-end insurance policy lifecycle?Read Article -
Future of Insurance
Top Priorities For 2021 From 100+ Insurance Carrier Execs
Join us for this webinar as we look back at what 30+ industry experts and our 2020 audience had to say about their top digital transformation priorities this year.Watch Webcast -
Advisor Productivity
What you definitely shouldn't miss at the 2019 LIMRA Annual Conference
Join our expert team at LIMRA's 2019 Annual Conference to get your modernization journey in gear. Discover how our innovative end-to-end insurance solutions help companies with their digital transformation.Read Press Release -
Quotes & Illustrations
Celent research ranks Equisoft’s illustration software among the best solutions in North America
Equisoft's insurance quote and illustration software, Equisoft/illustrate, has been recognized by Celent as one of the top-rated solutions in North America.Read Press Release -
Corporate News
Seguros Banorte S.A. de C.V., Grupo Financiero Banorte, selects Equisoft and Oracle to modernize its cloud-based policy administration processes
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, announced that it has been chosen by Seguros Banorte to modernize the company’s policy administration processes and support its life insurance business line.Read Press Release -
Corporate News
Aite Group Gives Highest Mark To The Oracle/Equisoft Stand-Alone Claims Solution
The stand-alone claims solution offered in partnership by Oracle and Equisoft has been recognized and awarded in a recent Aite Group Impact Report evaluating the competitive position of vendors offering stand-alone claims systems to the US Life insurance industry.Read Article -
Policy Administration System
Digital and New Business Capabilities are Driving Mid- to Large-Size Life Insurers’ Modernization: Novarica CIO Study
In a new research report underwritten by Equisoft, Novarica presents the findings of an interview series conducted with mid-to large-size US life insurance carriers to identify the key drivers for policy administration system modernization projectsRead Press Release -
Corporate News
Equisoft Delivers Modern, Cloud-based PAS Solution for US insurer GCU
Equisoft proudly announced today the successful implementation of their SaaS policy administration offering, Equisoft/manage, including their electronic application software, Equisoft/apply, for GCU.Read Press Release
