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Agency Management System
Improving the Agent Journey: Technology Capabilities to Improve Agent Experiences at Life Insurers
New business submission in the independent insurance channel is often a frustrating process for all stakeholders. We commissioned this insurer CIO study to better understand the reasons why the process can take so long and what carriers are doing to address the issue.View Research -
Policy Administration System
Get to Market Faster—Break Through Traditional Life Insurer Limitations
Find out which four critical changes have become drivers of ingenuity and accelerated innovation for life insurersRead Article -
Policy Administration System
How CFG Successfully Integrated the Oracle Insurance Policy Admin System
See the impact of replacing a range of legacy systems with a single, comprehensive Oracle Insurance Policy Administration solution that is fully integrated with a carrier’s IT ecosystem.Read Article -
Advisor Productivity
CRM for Financial Advisors: A Guide for African Insurers
How insurers and brokers can remove frustrations by providing a CRM solution specifically tailored to the needs of their advisors.Read Article -
Wholesaler Productivity
How Portfolio Analysis Transforms Mutual Fund Wholesalers’ Advisor Relationships
Find out how to transform from yesterday’s mutual fund wholesaler to tech-enabled business consultant by offering mutual fund analysis as a service.Read Article -
Policy Administration System
4 APAC Insurance Industry Trends That Are Re-Shaping the Market
Find out which 4 large-scale insurance technology trends are affecting APAC organizations today.Read Article -
Policy Administration System
Get Set For Transformation: Life Insurance Modernization Challenges and Success Factors
Find out what potential pitfalls plague insurance IT modernization projects and how to avoid them.Read Article -
Advisor Productivity
How Distributors can Help Advisors Turbocharge their Client Review Meetings
Distributors who provide the right model for effective client review meetings and support it with superior CRM and needs analysis solutions will have an edge in attracting and retaining top advisors.Read Article -
Corporate News
Equisoft's Global Expansion & Acquisition of Altus
In this LinkedIn Live session, Equisoft's CEO (Luis Romero) and Altus Ltd' Managing Director (Kevin Okell) discuss how the acquisition of Altus provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market.Watch Video -
Data Migration
How North American Insurance Execs Are Leveraging Their Data Today
The greatest strategic asset for insurers is your data. This Equisoft & Celent research goes beyond high level data trends and reveals what insurance CIOs are ACTUALLY doing right now to capitalize on their data-driven opportunities.Watch Webcast -
Agency Management System
How Insurance Agency Management Systems Harness the Power of Data to Drive Digital Transformation
Traditional agency roles, processes and strategies are being redefined and the new digital value proposition enabling distributors to provide greater value for all partners will be driven by dataRead Article -
Agency Management System
Solving the Most Critical Life Insurance Agency Management Challenges
Find out how modern agency management systems centralize carrier data, automate critical processes and take the pain out of commission payments for insurance distributorsRead Article -
Policy Administration System
Digital Client Engagement Challenges in African Insurance
Delivering superior client engagement is a complex matter for African insurance companies. Find out how to deliver the right end-to-end insurer solutions for digital client engagement.Read Article -
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
