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Corporate News
Canadian MGA AgenZ Group moves forward on their modernization path with Equisoft/centralize
Equisoft is pleased to announce that Financière S_entiel has gone live with its agency management system, Equisoft/centralize.Read Press Release -
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
5 Elements That Make Digital Transformation a Success
It is critical for leaders initiating modernization projects to make the right decisions today, so they don’t leave a legacy of consequences for those who follow. Equisoft and Novarica research revealed 5 critical elements for success.Read Article -
Policy Administration System
4 Critical Challenges That Must Be Tackled to Ensure Successful PAS Modernization
Life insurance CIOs interviewed in recent Equisoft and Novarica research identified a number of potential issues—from planning to data conversion to testing—that can derail modernization. Read what the 4 biggest challenges were.Read Article -
Policy Administration System
3 Major Themes Driving Insurance Technology Change at Life Insurers
Equisoft commissioned Novarica to conduct an in-depth interview series with mid- to large-tier life insurance CIOs actually engaged in modernization projects. Read part one of this three part series on the results.Read Article -
eApplications
Tackling Your Digital Customer Experience Challenges - Key Strategies For Life Insurance Carriers
The rapidly evolving life insurance landscape has presented challenges for carriers around the world. Join us as we look at emerging technologies that will influence the life insurance landscape of tomorrow.Watch Webcast -
Advisor Productivity
8 Productivity and Time Management Tips for Advisors
Increased productivity can improve satisfaction and enable advisors to fulfill their vision for their practice. Get 8 top tips on improving your time management and overall productivity.Read Article -
IFRS17 Compliance
Getting Your IFRS 17 Compliance Transformation In Gear
Join our IFRS 17 subject matter experts in this webcast if you are an insurance professional or business leader whose organization is directly or indirectly impacted by IFRS 17.Watch Webcast -
eApplications
How Life Insurers Can Successfully Overcome Social Distancing Challenges and Thrive Post Pandemic
Working from home and finding ways to serve clients at a distance present significant challenges to life insurers. New approaches are needed to overcome the lasting impacts of the crisis.Read Article
