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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 -
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
