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Corporate News
Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients
Equisoft is proud to formally announce a new partnership with Life Design Analysis (LDA), a cloud-based sales and productivity solution for advisors and MGAs to empower financial advisors and MGAs to deliver customized solutions to their clients.Read Press Release -
Asset Allocation and Wealth Analysis
Transforming Investment Management: The Rise and Risks of Model Portfolio Services
This report explores this growing trend, revealing both the potential and pitfalls of MPS as advisers seek cost-effective and efficient investment solutions.View Research -
Pensions
The Roadmap to Pensions Dashboards Programme Readiness
In this whitepaper, David Poynton, Pensions Dashboards Product Manager at Equisoft and a member of the PDP advisory group, provides an essential guide to help you understand and meet the PDP connection requirements.Read eBook -
Agency Management System
What You Need to Know About Insurance Agency Management Systems (AMS)
Discover Agency Management Systems (AMS) for insurance, including key features, benefits, and how they streamline agency operations.Read Article -
Policy Administration System
Equisoft/design IDE Gives TruStage Autonomy Over OIPA Configuration
The following case study examines how TruStage’s collaboration with Equisoft and the implementation of the Equisoft/design IDE solution has set a benchmark for autonomy in digital transformation within the life insurance industry.Read Case Study -
Self-Service Portals
Transforming Advisor and Client Engagement—even in multi-PAS legacy environments
Learn how advanced data conversion tools and Application Programming Interfaces (APIs) facilitate the seamless integration of data, even from multiple policy administration systems—enabling insurers to offer a more holistic and connected customer experience.Watch Webcast -
Corporate News
GNP Seguros continues to strengthen its digital transformation with OIPA and Equisoft's experience
Equisoft’s cloud-based solution offers flexibility in business processes and allows a higher level of adaptation to the changes required by an increasingly dynamic market.Read Press Release -
Corporate News
Equisoft Wins “Best Transfer Automation System” and “Excellence in Product Design” at Systems in The City Financial Technology Awards 2024
The awards are amongst the UK financial sectors’ top honours and acknowledge tech providers' achievements in enabling financial organisations to grow their business and meet their clients' needs.Read Press Release -
Data Migration
Solutions for Data Complexity in Legacy PAS Environments
Life insurance companies face complex IT environments with multiple legacy Policy Administration Systems (PAS) due to years of acquisitions. While consolidating these systems seems logical, the high cost and complexity of migrating legacy data pose significant barriers.Read Article -
Asset Allocation and Wealth Analysis
KYP in Action: Success Stories from the Front Lines
Get detailed insights from two different firms that have excelled at integrating KYP into their daily operations to enhance compliance and improve client outcomes. Gain actionable advice to help adapt these strategies to your business.Watch Webcast -
Pensions
Strategies and Resources for Optimising Pensions Dashboards Programme Matching Criteria
Discover strategies for optimizing data matching in the Pensions Dashboards Programme (PDP).Read Article -
Policy Administration System
What you Need to Know About Insurance Policy Admin Systems (PAS)
A Policy Administration System (PAS) can automate various steps of the policy life cycle, improving efficiency and reducing manual intervention.Read Article -
Corporate News
Council of Australian Life Insurers welcomes Equisoft as a new partner to make life insurance more accessible to Australians
Equisoft’s mission to improve Australians’ lives through more accessible and valued financial services has led to the decision to become a corporate partner of the Council.Read Press Release -
Policy Administration System
Insurance Core System Myths Revealed: How to Avoid Costly Mistakes
Discover strategies that empower carriers to rapidly achieve independence, accelerate product launches and reduce costs.Watch Webcast -
Pensions
Pensions Dashboards Readiness: Essential Steps and Supporting Tools
During this webinar, our Pension Fusion Product Manager, David Poynton along with guest speakers will walk through the industry toolkits available to Trustees, TPA’s & Providers.Watch Webcast -
Policy Administration System
Life Insurance Executive Research: Understanding Insurance Distribution & Automation in Africa
Equisoft collaborated with Cenfri and over 30 insurance associations to investigate the challenges in insurance distribution across Africa and find impactful solutions.View Research -
Policy Administration System
5 Modernization Best Practices in Life Insurance Policy Administration
If you're considering replacing or are already in the process of replacing your policy administration system, read on for Practical Advice for PAS Modernization from veterans.Read Article -
Corporate News
Seguros Banorte drives digital transformation with Equisoft’s modern policy administration system and migrates 27 million policies
The implementation of Equisoft’s SaaS policy administration system has enabled Seguros Banorte to automate processes across the carrier’s entire value chain and improve customer and agent experiences.Read Press Release
