Filter by:
-
eApplications
Can an eApp Have Empathy? Innovative Insurance CX Solutions
Find out how life insurers can fix yesterday’s CX mess‒from CRM to claims.Read Article -
Agency Management System
How do Distributors Grow Sales in the Middle of Digital Transformation?
The opportunity for distributors, especially in times of significant change like these, is to help their advisors evolve their systems and the tech that supports them in order to remove obstacles and grow their practices.Read Article -
eApplications
How to Improve Customer Experience in Caribbean Insurance
Find out how to improve customer experience in the insurance industry and remain compliant with the new IFRS 17 reporting standards.Read Article -
Agency Management System
Legacy Insurance Software Creates Trust and Product Issues for African Insurance
New Cenfri and Equisoft research reveals the biggest African insurance distribution challenges. Find out what is causing low penetration of insurance and how underwriters, brokers and banks can make a difference.Read Article -
Mutual Fund Fact Sheets
How to Solve 5 Mutual Fund Fact Sheet Production Headaches
Find out how to solve the 5 biggest headaches related to producing mutual fund fact sheets. Eliminate time and effort spent on manual production each month. Free your staff for higher value tasks.Read Article -
Asset Allocation and Wealth Analysis
Leveraging Tech to Comply with the Investment Industry’s Client Focused Reforms
The Canadian Securities Administrator’s new Client Focused Reforms present significant compliance challenges for financial advisors and their firms. Amongst those, documenting investment suitability (Know your Client) and advisor knowledge of products (Know your Product).Read Article -
Policy Administration System
Planning a Digital Transformation to Create Superior Customer Engagement
Find out the 3 most critical steps to solving the insurance client engagement data gapRead Article -
Policy Administration System
How One Carrier Successfully Modernized their Policy Management Software
See how a global leader in pre-funded Final Expense solutions, strategically transformed their PAS to support their most critical products.Read Article -
Advisor Productivity
How Insurance Distributors Can Provide Transformative Solutions to Advisor Productivity
A transformative opportunity for distributors to enhance advisor productivity and satisfaction, as well as boosting sales.Read Article -
Agency Management System
How to Solve 3 Fundamental Challenges to Growing Insurance Sales in Africa
Find out how insurers, brokers and banks can solve the fundamental challenges facing African insurance.Read Article -
Agency Management System
Can Insurance Agency Management Software End Distributors’ Commission Accounting Headaches?
Find out how a insurance distribution management software solves insurance distributor commission accounting headaches and increases advisor engagement.Read Article -
Data Migration
How Are LATAM Life Insurance CIOs Getting Value from Their Data Right Now?
New Equisoft and Celent LATAM research reveals what insurers in the region are doing to create value with their data, what challenges they face and what priorities they have for the near future.Read Article -
Asset Allocation and Wealth Analysis
How One Carrier Transformed their Insurance Advisors into Financial Experts
How one carrier found a solution that enabled their insurance advisors to deliver holistic financial advice to their clients.Read Article -
Agency Management System
Defining a New Insurance Distributor Value Proposition for Advisors
See the top 4 trends that impact today’s value proposition for insurance distributionRead Article -
Policy Administration System
How LATAM Insurance Companies are Reacting to Regional Market Conditions—End-to-End Technology Solutions
Find out how LATAM insurance companies are digitally transforming in response to market conditions in the regionRead Article -
Agency Management System
How to Optimize Digitalization for Life Insurance Distributors
Life insurance distributors are in the middle of digital transformation--but realizing the full benefits means looking beyond the tools and tech. How strategy powers effective digitalizationRead Article -
Data Migration
What Are Life Insurance CIOs Doing with Their Data Right Now?
Find out 3 important ways life insurance CIOs are getting value from their data todayRead Article -
Advisor Productivity
The Best CRM for Financial Advisors: Novarica Market Navigator Report
Carriers and distributors have an opportunity to add value for their advisors by solving their client relationship management challenges. The Aite-Novarica Market Navigator CRM report is a comprehensive review of the market intended to help carriers choose the right solution.Read Article
