Filter by:
-
Policy Administration System
Overcoming the Hurdles to Increasing Speed to Market in the Life Insurance Industry
At a time when all carriers are facing volatility on many fronts, it has never been more important to be able to rapidly adapt products and processesRead Article -
Financial Needs Analysis
Financial Advisor CRM and Asset Allocation Software Pitfalls
Avoid making the wrong financial advisor software choice both for financial advisor CRM and asset allocation softwareRead Article -
Wholesaler Productivity
What do Financial Advisors Want from Mutual Fund Wholesalers?
What financial advisors really want from wholesalers—and what they’re not always getting.Read Article -
Quotes & Illustrations
Celent Report: Life Insurance Illustration Systems, 2020
Global research firm Celent conducted a comprehensive review of 10 illustration systems in use by or being marketed for North American life, health, and annuities products.Read Article -
Policy Administration System
How Modern Insurance Policy Administration Systems Improve Customer Experience
How to close the gap between insurance customer expectations and experience with insurance policy administration systemsRead Article -
Agency Management System
Insurance Distributors: Create a Transformative Cross-Selling Model for Your Advisors
Grow financial advisor sales. The benefits of cross-selling life insurance are well known—however advisors have long struggled to embrace the practice and consistently excel at it.Read Article -
Policy Administration System
How To Uncover Policy Administration System Vendor Credibility
We’ve compiled 12 specific, smart questions that leaders ask during the vendor selection process to get beyond a company’s assertions and unearth the truth about their policy admin system capabilitiesRead Article -
Quotes & Illustrations
How a $25-Billion Carrier Leveraged Next-Gen Insurance Illustration Software to Become a Market Leader
What opportunities might be created if insurers stopped treating their illustration software as a commoditized tool? Find out how one carrier leveraged next gen illustration capabilities to a gain a strategic advantage over their competitors.Read Article -
Policy Administration System
What Life Insurance Leaders Need to Know to Successfully Navigate Disruptive Change
Check out Jean Sabbagh's key takeaways from the 2019 LIMRA Annual Conference, including: how life insurance leaders can successfully handle change management, the importance of striking a balance between the need for growth and providing exceptional customer experience. #LIMRAACRead Article -
eApplications
7 Ways Insurance Technology Enables End-to-End Digital Insurance
Which insurance technologies will help carriers revolutionize the end-to-end insurance policy lifecycle?Read Article -
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
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 -
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 -
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 -
IFRS17 Compliance
Finding the Right Implementation Approach for IFRS 17
IFRS 17 is a big concern for insurers around the world scrambling to figure out how to deal with the most fundamental change to insurance industry reporting methods in over 15 years.Read Article -
Policy Administration System
Equisoft Insider Insights: Challenges Facing the Life Insurance Industry
Get insider insights from analysts on challenges facing the life insurance industry, including: the impact of low investment returns, changes resulting from new morbidity and mortality tables and predictive analytics.Read Article
