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Advisor Productivity
Specialize to Win: How to Find the Ideal Niche for Your Practice
Focusing on a specific niche gives you the opportunity to go deep and really understand the needs of the clients in that market and helps you narrow your marketing focus, develop your expertise and build your brand.Read Article -
Policy Administration System
Solving the Top Challenges Faced by Life Insurance Leaders
Key takeaways from the LIMRA Annual Conference, including: the three biggest challenges faced by life insurance leaders, the interconnected challenges in life insurance and the keys to a successful transformation. #LIMRAACRead Article -
Policy Administration System
Carriers are Placing Bets on How Best to Innovate in Life Insurance
Check out François Levasseur's key takeaways from the 2019 LIMRA Annual Conference, including: how to build better client relationships, creating superior customer experiences through legacy system modernization and getting back to the roots of innovation.Read Article -
Future of Insurance
How AI and IoT are Changing the Insurance and Wealth Management Industries
Those still relying on decades old legacy systems will miss out on the looming revolution. Check out insights into how risk mitigation, customer experience, and product development will be forever changed.Read Article -
Policy Administration System
How automation will bring the next big digital transformation in claims
Check out Jean Sabbagh's key takeaways from InsureTech Connect 2019, including: how automation will bring the next big digital transformation by accelerating insurance processes and claims workflows.Read Article -
Data Migration
Legacy system challenges and data migration solutions
Equisoft's CEO, Luis Romero discusses the legacy policy admin system challenges facing life insurance and annuity companies.Read Article -
Self-Service Portals
How fraternal leaders can create superior member experiences
Read how fraternals can overcome legacy system challenges to create world-class experiences for their members. See how modernization of core policy admin systems is critical to delivering the digital self-service that today's members demand.Read Article -
Advisor Productivity
Technology Enables a New Approach to the Advisor Role
Thoughts based on Equisoft Insights and the Evolution Revolution Report: • How can advisors keep the pipeline full—in disrupted times? • How can advisors leverage tech to redefine their role? • How do they create sustainable growth?Read Article -
eApplications
3 Ways Group Insurers Can Transform Member Experience and Build Deeper Relationships
Those organizations looking to exceed stakeholder expectations and build deeper relationships with members can’t afford to rely on legacy technology, paper and manual processes, or digital tools that don’t provide great user experiences.Read Article -
Agency Management System
3 Ways Modern Agency Management Systems Solve Bank and National Accounts’ Biggest Life Insurance Challenges
Unlocking the full potential for insurance within the Bank or National Account structure requires the implementation of a modern agency management system, comprehensive and flexible enough to address the varied data and commission challenges.Read Article -
Policy Administration System
How Disruptive Change can Bring Positive Transformation
In order to thrive during and after the digital transformation, MGAs will need to start the process of redefining the way they bring value to their clients, the advisors.Read Article -
Asset Allocation and Wealth Analysis
What All Asset Managers Need to Know About the New Customer Experience Landscape
Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.Read Article -
Advisor Productivity
20 Questions Every Advisor Should Ask During Prospect and Client Meetings
Prospect and client meetings are critical activities for advisors. They are your best chance to build relationship with your clients, develop trust, uncover needs and help them reach their goals.Read Article -
Advisor Productivity
How to move digital advisor and customer tool innovation into the fast lane
Equisoft recently held it's 2019 Client Advisory Board where product experts, top analysts and life insurance company leaders who are at the forefront of digital tool development and implementation met to explore the future of digital agent tools and the industry as a whole.Read Article -
Advisor Productivity
Opportunities for financial advisors
Get the key takeaways from the 2019 Canada Sales Congress, including: how MGA's can add value for advisors, & how a new, hybrid distribution model can help advisors compete with direct-to-consumer offerings.Read Article -
Future of Insurance
Life Insurance in 2050 — What Risks Will Humanity Face in the Next 30 Years?
Many insurers are now using predictive models to manage risk. They are leveraging the power of Big Data and Artificial Intelligence to generate business insights, and to identify at earlier and earlier stages the developing risks that will impact their business.Read Article -
Policy Administration System
How to Kick-Start Policy Administration System Modernization: Part 2
The RFI/RFP process can be an unexpected landmine for companies preparing to modernize. For many, the desire to gather as much intel about potential solutions and vendors creates an information overload that slows the entire process.Read Article -
Policy Administration System
How to Kick-Start Policy Administration System Modernization: Part 3
Looking to kick-start your modernization project? See what we've learned about the pitfalls and shortcuts in choosing the best vendor for your project over the course of our 25 years of experience.Read Article
