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Future of Insurance
How Digital Transformation Breaks Down Barriers to Life Insurance Sales at CUNA Mutual
Find out how CUNA Mutual has begun to break down barriers to purchasing life insurance that were holding back many consumers in their target middle market.Read Article -
Future of Insurance
What does the future of life insurance look like?
How can the life insurer of 2023 prepare for the customer of 2030? Here are three trends that will define the life insurance industry in the next decade.Read Article -
Mutual Fund Fact Sheets
Portfolio Strategies Corporation Chooses Equisoft to Fulfill New Know-Your-Product Regulatory Requirements
Fund Compare Module of Equisoft/analyze Helps Wealth Professionals and their Firms Comply with Regulatory Requirements in CanadaRead Press Release -
Policy Administration System
Strategies for De-Risking Data Migration to Enable Policy Admin Modernization
While the green field approach to PAS modernization is a great way to kick-start your transformation with lower effort and less risk, it can also be a limiting, shorter-term solution. Read on for strategies on how to eliminate risk in your data migration.Read Article -
Corporate News
Equisoft Welcomes Industry Veteran David Shively as New COO
As the new Chief Operating Officer, David Shively will draw on his extensive industry experience to support the scaling of Equisoft’s leadership position in financial services.Read Press Release -
eApplications
How Protective Life Puts Customer-Centricity into Practice
Protective Life, a life insurance, annuity and asset protection company reveals the key strategy that has helped them deliver on promises to more than 12 million people: customer-centricity.Read Article -
eApplications
The Next Generation of Electronic Insurance Applications
The new generation of e-App boasts enhanced UI/UX, increased efficiency, ease-of-use and speed of implementation. Read on for the top next gen e-App highlights.Read Article -
Future of Insurance
What Penn Mutual’s 175 Years of Innovation can Teach Life Insurers
For Penn Mutual, the early adoption of 3 important technologies has enabled them to truly transform, continuing the evolution that started almost two centuries ago.Read Article -
Policy Administration System
How Cloud, APIs and Low Code-No Code are Building the Future of Life Insurance
Guest speaker Ellen Carney of Forrester looks ahead 10 years to preview the future of life insurance technology, distribution and CX.Read Article -
Self-Service Portals
Eliminating the Insurance CX Gap: How Carriers can Redefine Client Engagement
Exclusive results from the latest Life Insurance CX research commissioned by Equisoft. Find out how to optimize customer experience and client engagement in every step of the policy lifecycle.Watch Video -
Advisor Productivity
How Northwestern Mutual’s Digital Transformation Drives Advisor and Client Engagement
How Northwestern Mutual's financial planning platform created superior client experiences and made advisor capabilities shine.Read Article -
Future of Insurance
How is New York Life’s Digital Transformation Enhancing Its 175-Year-Old Mission to Protect Families?
Read this article for insights from New York Life’s Alex Cook into how the company’s data science and artificial intelligence have driven industry progress.Read Article -
Advisor Productivity
Three Ways Wealth Management Tech Enables Digital Financial Advisor Evolution
Read this article for insight on the three cornerstone technologies that underpin an advisor’s successful transformation into a digitally enabled consultant.Read Article -
Future of Insurance
Essential Digital Transformation Considerations for Insurers with Limited Resources
Irrespective of company size or resources, carriers are looking to adapt to trends and technological advances. In this article, we uncover the top 3 reasons digital transformation is critical to carriers with limited resources.Read Article -
Future of Insurance
Mutual of Omaha Makes Change a Feature, not a Bug in Their Digital Life Insurance Transformation
In a recent Life Accelerated podcast, Brian Poppe, SVP of Technology Modernization at Mutual of Omaha described how modernizing or upgrading technology alone is not enough to digitally transform a company.Read Article -
Future of Insurance
How MassMutual is Disrupting Life Insurance Distribution: And Not Just with Technology
In a recent Life Accelerated podcast, Sherriff Balogun, Jr., Head of Platform Transformation at MassMutual, explained the progress of digital transformation in life insurance distribution.Read Article -
Data Migration
Overcoming One Insurance Carrier’s Data Migration Challenges
A Tier 1 international carrier approached Equisoft and its subsidiary Universal Conversion Technologies (UCT) with the goal of consolidating their legacy policy administration system into one modern OIPA solutionRead Article -
Policy Administration System
Equisoft & Cenfri Research: Understanding Insurance Distribution & Automation in Africa
Video: New research from Equisoft and Cenfri on solving challenges faced by insurers, brokers and banks across Africa.Watch Video
