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Future of Insurance
Taking Charge of Change: 3 Sessions Not to Miss at ITC Global 2020
If you're attending ITC Global 2020 virtual conference, check out all the great sessions but don't miss three exclusive webinars focused on helping you succeed in your digital transformation.Read Article -
Agency Management System
Streamlining The Data Flow Between Distributors and All Industry Stakeholders
Get the key takeaways from the Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.Read Article -
Policy Administration System
Equisoft Insider Insights: The Future of Life Insurance
Read our Insider Insights article on the future of life insurance to gain valuable insights on the latest trends in the insurance industry in collaboration with top analysts from Celent, Novarica and MVP Advisory Group.Read Article -
Policy Administration System
Equisoft Insider Insights: Strategic Insights for Life Insurance Leaders
Get insider insights from top industry analysts on strategic insights for life insurance leaders, including: what leaders need to know about the challenges facing the industry and how to effectively meet them.Read Article -
IFRS17 Compliance
Achieving IFRS 17 Compliance & Beyond - Source Data, Insurance Contracts & BI
Although the data, modelling and reporting challenges involved in achieving IFRS 17 compliance are significant, the implementation work done in order to prepare for the new standards can also create significant opportunities for insurers.Read Article -
IFRS17 Compliance
Solving the IFRS 17 Data Challenge for Life Insurance Leaders
Overcoming the significant data challenges presented by IFRS 17 will require the implementation of a solid insurance data foundation, good data integration techniques and the help of the right data integration partners.Read Article -
IFRS17 Compliance
IFRS 17: Choosing the Right Measurement Models for Success
Learn the three approaches to measuring liability of insurance products within IFRS 17, and what data challenges each approach presents for an insurer.Read Article -
Policy Administration System
Beyond the Pandemic Pivot: Problems Still Prevail
Recent Novarica research revealed business leaders want new capability and cost savings. And, despite pandemic disruption, these challenges have not and will not go away.Read Article -
Self-Service Portals
Beyond 2020: The Customer Empowered Future of Life Insurance
Customer empowerment will be the insurance product of the future. Beyond 2020, how customers purchase insurance will drive comprehensive development via integrated front and back office development.Read Article -
Policy Administration System
How modern policy admin systems free the flow of data for insurers
Check out Mark DePhillip's key takeaways from the recent 2019 InsureTech Connect conference, including: how modern policy admin systems free the flow of data so that insurers can capitalize on the potential of AI and analytics engines. #ITC2019Read Article -
Advisor Productivity
The 3 Lenses That Can Transform Your Practice
Effective planning requires that you take a step back from the daily operations of your practice.Read Article -
Policy Administration System
Finding the Right Model for Growth in the Life Insurance Industry
Learn about challenges facing the life insurance industry and how creating superior customer experiences is more than a digital effort.Read Article -
Self-Service Portals
2 Ways Digital Agent & Customer Self-Service Portals are Good for Your Practice
Technology advances cannot replace all advisors. Self-service portals can be advisor allies in the same way that advisors rely on their staff.Read Article -
Asset Allocation and Wealth Analysis
How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations
Why advisors feel the need to continually evolve in order to meet their customers' heightened expectations.Read Article -
Advisor Productivity
A new approach to the 30-second sales pitch for financial advisors
No matter how proactive you are, sometimes opportunities will present themselves which makes advisors need a 30-second sales pitch.Read Article -
Asset Allocation and Wealth Analysis
Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group
A benchmarking tool allows companies to leverage millions of digital records to help consumers better understand their financial health.Read Article -
Financial Needs Analysis
Use SWOT to Understand the True State of Your Practice
Know where you are today use a SWOT to determine where you could be tomorrow.Read Article -
Financial Needs Analysis
Re-Thinking FNAs to Accelerate Growth for Advisors and Distributors
Unlock the true power of FNAs and uncover opportunities to easily and significantly grow advisor practices.Read Article
