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Advisor Productivity
Financial Advisors: Make Your Practice More Profitable
Two simple ways to reliably improve the profit margin and health of your advisory practiceRead Article -
Advisor Productivity
How to Become the First Choice, Go-to Advisor in Your Niche
How financial advisors can tune their practice to take advantage of the benefits that come from specializing in a specific niche market.Read Article -
Quotes & Illustrations
Celent: Illustration systems can improve point-of-sale efficiency
Karen Monks, author of Celent's report “Life Insurance Illustration Systems: North American Edition,'' discusses how illustration tools are table stakes for life insurers, and comments on Equisoft/illustrate's performance.Watch Video -
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 -
Quotes & Illustrations
Why Celent Ranks Equisoft/illustrate as a Top Illustration Solution
The recent 2020 XCelent Life Insurance Illustration Report ranked Equisoft/illustrate as a top-rated solution. In this video Equisoft’s Bruno Leduc explains why.Watch Interview -
Quotes & Illustrations
Celent research ranks Equisoft’s illustration software among the best solutions in North America
Equisoft's insurance quote and illustration software, Equisoft/illustrate, has been recognized by Celent as one of the top-rated solutions in North America.Read Press Release -
eApplications
Tackling Your Digital Customer Experience Challenges - Key Strategies For Life Insurance Carriers
The rapidly evolving life insurance landscape has presented challenges for carriers around the world. Join us as we look at emerging technologies that will influence the life insurance landscape of tomorrow.Watch Webcast -
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 -
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
