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Agency Management System
How do Distributors Grow Sales in the Middle of Digital Transformation?
The opportunity for distributors, especially in times of significant change like these, is to help their advisors evolve their systems and the tech that supports them in order to remove obstacles and grow their practices.Read Article -
Agency Management System
How One International Bank Significantly Increased Insurance Sales
The bank’s complex structure made it difficult to manage insurance sales. Leads, activity and commission tracking were an ongoing challenge.Read Case Study -
Advisor Productivity
How Insurance Distributors Can Provide Transformative Solutions to Advisor Productivity
A transformative opportunity for distributors to enhance advisor productivity and satisfaction, as well as boosting sales.Read Article -
Agency Management System
Defining a New Insurance Distributor Value Proposition for Advisors
See the top 4 trends that impact today’s value proposition for insurance distributionRead Article -
Agency Management System
How to Optimize Digitalization for Life Insurance Distributors
Life insurance distributors are in the middle of digital transformation--but realizing the full benefits means looking beyond the tools and tech. How strategy powers effective digitalizationRead Article -
Advisor Productivity
The Best CRM for Financial Advisors: Novarica Market Navigator Report
Carriers and distributors have an opportunity to add value for their advisors by solving their client relationship management challenges. The Aite-Novarica Market Navigator CRM report is a comprehensive review of the market intended to help carriers choose the right solution.Read Article -
Advisor Productivity
How Distributors can Help Advisors Turbocharge their Client Review Meetings
Distributors who provide the right model for effective client review meetings and support it with superior CRM and needs analysis solutions will have an edge in attracting and retaining top advisors.Read Article -
Agency Management System
How Insurance Agency Management Systems Harness the Power of Data to Drive Digital Transformation
Traditional agency roles, processes and strategies are being redefined and the new digital value proposition enabling distributors to provide greater value for all partners will be driven by dataRead Article -
Agency Management System
Solving the Most Critical Life Insurance Agency Management Challenges
Find out how modern agency management systems centralize carrier data, automate critical processes and take the pain out of commission payments for insurance distributorsRead 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 -
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 -
Corporate News
Canadian MGA AgenZ Group moves forward on their modernization path with Equisoft/centralize
Equisoft is pleased to announce that Financière S_entiel has gone live with its agency management system, Equisoft/centralize.Read Press Release -
Financial Needs Analysis
How One Advisor Dramatically Deepened Client Relationships
Read the case study to find out how one advisor grew her business after the distributor she worked with implemented Equisoft/plan in their advisor force.Read Case Study -
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 -
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 -
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
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 -
Advisor Productivity
The Ultimate Advisor Guide to Supercharging your Practice
Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.Read eBook
