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Data Migration
The Future of Independent Insurance Distribution Channels
The insurance industry is evolving, with tech and customer expectations reshaping distribution. What strategies can independent distributors use to adapt and thrive in this shifting landscape, seizing new opportunities in the process?Read Article -
Policy Administration System
Solutions for LATAM Insurers Facing Challenges with Multiple Policy Administration Systems
Discover how LATAM insurers can streamline operations and enhance customer satisfaction by embracing modernization strategies.Read Article -
Policy Administration System
Effective Solutions for Insurers Who Want to Grow Their Pre-need Insurance Business
The pre-need and final expense markets represent great growth opportunities for insurers over the next decade. Discover how a modern PAS solution will boost your pre-need sales growth:Read Article -
Advisor Productivity
How Dealers Can Better Support Advisors with KYP Compliance and Investment Product Research
By providing advisors with KYP software tools, support, and education, dealers can streamline research and compliance, ensuring advisors efficiently meet regulatory requirements and build strong client relationships.Read Article -
Agency Management System
What You Need to Know About Insurance Agency Management Systems (AMS)
Discover Agency Management Systems (AMS) for insurance, including key features, benefits, and how they streamline agency operations.Read Article -
Data Migration
Solutions for Data Complexity in Legacy PAS Environments
Life insurance companies face complex IT environments with multiple legacy Policy Administration Systems (PAS) due to years of acquisitions. While consolidating these systems seems logical, the high cost and complexity of migrating legacy data pose significant barriers.Read Article -
Pensions
Strategies and Resources for Optimising Pensions Dashboards Programme Matching Criteria
Discover strategies for optimizing data matching in the Pensions Dashboards Programme (PDP).Read Article -
Policy Administration System
What you Need to Know About Insurance Policy Admin Systems (PAS)
A Policy Administration System (PAS) can automate various steps of the policy life cycle, improving efficiency and reducing manual intervention.Read Article -
Policy Administration System
5 Modernization Best Practices in Life Insurance Policy Administration
If you're considering replacing or are already in the process of replacing your policy administration system, read on for Practical Advice for PAS Modernization from veterans.Read Article -
Future of Insurance
Insights from 8 Industry Leaders on Digital Acceleration in Life Insurance
Equisoft conducted a series of interviews with eight industry experts for their insight on key aspects shaping the future of the life insurance industry.Read Article -
Future of Insurance
Life Insurance CX Innovation Tools from the Former Head of Innovation and Creativity at Disney
At Elevate, Duncan Wardle, the former Head of Innovation and Creativity at Disney, delivered a keynote address. Learn about the various tools he presented that executives can leverage to nurture innovation and creativity within the life insurance industry.Read Article -
Future of Insurance
The Power of Integration: Navigating Change and Driving Growth in Life Insurance
This year’s Equisoft customer appreciation event, Elevate, served as a testament to the accelerating pace of digital transformation in the life insurance industry. Luis Romero, Equisoft’s Founder and CEO, set the stage with a speech, emphasizing the theme of the day.Read Article -
Future of Insurance
Most Read Content of the Quarter: Top 5 Picks
This article spotlights our top-performing content from the quarter, covering key subjects such as digital transformation, PAS modernization, Data, and AI.Read Article -
Data Migration
Maximizing Value in Life Insurance Digital Transformation Projects
In order to realize the planned-for value of all digital transformation projects insurers need to adopt some bedrock principles that will increase the effectiveness of all future initiatives.Read Article -
Pensions
First Half of 2023 Review of UK Investment Transfer Market
Find out what happened in the UK Investment Transfer market in the first half of 2023Read Article -
Future of Insurance
Elevate for Distributors: A Learning and Networking Event to Empower Business Growth
Held on April 19th at the Fairmont Hotel in Quebec City, Elevate for Distributors provided an unparalleled platform for leaders to share insight and explore strategies on how to enhance life insurance distribution.Read Article -
Agency Management System
New Solutions to Agency Management and Commission Accounting Challenges
Three challenges faced by life insurance distributors and how tech solutions can solve commission accounting problems.Read Article -
Pensions
Pensions Dashboards Programme: Keep Calm and Carry On!
Although there has been frustration at the lack of clarity on the revised staging dates for pension providers and administrators, or even the Dashboard Availability Point (DAP) the general consensus was that the decision to delay was the right oneRead Article
