Filter by:
-
Future of Insurance
Celebrating a Real Milestone! 30 Years of Success
Elevate 2024 brought together global clients and industry leaders in Montreal for two days of insights, hands-on workshops, and product showcases.Watch Video -
Future of Insurance
Equisoft Customer Testimonial | LIMRA International
Equisoft interviewed Joseph Sidaros, Senior Consultant at LIMRA International to get his insights on their experience with digital transformation and how Limra International partnered with Equisoft to achieve their goals.Watch Video -
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 -
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 -
Future of Insurance
Insider Insights: Solving the biggest CX challenges in insurance with Rob McIsaac
Learn how organizations are harnessing data to improve their customer experiences, and how the demand for enhanced digital CX is impacting the IT landscape in this interview.Watch Video -
Data Migration
How Data Can Unite Stakeholders and Drive Performance Across the Life Industry
How Data Can Unite Stakeholders and Drive Performance Across the Life IndustryWatch Video -
Data Migration
Unlock The Power of Data-Driven CX
Top experts reveal strategies and tools for creating data-driven CX that connects with customers in a digital-first worldWatch Video -
Future of Insurance
Re-Engineering CX: From CRM To Claims
Analysts, Equisoft experts & carrier execs reveal how the right tech can help you deliver unexpected CX ‒throughout the policy lifecycle.Watch Video -
Future of Insurance
The Future of Your CX
In this keynote address, Dan McCoach explores how our world has changed and there’s no going back—making customization and personalization of paramount importance for insurers.Watch Video -
Future of Insurance
Re-Engineering Your End-to-End Customer Experience Workshop
Watch ITC's official Life & Annuity workshop to find out which customer expectation trends are driving innovation and how tech and data innovations can revolutionize CX.Watch Video -
Corporate News
Equisoft's Global Expansion & Acquisition of Altus
In this LinkedIn Live session, Equisoft's CEO (Luis Romero) and Altus Ltd' Managing Director (Kevin Okell) discuss how the acquisition of Altus provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market.Watch Video -
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 -
Agency Management System
See what Equisoft/centralize can do for you
See how Equisoft/centralize is modernizing distribution for MGA's / BGA's.Watch Video -
Wholesaler Productivity
See what Equisoft/analyze can do for you
Equisoft/analyze is designed to help fund companies and their wholesaling teams increase sales performance in a variety of ways, most notably by standardizing and automating the positioning of investment products throughout the sales force.Watch Video -
Policy Administration System
Equisoft is Modernizing the Life Insurance Industry
See How We Do it.Watch Video -
Future of Insurance
Analyst Outlook: Challenges Facing Life Insurance
Get insider insights from analysts on challenges facing the life insurance industry, including: the impact of low investment returns, changes resulting from new morbidity and mortality tables and predictive analytics.Watch Video -
Policy Administration System
Analyst Video: Strategic Advice 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.Watch Video -
Future of Insurance
Analyst Predictions: The Evolution of Life Insurance
Watch our video on the future of life insurance to gain valuable insights on the latest trends in the insurance industry in collaboration with top analysts from Novarica and MVP.Watch Video
