Watch ITC Vegas 2021 On-Demand: Re-Engineering Your End-to-End Customer Experience

Industry

Insurance

Investments
I am a Product Manufacturer

Life, Annuities and Pensions

Personal and Commercial

Group Benefits and Health

Asset Management
I am a Distributor

BGA or MGA

Bank or National Account

Broker-Dealer
I am an Advisor

Insurance

Wealth
Back Office

Policy Administration System

equisoft/ manage

Agency Management System

equisoft/ centralize
Front Office

Quotes & Illustrations

equisoft/ illustrate

Advisor-Focused CRM

equisoft/ connect

Product Positioning & Analytics

equisoft/ analyze for wholesalers

eApplications & eSignatures

equisoft/ apply

Financial Planning

equisoft/ plan

Asset Allocation & Wealth Analysis

equisoft/ analyze for advisors
Services

System Integration

Data Migration & Conversion

IFRS 17 Compliance
Confidential Technical Advice

We built a powerful system to help you plan for what every PAS modernization journey has to get right

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Topic

Insurance

Investments

All Insights
Getting Value From Data: Equisoft and Celent Research Report

Getting Value from Data: An Insurer’s Perspective

This research will help insurers to plan, prioritize and make investment decisions about how to unlock the strategic value of their data — and create new, potentially transformative growth, process optimization, and customer experience improvement opportunities.
Read Now
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Front-End Developer

If you are driven by software development best practices, innovation and collaboration and looking to grow within a dynamic international context, please send us your resume!
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18+ Webinars, 50 Speakers & 25 Global Partners

Equisoft Accelerate Series

This is your invitation to a live series of webinars on innovation, amazing technology & inspiring thought leadership from insurance & investment industry experts.

Indispensable for Insurance and Investment Professionals

Simply put, you can't miss this. The Accelerate Series is a year’s worth of sessions packed with real, actionable insights to tackle the biggest challenges being faced in the insurance and investment industries.