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The Equisoft Experience

Equisoft is proud to partner with leading financial services companies to help them successfully navigate their digital transformation journeys. On this page you can find out how our clients leveraged our solutions to solve their biggest challenges.

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Our Valued Customers

Old Mutual
Hellenic Life
Guardian Group
Ivari
Voya
Fonasa
American Fidelity
Nationwide
NCB logo
Assurant
GCU
Sura
National Western Life
Columbian Financial Group
Assa
Torchmark
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Family Guardian logo
UV Assurance
United heritage insurance logo

Customers Spotlight

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How ClearView Modernized to Compete in Australian Life Insurance

Hear from Nadine Gooderick, Managing Director at ClearView, and Equisoft CEO Luis Romero on what it takes to modernize a life insurance carrier's core platform.

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How Transact Streamlined Its Back Office Through Automation and Integration

Long-winded, administrative heavy processes often drag down our clients. A conversation with Nicky Riddel from Transact shows how automating and integrating your back office systems can change your business, and how working with Equisoft is the best way to achieve that.

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How ClearView Migrated Millions of Policies with Zero Data Loss

Migrating decades of policy data from a legacy system is one of the highest-risk undertakings in insurance modernization. A conversation with Michael New, CTO at ClearView, and Equisoft's Fabian Anderson on the technical decisions behind a complex, high-stakes data migration.

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How Parmenion Makes Transfers Quicker, Smoother and Painless

A conversation with Dan Melizan from Parmenion describes what its really like to work with Equisoft and how Equisoft/transfers makes their processes quicker, smoother and as painless as possible.

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Our legacy policy administration system was limiting our ability to effectively scale and quickly bring new products to market. Equisoft has been a great partner and I'm pleased that this transformation project has been successful in going live with our first line of business. We're now well positioned with a modern platform that will support our growth objectives, and we look forward to expanding to other products.

Todd Gill

President and Chief Executive Officer at United Heritage

Customer Events

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Elevate 2025 | Montreal

In September 2025, we hosted our exclusive annual customer event in Montreal this year. Elevate 2025, brought together our global clients from US, Canada, ANZ, and the Caribbean and industry leaders for two days of insights, collaboration, and innovation.

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Elevate UK 2025 | London

In October 2025, we hosted our annual customer event in London. Elevate UK 2025 brought together our UK clients, industry peers, and Equisoft experts for a full day of insights, collaboration, and networking, covering Pension Administration and Transfer product updates, market trends, and best practices across our full product suite.

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Insights

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Policy Administration System

How a Tier 1 Insurer Grew Revenue Without PAS Replacement

A North American life insurance insurer compressed repricing timelines by more than 90% and cut cost per pricing change by more than 90% without replacing a single policy administration system (PAS).
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Corporate News

Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients

Equisoft is proud to formally announce a new partnership with Life Design Analysis (LDA), a cloud-based sales and productivity solution for advisors and MGAs to empower financial advisors and MGAs to deliver customized solutions to their clients.
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Corporate News

GNP Seguros continues to strengthen its digital transformation with OIPA and Equisoft's experience

Equisoft’s cloud-based solution offers flexibility in business processes and allows a higher level of adaptation to the changes required by an increasingly dynamic market. 
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