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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.

Our Valued Customers

Old Mutual
Hellenic Life
Guardian Group
American Fidelity
NCB logo
National Western Life
Columbian Financial Group
Clearview logo
Family Guardian logo
UV Assurance

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Customer Spotlight

ClearView partnered with Equisoft to implement our Equisoft/manage solution, together with Data Migration capabilities, and digital components, to support their insurance business objectives.

Case Studies

How a modern policy admin solution transformed columbian

Policy Administration System

How a Modern Policy Admin Solution Transformed Columbian Financial Group

Read the case study to discover how Equisoft’s implementation services enabled CFG to launch a modern PAS that fully integrated with their existing internal and third party systems.
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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.
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Case Study How a Tier 1 Carrier Moved 400000 Policies to a Modern PAS

Data Migration

How a Tier 1 Carrier Moved 400,000+ Policies to a Modern PAS

This case study reveals how Equisoft subsidiary Universal Conversion Technologies (UCT) was able to successfully migrate one carrier’s legacy data to a new target system.
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Client and Partner Videos

Future of Insurance

Equisoft Digital Acceleration Insights: Liborio Pizzuco

Equisoft interviewed Liborio Pizzuco, Manager of Life Insurance Services at Boulos Financial Group inc. to get his insights on the role of digitalization and data in the future of the life insurance industry.
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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.
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Future of Insurance

Equisoft Customer Testimonial: ClearView Wealth Limited

Equisoft interviewed Nadine Gooderick, Group Executive – Technology & Development, and Hicham Mourad, GM Information Technology at ClearView Wealth Limited, to gain insights on their digital transformation journey.
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Customer Events

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Elevate 2023 | Las Vegas

Equisoft Elevate 2023, was once again held in Las Vegas, gathering our customers, partners, renown speakers and industry experts to explore the theme of how integrations and connections are driving value in digital transformation. As we reflect on this remarkable gathering, here's a recap of the highlights that made our event a resounding success.

We chose Equisoft/manage pre-configured SaaS solution to rapidly modernize our technology platforms. Equisoft has ensured a fast and painless transformation and we are thrilled with the impact this solution has had in our market
GCU Logo

Scott Schuetz

Chief Operations Officer at GCU USA

Equisoft’s unique implementation methodology for OIPA ensures business and technology collaboration and alignment. The mentoring program will allow American Fidelity to become 100 % autonomous on the maintenance and evolution of the Oracle platform
American Fidelity

Lisa Knatvold

SVP Operations at American Fidelity Assurance

Implementing a new core policy administration platform is a key component of our modernization efforts and growth initiative. The flexibility of a modern, configurable and scalable solution such as the Oracle platform certainly impressed us and the depth of experience that Equisoft brings to a project was also key in helping us make our decision.
National Western Life logo

Gregory Owen

SVP and Chief Information Officer at National Western Life

Oracle is a trusted brand around the world and Equisoft has the most extensive track-record as an OIPA integrator, so we’re getting the best of both worlds
Columbian Financial Group

Jeanne Clarke

SVP, Chief Administration Officer at Columbian Financial Group

For Sura, the transformation of processes and their leverage in a tech platform seeks to generate efficiencies in the operation that enable the development of the strategy. We are in the process of implementing a PAS where Equisoft is the partner company to accompany this project.

Marcela Diaz Velez

IT Assurance Manager, SURA Colombia

Implementing Equisoft/manage from our legacy systems enables us to launch products faster and consolidate multiple PAS into one modern system. “Equisoft’s insurance solutions, data migration expertise, and proven track record in the Caribbean offer us the best combination to implement our digital transformation strategy
Guardian Group logo

Eric Hosin

Group Head of Life, Health, and Pensions, Guardian Holdings Limited

As we’re endeavoring to enhance the overall user experience for our members and agents, this transformational project will allow us to keep up with ongoing regulatory and compliance requirements, as well as improve our operational and reporting capabilities

Brian Vanicek

President/CEO, SPJST

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