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Customer Success Insights

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.

Case studies, client and partner videos, and testimonials reveal actual use cases for modern core system solutions and integrated sales enablement tools. You can also learn more in our product showcase webinars and at our exclusive upcoming events.

Case Studies


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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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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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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Product Showcase Webinars

eApplications & eSignatures

Create Superior CX and Increase Sales with Equisoft/apply v3

In this session, Equisoft will demonstrate how Equisoft/apply v3, a state-of-the-art eApp solution, with modern UI, can easily be configured for both advisor-led and D2C insurance buying journeys.
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Customer Testimonials

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

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

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.

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

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

Upcoming Client Events

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Elevate Las Vegas 2023

The Power of Integration: Navigating Change and Driving Growth in Life Insurance

Join us for an exclusive reveal of Equisoft product updates and interactive networking sessions focused on the industry's biggest challenges.