Montreal, December 15, 2016 – Equisoft and AGEman Solutions, two firms specializing in software application development for the life insurance and financial services industry, are partnering to offer new technological solutions to distribution stakeholders in life insurance, in order to support their business development while integrating each link in the distribution chain: insurer, paramedical firm, agency /national account and advisor.
According to the terms of the agreement, AGEman Solutions will ensure the connectivity of WealthElement and InsuranceElements platforms to the AGEman back office system and Equisoft will apply its technological expertise to help support the development of AGEman Solutions products and accelerate growth in Canadian market. In this way, both companies want to send a strong signal about their common objective: to offer to the Canadian financial services distribution industry a suite of connected and efficient software that meets the needs of all players.
Renowned for the quality and user-friendliness of their interface, WealthElement and InsuranceElements are front-end applications covering all needs in financial planning, life insurance and annuity needs, including financial needs analysis, assets management, as well as creation of illustrations, and electronic applications. “The connectivity of our platforms to the AGEman OFFICE system will bring significant benefits for our customers,” Luis Romero, founder and CEO of Equisoft said. Communication between the advisor, his agency and the insurer will be facilitated by integrating software solutions for the benefit of everyone.”
This new agreement will enable AGEman Solutions to concentrate all its resources to scale up its specialized solutions for financial services agencies and to develop the new AGEman Office WEB version planned in 2017. «AGEman Solutions stands out already in EDI under CITS standards between distributors, insurers and paramedics, President Nathan Carey commented. This partnership with Equisoft will greatly ease the access and use of this data to advisors who deal with national accounts and agencies and will provide quality data to insurers eliminating re-entering data in their system.
About AGEman Solutions
AGEman Solutions is a leader across Canada in design and manufacturing software solutions for distributors and financial advisors. It provides a logical suite of software solutions covering all needs of life insurance distributors: operation management of life insurance agency and web interface for agencies / advisors communications, financial needs analysis (FNA), virtual assistant for customer relations management (CRM). The company, which operates in the industry for almost 30 years, is proud to include amongst its clients many of the most reputable firms in the Canadian market. Further information is available at www.ageman.ca
About Equisoft Inc.
Founded in 1994, Equisoft offers innovative business solutions to its clients in the insurance and wealth management industries to support their growth by taking advantage of new technologies. The firm develops and markets innovative front-end applications (InsuranceElements and WealthElements) recognized as having industry-leading user interface and state-of-the-art technology, in addition to being an Oracle OIPA integration partner for more than 15 carriers globally. To complete this unique offering, Equisoft also brings extensive experience in data migration through its subsidiary, Universal Conversion Technologies (UCT). Recipient of the 2016 Outstanding Service Provider Award by Wealth Professionals and finalist for the 2016 Outstanding Service Provider Award by Insurance Business, Equisoft has a growing team of nearly 250 specialized resources based in Canada, the US, Latin America, South Africa and India. The firm is currently implementing life insurance systems in six countries. Website: www.Equisoft.com/insurance
Nathan Carey, President Luis Romero, Founder and CEO
AGEman Solutions Equisoft
514.360.7752 ext. 226 1-888-989-3141 ext. 101