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

Use it now! Your project's pain points match you to a functional expert for a no commitment, confidential chat. They've seen it all and it will save you endless headaches.
Let's Get Started
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
About Us

Company

Careers

Latest News
Featured Job

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!
Apply Now

Equisoft Accelerate Webinar Practical Approaches to Digital Transformation

Practical Approaches to Digital Insurance Transformation with Limited Resources

December 1, 2021 | 11am EDT

In this session top industry leaders will delve into how insurers of all sizes can make the best technology choices, prioritize budgets and pull everything together into a manageable strategy that ensures a successful digital transformation.

What You'll Learn In This Session

Speakers in our Accelerate Series help you put their expertise and experience into action for your business.

Critical Modernization

How digital transformation enhances growth of your agent force and customer base.
Best Technology

Which critical technologies are the foundation for sustained growth.
Right Plan

How to build an achievable 3-5 year roadmap for successful digital transformation.

Critical Modernization	Best Technology	Right Plan
How digital transformation enhances growth of your agent force and customer base.	Which critical technologies are the foundation for sustained growth.	How to build an achievable 3-5 year roadmap for successful digital transformation.

Attend to Connect With This Session's Partners

Add These Related Sessions

Insurance

How North American Insurance Execs Are Leveraging Their Data Today

July 21, 2021 | 11am EDT

Reserve Your Spot

Equisoft Accelerate Webinar A 360 View of Agency Automation

Insurance

A 360° View Of Agency Automation – Unveiling Bottlenecks & Solutions

September 22, 2021 | 11am EDT

Reserve Your Spot

Subscribe For New Webinar Updates

Insights You Can Use Right Now

Agency Management System

What Every Insurance Distributor Needs to Know About Agency Management Systems

Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors.

Read Article

Agency Management System

3 Ways Modern Agency Management Systems Solve Bank and National Accounts’ Biggest Life Insurance Challenges

Unlocking the full potential for insurance within the Bank or National Account structure requires the implementation of a modern agency management system, comprehensive and flexible enough to address the varied data and commission challenges.

Read Article

View All Our Insights

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

Getting Value from Data: An Insurer’s Perspective

Front-End Developer