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Data Migration
“Are We There Yet?”: How to meet the data challenges slowing your modernization journey
Join Mike Allee, Senior Vice President at Equisoft, and Larry Commerford, Product Owner at UCT, for practical insights into how advanced data migration and modernization prevent data loss, knowledge gaps, and configuration inaccuracy.Watch Webcast -
Corporate News
At least 50% of schemes will be using Pension Fusion for Pensions Dashboards
Ahead of the industry’s first schemes planning to connect in early 2025, Pension Fusion – the Integrated Service Provider (ISP) developed in partnership by ITM and Equisoft – has been selected by over 40 organisations as their connection method to Pensions Dashboards.Read Press Release -
Corporate News
Assuria N.V. accelerates its digital transformation with Equisoft’s policy administration system and advisor tools
Equisoft’s digital solutions provides the flexibility to launch new products quickly to respond to market changes and provide state-of-the-art agent and customer experience tools.Read Press Release -
Policy Administration System
Effective Solutions for Insurers Who Want to Grow Their Pre-need Insurance Business
The pre-need and final expense markets represent great growth opportunities for insurers over the next decade. Discover how a modern PAS solution will boost your pre-need sales growth:Read Article -
Data Migration
Data Readiness for AI: Latest LIMRA and Equisoft Research Revealed
Learn about the AI data readiness maturity model and find out how your data and data practices compare to your competitors.Watch Webcast -
Advisor Productivity
How Dealers Can Better Support Advisors with KYP Compliance and Investment Product Research
By providing advisors with KYP software tools, support, and education, dealers can streamline research and compliance, ensuring advisors efficiently meet regulatory requirements and build strong client relationships.Read Article -
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.Read Press Release -
Pensions
The Roadmap to Pensions Dashboards Programme Readiness
In this whitepaper, David Poynton, Pensions Dashboards Product Manager at Equisoft and a member of the PDP advisory group, provides an essential guide to help you understand and meet the PDP connection requirements.Read eBook -
Agency Management System
What You Need to Know About Insurance Agency Management Systems (AMS)
Discover Agency Management Systems (AMS) for insurance, including key features, benefits, and how they streamline agency operations.Read Article -
Policy Administration System
Equisoft/design IDE Gives TruStage Autonomy Over OIPA Configuration
The following case study examines how TruStage’s collaboration with Equisoft and the implementation of the Equisoft/design IDE solution has set a benchmark for autonomy in digital transformation within the life insurance industry.Read Case Study -
Self-Service Portals
Transforming Advisor and Client Engagement—even in multi-PAS legacy environments
Learn how advanced data conversion tools and Application Programming Interfaces (APIs) facilitate the seamless integration of data, even from multiple policy administration systems—enabling insurers to offer a more holistic and connected customer experience.Watch Webcast -
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.Read Press Release -
Corporate News
Equisoft Wins “Best Transfer Automation System” and “Excellence in Product Design” at Systems in The City Financial Technology Awards 2024
The awards are amongst the UK financial sectors’ top honours and acknowledge tech providers' achievements in enabling financial organisations to grow their business and meet their clients' needs.Read Press Release -
Data Migration
Solutions for Data Complexity in Legacy PAS Environments
Life insurance companies face complex IT environments with multiple legacy Policy Administration Systems (PAS) due to years of acquisitions. While consolidating these systems seems logical, the high cost and complexity of migrating legacy data pose significant barriers.Read Article -
Asset Allocation and Wealth Analysis
KYP in Action: Success Stories from the Front Lines
Get detailed insights from two different firms that have excelled at integrating KYP into their daily operations to enhance compliance and improve client outcomes. Gain actionable advice to help adapt these strategies to your business.Watch Webcast -
Pensions
Strategies and Resources for Optimising Pensions Dashboards Programme Matching Criteria
Discover strategies for optimizing data matching in the Pensions Dashboards Programme (PDP).Read Article -
Policy Administration System
What you Need to Know About Insurance Policy Admin Systems (PAS)
A Policy Administration System (PAS) can automate various steps of the policy life cycle, improving efficiency and reducing manual intervention.Read Article -
Corporate News
Council of Australian Life Insurers welcomes Equisoft as a new partner to make life insurance more accessible to Australians
Equisoft’s mission to improve Australians’ lives through more accessible and valued financial services has led to the decision to become a corporate partner of the Council.Read Press Release
