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Our Featured Insight

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Policy Administration System

Transformational Journeys: Implementing Modern Core Systems At Life Insurers

In a new research report, Novarica presents findings on the key drivers for PAS modernization at mid-to-large-size US life insurers.

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Top Insights

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Wholesaler Productivity

How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices

Technology, fee transparency, increased competition and increased customer expectations have disrupted the wealth management industry.
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Policy Administration System

Top 4 Speed-to-Market Challenges for Life Insurance Executives

In this eBook, you'll see how to most effectively retire legacy back office systems and transform your infrastructure into a modern platform.
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Agency Management System

How Disruptive Change can Bring Positive Transformation

In order to thrive during and after the digital transformation, MGAs will need to start the process of redefining the way they bring value to their clients, the advisors.
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Shaping the Industry of the Future

The projects we’ve completed have built our reputation for tackling the toughest industry challenges, the most complex modernization, and the most difficult data migrations.

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Policy Administration System

The Next Era of Digital Innovation

Equisoft's CEO, Luis Romero, shares his insights on what 25 years of experience has taught us and the next era of innovation in insurance.
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Asset Allocation and Wealth Analysis

What Asset Managers Should Know About Successful Digital Transformation

We sat down with Equisoft’s Shawn Gillespie, Vice President, Wealth Solutions, USA, to discuss the changes sweeping through the wealth industry and how Equisoft can help manufacturers, distributors and advisors succeed in their digital transformation.
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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.
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Insurance Insights

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Policy Administration System

Finding the Right Model for Growth in the Life Insurance Industry

Learn about challenges facing the life insurance industry and how creating superior customer experiences is more than a digital effort.
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Self-Service Portals

2 Ways Digital Agent & Customer Self-Service Portals are Good for Your Practice

Technology advances cannot replace all advisors. Self-service portals can be advisor allies in the same way that advisors rely on their staff.
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Investment Insights

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Wholesaler Productivity

Overcome the Biggest Issues Facing Fund Wholesalers

Investment wholesalers are facing radical role redefinition which creates a need to seek out different ways to attract advisor attention.
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Advisor Productivity

The Evolving Investment Distribution Landscape

The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.
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29 Roger Soppe

Roger Soppe

Insurance Advisory Leader

Roger has over 25 years experience in the life insurance industry and has helped countless carriers in their modernization journey. He’s an industry leader known for his thought leadership, strategy, and consulting expertise.

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Equisoft Insider Insights

Jan 2021: The Customer Empowered Future of Life Insurance

  • Customer empowerment will be the insurance product of the future
  • Huge volumes of shared client data will revolutionize product design
  • Insurance will shift to a prescribe and prevent model

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Official Updates From Equisoft’s HQ

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Our Video Insights

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Insights From Executives On Major Factors That Determine PAS Modernization Success Or Failure

Equisoft, Oracle and Novarica experts reveal where industry leaders are in their modernization journeys and strategies for making yours a success.

Pandemic Disruption Beyond A New Vision For The Fund Wholesaler Role
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Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role

Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.
The Digital Future Of Distribution P S Its Happening Now
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The Digital Future Of Distribution – P.S. It's Happening Now

Transformation timelines are getting pushed up. Join our round table discussion with top North American executives from NAILBA, CAILBA and CLIEDIS to find out how distributors are moving past crisis mode to create a road map through unprecedented change.
Getting Past Uncertainty How Distributors Broker Dealers Can Thrive In The New World
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Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World

Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.
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