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Insurance Intelligence You Can Use Right Now

Guide your modernization journey with the latest insurance intelligence from the experts at Equisoft. Whether you're a carrier, distributor or advisor, there are several webinars, e-books, articles and actionable content that you can easily access.

Our Insurance Insights

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Policy Administration System

4 Critical Challenges That Must Be Tackled to Ensure Successful PAS Modernization

Life insurance CIOs interviewed in recent Equisoft and Novarica research identified a number of potential issues—from planning to data conversion to testing—that can derail modernization. Read what the 4 biggest challenges were.

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Top Insights

Policy Administration System

Rallying Stakeholders Around Back-Office Modernization - In Light Of A Challenging ROI

This exclusive study conducted by Celent and underwritten by Equisoft, explores how 11 life insurance carriers reached the decision to proceed with their PAS modernization projects.
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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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Financial Needs Analysis

Insurance Leaders: 4 Ways Compliance Significantly Increases Advisor Revenue

Meeting client care standards is a game changer. Instead of treating compliance as an obligation, turn it into a growth engine.
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Exclusive IFRS 17 Insights Series

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IFRS17 Compliance

Solving the IFRS 17 Data Challenge for Life Insurance Leaders

Overcoming the significant data challenges presented by IFRS 17 will require the implementation of a solid insurance data foundation, good data integration techniques and the help of the right data integration partners.
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IFRS17 Compliance

IFRS 17: Choosing the Right Measurement Models for Success

Learn the three approaches to measuring liability of insurance products due to IFRS 17, and what particular data challenges each approach presents for an insurer.
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IFRS17 Compliance

Achieving IFRS 17 Compliance and Beyond - From Source Data to Reports & BI

Although the data, modelling and reporting challenges involved in achieving IFRS 17 compliance are significant, the work done in order to prepare for the new standards can also create significant opportunities for insurers.
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Carrier Insights

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Policy Administration System

Timely advice before starting your policy administration modernization project

Looking for the best way to upgrade your front-end tools, modernize your core, back-office life insurance policy administration system or migrate your data? Download our eBook!

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Quotes & Illustrations

3 Critical Reasons Why Insurers Need Integrated, Online Digital Agent Tools

Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market.
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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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Distributor Insights

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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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eApplications & eSignatures

An Integrated Approach to Adding Value for Advisors

How MGA's can add value to an advisors practice and navigate the changing insurance distribution landscape.
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Agency Management System

The Shifting Landscape In Insurance: The Challenge of Change

Learn about the shifting landscape in insurance, including: the importance of IFRS 17, marketing to support advisors & machine learning.
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Advisor Insights

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Advisor Productivity

Use SWOT to Understand the True State of Your Practice

Know where you are today use a SWOT to determine where you could be tomorrow.

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Financial Needs Analysis

5 ways advisors can take the stress out of compliance

How advisors can create awesome client experiences by taking the stress out of compliance through an automated process that is efficient.
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Advisor Productivity

The 3 Lenses That Can Transform Your Practice

Effective planning requires that you take a step back from the daily operations of your practice.
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Roger Soppe

Roger Soppe

Insurance Advisory Leader

Roger is an expert in the sales process and helping drive strategic initiatives for new clients in the US insurance market.

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Equisoft Insider Insights

Jan 2021: Beyond the Pandemic Pivot - Problems Still Prevail

  • Despite pandemic disruption, carriers still need to develop new capability & reduce costs
  • Millennials are 50% of the workforce: how do you meet their radically different expectations?
  • How long will your pandemic pivot pause your future focus?

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PAS Modernization: Actionable Insights From Leading Executives

Our Video Insights

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Top Priorities For 2021 From 100+ Insurance Carrier Execs

Join us for this webinar as we look back at what 30+ industry experts and our 2020 audience had to say about their top digital transformation priorities this year.

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Analyst Video: Strategic Advice for Life Insurance Leaders

Get insider insights from top industry analysts on strategic insights for life insurance leaders, including: what leaders need to know about the challenges facing the industry and how to effectively meet them.

How Insurance Carriers Are Adapting Their Go To Market Strategies Using Digital Advisor Customer Tools
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How Insurance Carriers Are Adapting Their Go-To-Market Strategies Using Digital Advisor & Customer Tools

Over the last few years insurance carriers have considered evolving their approach to insurance distribution. While some have invested in new digital tools, many have been slower to adapt. In today’s new “normal” the question is no longer “should we?”; it’s now “how fast can we?”

Unlocking The Hidden Value In Your Digital Transformation With Data Migration
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Unlocking The Hidden ROI Value In Your Digital Transformation With Data Migration

The often-overlooked aspects of digital transformation are the ones that will most often prevent you from reaching success. Join Celent & data conversion experts from UCT for this insight-packed session as we expose pitfalls and unlock the full ROI on your modernization journey.

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