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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

Succeed in the Next Era of Digital Innovation: Core Insurance Software

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

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Top Insights

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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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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 & Beyond - Source Data, Insurance Contracts & BI

Although the data, modelling and reporting challenges involved in achieving IFRS 17 compliance are significant, the implementation 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

The Reality Behind SaaS Policy Admin Vendor Claims

Read this eBook to see the 12 smart questions you should ask to uncover the truth behind PAS vendor claims.

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Quotes & Illustrations

Integrated Insurance Quoting and Illustration and e-Application Solutions Drive Superior Client Experiences

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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Agency Management System

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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Advisor Insights

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Financial Needs Analysis

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

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Our Video Insights

Digital Insurance Value Chain
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Driving Digital Client Engagement Through The Entire Insurance Value Chain

Few insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to illustrations, eApps and Portals. Join our experts to find out how to build the right roadmap to drive digital client engagement.

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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.

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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