Equisoft

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

Exclusive Insurance Distributor Research - Improving the Agent Journey

Agency Management System

NEW! Exclusive Insurance Distributor Research - Improving the Agent Journey: Technology Capabilities to Improve Agent Experiences at Life Insurers

New business submission in the independent insurance channel is often a frustrating process for all stakeholders. We commissioned this insurer CIO study to better understand the reasons why the process can take so long and what carriers are doing to address the issue.

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Top Insights

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Future of Insurance

Operational Efficiency or Customer Experience: How Ameritas Solves for Both

In a recent Life Accelerated podcast, Richard Wiedenbeck, CTTO at Ameritas, responsible for leading the insurer’s digital transformation journey, explained his perspective on the intersection between customer experience and operational efficiency.
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Can an e App Have Empathy

Data Migration

Can an eApp Have Empathy? Innovative Insurance CX Solutions

Find out how life insurers can fix yesterday’s CX mess‒from CRM to claims.
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Data Migration

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.
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Exclusive PAS Modernization Insights Series

3 Major Themes Driving Insurance Technology Change at Life Insurers

Policy Administration System

3 Major Themes Driving Insurance Technology Change at Life Insurers

Equisoft commissioned Novarica to conduct an in-depth interview series with mid- to large-tier life insurance CIOs actually engaged in modernization projects. Read part one of this three part series on the results.
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4 Critical Challenges That Must Be Tackled to Ensure Successful PAS Modernization

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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5 Elements That Make Digital Transformation a Success

Policy Administration System

5 Elements That Make Digital Transformation a Success

It is critical for leaders initiating modernization projects to make the right decisions today, so they don’t leave a legacy of consequences for those who follow. Equisoft and Novarica research revealed 5 critical elements for success.
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Carrier Insights

Planning a Digital Transformation to Create Superior Customer Engagement

Policy Administration System

Planning a Digital Transformation to Create Superior Customer Engagement

Find out what are the 3 most critical steps to solving the insurance client engagement data gap

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Digital Insurance Value Chain

Quotes & Illustrations

Digital Client Engagement—End-to-End Insurance Carrier Solutions for Speeding Policy On-Boarding

Few African insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to illustrations, eApps and Portals. Find out how to build the right roadmap to drive digital client engagement in Africa.
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Customer Experience

Self-Service Portals

Improving Customer Experience and Engagement in Insurance

Find out how to improve customer experience and engagement in the insurance industry.
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Distributor Insights

Defining a New Insurance Distributor Value Prop

Agency Management System

Defining a New Insurance Distributor Value Proposition for Advisors

See the top 4 trends that impact today’s value proposition for insurance distribution

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Equisoft Article Background Image

Agency Management System

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

Equisoft, Cenfri & African insurance association execs reveal the results of new research into the top reasons why policy approval timelines are too long—and what actions distributors can take to help expedite the process.
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Agency Management System

How Insurance Agency Management Systems Harness the Power of Data to Drive Digital Transformation

Traditional agency roles, processes and strategies are being redefined and the new digital value proposition enabling distributors to provide greater value for all partners will be driven by data
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Advisor Insights

Best 30 second sales pitch for financial advisors 2019 HQ

Advisor Productivity

A new approach to the 30-second sales pitch for financial advisors

No matter how proactive you are, sometimes opportunities will present themselves which makes advisors need a 30-second sales pitch.

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Financial Needs Analysis

Financial Advisor CRM and Asset Allocation Software Pitfalls

Avoid making the wrong financial advisor software choice both for financial advisor CRM and asset allocation software
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Ebook How to Create an Effective Cross Selling System for Your Practice

Financial Needs Analysis

How to Create an Effective Cross-Selling System for Your Practice

Unlock the full potential of your practice by learning the valuable technique of cross-selling in our latest eBook.
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Effective Digital Insurer Transformation With Limited Resources

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Our Video Insights

Insure Tech Connect Vegas Equisoft Life Annuity Workshop
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The Future of Your CX

In this keynote address, Dan McCoach explores how our world has changed and there’s no going back—making customization and personalization of paramount importance for insurers.

2021 ITC Equisoft Digital Acceleration Insights
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Equisoft Digital Acceleration Insights - Caribou Honig

At the 2021 ITC conference Equisoft interviewed Caribou Honig, Chairman and Cofounder of Insuretech Connect, to get his insights into what technologies will be most important in the next 5-10 years.

Insure Tech Connect Vegas Equisoft Life Annuity Workshop
71306EFE-1141-4B9F-9807-F23D12621125

Unlock The Power of Data-Driven CX

Top experts reveal strategies and tools for creating data-driven CX that connects with customers in a digital-first world

Strategic Insights Cover
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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.

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