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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

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

Data Migration

EXCLUSIVE INSURANCE CARRIER RESEARCH: 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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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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Advisor Productivity

How to Become the First Choice, Go-to Advisor in Your Niche

How financial advisors can tune their practice to take advantage of the benefits that come from specializing in a specific niche market.
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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

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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?

--> Read the insights

PAS Modernization: Actionable Insights From Leading Executives

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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