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.
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.
Read ArticlePolicy Administration System
Agency Management System
Financial Needs Analysis
IFRS17 Compliance
IFRS17 Compliance
IFRS17 Compliance
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!
Read eBookQuotes & Illustrations
Self-Service Portals
Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors.
Read ArticleeApplications & eSignatures
Agency Management System
Know where you are today use a SWOT to determine where you could be tomorrow.
Read ArticleFinancial Needs Analysis
Advisor Productivity
Insurance Advisory Leader
Roger is an expert in the sales process and helping drive strategic initiatives for new clients in the US insurance market.
See more insights from RogerJoin 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.