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Artificial Intelligence in Insurance
Unit Cost Reduction Use Cases: How Mutual Insurers Achieve 30-50% Efficiency Gains
Learn how mutual insurers reduce unit costs by 30-50% using agentic AI for good order checks, pending requirements and document workflows. Real use cases with measurable ROI.Read Article -
Artificial Intelligence in Insurance
UK & Europe Life Insurer Use Case: Streamlining Application Onboarding Through Intelligent Automation
Discover how agentic AI automates life insurance application validation—from data completeness checks to underwriting prep—reducing processing time and improving consistency for UK and European insurers.Read Article -
Policy Administration System
Insurer Use Case: Accelerate New Business Processing with AI-Powered Good Order Checks
Learn how insurers reduce case prep time by 80% with AI-powered good order checks. Automate application validation, verify advisor licensing, and accelerate underwriting decisions.Read Article -
Policy Administration System
Insurer Use Case: Speed Up Underwriting Workflow with Agentic AI Task Management
Discover how agentic AI automates pending requirements tracking in life insurance underwriting. Reduce manual work by 75%, speed up application processing, and improve advisor productivity with intelligent task management that learns and adapts.Read Article -
Policy Administration System
Use Case: AI-Powered Requirements Discovery and Analysis Accelerates PAS Modernization Projects
Cut PAS modernization discovery from 8 weeks to 3 with AI-powered requirements analysis. Extract user stories, identify gaps & accelerate deployments by 62%.Read Article -
Policy Administration System
Equisoft/design IDE Gives TruStage Autonomy Over OIPA Configuration
The following case study examines how TruStage’s collaboration with Equisoft and the implementation of the Equisoft/design IDE solution has set a benchmark for autonomy in digital transformation within the life insurance industry.Read Case Study -
Policy Administration System
How Fraternal insurance carrier GCU transformed into a pioneer of digital transformation
The following case study examines how GCU implemented Equisoft/manage as part of a their strategic initiative to reduce operational & technology costs by implementing a state-of-the-art, cloud hosted, digital policy administration system for their members and agents.Read Case Study -
Policy Administration System
Enabling Australian Life Insurer Growth – New Core Systems Capability Creates Real Market Advantages.
Find out which new policy administration system capabilities enabled remarkable growth for an Australian insurer.Read Case Study -
Future of Insurance
How is New York Life’s Digital Transformation Enhancing Its 175-Year-Old Mission to Protect Families?
Read this article for insights from New York Life’s Alex Cook into how the company’s data science and artificial intelligence have driven industry progress.Read Case Study -
Data Migration
One Insurance Carrier's Journey from Legacy Data to Modern Infrastructure
A Tier 1 international carrier approached Equisoft and its subsidiary Universal Conversion Technologies (UCT) with the goal of consolidating their legacy policy administration system into one modern OIPA solutionRead Case Study -
Agency Management System
How One International Bank Significantly Increased Insurance Sales
The bank’s complex structure made it difficult to manage insurance sales. Leads, activity and commission tracking were an ongoing challenge.Read Case Study -
Policy Administration System
How One Carrier Successfully Modernized their Policy Management Software
See how a global leader in pre-funded Final Expense solutions, strategically transformed their PAS to support their most critical products.Read Case Study -
Quotes & Illustrations
How a $25-Billion Carrier Leveraged Next-Gen Insurance Illustration Software to Become a Market Leader
What opportunities might be created if insurers stopped treating their illustration software as a commoditized tool? Find out how one carrier leveraged next gen illustration capabilities to a gain a strategic advantage over their competitors.Read Case Study -
Policy Administration System
How One Carrier Accelerated Innovation by Implementing OIPA
This case study examines how one carrier implemented OIPA as part of a successful strategy to retire its Final Expense legacy back-office systems.Read Case Study -
Policy Administration System
How a Modern Policy Admin Solution Transformed Columbian Financial Group
Read the case study to discover how Equisoft’s implementation services enabled CFG to launch a modern PAS that fully integrated with their existing internal and third party systems.Read Case Study -
Data Migration
How a Tier 1 Carrier Moved 400,000+ Policies to a Modern PAS
This case study reveals how Equisoft subsidiary Universal Conversion Technologies (UCT) was able to successfully migrate one carrier’s legacy data to a new target system.Read Case Study -
Financial Needs Analysis
How One Advisor Dramatically Deepened Client Relationships
Read the case study to find out how one advisor grew her business after the distributor she worked with implemented Equisoft/plan in their advisor force.Read Case Study -
Quotes & Illustrations
Turning Illustrations from Table Stakes into a Competitive Advantage
This case study reveals how one carrier implemented Equisoft/illustrate as part of a successful strategy to gain a competitive edge.Read Case Study
