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

Equisoft Forrester Distribution Report Card Image

Agency Management System

Digitalizing Life Insurance Distribution

Read the report to find out what both life insurance carriers and distributors said about distribution challenges, technology solutions, and emerging trends that create new opportunities.

View Research

Top Insights

A Celent survey of 700 producers from 24 countries, commissioned by Equisoft, revealed barriers such as lack of expertise in digital transformation, reliance on traditional prospecting, sales and service methods over technology. Solutions and support from

Advisor Productivity

Insurance Producers in Latin America: A Call for Improving Their Business Experience

A Celent survey of 700 producers from 24 countries, commissioned by Equisoft, revealed barriers such as a lack of expertise in digital transformation, and reliance on traditional prospecting, sales, and service methods over technology.
Read Article
Met Lifes Global Technology Office Top 5 Transformation Priorities Card Image

Future of Insurance

 MetLife’s Global Technology Office: Top 5 Transformation Priorities

The EVP and Head of Global Technology and Operations at Metlife explained how they executed on differentiation through customer focus and how digital innovation is driven by two types of customer needs.
Read Article
Client Consult Round Table 1920x1080

Agency Management System

New Solutions to Agency Management and Commission Accounting Challenges

Three challenges faced by life insurance distributors and how tech solutions can solve commission accounting problems with reference to data from The Forrester Consulting Digitalizing Life Insurance Distribution Report.
Read Article

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.
Read Article
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.
Read Article
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.
Read Article
See All Our Insurance Insights

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

Read Article
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. Find out how to build the right roadmap to drive digital CX in Africa.
Watch Webinar
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.
Read Article
View All

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

Read Article
Equisoft Article Background Image

Agency Management System

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

Research: Equisoft, Cenfri & African insurance association execs reveal top reasons why policy approval timelines are too long—and what distributors can do to expedite the process.
Watch Webinar
Control Display Room 1920x1080

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
Read Article
View All

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.

Read Article
Power Socket 1200x630

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
Read Article
Ebook How to Create an Effective Cross Selling System for Your Practice

Advisor Productivity

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.
Read eBook
View All

Effective Digital Insurer Transformation With Limited Resources

Watch the webcast

Our Video Insights

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

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.

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
71306EFE-1141-4B9F-9807-F23D12621125

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.

See All Insights

Looking for More?

See All Insights