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

Life Insurance Digitalized Forrester Report

Policy Administration System

Life Insurance Digitalized

Read the report to find out how life insurers are currently optimizing customer experience (CX) and client engagement throughout the policy lifecycle.

View Research

Top Insights

Future of Insurance

Redefining Client Engagement with an Integrated CX Strategy

Where is CX headed towards in the life insurance industry? This article sheds light on the current state of client engagement and the main challenges firms are currently facing.
Read Article

Future of Insurance

How Digital Transformation Breaks Down Barriers to Life Insurance Sales at CUNA Mutual

Find out how CUNA Mutual has begun to break down barriers to purchasing life insurance that were holding back many consumers in their target middle market.
Read Article

Policy Administration System

 Out of the Box (OOTB) Solutions for Fast Life Insurance Modernization in Africa

How Out of the Box, modern policy admin systems provide the opportunity to consolidate back-office systems into one modern solution even when faced with resource constraints.
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

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—from policy admin systems to illustrations, eApps and Portals. Find out how to build the right roadmap to drive digital client engagement 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

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​

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.
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

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

Effective Digital Insurer Transformation With Limited Resources

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.

2021 ITC Equisoft Digital Acceleration Insights
71306EFE-1141-4B9F-9807-F23D12621125

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
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.

Looking for More?

See All Insights