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 insurer, distributor or advisor, there are several webinars, e-books, articles and actionable content that you can easily access.

Our Insurance Insights

A Comprehensive Guide to Customer Experience in the Life Insurance Industry

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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.
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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.
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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.
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Exclusive PAS Modernization Insights Series

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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Policy Administration System

Integration Challenges and Solutions in Policy Admin Modernization Projects: Advice from a Veteran

In this eBook, we unpack the real integration challenges insurers face during modernization and offer practical solutions based on hard-won experience from the frontlines of transformation projects.
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Insurer Insights

Planning a Digital Transformation to Create Superior Customer Engagement

Policy Administration System

Planning a Digital Transformation to Create Superior Customer Engagement

Find out the 3 most critical steps to solving the insurance client engagement data gap

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Digital Insurance Value Chain

Quotes & Illustrations

Digital Client Engagement—End-to-End Insurer 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.
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Customer Experience

Self-Service Portals

Improving Customer Experience and Engagement in Insurance

Discover how customer experience and engagement strategies can drive growth, improve retention, and transform the insurance journey through omni-channel CX, personalization and product innovation.
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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

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Advisor Insights

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Policy Administration System

How To Kick Off a PAS Modernization Project, the Right Way: Insights From a Veteran Project Manager

Learn from a veteran project manager's experience on 20 years of PAS modernization projects. Best practices include: Phase 1: Discovery, Phase 2: Scope identification  and Phase 3: Setting priorities  that ensure success on your next project.

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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
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Policy Administration System

Critical Resourcing Decisions that Ensure the Success of your PAS Modernization Project

How to optimally resource your PAS modernization project to avoid issues and ensure success. Real world experiences and unique ideas from 20 years veteran project managers, business analysts and solution architects.
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Actionable Advice for Succeeding in your PAS Modernization

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Our Video Insights

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

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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

We take your privacy seriously so in order to view the video content, please accept all cookies

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

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