Explore how modern insurance carriers, agencies, and distributors are transforming the digital buying journey with Equisoft/apply. In this on-demand webcast, Equisoft product experts demonstrate how one flexible platform supports multiple insurance application journeys—whether agent-led, hybrid, or direct-to-consumer.
You'll see how carriers can streamline application processes with real-time quoting, automated underwriting, and low-code configuration. The webcast includes a live demonstration of the platform, showing how agents and customers can complete applications across devices, with embedded reflexive and knockout questions improving speed and accuracy.
What You Will Learn #
- How to configure buying journeys for agent-led, hybrid, and D2C sales models
- How reflexive and knockout questions help reduce dropouts and improve decision speed
- What tools support real-time quoting and upsell opportunities
- How WCAG-compliant design and responsive UX enable omni-channel access
- How to integrate with CRMs, policy admin systems, and underwriting engines
- How analytics and notifications improve conversion and oversight
The demo walks through two use cases: an agent helping a client through a full application, and a hybrid journey that begins online and is completed with advisor support. You'll also hear how Equisoft/apply integrates with e-signature tools like DocuSign, supports secure data collection, and allows insurance organizations to adapt workflows without vendor support.
Who It’s For #
- Insurance CIOs, CTOs, and IT leaders evaluating application and distribution tools
- Operations and transformation executives seeking better speed to market
- Digital product managers building omnichannel sales experiences
- Carriers, agencies, MGAs, BGAs, and IMOs modernizing their sales workflows
Watch now to see how Equisoft/apply can help you increase sales and improve the insurance customer experience.
Our Speakers
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Alec MendezSales Consultant
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Brian Carey
VP, Insurance Solutions Engineering
