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How One Carrier Transformed Insurance Advisors into Holistic Financial Experts To Significantly Boost Sales


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As traditional Insurers grow their wealth management capabilities, they need digital technologies that enable their advisors to deliver holistic financial advice to their clients. The carrier leading North American insurance chose Equisoft/analyze to drive their transformation.

Equisoft/analyze enabled the carrier to exponentially increase sales by building a new investment capability with existing advisors.

This case study showcases the transformative journey of the carrier, as they embarked on a mission to enhance their advisor capabilities and deliver unmatched value.

Read the case study to get:

  • Insights into how to increase advisor productivity
  • Strategies for creating a centralized advisor hub
  • Keys to streamlining workflows, centralizing data, and boosting advisor productivity

The Challenge

The carrier, founded in 1937, has more than $50 billion in assets under management. The challenge was to provide advisors and clients with a user-friendly, flexible and scalable planning tool that advisors could use to address wealth management, life insurance and living benefits, in a holistic manner.

Equisoft's Holistic Digital Capabilities

Dive into the heart of digital transformation with Equisoft/analyze. Discover how this robust platform addressed the most important modern financial planning requirements, effortlessly merging life insurance, mutual funds, and comprehensive wealth management tools.

The Power of Integration

The carrier’s story highlights the seamless integrations made possible with Equisoft. From efficient workflows that accelerate client onboarding to a Client Portal Module that revolutionized investor profiling.


Beyond the tools and technology, it's the outcomes that truly resonate. With an impressive growth trajectory, the carrier saw a remarkable 33.3% increase in client accounts over a short span.

Ready to Dive Deeper?

This case study details the strategic decisions, implementations, and results associated with the implementation of Equisoft/analyze. Download the full case study and learn more about the carrier’s journey.

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