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Advisor Productivity
20 Questions Every Advisor Should Ask During Prospect and Client Meetings
Prospect and client meetings are critical activities for advisors. They are your best chance to build relationship with your clients, develop trust, uncover needs and help them reach their goals.Read Article -
Advisor Productivity
How to move digital advisor and customer tool innovation into the fast lane
Equisoft recently held it's 2019 Client Advisory Board where product experts, top analysts and life insurance company leaders who are at the forefront of digital tool development and implementation met to explore the future of digital agent tools and the industry as a whole.Read Article -
Advisor Productivity
Opportunities for financial advisors
Get the key takeaways from the 2019 Canada Sales Congress, including: how MGA's can add value for advisors, & how a new, hybrid distribution model can help advisors compete with direct-to-consumer offerings.Read Article -
Future of Insurance
Life Insurance in 2050 — What Risks Will Humanity Face in the Next 30 Years?
Many insurers are now using predictive models to manage risk. They are leveraging the power of Big Data and Artificial Intelligence to generate business insights, and to identify at earlier and earlier stages the developing risks that will impact their business.Read Article -
Policy Administration System
How to Kick-Start Policy Administration System Modernization: Part 2
The RFI/RFP process can be an unexpected landmine for companies preparing to modernize. For many, the desire to gather as much intel about potential solutions and vendors creates an information overload that slows the entire process.Read Article -
Policy Administration System
How to Kick-Start Policy Administration System Modernization: Part 3
Looking to kick-start your modernization project? See what we've learned about the pitfalls and shortcuts in choosing the best vendor for your project over the course of our 25 years of experience.Read Article -
IFRS17 Compliance
Achieving IFRS 17 Compliance & Beyond - Source Data, Insurance Contracts & BI
Although the data, modelling and reporting challenges involved in achieving IFRS 17 compliance are significant, the implementation work done in order to prepare for the new standards can also create significant opportunities for insurers.Read Article -
IFRS17 Compliance
Solving the IFRS 17 Data Challenge for Life Insurance Leaders
Overcoming the significant data challenges presented by IFRS 17 will require the implementation of a solid insurance data foundation, good data integration techniques and the help of the right data integration partners.Read Article -
IFRS17 Compliance
IFRS 17 Measurement Models: GMM, PAA & VFA Explained for Life Insurers
Choosing between IFRS 17's three measurement models — GMM, PAA, and VFA. This guide explains each approach, the data requirements, and how to select the right model for your products.Read Article -
Policy Administration System
How modern policy admin systems free the flow of data for insurers
Check out Mark DePhillip's key takeaways from the recent 2019 InsureTech Connect conference, including: how modern policy admin systems free the flow of data so that insurers can capitalize on the potential of AI and analytics engines. #ITC2019Read Article -
Advisor Productivity
The 3 Lenses That Can Transform Your Practice
Effective planning requires that you take a step back from the daily operations of your practice.Read Article -
Policy Administration System
Finding the Right Model for Growth in the Life Insurance Industry
Learn about challenges facing the life insurance industry and how creating superior customer experiences is more than a digital effort.Read Article -
Self-Service Portals
2 Ways Digital Agent & Customer Self-Service Portals are Good for Your Practice
Technology advances cannot replace all advisors. Self-service portals can be advisor allies in the same way that advisors rely on their staff.Read Article -
Asset Allocation and Wealth Analysis
How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations
Why advisors feel the need to continually evolve in order to meet their customers' heightened expectations.Read Article -
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 -
Financial Needs Analysis
Use SWOT to Understand the True State of Your Practice
Know where you are today use a SWOT to determine where you could be tomorrow.Read Article -
Financial Needs Analysis
Re-Thinking FNAs to Accelerate Growth for Advisors and Distributors
Unlock the true power of FNAs and uncover opportunities to easily and significantly grow advisor practices.Read Article -
Policy Administration System
IT Transformation in Life Insurance, Bancassurance and Wealth Management in India
Check out Naintara Sahay's key takeaways from Equisoft's CIO Roundtable in Mumbai, India.Read Article
