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Corporate News
Broadridge Canada Partners with Equisoft to Enhance Its Wealth Technology Platform with Innovative Front-End Solutions
Equisoft announced today a strategic partnership with Broadridge Financial Solutions, Inc. This agreement comes in line with both firms’ efforts to empower and support the digital transformation of leading wealth and financial services institutions.Read Press Release -
eApplications
Equisoft Digital Acceleration Insights - Dan McCoach
Equisoft interviewed Celent's Leader of North American Life, Annuity and Health Practice, Dan McCoach to get his insights into how insurers are solving the biggest CX challenges faced by the industry.Watch Interview -
eApplications
Equisoft Digital Acceleration Insights - Alan Dulin
Equisoft interviewed Oracle’s Global Head of Solution Consulting for Insurance, Alan Dulin to get his insights into how insurers are obtaining the most value from their data right now.Watch Interview -
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 distributionRead Article -
Policy Administration System
How LATAM Insurance Companies are Reacting to Regional Market Conditions—End-to-End Technology Solutions
Find out how LATAM insurance companies are digitally transforming in response to market conditions in the regionRead Article -
Data Migration
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 worldWatch Video -
Data Migration
How Data Can Unite Stakeholders and Drive Performance Across the Life Industry
How Data Can Unite Stakeholders and Drive Performance Across the Life IndustryWatch Video -
Future of Insurance
Re-Engineering CX: From CRM To Claims
Analysts, Equisoft experts & carrier execs reveal how the right tech can help you deliver unexpected CX ‒throughout the policy lifecycle.Watch Video -
Future of Insurance
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.Watch Video -
Future of Insurance
Re-Engineering Your End-to-End Customer Experience Workshop
Watch ITC's official Life & Annuity workshop to find out which customer expectation trends are driving innovation and how tech and data innovations can revolutionize CX.Watch Video -
Agency Management System
A 360° View Of Agency Automation – Unveiling Bottlenecks & Solutions
Equisoft, Novarica & NAILBA leaders reveal the results of new research into the top reasons why policy approval timelines are too long, how to take back control of commissions and how to revolutionize the agent and customer experience.Watch the Webinar -
Agency Management System
How to Optimize Digitalization for Life Insurance Distributors
Life insurance distributors are in the middle of digital transformation--but realizing the full benefits means looking beyond the tools and tech. How strategy powers effective digitalizationRead Article -
Data Migration
What Are Life Insurance CIOs Doing with Their Data Right Now?
Find out 3 important ways life insurance CIOs are getting value from their data todayRead Article -
Corporate News
Celent & Equisoft exclusive insurance research reveals: 91% of carriers are prioritizing the use of data and analytic technologies to inform decisions on pricing
In a new report commissioned by Equisoft, global research firm Celent presents the findings of an executive study aiming to understand how North American insurers are actually creating value from their data.Read Press Release -
Corporate News
NSS Life Selects Equisoft’s Policy Administration Platform to Drive Digital Transformation
By consolidating all lines of business on a cloud-based policy admin system integrated with advanced digital tools, the new platform will allow NSS Life to gain operational efficiencies and enhance both agent and member experiences.Read Press Release -
Advisor Productivity
The Best CRM for Financial Advisors: Novarica Market Navigator Report
Carriers and distributors have an opportunity to add value for their advisors by solving their client relationship management challenges. The Aite-Novarica Market Navigator CRM report is a comprehensive review of the market intended to help carriers choose the right solution.Read Article -
Data Migration
Top 2 Challenges to Leveraging Data in Insurance
What the exclusive Equisoft and Celent, Getting Value from your Data, Research Report reveals about the how life insurers are solving their biggest data challenges.Read Article -
Data Migration
Getting Value from Data: An Insurer’s Perspective
This research will help insurers to plan, prioritize and make investment decisions about how to unlock the strategic value of their data — and create new, potentially transformative growth, process optimization, and customer experience improvement opportunities.View Research
