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Advisor Productivity
CRM for Financial Advisors: A Guide for Caribbean Insurers
Read how purpose-built advisor CRM software can make advisors more efficient and make their marketing and sales campaigns more effective.Read Article -
Quotes & Illustrations
Digital Client Engagement—End-to-End Insurance Carrier 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.Watch Webcast -
Quotes & Illustrations
Celent: Illustration systems can improve point-of-sale efficiency
Karen Monks, author of Celent's report “Life Insurance Illustration Systems: North American Edition,'' discusses how illustration tools are table stakes for life insurers, and comments on Equisoft/illustrate's performance.Watch Video -
IFRS17 Compliance
Roadmap for Successful IFRS 17 Implementation
IFRS 17 subject matter experts in accounting, data analytics and core system transformation will reveal the critical steps you need to take to become IFRS 17 compliant. Find out how to get your IFRS 17 transformation in gear.Watch Webcast -
Policy Administration System
Overcoming the Hurdles to Increasing Speed to Market in the Life Insurance Industry
At a time when all carriers are facing volatility on many fronts, it has never been more important to be able to rapidly adapt products and processesRead Article -
Corporate News
Equisoft nominated for the Wealth Professional Awards for a 6th consecutive year!
Equisoft announced today that it has been selected as a Finalist for the Readers’ Choice Award for Service Provider of the Year in the 7th annual Wealth Professional Awards.Read Press Release -
Policy Administration System
5 Digital Technologies That Can Only Be Enabled By A Modern PAS
This executive panel—featuring Rob McIsaac, Novarica and Olivier LaFontaine, Equisoft—explores 5 different absolute must-have technologies for exceeding customer’s digital experience expectations what needs to be done today to make them a reality.Watch Webcast -
eApplications & eSignatures
Driving Digital Client Engagement Through The Entire Insurance Value Chain
Few insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to illustrations, eApps and Portals. Join our experts to find out how to build the right roadmap to drive digital client engagement.Watch Webcast -
IFRS17 Compliance
Get Ready for IFRS 17: Implementation, Compliance & Beyond
Implementing IFRS 17 mandates a radical departure from current accounting standards and produces complex operational challenges. The January 2023 compliance deadline seems a long way out, but savvy insurers are acting now.Read eBook -
Policy Administration System
Driving Insurance Innovation in a New Age
Join leaders from Clearview, KPMG, Oracle and Equisoft for a revealing exploration of the current state of insurance in Australia and challenges carriers face.Watch Webcast -
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 softwareRead Article -
Wholesaler Productivity
What do Financial Advisors Want from Mutual Fund Wholesalers?
What financial advisors really want from wholesalers—and what they’re not always getting.Read Article -
Policy Administration System
Addressing Changing Market Conditions: Carrier Solutions for Rapid Product Adaptation
Low interest rates, fluidless underwriting, new COVID variants. Insurers face volatility & challenges on every front, creating a need for quick product adaptions. In this session, we’ll share rapid product adaptation solutions and the roadmap for future development.Watch Webcast -
Corporate News
National Western Life Insurance Company (NWL®) launches Equisoft/manage, a flexible cloud-based policy administration system
Fueling an aggressive digital transformation plan, NWL® launches a significant system modernization initiative together with the introduction of a new Fixed Indexed Annuity product.Read Press Release -
Quotes & Illustrations
Celent Report: Life Insurance Illustration Systems, 2020
Global research firm Celent conducted a comprehensive review of 10 illustration systems in use by or being marketed for North American life, health, and annuities products.Read Article -
Policy Administration System
How Modern Insurance Policy Administration Systems Improve Customer Experience
How to close the gap between insurance customer expectations and experience with insurance policy administration systemsRead Article -
Agency Management System
Insurance Distributors: Create a Transformative Cross-Selling Model for Your Advisors
Grow financial advisor sales. The benefits of cross-selling life insurance are well known—however advisors have long struggled to embrace the practice and consistently excel at it.Read Article -
Corporate News
Equisoft’s Accelerate Series provides life insurance and investment executives with the means to innovate and grow
Bringing together the largest pool of top industry leaders, experts, analysts and association execs, Equisoft’s webinar series delivers your roadmaps for digital growth!Read Press Release
