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Corporate News
Seventh Consecutive WP Awards Nomination for Equisoft
Equisoft has been selected, for the seventh consecutive year, among the finalists to receive the WealthTech Service Provider of the Year Award at the WP Awards annual wealth management industry event.Read Press Release -
Corporate News
Equisoft Boosts APAC Presence with the Hiring of Seasoned Digital Transformation Evangelist
The recent appointment of Naintara Sahay as Vice President, Sales Insurance & Wealth Management, APAC reinforces Equisoft’s commitment to support an expanding client base in Australia, New Zealand and the broader APAC region.Read Press Release -
Future of Insurance
Why Life Accelerated?
Check out Equisoft's Life Accelerated podcast to find out how Tier 1 life insurance executes are navigating the digital transformation journey.Read Article -
Future of Insurance
New Life Insurance Focused Podcast Aims to Unpack Digital Transformation
Presented in partnership by Equisoft and Insurance Innovation Reporter, the Life Accelerated Podcast Series will feature top life insurance executives who will share actionable insights on how they are achieving digital transformation.Read Press Release -
Agency Management System
Cenfri & Equisoft Research: Low Consumer Trust Holding Back Insurance Distribution in Africa
Africa-focused Equisoft & Cenfri research identifies critical insurance distribution challenges caused by legacy technology systems, data silos and poor consumer attitudes towards the industry.Read Press Release -
eApplications
How UV Insurance Was able to Speed Policy Approvals and Improve CX
Read about how an insurer was able to facilitate growth and streamline operations with an end-to-end suite of an integrated solutionRead Article -
Future of Insurance
Top Insurance Priorities for 2022 from 100+ Life Insurance Execs
Digitalization has been streamlining and personalizing the customer experience in all industries. Delve in for insight on the top insurer priorities for the upcoming year.Read Article -
eApplications
Can an eApp Have Empathy? Innovative Insurance CX Solutions
Find out how life insurers can fix yesterday’s CX mess‒from CRM to claims.Read Article -
Policy Administration System
Celent ranks Equisoft/manage as one of the best policy administration solutions for its advanced technology and functionality
Equisoft is proud to announce that it was ranked in the highest category, “Luminary”, in Celent’s latest report on policy administration systems (PAS) in Latin America (LATAM), powered by VendorMatch.Read Press Release -
Agency Management System
How do Distributors Grow Sales in the Middle of Digital Transformation?
The opportunity for distributors, especially in times of significant change like these, is to help their advisors evolve their systems and the tech that supports them in order to remove obstacles and grow their practices.Read Article -
Policy Administration System
How to Accelerate Innovation in APAC Life Insurance
For insurers in the region accelerating innovation has become more critical than ever when looking to find a competitive edge in the marketplace. But Asian carriers face unique national and regional challenges that can hamper speed of product development.Read eBook -
Agency Management System
How One International Bank Significantly Increased Insurance Sales
The bank’s complex structure made it difficult to manage insurance sales. Leads, activity and commission tracking were an ongoing challenge.Read Case Study -
eApplications
How to Improve Customer Experience in Caribbean Insurance
Find out how to improve customer experience in the insurance industry and remain compliant with the new IFRS 17 reporting standards.Read Article -
Corporate News
Equisoft Continues Latin American Expansion With New Office in Colombia
This is the company’s second location in Latin America after Chile.Read Press Release -
Policy Administration System
Equisoft Announces Successful Implementation of its Fully Integrated Insurance Platform at Hellenic Life
Providing a high degree of flexibility, configurability and automation, the new end-to-end solution will enable the Cypriot insurer to easily evolve its product offering, drive operational efficiency and streamline customer experience, while keeping up with regulatory compliance.Read Press Release -
Agency Management System
Legacy Insurance Software Creates Trust and Product Issues for African Insurance
New Cenfri and Equisoft research reveals the biggest African insurance distribution challenges. Find out what is causing low penetration of insurance and how underwriters, brokers and banks can make a difference.Read Article -
Mutual Fund Fact Sheets
How to Solve 5 Mutual Fund Fact Sheet Production Headaches
Find out how to solve the 5 biggest headaches related to producing mutual fund fact sheets. Eliminate time and effort spent on manual production each month. Free your staff for higher value tasks.Read Article -
Future of Insurance
Insider Insights: Solving the biggest CX challenges in insurance with Rob McIsaac
Learn how organizations are harnessing data to improve their customer experiences, and how the demand for enhanced digital CX is impacting the IT landscape in this interview.Watch Video
