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Quotes & Illustrations
Why Celent Ranks Equisoft/illustrate as a Top Illustration Solution
The recent 2020 XCelent Life Insurance Illustration Report ranked Equisoft/illustrate as a top-rated solution. In this video Equisoft’s Bruno Leduc explains why.Watch Interview -
Policy Administration System
How To Uncover Policy Administration System Vendor Credibility
We’ve compiled 12 specific, smart questions that leaders ask during the vendor selection process to get beyond a company’s assertions and unearth the truth about their policy admin system capabilitiesRead Article -
Quotes & Illustrations
How a $25-Billion Carrier Leveraged Next-Gen Insurance Illustration Software to Become a Market Leader
What opportunities might be created if insurers stopped treating their illustration software as a commoditized tool? Find out how one carrier leveraged next gen illustration capabilities to a gain a strategic advantage over their competitors.Read Article -
Policy Administration System
What Life Insurance Leaders Need to Know to Successfully Navigate Disruptive Change
Check out Jean Sabbagh's key takeaways from the 2019 LIMRA Annual Conference, including: how life insurance leaders can successfully handle change management, the importance of striking a balance between the need for growth and providing exceptional customer experience. #LIMRAACRead Article -
eApplications & eSignatures
7 Ways Insurance Technology Enables End-to-End Digital Insurance
Which insurance technologies will help carriers revolutionize the end-to-end insurance policy lifecycle?Read Article -
Future of Insurance
Top Priorities For 2021 From 100+ Insurance Carrier Execs
Join us for this webinar as we look back at what 30+ industry experts and our 2020 audience had to say about their top digital transformation priorities this year.Watch Webcast -
Advisor Productivity
What you definitely shouldn't miss at the 2019 LIMRA Annual Conference
Join our expert team at LIMRA's 2019 Annual Conference to get your modernization journey in gear. Discover how our innovative end-to-end insurance solutions help companies with their digital transformation.Read Press Release -
Quotes & Illustrations
Celent research ranks Equisoft’s illustration software among the best solutions in North America
Equisoft's insurance quote and illustration software, Equisoft/illustrate, has been recognized by Celent as one of the top-rated solutions in North America.Read Press Release -
Corporate News
Seguros Banorte S.A. de C.V., Grupo Financiero Banorte, selects Equisoft and Oracle to modernize its cloud-based policy administration processes
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, announced that it has been chosen by Seguros Banorte to modernize the company’s policy administration processes and support its life insurance business line.Read Press Release -
Corporate News
Aite Group Gives Highest Mark To The Oracle/Equisoft Stand-Alone Claims Solution
The stand-alone claims solution offered in partnership by Oracle and Equisoft has been recognized and awarded in a recent Aite Group Impact Report evaluating the competitive position of vendors offering stand-alone claims systems to the US Life insurance industry.Read Article -
Data Migration
The Importance of Big Data in the Life Insurance Industry
Find out how to free the flow of data between insurance carriers, distributors, advisors and clients.Read Article -
Policy Administration System
Digital and New Business Capabilities are Driving Mid- to Large-Size Life Insurers’ Modernization: Novarica CIO Study
In a new research report underwritten by Equisoft, Novarica presents the findings of an interview series conducted with mid-to large-size US life insurance carriers to identify the key drivers for policy administration system modernization projectsRead Press Release -
Corporate News
Equisoft Delivers Modern, Cloud-based PAS Solution for US insurer GCU
Equisoft proudly announced today the successful implementation of their SaaS policy administration offering, Equisoft/manage, including their electronic application software, Equisoft/apply, for GCU.Read Press Release -
Corporate News
Canadian MGA AgenZ Group moves forward on their modernization path with Equisoft/centralize
Equisoft is pleased to announce that Financière S_entiel has gone live with its agency management system, Equisoft/centralize.Read Press Release -
Policy Administration System
How One Carrier Accelerated Innovation by Implementing OIPA
This case study examines how one carrier implemented OIPA as part of a successful strategy to retire its Final Expense legacy back-office systems.Read Case Study -
Policy Administration System
How a Modern Policy Admin Solution Transformed Columbian Financial Group
Read the case study to discover how Equisoft’s implementation services enabled CFG to launch a modern PAS that fully integrated with their existing internal and third party systems.Read Case Study -
Data Migration
How a Tier 1 Carrier Moved 400,000+ Policies to a Modern PAS
This case study reveals how Equisoft subsidiary Universal Conversion Technologies (UCT) was able to successfully migrate one carrier’s legacy data to a new target system.Read Case Study -
Financial Needs Analysis
How One Advisor Dramatically Deepened Client Relationships
Read the case study to find out how one advisor grew her business after the distributor she worked with implemented Equisoft/plan in their advisor force.Read Case Study
