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Agency Management System
Transitioning to a digital agency value proposition to overcome disruption
Check out Olivier LaFontaine's key takeaways from InsureTech Connect 2019, including: the changing agency value proposition.Read Article -
Future of Insurance
The Shifting Landscape In Insurance: The Challenge of Change
Learn about the shifting landscape in insurance, including: the importance of IFRS 17, marketing to support advisors & machine learning.Read Article -
Policy Administration System
What Every Insurance Leader Should Know About PAS Modernization and Data Migration
Aging policy administration systems are creating a drag on insurers' business processes and hurting their ability to compete.Read Article -
Quotes & Illustrations
Integrated Insurance Quoting and Illustration and e-Application Solutions Drive Superior Client Experiences
Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market.Read Article -
Policy Administration System
How to Kick-Start PAS Modernization: Part 1
Starting your PAS modernization journey? We're sharing our learnings from helping 50 of the world's leading financial institutions.Read Article -
Financial Needs Analysis
5 ways advisors can take the stress out of compliance
How advisors can create awesome client experiences by taking the stress out of compliance through an automated process that is efficient.Read Article -
Advisor Productivity
3 Steps to implementing a strategic marketing system for your practice
Three steps financial advisors can take to implement a strategic marketing system which helps build your brand, find great prospects and grow your business.Read Article -
Policy Administration System
Exclusive: New Celent Executive Research on Life Insurance Core Modernization
Underwritten by Equisoft, this new research focuses on a specific window in the implementation of a modern policy administration system to understand the tipping point for project approval and how intangible costs and benefits are weighed in the decision-making process.Read Press Release -
Corporate News
Equisoft's Accelerate Series connects life insurance and wealth executives with industry thought leaders to fast-forward their digital transformation in the new normal
Equisoft today announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors.Read Press Release -
Corporate News
National Western Life Selects Equisoft to Accelerate its Growth Strategy
National Western Life Insurance Company to replace its core legacy policy administration system to support its digital growth initiatives.Read Press Release -
Corporate News
Equisoft, IAC and ICAC Announce IFRS 17 Compliance Seminar Series
Equisoft in partnership with the IAC and the Institute of Chartered Accountants of the Caribbean will host a series of comprehensive seminars that will help insurers facilitate the changes necessary to achieve and maintain compliance with IFRS 17.Read Press Release -
Corporate News
Global Financial Technology Provider Equisoft Appoints Ruben Veerasamy as Head of the Caribbean Region
Equisoft today officially announced the appointment of Ruben Veerasamy as Senior Vice President, Caribbean.Read Press Release -
Corporate News
Cégep de Sainte-Foy is preparing a new generation of financial services advisors using the Equisoft/plan software
The agreement formalizes Cégep de Sainte-Foy's decision to adopt Equisoft/plan (formerly Kronos FNA) as the official financial planning software in their financial services and insurance technical program.Read Press Release -
Corporate News
Equisoft to share its blueprint for modernization success at InsureTech Connect
Equisoft is pleased to announce that it will co-host a <strong>pre-conference</strong> <strong>workshop on Succeeding at Life Insurance Technology Modernization</strong>, along with its long-time business partner Oracle, at the upcoming InsureTech Connect (ITC)Read Press Release -
Corporate News
Equisoft Appoints Satish Krishnan as Vice President, Account Management, USA
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Satish Krishnan has recently joined the firm as Vice President, Account Management for insurance solutions in the USA.Read Press Release -
Corporate News
Equisoft and Humania Assurance Collaborate to Offer a New Technology Solution for Financial Advisors
Equisoft today announced the launch of an innovative solution developed in collaboration with Humania Assurance. It is a turnkey, targeted email marketing platform for financial advisors, that integrates directly with Equisoft/connectRead Press Release -
Corporate News
Equisoft Driving Digital Transformation for Caribbean Insurance Leader Family Guardian - Starting with Live OIPA Solution
Equisoft integration teams ensured that Family Guardian went live with its fully integrated OIPA platform earlier this year. In addition to replacing the legacy platform, the project encompassed data migration by Universal Conversion Technologies, an Equisoft subsidiary.Read Press Release -
Corporate News
Assurant Selects Equisoft for Multi-Year System Upgrade and Data Migration Project
Equisoft is pleased to announce that it has been selected by Assurant to upgrade its core legacy policy administration system to support its Preneed and Final Expense business. This multi-year engagement will also involve a major data migration of Assurant's legacy platform.Read Press Release
