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Investment Transfers
UK Electronic Investment Transfers Market: Q1 2025 Review
The Q1 2025 review highlights steady growth in the UK electronic investment transfers market.Read Article -
Pensions
Reducing and Resolving Transfer Rejections: Best Practices and Industry Insights
The article explores the root causes of a 33% rejection rate in UK electronic portfolio transfers and outlines best practices, regulatory expectations, and industry-wide initiatives to reduce delays and improve the customer experience.Read Article -
Policy Administration System
Shaping the Future of Insurance: A Spotlight on Chris Eberly, Insurance Practice Lead at Datos Insights
With over 35 years of industry experience, Chris Eberly, Insurance Practice Lead at Datos Insights is a trusted voice on the technology and talent challenges facing today’s carriers—and how to solve them.Read Article -
Policy Administration System
Why Customer Experience Fails Without Core System and Data Modernization
To deliver meaningful CX, insurers must go beyond surface-level digitalization by modernizing their core policy systems, solving data complexity, and enabling real-time, omnichannel engagement.Read Article -
Future of Insurance
The Impact of AI & IoT in Insurance
This article examines how AI is reshaping life insurance, addressing key trends, challenges, and strategies for successful adoption.Read Article -
Policy Administration System
How Carrier Self Sufficiency Can Be Baked into Life Insurance Policy Admin System Modernization
How life insurers can build self-sufficiency into their policy admin system modernization by empowering business teams to make critical changes without relying on IT or PAS vendors.Read Article -
Future of Insurance
Celent Analyst Keith Raymond on How Agentic AI and Process Automation Are Reshaping the Insurance Industry
Celent’s Keith Raymond explores how agentic AI and automation are transforming insurance.Read Article -
Corporate News
Pension Fusion go live signals pensions dashboards technology is a reality
Pension Fusion, a partnership between Equisoft and Lumera, is pleased to announce that from today they are the first entity to have completed the full end to end Pensions Dashboards connection journey.Read Press Release -
Future of Insurance
Equisoft Sells Altus Consulting to Accenture, Reinforces Commitment to UK Product Business
Equisoft has sold its Altus Consulting subsidiary to Accenture while maintaining full ownership and commitment to its UK product business, with no changes to service, team, or product offerings for existing clients.Read Press Release -
Pensions
Making Transfers Better: Reducing & Resolving Rejections
In this webinar, we'll focus on reducing the needlessly high and costly rate of Account/portfolio Transfer & Asset Re-Registration rejections. Our expert panel will review the current TeX rejection reasons and explore improvements to those standards.Watch Webcast -
Corporate News
Equisoft acquires U.S. life insurance illustration software provider VisCalc to expand its end-to-end product suite
This acquisition strengthens Equisoft’s U.S. life insurance footprint and addresses the market’s demands for an affordable, efficient illustration solution for agents.Read Press Release -
Data Migration
Top Insurance Priorities for 2025 from 100+ Carriers
We’ll review the survey data from our 2024 webinars and share insights from a wide range of industry experts—including analysts, association leaders & execs.Watch Webcast -
Policy Administration System
Life Insurance Enterprise Blueprint for Growing Pre-Need Business
This blueprint provides organizations with a structured approach to growing pre-need insurance business while addressing the key challenges and opportunities particular to the market and product.Read Article -
Corporate News
LIMRA and Equisoft report reveals 78% of global life insurers believe data readiness is the biggest challenge to getting value from AI
Equisoft commissioned LIMRA to conduct research in collaboration with UCT to access data readiness for AI in the life insurance industry.Read Press Release -
Data Migration
Assessing Data Readiness for AI in the Life Insurance Industry
Artificial Intelligence (AI) has the potential to transform the life insurance industry by enhancing customer experiences, driving growth, and streamlining operations. However, data readiness remains a significant barrier for many insurers.View Research -
Corporate News
Equisoft appoints Industry Veteran as Vice President, Insurance Solutions, to lead U.S. market modernization efforts
Brian Simpson will leverage his decades of expertise in life, health, and annuity sectors to drive innovation and guide insurers through modernization initiatives with Equisoft’s suite of solutions.Read Press Release -
Data Migration
The Importance of Big Data in the Life Insurance Industry
Big Data is revolutionizing life insurance by enabling precise risk assessments, personalized offerings, and optimized operations. Explore how advanced analytics transform insurers’ use of vast datasets, driving innovation, efficiency, and improved customer experiences.Read Article -
Corporate News
Equisoft Powers Emma Life Insurance’s Expansion into Third-Party Administration
Equisoft's technology solutions enable Emma to scale operations, elevate the customer and agent experience, and expand administrative capabilities.Read Press Release
