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Policy Administration System
The Reality Behind SaaS Policy Admin Vendor Claims
Read this eBook to see the 12 smart questions you should ask to uncover the truth behind PAS vendor claims.Read eBook -
Advisor Productivity
Technology Enables a New Approach to the Advisor Role
Thoughts based on Equisoft Insights and the Evolution Revolution Report: • How can advisors keep the pipeline full—in disrupted times? • How can advisors leverage tech to redefine their role? • How do they create sustainable growth?Read Article -
eApplications
3 Ways Group Insurers Can Transform Member Experience and Build Deeper Relationships
Those organizations looking to exceed stakeholder expectations and build deeper relationships with members can’t afford to rely on legacy technology, paper and manual processes, or digital tools that don’t provide great user experiences.Read Article -
Agency Management System
3 Ways Modern Agency Management Systems Solve Bank and National Accounts’ Biggest Life Insurance Challenges
Unlocking the full potential for insurance within the Bank or National Account structure requires the implementation of a modern agency management system, comprehensive and flexible enough to address the varied data and commission challenges.Read Article -
Policy Administration System
How Disruptive Change can Bring Positive Transformation
In order to thrive during and after the digital transformation, MGAs will need to start the process of redefining the way they bring value to their clients, the advisors.Read Article -
Corporate News
Equisoft Fuels Its Global Expansion Strategy With New Senior Appointments
Equisoft is pleased to officially announce the appointment of François Levasseur as Vice President, Global Alliances & Acquisitions, while Florence Sabbah is now entrusted with heading all Canadian activities as Vice President, Canada.Read Press Release -
Asset Allocation and Wealth Analysis
What All Asset Managers Need to Know About the New Customer Experience Landscape
Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.Read Article -
Advisor Productivity
20 Questions Every Advisor Should Ask During Prospect and Client Meetings
Prospect and client meetings are critical activities for advisors. They are your best chance to build relationship with your clients, develop trust, uncover needs and help them reach their goals.Read Article -
Advisor Productivity
How to move digital advisor and customer tool innovation into the fast lane
Equisoft recently held it's 2019 Client Advisory Board where product experts, top analysts and life insurance company leaders who are at the forefront of digital tool development and implementation met to explore the future of digital agent tools and the industry as a whole.Read Article -
Advisor Productivity
Opportunities for financial advisors
Get the key takeaways from the 2019 Canada Sales Congress, including: how MGA's can add value for advisors, & how a new, hybrid distribution model can help advisors compete with direct-to-consumer offerings.Read Article -
Future of Insurance
Life Insurance in 2050 — What Risks Will Humanity Face in the Next 30 Years?
Many insurers are now using predictive models to manage risk. They are leveraging the power of Big Data and Artificial Intelligence to generate business insights, and to identify at earlier and earlier stages the developing risks that will impact their business.Read Article -
Policy Administration System
The desire to create a world-class digital customer experience started GCU on its transformation journey
Like many insurance companies, GCU — a 127-year-old fraternal benefit society located in Beaver, Pennsylvania — had an aging core policy administration system that was hindering its ability to effectively service its members.Read Case Study -
Policy Administration System
How to Kick-Start Policy Administration System Modernization: Part 2
The RFI/RFP process can be an unexpected landmine for companies preparing to modernize. For many, the desire to gather as much intel about potential solutions and vendors creates an information overload that slows the entire process.Read Article -
Policy Administration System
How to Kick-Start Policy Administration System Modernization: Part 3
Looking to kick-start your modernization project? See what we've learned about the pitfalls and shortcuts in choosing the best vendor for your project over the course of our 25 years of experience.Read Article -
Wholesaler Productivity
Taking a Modern Approach to the Mutual Fund Wholesaler Role to Win Advisor Business
The traditional ways a mutual fund wholesaler approached their advisor relationships: networking, marketing, and product presentation aren't dead. But true relationship building requires the wholesaler to add significant value to the advisor's practice.Read Case Study -
Future of Insurance
Beyond The Tipping Point For Digital Transformation in APAC Life Insurance
How are APAC life insurers solving unprecedented challenges to the industry? See what Rana Biswas, Equisoft, Alan Dulin, Oracle, Dr. P. Nandagopal, Insurance Inbox revealed about solutions to core legacy system issues as well as digital agent and customer needs.Watch the Webinar -
Financial Needs Analysis
Invasion of the robo-advisor: Is the threat real?
There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.Read eBook -
Advisor Productivity
CRM2 and its impact on the Canadian retail investment industry
A series of new rules rolled out in three stages beginning in 2014 and continuing through until 2016 will shine a new light on fees and performance, ultimately shaking up the financial advisor's role.Read eBook
