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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 -
Policy Administration System
PAS Modernization ROI & Beyond – How To Build The Most Compelling Investment Case
Join Equisoft, Celent and Columbian Financial Group in this session to get access to the latest research on how to define clear metrics (both tangible and intangible) to construct the case for your modernization project.Watch the Webinar -
Self-Service Portals
WEBINAR | The Digital Future of Insurance Distribution Is Happening Now
Transformation timelines are getting pushed up. Join our round table discussion with top North American executives from NAILBA, CAILBA and CLIEDIS to find out how distributors are moving past crisis mode to create a road map through unprecedented change.Watch the Webinar -
Wholesaler Productivity
Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.Watch the Webinar -
Wholesaler Productivity
Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World
Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.Watch the Webinar -
Data Migration
Unlocking The Hidden ROI Value In Your Digital Transformation With Data Migration
The often-overlooked aspects of digital transformation are the ones that will most often prevent you from reaching success. Join Celent & data conversion experts from UCT for this insight-packed session as we expose pitfalls and unlock the full ROI on your modernization journey.Watch the Webinar -
Policy Administration System
Timely Advice Before Starting your Policy Administration Modernization Project
Looking for the best way to upgrade your front-end tools, modernize your core, back-office life insurance policy administration system or migrate your data? Download our eBook!Read eBook -
IFRS17 Compliance
Achieving IFRS 17 Compliance & Beyond - Source Data, Insurance Contracts & BI
Although the data, modelling and reporting challenges involved in achieving IFRS 17 compliance are significant, the implementation work done in order to prepare for the new standards can also create significant opportunities for insurers.Read Article -
IFRS17 Compliance
Solving the IFRS 17 Data Challenge for Life Insurance Leaders
Overcoming the significant data challenges presented by IFRS 17 will require the implementation of a solid insurance data foundation, good data integration techniques and the help of the right data integration partners.Read Article -
IFRS17 Compliance
IFRS 17 Measurement Models: GMM, PAA & VFA Explained for Life Insurers
Choosing between IFRS 17's three measurement models — GMM, PAA, and VFA. This guide explains each approach, the data requirements, and how to select the right model for your products.Read Article -
Policy Administration System
Insights From Executives On Major Factors That Determine PAS Modernization Success Or Failure
Equisoft, Oracle and Novarica experts reveal where industry leaders are in their modernization journeys and strategies for making yours a success.Watch the Webinar -
Policy Administration System
Rallying Stakeholders Around Back-Office Modernization - In Light Of A Challenging ROI
This exclusive study conducted by Celent and underwritten by Equisoft, explores how 11 life insurance insurers reached the decision to proceed with their PAS modernization projects.View Research -
Asset Allocation and Wealth Analysis
What Asset Managers Should Know About Successful Digital Transformation
We sat down with Equisoft’s Shawn Gillespie, Vice President, Wealth Solutions, USA, to discuss the changes sweeping through the wealth industry and how Equisoft can help manufacturers, distributors and advisors succeed in their digital transformation.Watch Interview -
Policy Administration System
How modern policy admin systems free the flow of data for insurers
Check out Mark DePhillip's key takeaways from the recent 2019 InsureTech Connect conference, including: how modern policy admin systems free the flow of data so that insurers can capitalize on the potential of AI and analytics engines. #ITC2019Read Article -
Advisor Productivity
The 3 Lenses That Can Transform Your Practice
Effective planning requires that you take a step back from the daily operations of your practice.Read Article
