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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 -
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 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 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 -
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 -
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
