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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
Lessons Learned From The COVID-19 Crisis & Its Impact On The Future Of Fraternals
Join Equisoft and GCU to learn how Fraternals and their members can thrive in the new normal. In uncertain times, their role is even more critical. But disaster recovery, physical distancing, and legacy system challenges make executing the Fraternal charter difficult.Watch the Webinar -
eApplications
How Insurance Carriers Are Adapting Their Go-To-Market Strategies Using Digital Advisor & Customer Tools
Over the last few years insurance carriers have considered evolving their approach to insurance distribution. While some have invested in new digital tools, many have been slower to adapt. In today’s new “normal” the question is no longer “should we?”; it’s now “how fast can we?”Watch the Webinar -
Policy Administration System
Thriving In The Age Of Disruption – Insurance Carrier Strategies For Operating In The New Normal
The global pandemic has forced change on every aspect of life and business. In this session, we’ll embrace the disruption, and lean on our 25 years of experience navigating crises for insights that will help you see the new normal as a new opportunity.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
IFRS 17: Choosing the Right Measurement Models for Success
Learn the three approaches to measuring liability of insurance products within IFRS 17, and what data challenges each approach presents for an insurer.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 -
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 carriers reached the decision to proceed with their PAS modernization projects.View Research -
Policy Administration System
Beyond the Pandemic Pivot: Problems Still Prevail
Recent Novarica research revealed business leaders want new capability and cost savings. And, despite pandemic disruption, these challenges have not and will not go away.Read Article -
Self-Service Portals
Beyond 2020: The Customer Empowered Future of Life Insurance
Customer empowerment will be the insurance product of the future. Beyond 2020, how customers purchase insurance will drive comprehensive development via integrated front and back office development.Read Article -
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 -
Policy Administration System
Transformational Journeys: Implementing Modern Core Systems At Life Insurers
In a new research report, Novarica presents findings on the key drivers for PAS modernization at mid-to-large-size US life insurers.View Research
