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Policy Administration System
Insurer Use Case: Speed Up Underwriting Workflow with Agentic AI Task Management
Discover how agentic AI automates pending requirements tracking in life insurance underwriting. Reduce manual work by 75%, speed up application processing, and improve advisor productivity with intelligent task management that learns and adapts.Read Article -
Future of Insurance
5 Trends Reshaping Life Insurance in 2026
From agentic AI to accelerated underwriting, discover the five key trends transforming life insurance in 2026. Learn how carriers are modernizing workflows, unlocking unstructured data, and elevating customer experience without waiting for core system replacement.Read Article -
Artificial Intelligence in Insurance
The Executive's Guide to AI in Life Insurance: Use Cases for Operations, Growth & the Path Forward
Equisoft/amplify is an AI-enabled solution that revolutionizes life insurance policy administration. It integrates seamlessly with any PAS to automate workflows, accelerate product launches, and drive revenue through intelligent campaign management—without system replacement.Read Article -
Investment Transfers
UK Electronic Investment Transfers Market: Q4 2025 Review
The Q4 2025 review highlights steady growth in the UK electronic investment transfers market.Read Article -
Pensions
Your Quick Guide to Pension Payroll
UK pension payroll presents a mounting challenge for insurance and financial services organisations, balancing auto-enrolment obligations, PAYE compliance and ever-changing regulatory requirements whilst maintaining absolute accuracy.Read Article -
Pensions
Solving the Small Pots Problem: A Feasible, Scalable Path Forward
The UK faces a mounting pension crisis: 13 million small, inactive pension pots existed in 2024, projected to reach 17.5 million by 2030.Read Article -
Quotes & Illustrations
What You Need to Know About Insurance Illustration Software
Discover how modern insurance illustration software helps insurers generate compliant quotes faster, integrate with PAS, and close deals efficiently.Read Article -
Policy Administration System
How UK & EU Providers Gain Independence from Policy Admin System (PAS) Vendors
Discover how UK and EU providers can gain independence from PAS vendors with self-service tools, accelerating change and boosting business agility in a digital world.Read Article -
Policy Administration System
Use Case: AI-Powered Requirements Discovery and Analysis Accelerates PAS Modernization Projects
Cut PAS modernization discovery from 8 weeks to 3 with AI-powered requirements analysis. Extract user stories, identify gaps & accelerate deployments by 62%.Read Article -
Asset Allocation and Wealth Analysis
The Digital Transformation of Fund Sales: How Analytics Are Reshaping Asset Manager and Advisor Success
From legacy processes to data-driven success: How fund companies are rethinking distribution strategies with investment analysis tools that enhance advisor experiences and build lasting competitive advantages.Read Article -
Policy Administration System
AI in Insurance Claims Processing: An Insurer’s Guide
Learn how AI automates the insurance claims lifecycle — from FNOL to fraud detection and payment — and what carriers should look for in a claims automation platform.Read Article -
Policy Administration System
Overcoming Customer Experience Challenges in the Insurance Industry
Discover key challenges in insurance customer experience and practical solutions to overcome them. Learn how to leverage technology, personalize interactions, and build trust for improved CX in the insurance industry.Read Article -
Customer Experience
The CX Maturity Gap: What CIOs of Small and Medium Life Insurers Need to Know
New Equisoft/LIC research: 80% of life insurers have low CX maturity. The highest-impact fix? Agent tools, eApplications and clean data.Read Article -
Agency Management System
How Equisoft/centralize, Equisoft/plan and Equisoft/connect integrations help your advisors work smarter and grow faster
See how Equisoft/centralize, Equisoft/plan, and Equisoft/connect help your advisors work smarter and grow faster.Read Article -
Future of Insurance
Painting the Future of Insurance Distribution at CAILBA 2025
Find out how we partnered with Canadian muralist WHATISADAM at CAILBA 2025 to create a live mural, "Transformations," visually representing the transformation of insurance distribution.Read Article -
Future of Insurance
Inside Equisoft’s Creative Partnerships: Disney Veterans, Muralists, and the Future of Insurance
Find out how Equisoft’s surprising collaborations with visionary leaders like WHATISADAM, as well as former Disney leaders Duncan Wardle, and Doug Lipp bring fresh perspectives that drive meaningful innovation and better outcomes for insurers and their clients.Read Article -
Policy Administration System
Critical Success Factors for Insurance Data Migration: Insights from A 3 Million Policy Transformation
Discover the organizational and technical factors that ensure success for large-scale insurance data migration projects across the globe.Read Article -
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
