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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 -
Pensions
Reducing and Resolving Transfer Rejections: Best Practices and Industry Insights
The article explores the root causes of a 33% rejection rate in UK electronic portfolio transfers and outlines best practices, regulatory expectations, and industry-wide initiatives to reduce delays and improve the customer experience.Read Article -
Policy Administration System
Why Customer Experience Fails Without Core System and Data Modernization
To deliver meaningful CX, insurers must go beyond surface-level digitalization by modernizing their core policy systems, solving data complexity, and enabling real-time, omnichannel engagement.Read Article -
Future of Insurance
The Impact of AI in Insurance: From LLMs to Agentic Workflows
Discover how AI is transforming insurance from LLMs automating underwriting and claims to AI agents handling end-to-end workflows. Plus: how to get data-ready.Read Article -
Policy Administration System
How Insurer Self Sufficiency Can Be Baked into Life Insurance Policy Admin System Modernization
How life insurers can build self-sufficiency into their policy admin system modernization by empowering business teams to make critical changes without relying on IT or PAS vendors.Read Article -
Future of Insurance
Celent Analyst Keith Raymond on How Agentic AI and Process Automation Are Reshaping the Insurance Industry
Celent’s Keith Raymond explores how agentic AI and automation are transforming insurance.Read Article -
Asset Allocation and Wealth Analysis
Investment Portfolio Management & Optimization: Complete Guide for Financial Advisors
Understand portfolio management, analysis, and optimization — and discover how modern software tools help financial advisors build better portfolios and demonstrate value to clients. Includes key techniques, common pitfalls, and what to look for in a platform.Read Article -
Policy Administration System
Life Insurance Enterprise Blueprint for Growing Pre-Need Business
This blueprint provides organizations with a structured approach to growing pre-need insurance business while addressing the key challenges and opportunities particular to the market and product.Read Article -
Future of Insurance
Insurance Automation: AI, Agentic AI & RPA Use Cases for Life Insurers
Insurance automation has moved beyond basic RPA — today's insurers are deploying AI agents that handle claims triage, underwriting decisions, and customer onboarding autonomously. Explore proven automation use cases.Read Article -
Data Migration
Big Data in Life Insurance: How Insurers Are Using Analytics to Compete
Big data is reshaping life insurance — from AI-powered underwriting and fraud detection to personalized pricing and customer retention. Discover how leading insurers are turning data from a legacy burden into a competitive advantage, and what it takes to become AI-ready.Read Article -
Data Migration
The Future of Independent Insurance Distribution Channels
The insurance industry is evolving, with tech and customer expectations reshaping distribution. What strategies can independent distributors use to adapt and thrive in this shifting landscape, seizing new opportunities in the process?Read Article -
Policy Administration System
Solutions for LATAM Insurers Facing Challenges with Multiple Policy Administration Systems
Discover how LATAM insurers can streamline operations and enhance customer satisfaction by embracing modernization strategies.Read Article -
Policy Administration System
Effective Solutions for Insurers Who Want to Grow Their Pre-need Insurance Business
The pre-need and final expense markets represent great growth opportunities for insurers over the next decade. Discover how a modern PAS solution will boost your pre-need sales growth:Read Article
