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Policy Administration System
How Carrier 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 -
Corporate News
Pension Fusion go live signals pensions dashboards technology is a reality
Pension Fusion, a partnership between Equisoft and Lumera, is pleased to announce that from today they are the first entity to have completed the full end to end Pensions Dashboards connection journey.Read Press Release -
Future of Insurance
Equisoft Sells Altus Consulting to Accenture, Reinforces Commitment to UK Product Business
Equisoft has sold its Altus Consulting subsidiary to Accenture while maintaining full ownership and commitment to its UK product business, with no changes to service, team, or product offerings for existing clients.Read Press Release -
Pensions
Making Transfers Better: Reducing & Resolving Rejections
In this webinar, we'll focus on reducing the needlessly high and costly rate of Account/portfolio Transfer & Asset Re-Registration rejections. Our expert panel will review the current TeX rejection reasons and explore improvements to those standards.Watch the Webinar -
Asset Allocation and Wealth Analysis
Everything You Should Know About Portfolio Analysis, Management & Optimization
Discover investment portfolio management, analysis, and optimization and how they maximize returns and minimize risk in today's financial landscape.Read Article -
Corporate News
Equisoft acquires U.S. life insurance illustration software provider VisCalc to expand its end-to-end product suite
This acquisition strengthens Equisoft’s U.S. life insurance footprint and addresses the market’s demands for an affordable, efficient illustration solution for agents.Read Press Release -
Data Migration
Top Insurance Priorities for 2025 from 100+ Carriers
We’ll review the survey data from our 2024 webinars and share insights from a wide range of industry experts—including analysts, association leaders & execs.Watch the Webinar -
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 -
Corporate News
LIMRA and Equisoft report reveals 78% of global life insurers believe data readiness is the biggest challenge to getting value from AI
Equisoft commissioned LIMRA to conduct research in collaboration with UCT to access data readiness for AI in the life insurance industry.Read Press Release -
Data Migration
Assessing Data Readiness for AI in the Life Insurance Industry
Artificial Intelligence (AI) has the potential to transform the life insurance industry by enhancing customer experiences, driving growth, and streamlining operations. However, data readiness remains a significant barrier for many insurers.View Research -
Future of Insurance
Automation in Insurance: Future, Use Cases, Trends & More
Discover how insurance automation improves claims, underwriting, billing & more—boosting efficiency, accuracy, and customer satisfaction.Read Article -
Corporate News
Equisoft appoints Industry Veteran as Vice President, Insurance Solutions, to lead U.S. market modernization efforts
Brian Simpson will leverage his decades of expertise in life, health, and annuity sectors to drive innovation and guide insurers through modernization initiatives with Equisoft’s suite of solutions.Read Press Release -
Data Migration
The Importance of Big Data in the Life Insurance Industry
Big Data is revolutionizing life insurance by enabling precise risk assessments, personalized offerings, and optimized operations. Explore how advanced analytics transform insurers’ use of vast datasets, driving innovation, efficiency, and improved customer experiences.Read Article -
Corporate News
Equisoft Powers Emma Life Insurance’s Expansion into Third-Party Administration
Equisoft's technology solutions enable Emma to scale operations, elevate the customer and agent experience, and expand administrative capabilities.Read Press Release -
Corporate News
Equisoft Completes 30 Major Life Insurance Go-Lives in the Last 18 Months
Global digital solutions provider successfully completes 30 major modernization projects with 23 customers in six regions, made possible by their three decades of insurance and investment industry expertise.Read Press Release -
Future of Insurance
Celebrating a Real Milestone! 30 Years of Success
Elevate 2024 brought together global clients and industry leaders in Montreal for two days of insights, hands-on workshops, and product showcases.Watch Video -
Corporate News
National Guardian Life Insurance Company (NGL) selects Equisoft’s turnkey SaaS insurance solution to enhance its Preneed Life Business capabilities
Equisoft’s modern policy administration system, data migration and integration capabilities will enable NGL to enhance its entire Preneed insurance value chain.Read Press Release
