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Policy Administration System
Overcoming the Hurdles to Increasing Speed to Market in the Life Insurance Industry
At a time when all insurers are facing volatility on many fronts, it has never been more important to be able to rapidly adapt products and processesRead Article -
Financial Needs Analysis
Financial Advisor CRM and Asset Allocation Software Pitfalls
Avoid making the wrong financial advisor software choice both for financial advisor CRM and asset allocation softwareRead Article -
Wholesaler Productivity
What do Financial Advisors Want from Mutual Fund Wholesalers?
What financial advisors really want from wholesalers—and what they’re not always getting.Read Article -
Policy Administration System
How Modern Insurance Policy Administration Systems Improve Customer Experience
How modern policy admin systems improve insurance CX. Including: integrations, automated workflows, faster product changes and increased personalization.Read Article -
Policy Administration System
How To Uncover Policy Administration System Vendor Credibility
We’ve compiled 12 specific, smart questions that leaders ask during the vendor selection process to get beyond a company’s assertions and unearth the truth about their policy admin system capabilitiesRead Article -
Policy Administration System
5 Elements That Make Digital Transformation a Success
It is critical for leaders initiating modernization projects to make the right decisions today, so they don’t leave a legacy of consequences for those who follow. Equisoft and Novarica research revealed 5 critical elements for success.Read Article -
Policy Administration System
4 Critical Challenges That Must Be Tackled to Ensure Successful PAS Modernization
Life insurance CIOs interviewed in recent Equisoft and Novarica research identified a number of potential issues—from planning to data conversion to testing—that can derail modernization. Read what the 4 biggest challenges were.Read Article -
Policy Administration System
3 Major Themes Driving Insurance Technology Change at Life Insurers
Equisoft commissioned Novarica to conduct an in-depth interview series with mid- to large-tier life insurance CIOs actually engaged in modernization projects. Read part one of this three part series on the results.Read Article -
Advisor Productivity
8 Productivity and Time Management Tips for Advisors
Increased productivity can improve satisfaction and enable advisors to fulfill their vision for their practice. Get 8 top tips on improving your time management and overall productivity.Read Article -
Data Migration
Why data migrations often fail
Data migrations often fail because they are attempted with traditional methods. Find out what challenges insurers face when migrating their data to a modern core system.Read Article -
IFRS17 Compliance
Finding the Right Implementation Approach for IFRS 17
IFRS 17 is a big concern for insurers around the world scrambling to figure out how to deal with the most fundamental change to insurance industry reporting methods in over 15 years.Read Article -
Advisor Productivity
Specialize to Win: How to Find the Ideal Niche for Your Practice
Focusing on a specific niche gives you the opportunity to go deep and really understand the needs of the clients in that market and helps you narrow your marketing focus, develop your expertise and build your brand.Read Article -
Policy Administration System
Solving the Top Challenges Faced by Life Insurance Leaders
Key takeaways from the LIMRA Annual Conference, including: the three biggest challenges faced by life insurance leaders, the interconnected challenges in life insurance and the keys to a successful transformation. #LIMRAACRead Article -
Policy Administration System
How automation will bring the next big digital transformation in claims
Check out Jean Sabbagh's key takeaways from InsureTech Connect 2019, including: how automation will bring the next big digital transformation by accelerating insurance processes and claims workflows.Read Article -
Data Migration
Legacy system challenges and data migration solutions
Equisoft's CEO, Luis Romero discusses the legacy policy admin system challenges facing life insurance and annuity companies.Read Article -
Self-Service Portals
How fraternal leaders can create superior member experiences
How fraternals can overcome legacy system challenges to create world-class experiences for their members. See how modernization of core policy admin systems is critical to delivering the digital self-service that today's members demand.Read Article -
Advisor Productivity
Technology Enables a New Approach to the Advisor Role
Thoughts based on Equisoft Insights and the Evolution Revolution Report: • How can advisors keep the pipeline full—in disrupted times? • How can advisors leverage tech to redefine their role? • How do they create sustainable growth?Read Article -
eApplications
3 Ways Group Insurers Can Transform Member Experience and Build Deeper Relationships
Those organizations looking to exceed stakeholder expectations and build deeper relationships with members can’t afford to rely on legacy technology, paper and manual processes, or digital tools that don’t provide great user experiences.Read Article
