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Corporate News
PensionBee adopts ViaNova transfer standards for pension consolidation with Equisoft’s back-office system
The use of open standards and Equisoft/transfer solution allows PensionBee to deliver transfers in minutesRead Press Release -
Pensions
Pensions Dashboards Programme: What's Next?
This session will be an opportunity to find out from Chris Curry, the Pensions Dashboards Programme Principle, about the current consultation. We’ll explore the different options being considered as part of the consultation and get initial feedback from industry participants.Watch Webinar -
eApplications & eSignatures
Create Superior CX and Increase Sales with Equisoft/apply v3
In this session, Equisoft will demonstrate how Equisoft/apply v3, a state-of-the-art eApp solution, with modern UI, can easily be configured for both advisor-led and D2C insurance buying journeys.Watch Product Webinar -
Data Migration
Tackling Your Legacy Challenges: Holistic Digital Transformation for Insurers
Join our panel of industry experts as they explore how a holistic approach to digital transformation enables life insurers to revolutionize every aspect of their business.Watch Webinar -
Policy Administration System
One LATAM Life Insurer’s Successful Move to the Cloud
This case study examines how one large LATAM life insurance carrier implemented Equisoft/manage as part of a successful strategy to modernize their policy administration systems and increase their product development flexibility.Read Case Study -
Pensions
Consumer Duty and Account/Portfolio Transfers: What You Need to Know
In this session our expert panel will examine how upcoming Consumer Duty requirements will impact transfers and re-registrations. Join us to see what processes need to be reviewed to achieve compliance and to ensure you’re fully prepared when the new regulation takes effect.Watch Webinar -
Future of Insurance
Elevate for Distributors: A Learning and Networking Event to Empower Business Growth
Held on April 19th at the Fairmont Hotel in Quebec City, Elevate for Distributors provided an unparalleled platform for leaders to share insight and explore strategies on how to enhance life insurance distribution.Read Article -
Agency Management System
New Solutions to Agency Management and Commission Accounting Challenges
Three challenges faced by life insurance distributors and how tech solutions can solve commission accounting problems with reference to data from The Forrester Consulting Digitalizing Life Insurance Distribution Report.Read Article -
Agency Management System
Accelerating Life Insurance Modernization in Africa with OOTB Solutions
Join our expert panel to learn how modernization can be accelerated by implementing an ‘Out-Of-The-Box’ (OOTB) policy admin system that has a standard configuration based on best practices gleaned from experience with dozens of clients.Watch Webinar -
Pensions
Pensions Dashboards Programme: Keep Calm and Carry On!
Although there has been frustration at the lack of clarity on the revised staging dates for pension providers and administrators, or even the Dashboard Availability Point (DAP) the general consensus was that the decision to delay was the right oneRead Article -
Future of Insurance
Equisoft Customer Testimonial | LIMRA International
Equisoft interviewed Joseph Sidaros, Senior Consultant at LIMRA International to get his insights on their experience with digital transformation and how Limra International partnered with Equisoft to achieve their goals.Watch Video -
Corporate News
Broadstone selects Equisoft’s Pension Fusion as Pensions Dashboards ISP
Broadstone selects Equisoft to connect its clients to the Pensions DashboardsRead Press Release -
Agency Management System
A 360⁰ View of Life Insurance Distribution in 2023: New Solutions to Agency Management and Commission Accounting Challenges
Join our expert panel to find out what the study uncovered about the challenges the channel faces and emerging trends that create new opportunities.Watch Webinar -
Future of Insurance
MetLife’s Global Technology Office: Top 5 Transformation Priorities
The EVP and Head of Global Technology and Operations at Metlife explained how they executed on differentiation through customer focus and how digital innovation is driven by two types of customer needs.Read Article -
Agency Management System
Equisoft Research Reveals Tech Gap in Life Insurance Industry: Only 14% of Broker Agency Management Systems Have Digital Commission Accounting Fully Integrated
While brokers deliver significant value for life insurance carriers, their top challenge is a lack of technology that would improve broker, advisor, and end-customer experience, Equisoft commissioned study reveals.Read Press Release -
Agency Management System
Digitalizing Life Insurance Distribution
Read the report to find out what both life insurance carriers and distributors said about distribution challenges, technology solutions, and emerging trends that create new opportunities.View Research -
Future of Insurance
Customer Interview: Geri Panagopoulos from Bank of Montreal
Equisoft interviewed Geri Panagopoulos, Manager of Insurance Services at Bank of Montreal to get her insights on Elevate – our annual customer appreciation event.Read Interview -
Corporate News
Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader
Investment will fuel international expansion and R&D as the company focuses on enabling the digital transformation of life insurance, wealth and asset management firms.Read Press Release
