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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 -
Data Migration
Data Readiness for AI: Latest LIMRA and Equisoft Research Revealed
Learn about the AI data readiness maturity model and find out how your data and data practices compare to your competitors.Watch Webcast -
Corporate News
Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients
Equisoft is proud to formally announce a new partnership with Life Design Analysis (LDA), a cloud-based sales and productivity solution for advisors and MGAs to empower financial advisors and MGAs to deliver customized solutions to their clients.Read Press Release -
Pensions
The Roadmap to Pensions Dashboards Programme Readiness
In this whitepaper, David Poynton, Pensions Dashboards Product Manager at Equisoft and a member of the PDP advisory group, provides an essential guide to help you understand and meet the PDP connection requirements.Read eBook -
Agency Management System
What You Need to Know About Insurance Agency Management Systems (AMS)
Discover Agency Management Systems (AMS) for insurance, including key features, benefits, and how they streamline agency operations.Read Article -
Policy Administration System
Equisoft/design IDE Gives TruStage Autonomy Over OIPA Configuration
The following case study examines how TruStage’s collaboration with Equisoft and the implementation of the Equisoft/design IDE solution has set a benchmark for autonomy in digital transformation within the life insurance industry.Read Case Study -
Self-Service Portals
Transforming Advisor and Client Engagement—even in multi-PAS legacy environments
Learn how advanced data conversion tools and Application Programming Interfaces (APIs) facilitate the seamless integration of data, even from multiple policy administration systems—enabling insurers to offer a more holistic and connected customer experience.Watch Webcast -
Corporate News
GNP Seguros continues to strengthen its digital transformation with OIPA and Equisoft's experience
Equisoft’s cloud-based solution offers flexibility in business processes and allows a higher level of adaptation to the changes required by an increasingly dynamic market.Read Press Release -
Data Migration
Solutions for Data Complexity in Legacy PAS Environments
Life insurance companies face complex IT environments with multiple legacy Policy Administration Systems (PAS) due to years of acquisitions. While consolidating these systems seems logical, the high cost and complexity of migrating legacy data pose significant barriers.Read Article -
Policy Administration System
What you Need to Know About Insurance Policy Admin Systems (PAS)
A Policy Administration System (PAS) can automate various steps of the policy life cycle, improving efficiency and reducing manual intervention.Read Article -
Corporate News
Council of Australian Life Insurers welcomes Equisoft as a new partner to make life insurance more accessible to Australians
Equisoft’s mission to improve Australians’ lives through more accessible and valued financial services has led to the decision to become a corporate partner of the Council.Read Press Release -
Policy Administration System
Insurance Core System Myths Revealed: How to Avoid Costly Mistakes
Discover strategies that empower carriers to rapidly achieve independence, accelerate product launches and reduce costs.Watch Webcast -
Policy Administration System
Life Insurance Executive Research: Understanding Insurance Distribution & Automation in Africa
Equisoft collaborated with Cenfri and over 30 insurance associations to investigate the challenges in insurance distribution across Africa and find impactful solutions.View Research -
Policy Administration System
5 Modernization Best Practices in Life Insurance Policy Administration
If you're considering replacing or are already in the process of replacing your policy administration system, read on for Practical Advice for PAS Modernization from veterans.Read Article -
Corporate News
Seguros Banorte drives digital transformation with Equisoft’s modern policy administration system and migrates 27 million policies
The implementation of Equisoft’s SaaS policy administration system has enabled Seguros Banorte to automate processes across the carrier’s entire value chain and improve customer and agent experiences.Read Press Release -
Policy Administration System
How Fraternal insurance carrier GCU transformed into a pioneer of digital transformation
The following case study examines how GCU implemented Equisoft/manage as part of a their strategic initiative to reduce operational & technology costs by implementing a state-of-the-art, cloud hosted, digital policy administration system for their members and agents.Read Case Study -
Policy Administration System
How to Implement Successful Greenfield PAS Modernization in Life Insurance
The potential to realize rapid ROI has made ‘Greenfield’ PAS modernization the dominant approach to new product development for life insurance carriers engaged in digital transformation.Read eBook -
Policy Administration System
Practical Advice for PAS Modernization from Project Veterans
Watch this webinar to find out what our expert panel of project veterans reveals about why projects are often less successful than anticipated‒and how to avoid that fate in future.Watch Webcast
