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Future of Insurance
The CX Maturity Gap: What CIOs of Small and Medium Life Insurers Need to Know
This article covers key insights from a recent Equisoft and LIC study, highlighting how life insurers can overcome budget constraints by prioritizing foundational technologies to improve operational efficiency and customer experience.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 -
Future of Insurance
Insurance Influencer Spotlight: Jaspaul Saini, Principal Analyst at Celent
Discover how Jaspaul Saini, Principal Analyst at Celent, is guiding insurance and financial services leaders through the rise of Agentic AI, innovation, and AI strategies.Read Article -
Policy Administration System
7 Factors that Create Data Migration Project Success: Lessons from the Successful Migration of 3 Million Policies
Find out how a major African insurer successfully migrated 3 million policies by combining executive ownership, cultural alignment, and expert partnership with the right technical planning to deliver on time and at scale.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
Shaping the Future of Insurance: A Spotlight on Chris Eberly, Insurance Practice Lead at Datos Insights
With over 35 years of industry experience, Chris Eberly, Insurance Practice Lead at Datos Insights is a trusted voice on the technology and talent challenges facing today’s carriers—and how to solve them.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 & IoT in Insurance
This article examines how AI is reshaping life insurance, addressing key trends, challenges, and strategies for successful adoption.Read Article -
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 -
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 -
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 -
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
