NEW Podcast Episode: Celent reveals how data and automation can be your secret weapons
Life, Annuities and Pensions
Personal and Commercial
Group Benefits and Health
BGA or MGA
Bank or National Account
Policy Administration System
Agency Management System
Quotes & Illustrations
Product Positioning & Analytics
eApplications & eSignatures
Asset Allocation & Wealth Analysis
Data Migration & Conversion
IFRS 17 Compliance
Use it now! Your project's pain points match you to a functional expert for a no commitment, confidential chat. They've seen it all and it will save you endless headaches.
Accelerate Webinar Series
Listen in on top life insurance executives achieving digital transformation and adapting to change.
If you are driven by best practices, innovation and collaboration and are looking to grow within a dynamic international context, please send us your resume!
Equisoft/plan is a financial planning software designed for Advisors that builds in-depth customer portraits, and plans for the financial future of prospects and clients.