New Research: Technology Capabilities to Improve Agent Experiences at Life Insurers
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.
New business submission in the independent insurance channel is often a frustrating process for all stakeholders. We commissioned this insurer CIO study to better understand the reasons why the process can take so long and what carriers are doing to address the issue.
If you are driven by software development best practices, innovation and collaboration and 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.