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Policy Administration System
Celent ranks Equisoft/manage as one of the best policy administration solutions for its advanced technology and functionality
Equisoft is proud to announce that it was ranked in the highest category, “Luminary”, in Celent’s latest report on policy administration systems (PAS) in Latin America (LATAM), powered by VendorMatch.Read Press Release -
Agency Management System
How do Distributors Grow Sales in the Middle of Digital Transformation?
The opportunity for distributors, especially in times of significant change like these, is to help their advisors evolve their systems and the tech that supports them in order to remove obstacles and grow their practices.Read Article -
Advisor Productivity
Discover what Equisoft/connect can do for you
Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.Watch Video -
Policy Administration System
How to Accelerate Innovation in APAC Life Insurance
For insurers in the region accelerating innovation has become more critical than ever when looking to find a competitive edge in the marketplace. But Asian carriers face unique national and regional challenges that can hamper speed of product development.Read eBook -
Agency Management System
How One International Bank Significantly Increased Insurance Sales
The bank’s complex structure made it difficult to manage insurance sales. Leads, activity and commission tracking were an ongoing challenge.Read Case Study -
eApplications & eSignatures
How to Improve Customer Experience in Caribbean Insurance
Find out how to improve customer experience in the insurance industry and remain compliant with the new IFRS 17 reporting standards.Read Article -
Future of Insurance
Top Priorities for 2022 from 100+ Insurance Carrier Execs
Join 100’s of global thought leaders as they answer 10 questions about their experience with CX, leveraging their data, and their top digital transformation priorities for the next 12-24 months.Watch Webinar -
Corporate News
Equisoft Continues Latin American Expansion With New Office in Colombia
This is the company’s second location in Latin America after Chile.Read Press Release -
Policy Administration System
Equisoft Announces Successful Implementation of its Fully Integrated Insurance Platform at Hellenic Life
Providing a high degree of flexibility, configurability and automation, the new end-to-end solution will enable the Cypriot insurer to easily evolve its product offering, drive operational efficiency and streamline customer experience, while keeping up with regulatory compliance.Read Press Release -
Policy Administration System
SPJST Selects Equisoft’s Policy Administration Platform to Drive Digital Transformation
SPJST Selects Equisoft’s Policy Administration Platform to Drive Digital TransformationRead Press Release -
Agency Management System
Legacy Insurance Software Creates Trust and Product Issues for African Insurance
New Cenfri and Equisoft research reveals the biggest African insurance distribution challenges. Find out what is causing low penetration of insurance and how underwriters, brokers and banks can make a difference.Read Article -
Mutual Fund Fact Sheets
How to Solve 5 Mutual Fund Fact Sheet Production Headaches
Find out how to solve the 5 biggest headaches related to producing mutual fund fact sheets. Eliminate time and effort spent on manual production each month. Free your staff for higher value tasks.Read Article -
Future of Insurance
Insider Insights: Solving the biggest CX challenges in insurance with Rob McIsaac
Learn how organizations are harnessing data to improve their customer experiences, and how the demand for enhanced digital CX is impacting the IT landscape in this interview.Watch Video -
Asset Allocation and Wealth Analysis
Leveraging Tech to Comply with the Investment Industry’s Client Focused Reforms
The Canadian Securities Administrator’s new Client Focused Reforms present significant compliance challenges for financial advisors and their firms. Amongst those, documenting investment suitability (Know your Client) and advisor knowledge of products (Know your Product).Read Article -
Future of Insurance
Equisoft Digital Acceleration Insights - Ken Leibow
At the 2021 ITC conference Equisoft interviewed Ken Leibow, Founder & CEO, InsurTech Express, to get his insights into the biggest challenges insurance distributors are facing right now.Watch Video -
Future of Insurance
Equisoft Digital Acceleration Insights - Keith Raymond
At the 2021 ITC conference Equisoft interviewed Keith Raymond, Senior Analyst for Life & Annuities at Celent, to get his insights into the current and future state of CX and Insurance technology.Watch Video -
Future of Insurance
Equisoft Digital Acceleration Insights - Caribou Honig
At the 2021 ITC conference Equisoft interviewed Caribou Honig, Chairman and Cofounder of Insuretech Connect, to get his insights into what technologies will be most important in the next 5-10 years.Watch Video -
Future of Insurance
Equisoft Digital Acceleration Insights - Blake Hill
At the 2021 ITC conference Equisoft interviewed Blake Hill, VP Business Development, North America, Dacadoo, to get his insights into the unique customer experience challenges insurers face and what solutions will be most impactful going forward.Watch Video
