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Policy Administration System
PAS Modernization ROI & Beyond – How To Build The Most Compelling Investment Case
Join Equisoft, Celent and Columbian Financial Group in this session to get access to the latest research on how to define clear metrics (both tangible and intangible) to construct the case for your modernization project.Watch Webinar -
eApplications & eSignatures
The Digital Future Of Distribution – P.S. It's Happening Now
Transformation timelines are getting pushed up. Join our round table discussion with top North American executives from NAILBA, CAILBA and CLIEDIS to find out how distributors are moving past crisis mode to create a road map through unprecedented change.Watch Webinar -
Wholesaler Productivity
Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.Watch Webinar -
Wholesaler Productivity
Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World
Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.Watch Webinar -
Data Migration
Unlocking The Hidden ROI Value In Your Digital Transformation With Data Migration
The often-overlooked aspects of digital transformation are the ones that will most often prevent you from reaching success. Join Celent & data conversion experts from UCT for this insight-packed session as we expose pitfalls and unlock the full ROI on your modernization journey.Watch Webinar -
eApplications & eSignatures
Lessons Learned From The COVID-19 Crisis & Its Impact On The Future Of Fraternals
Join Equisoft and GCU to learn how Fraternals and their members can thrive in the new normal. In uncertain times, their role is even more critical. But disaster recovery, physical distancing, and legacy system challenges make executing the Fraternal charter difficult.Watch Webinar -
eApplications & eSignatures
How Insurance Carriers Are Adapting Their Go-To-Market Strategies Using Digital Advisor & Customer Tools
Over the last few years insurance carriers have considered evolving their approach to insurance distribution. While some have invested in new digital tools, many have been slower to adapt. In today’s new “normal” the question is no longer “should we?”; it’s now “how fast can we?”Watch Webinar -
eApplications & eSignatures
Thriving In The Age Of Disruption – Insurance Carrier Strategies For Operating In The New Normal
The global pandemic has forced change on every aspect of life and business. In this session, we’ll embrace the disruption, and lean on our 25 years of experience navigating crises for insights that will help you see the new normal as a new opportunity.Watch Webinar -
Policy Administration System
Insights From Executives On Major Factors That Determine PAS Modernization Success Or Failure
Equisoft, Oracle and Novarica experts reveal where industry leaders are in their modernization journeys and strategies for making yours a success.Watch Webinar -
Self-Service Portals
Beyond the Pandemic Pivot: Problems Still Prevail
Recent Novarica research revealed business leaders want new capability and cost savings. And, despite pandemic disruption, these challenges have not and will not go away.Read Article -
Policy Administration System
Beyond 2020: The Customer Empowered Future of Life Insurance
Customer empowerment will be the insurance product of the future. Beyond 2020, how customers purchase insurance will drive comprehensive development via integrated front and back office development.Read Article -
Asset Allocation and Wealth Analysis
What Asset Managers Should Know About Successful Digital Transformation
We sat down with Equisoft’s Shawn Gillespie, Vice President, Wealth Solutions, USA, to discuss the changes sweeping through the wealth industry and how Equisoft can help manufacturers, distributors and advisors succeed in their digital transformation.Read Interview -
Policy Administration System
Rallying Stakeholders Around Back-Office Modernization - In Light Of A Challenging ROI
This exclusive study conducted by Celent and underwritten by Equisoft, explores how 11 life insurance carriers reached the decision to proceed with their PAS modernization projects.View Research -
Policy Administration System
Taking Charge of Change: 3 Sessions Not to Miss at ITC Global 2020
If you're attending ITC Global 2020 virtual conference, check out all the great sessions but don't miss three exclusive webinars focused on helping you succeed in your digital transformation.Read Article -
Asset Allocation and Wealth Analysis
The Ultimate Advisor Guide to Supercharging your Practice
Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.Read eBook -
Wholesaler Productivity
Fund Wholesalers: 2 Critical Steps to Crank Up your Portfolio Design Game
Top-producing advisors, no longer have any interest in meeting with wholesalers who persist in a product pitch approach to their role.Read Article -
Financial Needs Analysis
Re-Thinking FNAs to Accelerate Growth for Advisors and Distributors
Unlock the true power of FNAs and uncover opportunities to easily and significantly grow advisor practices.Read Article -
Policy Administration System
Transformational Journeys: Implementing Modern Core Systems At Life Insurers
In a new research report, Novarica presents findings on the key drivers for PAS modernization at mid-to-large-size US life insurers.View Research
