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Policy Administration System
Finding the Right Model for Growth in the Life Insurance Industry
Learn about challenges facing the life insurance industry and how creating superior customer experiences is more than a digital effort.Read Article -
Self-Service Portals
Carriers are Placing Bets on How Best to Innovate in Life Insurance
Check out François Levasseur's key takeaways from the 2019 LIMRA Annual Conference, including: how to build better client relationships, creating superior customer experiences through legacy system modernization and getting back to the roots of innovation.Read Article -
Policy Administration System
Solving the Top Challenges Faced by Life Insurance Leaders
Key takeaways from the LIMRA Annual Conference, including: the three biggest challenges faced by life insurance leaders, the interconnected challenges in life insurance and the keys to a successful transformation. #LIMRAACRead Article -
Future of Insurance
How AI and IoT are Changing the Insurance and Wealth Management Industries
Those still relying on decades old legacy systems will miss out on the looming revolution. Check out insights into how risk mitigation, customer experience, and product development will be forever changed.Read Article -
eApplications & eSignatures
How to move digital advisor and customer tool innovation into the fast lane
Equisoft recently held it's 2019 Client Advisory Board where product experts, top analysts and life insurance company leaders who are at the forefront of digital tool development and implementation met to explore the future of digital agent tools and the industry as a whole.Read Article -
Wholesaler Productivity
How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices
Technology, fee transparency, increased competition and increased customer expectations have disrupted the wealth management industry.Read eBook -
Policy Administration System
What Every Life Insurance Leader Should Know About Enhancing Customer Experience
Ready to create world-class digital customer experience? Download our eBook to learn how to successfully modernize your PAS.Read eBook -
Advisor Productivity
How to Create an Effective Cross-Selling System for Your Practice
Unlock the full potential of your practice by learning the valuable technique of cross-selling in our latest eBook.Read eBook -
Advisor Productivity
The 3 Lenses That Can Transform Your Practice
Effective planning requires that you take a step back from the daily operations of your practice.Read Article -
Financial Needs Analysis
Insurance Leaders: 4 Ways Compliance Significantly Increases Advisor Revenue
Meeting client care standards is a game changer. Instead of treating compliance as an obligation, turn it into a growth engine.Read Article -
Advisor Productivity
Use SWOT to Understand the True State of Your Practice
Know where you are today use a SWOT to determine where you could be tomorrow.Read Article -
Agency Management System
What Every Insurance Distributor Needs to Know About Agency Management Systems
Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors.Read Article -
Policy Administration System
Caribbean Insurance Leader, Family Guardian, Begins Policy Administration Modernization with Equisoft
Read our case study on how Equisoft helped Family Guardian replace its outdated policy administration system in order to increase operational efficiencies and improve the company's ability to provide world-class experiences for its customers.Read Case Study -
Self-Service Portals
2 Ways Digital Agent & Customer Self-Service Portals are Good for Your Practice
Technology advances cannot replace all advisors. Self-service portals can be advisor allies in the same way that advisors rely on their staff.Read Article -
Quotes & Illustrations
3 Critical Reasons Why Insurers Need Integrated, Online Digital Agent Tools
Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market.Read Article -
Future of Insurance
Life Insurance in 2050 — What risks will humanity face in the next 30 years?
Many insurers are now using predictive models to manage risk. They are leveraging the power of Big Data and Artificial Intelligence to generate business insights, and to identify at earlier and earlier stages the developing risks that will impact their business.Read Article -
Asset Allocation and Wealth Analysis
New Entrants Threaten Financial Services Companies
How customer expectations are driving the need for highly personalized service.Read Article -
Financial Needs Analysis
IT Transformation in Life Insurance, Bancassurance and Wealth Management in India
Check out Rana Biswas's key takeaways from Equisoft's CIO Roundtable in Mumbai, India.Read Article
