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Future of Insurance
The Future of Your CX
In this keynote address, Dan McCoach explores how our world has changed and there’s no going back—making customization and personalization of paramount importance for insurers.Watch Video -
Future of Insurance
Re-Engineering Your End-to-End Customer Experience Workshop
Watch ITC's official Life & Annuity workshop to find out which customer expectation trends are driving innovation and how tech and data innovations can revolutionize CX.Watch Video -
Corporate News
InsureTech Connect: Equisoft to Host Digital Acceleration Forum to Help Insurers Re-Engineer their End-to-End Customer Experience
As the Official Life & Annuities Sponsor at InsureTech Connect for a fifth consecutive year, Equisoft will hold a pre-conference Digital Acceleration Forum to tackle the key challenges and highlight innovative trends around “Re-Engineering Your End-to-End Customer Experience”.Read Press Release -
Corporate News
Equisoft Ranks Among Canada’s Top Growing Companies
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is proud to announce being featured in the Globe and Mail’s 2021 Report on Business ranking of Canada’s Top Growing Companies.Read Press Release -
Agency Management System
A 360° View Of Agency Automation – Unveiling Bottlenecks & Solutions
Equisoft, Novarica & NAILBA leaders reveal the results of new research into the top reasons why policy approval timelines are too long, how to take back control of commissions and how to revolutionize the agent and customer experience.Watch Webinar -
Agency Management System
How to Optimize Digitalization for Life Insurance Distributors
Life insurance distributors are in the middle of digital transformation--but realizing the full benefits means looking beyond the tools and tech. How strategy powers effective digitalizationRead Article -
Data Migration
What Are Life Insurance CIOs Doing with Their Data Right Now?
Find out 3 important ways life insurance CIOs are getting value from their data todayRead Article -
Corporate News
Celent & Equisoft exclusive insurance research reveals: 91% of carriers are prioritizing the use of data and analytic technologies to inform decisions on pricing
In a new report commissioned by Equisoft, global research firm Celent presents the findings of an executive study aiming to understand how North American insurers are actually creating value from their data.Read Press Release -
Corporate News
NSS Life Selects Equisoft’s Policy Administration Platform to Drive Digital Transformation
By consolidating all lines of business on a cloud-based policy admin system integrated with advanced digital tools, the new platform will allow NSS Life to gain operational efficiencies and enhance both agent and member experiences.Read Press Release -
Advisor Productivity
The Best CRM for Financial Advisors: Novarica Market Navigator Report
Carriers and distributors have an opportunity to add value for their advisors by solving their client relationship management challenges. The Aite-Novarica Market Navigator CRM report is a comprehensive review of the market intended to help carriers choose the right solution.Read Article -
Data Migration
Top 2 Challenges to Leveraging Data in Insurance
What the exclusive Equisoft and Celent, Getting Value from your Data, Research Report reveals about the how life insurers are solving their biggest data challenges.Read Article -
Data Migration
Getting Value from Data: An Insurer’s Perspective
This research will help insurers to plan, prioritize and make investment decisions about how to unlock the strategic value of their data — and create new, potentially transformative growth, process optimization, and customer experience improvement opportunities.View Research -
Agency Management System
NEW! Exclusive Insurance Distributor Research - Improving the Agent Journey: Technology Capabilities to Improve Agent Experiences at Life Insurers
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.View Research -
Policy Administration System
Life Insurance Digitalized
Read the report to find out how life insurers are currently optimizing customer experience (CX) and client engagement throughout the policy lifecycle.View Research -
Policy Administration System
Get to Market Faster—Break Through Traditional Life Insurer Limitations
Find out which four critical changes have become drivers of ingenuity and accelerated innovation for life insurersRead Article -
Policy Administration System
How CFG Successfully Integrated the Oracle Insurance Policy Admin System
See the impact of replacing a range of legacy systems with a single, comprehensive Oracle Insurance Policy Administration solution that is fully integrated with a carrier’s IT ecosystem.Read Article -
Advisor Productivity
CRM for Financial Advisors: A Guide for African Insurers
Find out how insurers and brokers can remove frustrations by providing a CRM solution specifically tailored to the needs of their advisors.Read Article -
Wholesaler Productivity
How Portfolio Analysis Transforms Mutual Fund Wholesalers’ Advisor Relationships
Find out how to transform from yesterday’s mutual fund wholesaler to tech-enabled business consultant by offering mutual fund analysis as a service.Read Article
