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Future of Insurance
The future of insurance with Caribou Honig from InsureTech Connect
Check out our interview with Caribou Honig, Chairman and Co-founder of InsureTech Connect. #ITC2019Read Interview -
Agency Management System
Transitioning to a digital agency value proposition to overcome disruption
Check out Olivier LaFontaine's key takeaways from InsureTech Connect 2019, including: the changing agency value proposition.Read Article -
Policy Administration System
Unlock the potential of AI and analytics engines with a modern PAS
The importance of leveraging analytics and AI to create actionable business intelligence that drives sales, and why a modern policy administration system is the key to unlocking the full potential of your customer data.Read Article -
Policy Administration System
How modern policy admin systems free the flow of data for insurers
Check out Mark DePhillip's key takeaways from the recent 2019 InsureTech Connect conference, including: how modern policy admin systems free the flow of data so that insurers can capitalize on the potential of AI and analytics engines. #ITC2019Read Article -
Policy Administration System
How automation will bring the next big digital transformation in claims
Check out Jean Sabbagh's key takeaways from InsureTech Connect 2019, including: how automation will bring the next big digital transformation by accelerating insurance processes and claims workflows.Read Article -
Policy Administration System
The desire to create a world-class digital customer experience started GCU on its transformation journey
Like many insurance companies, GCU — a 127-year-old fraternal benefit society located in Beaver, Pennsylvania — had an aging core policy administration system that was hindering its ability to effectively service its members.Read Case Study -
Policy Administration System
What Every Insurance Leader Should Know About PAS Modernization and Data Migration
Aging policy administration systems are creating a drag on insurers' business processes and hurting their ability to compete.Read Article -
Wholesaler Productivity
Overcome the Biggest Issues Facing Fund Wholesalers
Investment wholesalers are facing radical role redefinition which creates a need to seek out different ways to attract advisor attention.Read Article -
Asset Allocation and Wealth Analysis
Taking A Customer-Centric Approach in Financial Services
The changing role of wholesalers and the need for a customer-centric approach in financial services.Read Article -
Policy Administration System
How fraternal leaders can create superior member experiences
Read how fraternals can overcome legacy system challenges to create world-class experiences for their members. See how modernization of core policy admin systems is critical to delivering the digital self-service that today's members demand.Read Article -
Policy Administration System
Legacy system challenges and data migration solutions
Equisoft's CEO, Luis Romero discusses the importance of administrative consolidation and the legacy challenges facing life insurance and annuity companies.Read Article -
Asset Allocation and Wealth Analysis
CRM2 and its impact on the Canadian retail investment industry
A series of new rules rolled out in three stages beginning in 2014 and continuing through until 2016 will shine a new light on fees and performance, ultimately shaking up the financial advisor's role.Read eBook -
Asset Allocation and Wealth Analysis
Invasion of the robo-advisor: Is the threat real?
There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.Read eBook -
Wholesaler Productivity
Taking a Modern Approach to the Fund Wholesaler Role to Win Advisor Business
The traditional ways a wholesaler approached their advisor relationships: networking, marketing, and product presentation aren't dead. But true relationship building requires the wholesaler to add significant value to the advisor's practice.Read Case Study -
Policy Administration System
Mitigate risk in core modernization
The success of any transformation project depends not only on the strength of the chosen platform, but the proven value and industry experience of the implementation team.Watch Video -
Policy Administration System
Timely advice before starting your policy administration modernization project
Looking for the best way to upgrade your front-end tools, modernize your core, back-office life insurance policy administration system or migrate your data? Download our eBook!Read eBook -
Asset Allocation and Wealth Analysis
Blockchain: A disruptive technology with the power to revolutionize financial services
At Equisoft we believe that blockchain technology and its potential implications to the financial services and insurance sectors warrant close attention.Read eBook -
Agency Management System
The Shifting Landscape In Insurance: The Challenge of Change
Learn about the shifting landscape in insurance, including: the importance of IFRS 17, marketing to support advisors & machine learning.Read Article
