Our Resources

Name: Equisoft
Address: 1250 Boulevard René-Lévesque O, Montreal, Quebec, H3B 4W8, Canada
Telephone: +1 888 989 3141
Price range: $$$

Empower your insurance and investment knowledge with a vast library of practical resources based on the experiences of our expert team. Filter by topic, role, or resource type.

Filter by:

Quotes & Illustrations

Turning Illustrations from Table Stakes into a Competitive Advantage

This case study reveals how one carrier implemented Equisoft/illustrate as part of a successful strategy to gain a competitive edge.
Read Case Study
Financial Needs Analysis

How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations

Why advisors feel the need to continually evolve in order to meet their customers' heightened expectations.
Read Case Study

We built a powerful system to help you plan for what every PAS modernization journey has to get right

The Reality Behind SaaS Policy Admin Vendor Claims

Our Resources

Turning Illustrations from Table Stakes into a Competitive Advantage

How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations