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Agency Management System
Equisoft & Cenfri Research: Understanding Insurance Distribution & Automation in Africa
In order to help insurers, brokers and banks across Africa, Equisoft commissioned Cenfri in cooperation with over 30 insurance associations to conduct research to understand the biggest challenges in insurance distribution and which solutions would be most impactful.Watch Video -
Policy Administration System
Effective Digital Insurer Transformation with Limited Resources
Find out how to successfully implement your digital transformation with few resources. Learn: The best strategies for fast, effective modernization how NSS Life and Texas Service Life are transforming without inhouse IT resources.Watch Video -
Advisor Productivity
Discover what Equisoft/connect can do for you
Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.Watch Video -
Future of Insurance
Insider Insights: Solving the biggest CX challenges in insurance with Rob McIsaac
Learn how organizations are harnessing data to improve their customer experiences, and how the demand for enhanced digital CX is impacting the IT landscape in this interview.Watch Video -
Future of Insurance
Equisoft Digital Acceleration Insights - Ken Leibow
At the 2021 ITC conference Equisoft interviewed Ken Leibow, Founder & CEO, InsurTech Express, to get his insights into the biggest challenges insurance distributors are facing right now.Watch Video -
Future of Insurance
Equisoft Digital Acceleration Insights - Keith Raymond
At the 2021 ITC conference Equisoft interviewed Keith Raymond, Senior Analyst for Life & Annuities at Celent, to get his insights into the current and future state of CX and Insurance technology.Watch Video -
Future of Insurance
Equisoft Digital Acceleration Insights - Caribou Honig
At the 2021 ITC conference Equisoft interviewed Caribou Honig, Chairman and Cofounder of Insuretech Connect, to get his insights into what technologies will be most important in the next 5-10 years.Watch Video -
Future of Insurance
Equisoft Digital Acceleration Insights - Blake Hill
At the 2021 ITC conference Equisoft interviewed Blake Hill, VP Business Development, North America, Dacadoo, to get his insights into the unique customer experience challenges insurers face and what solutions will be most impactful going forward.Watch Video -
eApplications & eSignatures
Equisoft Digital Acceleration Insights - Alan Dulin
At the 2021 ITC conference Equisoft interviewed Oracle’s Global Head of Solution Consulting for Insurance, Alan Dulin to get his insights into how insurers are obtaining the most value from their data right now.Watch Video -
eApplications & eSignatures
Equisoft Digital Acceleration Insights - Dan McCoach
At the 2021 ITC conference Equisoft interviewed Celent's Leader of North American Life, Annuity and Health Practice, Dan McCoach to get his insights into how insurers are solving the biggest CX challenges faced by the industry.Watch Video -
Data Migration
Unlock The Power of Data-Driven CX
Top experts reveal strategies and tools for creating data-driven CX that connects with customers in a digital-first worldWatch Video -
Future of Insurance
Re-Engineering CX: From CRM To Claims
Analysts, Equisoft experts & carrier execs reveal how the right tech can help you deliver unexpected CX ‒throughout the policy lifecycle.Watch Video -
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
Equisoft's Global Expansion & Acquisition of Altus
In this LinkedIn Live session, Equisoft's CEO (Luis Romero) and Altus Ltd' Managing Director (Kevin Okell) discuss how the acquisition of Altus provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market.Watch Video -
Quotes & Illustrations
Celent: Illustration systems can improve point-of-sale efficiency
Karen Monks, author of Celent's report “Life Insurance Illustration Systems: North American Edition,'' discusses how illustration tools are table stakes for life insurers, and comments on Equisoft/illustrate's performance.Watch Video -
Quotes & Illustrations
Celent: Illustration systems can improve point-of-sale efficiency
Karen Monks, author of Celent's report “Life Insurance Illustration Systems: North American Edition,'' discusses how illustration tools are table stakes for life insurers, and comments on Equisoft/illustrate's performance.Watch Video -
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
