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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 -
Future of Insurance
New Life Insurance Focused Podcast Aims to Unpack Digital Transformation
Presented in partnership by Equisoft and Insurance Innovation Reporter, the Life Accelerated Podcast Series will feature top life insurance executives who will share actionable insights on how they are achieving digital transformation.Read Press Release -
Agency Management System
Cenfri & Equisoft Research: Low Consumer Trust Holding Back Insurance Distribution in Africa
Part of a new global study, this Africa-focused research identifies critical insurance distribution challenges caused by legacy technology systems, data silos and poor consumer attitudes towards the industry.Read Press Release -
Agency Management System
How do Distributors Grow Sales in the Middle of Digital Transformation?
The opportunity for distributors, especially in times of significant change like these, is to help their advisors evolve their systems and the tech that supports them in order to remove obstacles and grow their practices.Read Article -
Agency Management System
How One International Bank Significantly Increased Insurance Sales
The bank’s complex structure made it difficult to manage insurance sales. Leads, activity and commission tracking were an ongoing challenge.Read Case Study -
Agency Management System
Legacy Insurance Software Creates Trust and Product Issues for African Insurance
New Cenfri and Equisoft research reveals the biggest African insurance distribution challenges. Find out what is causing low penetration of insurance and how underwriters, brokers and banks can make a difference.Read Article -
Asset Allocation and Wealth Analysis
Leveraging Tech to Comply with the Investment Industry’s Client Focused Reforms
The Canadian Securities Administrator’s new Client Focused Reforms present significant compliance challenges for financial advisors and their firms. Amongst those, documenting investment suitability (Know your Client) and advisor knowledge of products (Know your Product).Read Article -
Advisor Productivity
How Insurance Distributors Can Provide Transformative Solutions to Advisor Productivity
A transformative opportunity for distributors to enhance advisor productivity and satisfaction, as well as boosting sales.Read Article -
Agency Management System
How to Solve 3 Fundamental Challenges to Growing Insurance Sales in Africa
Find out how insurers, brokers and banks can solve the fundamental challenges facing African insurance.Read Article -
Agency Management System
Can Insurance Agency Management Software End Distributors’ Commission Accounting Headaches?
Find out how agency management software solves insurance distributor commission accounting headaches and increases advisor engagement.Read Article -
Corporate News
Exclusive Equisoft & Aite-Novarica Study on Insurance Distribution Bottlenecks: 40% of CIOs Cite Digital Roadblocks as Causing Policy Approval Delays
A study conducted with US life insurers to identify the bottlenecks that distributors are facing across the policy application cycle, and what could be done to help them gain more visibility into the process, avoid delays and, improve advisor and customer satisfaction.Read Press Release -
Agency Management System
A 360° View Of African Insurance Agency Automation – Unveiling Bottlenecks & Solutions
Equisoft, Cenfri & African insurance association execs reveal the results of new research into the top reasons why policy approval timelines are too long—and what actions distributors can take to help expedite the process.Watch Webinar -
Agency Management System
Defining a New Insurance Distributor Value Proposition for Advisors
See the top 4 trends that impact today’s value proposition for insurance distributionRead Article -
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 -
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 Novarica Market Navigator CRM report is a comprehensive review of the market intended to help carriers choose the right solution.Read Article -
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 -
Advisor Productivity
How Distributors can Help Advisors Turbocharge their Client Review Meetings
Distributors who provide the right model for effective client review meetings and support it with superior CRM and needs analysis solutions will have an edge in attracting and retaining top advisors.Read Article
