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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 -
Agency Management System
How Insurance Agency Management Systems Harness the Power of Data to Drive Digital Transformation
Traditional agency roles, processes and strategies are being redefined and the new digital value proposition enabling distributors to provide greater value for all partners will be driven by dataRead Article -
Agency Management System
Insurance Distributors: Create a Transformative Cross-Selling Model for Your Advisors
Grow financial advisor sales. The benefits of cross-selling life insurance are well known—however advisors have long struggled to embrace the practice and consistently excel at it.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 -
Future of Insurance
The Importance of Big Data in the Life Insurance Industry
Find out how to free the flow of data between insurance carriers, distributors, advisors and clients.Read Article -
Corporate News
Canadian MGA AgenZ Group moves forward on their modernization path with Equisoft/centralize
Equisoft is pleased to announce that Financière S_entiel has gone live with its agency management system, Equisoft/centralize.Read Press Release -
Agency Management System
A Distributor’s Radical Digital Transformation to Completely Automated Processing
This case study examines the how implementing a modern agency management system revolutionized one top distributor’s operations.Read Case Study -
Agency Management System
See what Equisoft/centralize can do for you
See how Equisoft/centralize is modernizing distribution for MGA's / BGA's.Watch Video -
Agency Management System
3 Ways Modern Agency Management Systems Solve Bank and National Accounts’ Biggest Life Insurance Challenges
Unlocking the full potential for insurance within the Bank or National Account structure requires the implementation of a modern agency management system, comprehensive and flexible enough to address the varied data and commission challenges.Read Article -
Agency Management System
Streamlining The Data Flow Between Distributors and All Industry Stakeholders
Get the key takeaways from the Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.Read Article -
Self-Service Portals
The Digital Future Of Distribution – P.S. It's Happening Now
Transformation timelines are getting pushed up. Join our round table discussion with top North American executives from NAILBA, CAILBA and CLIEDIS to find out how distributors are moving past crisis mode to create a road map through unprecedented change.Watch Webinar -
Agency Management System
An Integrated Approach to Adding Value for Advisors
How MGA's can add value to an advisors practice and navigate the changing insurance distribution landscape.Read Article -
Agency Management System
What Every Insurance Distributor Needs to Know About Agency Management Systems
Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors.Read Article -
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 -
Asset Allocation and Wealth Analysis
The Evolving Investment Distribution Landscape
The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.Read Article -
Corporate News
Equisoft Acquires AGEman Solutions Enhancing Its Suite Of Integrated Solutions For The Canadian Life Insurance Industry
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries has acquired AGEman Solutions.Read Press Release
