Press Release: Celent & Equisoft Exclusive Insurance Research

Industry

Insurance

Investments
I am a Product Manufacturer

Life, Annuities and Pensions

Personal and Commercial

Group Benefits and Health

Asset Management
I am a Distributor

BGA or MGA

Bank or National Account

Broker-Dealer
I am an Advisor

Insurance

Wealth
Back Office

Policy Administration System

equisoft/ manage

Agency Management System

equisoft/ centralize
Front Office

Quotes & Illustrations

equisoft/ illustrate

Advisor-Focused CRM

equisoft/ connect

Product Positioning & Analytics

equisoft/ analyze for wholesalers

eApplications & eSignatures

equisoft/ apply

Financial Planning

equisoft/ plan

Asset Allocation & Wealth Analysis

equisoft/ analyze for advisors
Services

System Integration

Data Migration & Conversion

IFRS 17 Compliance
Confidential Technical Advice

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

Use it now! Your project's pain points match you to a functional expert for a no commitment, confidential chat. They've seen it all and it will save you endless headaches.
Let's Get Started
Topic

Insurance

Investments

All Insights
The Reality Behind SaaS Policy Admin Vendor Claims

The Reality Behind SaaS Policy Admin Vendor Claims

Read this eBook to see the 12 smart questions you should ask to uncover the truth behind PAS vendor claims.
Read Now
About Us

Company

Careers

Latest News
Featured Job

Front-End Developer

If you are driven by software development best practices, innovation and collaboration and looking to grow within a dynamic international context, please send us your resume!
Apply Now

equisoft/services

Migrate Data Differently

Organizations that need a risk free, fast way to move their most valuable asset use the most proven way in the world to migrate data.

Find out more

Move and convert data with ultimate speed and accuracy

Find out more

Move to a Target System Without the Risk

25+

Years' Experience

Millions

Policies Converted

99%

Data Accurately Migrated

40% less

Associated Costs

200+

Projects Successfully Completed

200+

Different Systems

Get Set for Success, in Seconds

We have migrated to or from every conceivable vendor-supplied policy administration system in North America, but that doesn’t mean we treat every project as the same.

Unlike traditional efforts that take months just to get going, we mine into the core system and provide immediate clarity and visibility into your needs so it can be integrated into our process.

Unlock Modernization ROI With the New Way to Migrate Data Without Risk

Watch the Webcast

A Proven Approach That Moves Your Business Forward

Analysis & Cleansing

Our proprietary DCA technology finds and prevents data irregularities.
Conversion

Migration is managed with unparalleled expertise, and with our automated, turnkey tools. "Smart Tools, Smart Conversions".
Reconciliation

Tools provide a solid basis for reconciling and auditing the migration. No separate processing or tools required. 1 tool, 1 audit trail.

Analysis & Cleansing	Conversion	Reconciliation
Our proprietary DCA technology finds and prevents data irregularities.	Migration is managed with unparalleled expertise, and with our automated, turnkey tools. "Smart Tools, Smart Conversions".	Tools provide a solid basis for reconciling and auditing the migration. No separate processing or tools required. 1 tool, 1 audit trail.

Featured Expert

Brian Carey

Senior Director, Core Insurance Solutions

Mike is a data migration expert with over 20 years of experience. He has strategically designed, implemented and/or consolidated every type of insurance administrative and financial system.

See more insights from Brian

Contact Brian