Hear More From Companies Like Yours

Equisoft has helped hundreds of companies like yours go through their modernization journey. Discover what Carriers, Asset Managers, Distributors and Advisors who use our solutions and services to drive their success have to say.

Product Manufacturers

At GNP Seguros we are always looking for the best technologies to further enhance our operations and benefit our clients. After a rigorous selection process, Equisoft/manage stood out as the platform with the best technical and functional capabilities

Isabel Remus

Director of IT Services, GNP Seguros

Finding a vendor who has expertise in your legacy system is really huge. I can't imagine doing this project with someone who wasn't familiar with it. When you've got millions of documents coming over and millions of transactions coming over, it's a nightmare. So having the right vendors, as Evan mentioned, it keeps me sane.

Alan Burns

CIO, NSS Life

Implementing Equisoft/manage from our legacy systems enables us to launch products faster and consolidate multiple PAS into one modern system. Equisoft's insurance solutions, data migration expertise, and proven track record in the Caribbean offer us the best combination to implement our digital transformation strategy.

Eric Hosin

Group Head of Life, Health, and Pensions, Guardian Holdings Limited

Implementing a new core policy administration platform is a key component of our modernization efforts and growth initiative. The flexibility of a modern, configurable and scalable solution such as the Oracle platform certainly impressed us and the depth of experience that Equisoft brings to a project was also key in helping us make our decision.

National Western Life

For Sura, the transformation of processes and their leverage in a tech platform seeks to generate efficiencies in the operation that enable the development of the strategy. We are in the process of implementing a PAS where Equisoft is the partner company to accompany this project.

Marcela Diaz Velez

Gerente TI Equipo Aseguramiento, Seguros SURA

Our legacy policy administration system was limiting our ability to effectively scale and quickly bring new products to market. Equisoft has been a great partner and I'm pleased that this transformation project has been successful in going live with our first line of business. We're now well positioned with a modern platform that will support our growth objectives, and we look forward to expanding to other products.

Johanna Hale

Senior Vice President, Chief Transformation and Risk Officer, United Heritage

We chose Equisoft because of their domain expertise in insurance technology and their approach to solution delivery

Todd Gill

President and Chief Executive Officer at United Heritage

During our extensive system search, we were impressed with both the knowledge and experience of the Equisoft team and the capabilities of the policy administration platform, the flexibility of the common business rules in the Oracle platform were important in helping us make our decision

Lisa Young

VP, Global Preneed Operations at Assurant

At Assuria, we're looking for solutions that are best-in-class around the world and partners who bring both global and strong regional experience. Equisoft's strong reputation and modern platform gives us a solid foundation from which to grow quickly and adapt to changes in the market

Mario Merhai, MSc. AAG,

Chief Executive Officer, Assuria

We are very proud of our transition to the digital era. It's our strategic vision for delivering product innovation and customer satisfaction which served as the catalyst for this digital transformation initiative.

Andreas Papadatos

General Manager, Hellenic Life

With Equisoft's innovative solution, we can now launch a new product within weeks, control the entire customer experience, significantly improving our service delivery and client satisfaction. The ability to efficiently manage our TPA operations and distribution channels is vital for our growth, and we are excited about the capabilities this partnership brings.

Felix Deschatelets

Chief Executive Officer, Emma

When Emma selected Equisoft, we knew we could trust them to deliver a full underwriting solution and a much more competitive product suite to support their growth. Choosing the right partner really makes the difference when you are building an innovative insurance solution.

Nicolas Moskiou

President and Chief Executive Officer, Humania

In order to compete, we need a platform that's flexible, and we're able to make changes quickly. Our previous systems were just unable to get us to that point. So that was really why we chose Equisoft as a partner for us, was really to build up that base to a point that would allow us to have a significant uplift, but then position us for future growth.

Nadine Gooderick

Managing Director, ClearView

The complexity of migrating decades of policy data from our legacy system cannot be overstated, Equisoft's partnership ensured a smooth migration with zero data loss. The result is a simplified and modern architecture that will allow us to be a nimble tech enabled challenger in the Australian Life Insurance market.

Michael New

Chief Technology Officer, ClearView

Equisoft’s deep domain expertise in the financial services industry and comprehensive set of digital solutions, will help our members continue to expand Australians’ access to the life insurance protection that suits them when they need it most

Christine Cupitt

CEO, Council Australian Life Insurers

Asset Managers

Equisoft’s solution is purpose-built for wholesalers, asset management firms can now arm their sales force with an easy-to-use and intuitive tool that leverages the power of Lipper data to illustrate the value of their investment products

Robert Jenkins

Global Head of Research at Refinitiv Lipper.

Distributors

The equisoft centralize software is easy to use because its structure is logical and integrated. The data entry sequence is rigorous and the follow up functions user-friendly which minimizes the risk of error.

Gino Savard

President, Mica cabinets de services financiers

This software has helped us automate 85% of our business processes straight through, without any kind of intervention. It’s indispensable.

Canadian Financial Institution

Advisors

I’ve been using this cloud-based software since 2008 and have gained 100% mobility, 30% free time, 25% more income and 20% added-value on my book of business. I couldn’t do without it.

François Laporte

Financial Advisor and Broker Representative

In my 30 years in this industry, I searched for a comprehensive software that would allow me to best serve my clients. The tool offered by Equisoft is very comprehensive, once you know how to fully utilize all the capabilities it is second to none

Valeurs Mobilières WhiteHaven

Fund Compare is an innovative online tool that enables our advisors to easily conduct due diligence and achieve compliance by automatically comparing investment fund key metrics, such as historical performance, volatility, product risk, fees, and asset allocation

Jason Bobee

Vice President of Business Development, Portfolio Strategies Corporation