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

We take your privacy seriously so in order to view the video content, please accept all cookies


In 2019, ClearView partnered with us for our /manage solution, together with Data Migration capabilities, and digital components (Quoting, Apply, Portal), to support their insurance business objectives.

We chose Equisoft/manage pre-configured SaaS solution to rapidly modernize our technology platforms. Equisoft has ensured a fast and painless transformation and we are thrilled with the impact this solution has had in our market

Scott Schuetz


Equisoft’s unique implementation methodology for OIPA ensures business and technology collaboration and alignment. The mentoring program will allow American Fidelity to become 100 % autonomous on the maintenance and evolution of the Oracle platform

Lisa Knatvold

SVP of Worksite Group Operations, AFA

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.

Greg Owen

SVP & CIO at National Western Life

Oracle is a trusted brand around the world and Equisoft has the most extensive track-record as an OIPA integrator, so we’re getting the best of both worlds

Jeanne Clarke

Senior Vice President at CFG

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

IT Assurance Manager, SURA Colombia

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.


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


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