Equisoft

We’re thrilled to announce the completion of 30 major life insurance go-lives across six regions in the past 18 months! This is an exciting day as we're also celebrating our 30 year anniversary! Today, we’re proud to serve over 300 clients in 20+ different countries. Here’s to the next years of empowering financial services to thrive in the digital age! Learn more: https://hubs.li/Q02Z28CM0

We've compiled a set of questions that we strongly recommend carriers ask as early in the PAS Modernization planning process as possible. These questions are designed to tap into the wealth of experience and expertise of your chosen vendors, helping you optimize your project scope and plan while steering clear of common pitfalls, delays, and frustrations. In our eBook, "How to Kick off a PAS Modernization Project, the Right Way", you'll find invaluable insights on how to make the most of these questions and discover the essential steps to take once you've asked them. Download the eBook here: https://hubs.li/Q02ZTkVG0

We are excited to announce that Emma, a family-centric platform dedicated to making life insurance easy, affordable, and accessible, has selected Equisoft to support their growth and operational transformation. By leveraging Equisoft’s cutting-edge technology, Emma Life Insurance can now seamlessly manage commissions, elevate the customer and agent experience, and expand their third-party administration (TPA) operations. Read the full press release for more information: https://hubs.li/Q02ZNv740

Customers around the world demand a different experience with life insurers today. Legal & General’s Morgan Spillane joined Life Accelerated to share how globalization impacts the industry and his ambitions for the U.S. market. Listen today: https://hubs.li/Q02Yxv160 #digitaltransformation #lifeinsurance #modernization

Join us at the 34th Annual Caribbean Actuarial Association Conference! Make sure to stop by our booth to speak to our experts to learn how our fully integrated SaaS Policy Administration System can transform your business with our flexible modules that ensure self-sufficiency, streamline operations, and drive growth. https://hubs.li/Q02ZHSP70

To tackle data challenges effectively, a modern approach to migration and integration is essential. Bringing in experts with decades of experience is key. They understand both source and target systems, helping to navigate common pitfalls. #datamigration #digitaltransformation

With Know Your Product (KYP) regulations, advisors now have to conduct thorough due diligence on products before recommending them. Check out this article about how dealers can better support advisors with KYP tools: https://hubs.li/Q02YxlLM0 This shift empowers advisors but can be challenging, especially for those new to the process. Dealers can help by providing their advisors with KYP software tools. Armed with the right KYP tools, advisors can: 🔺Expand their fund selection and reduce time spent on research 🔺 Independently compare fund suitability and optimize client portfolios 🔺 Demonstrate extensive knowledge and commitment to due diligence to their clients #FinancialAdvising #KYP #InvestmentStrategy #FinancialPlanning

Discover how Equisoft/design Integrated Development Environment (IDE.) empowered TruStage to achieve complete autonomy over their Oracle Insurance Policy Administration (OIPA) system. Check out the case study and learn how our solution is driving efficiency, autonomy, and operational efficiency in the life insurance industry! https://hubs.li/Q02YxqSQ0

As the role of wholesaling evolves, BGAs and MGAs must adapt their value propositions to meet the critical needs of advisors. Providing the right tools and support is essential for enhancing the advisor experience and driving success in today’s competitive landscape. We want to hear your thoughts!

Curious about how TruStage took control of their Oracle Insurance Policy Administration (OIPA) system? Equisoft partnered with them to implement Equisoft/design Integrated Development Environment (IDE.), enabling independent configuration and release management. Key benefits include: 🔺Innovation Autonomy: They now modify OIPA, enhance systems, and launch new products independently. 🔺Operational Control: Internal release management reduces dependence on external vendors. 🔺Efficiency Boost: Advanced workflows ensure quicker deployments and superior quality. Want to dive deeper? Check out the full case study and learn how this solution has set the benchmark for autonomy in digital transformation within the life insurance industry. Link: https://hubs.li/Q02YxsYw0