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

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

"AI isn’t just transforming industries; it’s unlocking possibilities we hadn’t yet imagined.” In the latest episode of #LifeAccelerated, Karen Leggett, Global Chief Marketing Officer at Manulife, explains how AI is revolutionizing workflows across the company while emphasizing the importance of the 'human in the loop.' As she puts it: 'It’s not AI that will replace your job, but someone comfortable with it.' Manulife’s approach highlights how human intellect, creativity, and AI’s transformative power together drive true innovation. Tune in for a closer look at how AI empowers teams rather than replaces them. Listen to the full episode here: https://hubs.li/Q02Yxjbn0 #DigitalTransformation #AIinInsurance #LifeInsuranceInnovation #FutureOfInsurance

As Larry Commerford, Product Owner at Universal Conversion Technologies, points out, transforming data from legacy systems is tough. Requirements are hard to define without complete documentation, and experts on outdated tech like COBOL are often retired or unavailable. Tackling these projects requires flexibility and a vendor with deep understanding of legacy systems. https://hubs.li/Q02YwX-c0 #datamigration #digitaltransformation

PAS modernization projects can be career defining for CIOs—or career-breaking. How can you ensure that your life insurance transformation project doesn't end up becoming a costly investment with little to show for it? In our latest eBook, we delve into the insights provided by two seasoned project managers. They share invaluable experiences and unique ideas to shed light on what can go wrong in planning transformation projects and, more importantly, how to steer clear of those pitfalls. Dive into the eBook here: https://hubs.li/Q02Yxjb60 #lifeinsurance #digitaltransformation

Hello, welcome to this issue of Equisoft Insights, a monthly newsletter which shares strategies, insights and resources that help insurers accelerate their digital transformation. Each month we’ll cover insurance technology bests practices and solutions to the industry’s largest challenges—from Policy Administration System (PAS) modernization to enhancing advisor engagement. You can learn more about Equisoft and our solutions here: https://lnkd.in/eNZZQDZ3 This month we’re continuing our exploration of best practices for insurers embarking on policy admin system modernization projects. Specifically, around how to successfully identify the composition of the vendor’s implementation team and which roles are critical to ensuring project success.

The fear of change has the biggest potential to hold individuals and companies back? But how do you combat that? Karen Leggett, Global CMO at Manulife, believes that when it comes to introducing transformation and change, it's about encouraging people to become active participants and innovators. Check out our full conversation with Karen for more strategies on how to stay ahead of the times and bring your team with you: https://hubs.li/Q02Y4Fhs0 #DigitalTransformation #LifeInsuranceInnovation

Welcome to the Equisoft Life Accelerated Podcast Newsletter! Each month, we bring you key takeaways and insights from our latest podcast episodes. This month, we dive into Manulife’s journey with artificial intelligence, showcasing the company’s impressive achievements—from elevating customer satisfaction to transforming underwriting processes. This episode is a must-listen for anyone interested in the future of insurance, AI integration, and driving a purpose-driven digital transformation.

A critical challenge for all insurers is that no budget is unlimited, whether Tier-1 giants or smaller fraternals. This means that commitment, innovative solutions, creative partnerships and good decision-making are required to achieve digital transformation. Check out this article to learn how life insurance executives are solving the resource constraint challenge: https://hubs.li/Q02WWNwY0