New Research: Technology Capabilities to Improve Agent Experiences at Life Insurers Menu Insurance Insights Insurance Intelligence You Can Use Right Now Our Insurance Insights Agency Management System NEW! Exclusive Insurance Distributor Research - Improving the Agent Journey: Technology Capabilities to Improve Agent Experiences at Life Insurers New business submission in the independent insurance channel is often a frustrating process for all stakeholders. We commissioned this insurer CIO study to better understand the reasons why the process can take so long and what carriers are doing to address the issue. View Research Top Insights Data Migration EXCLUSIVE INSURANCE CARRIER RESEARCH: Getting Value from Data: An Insurer’s Perspective This research will help insurers to plan, prioritize and make investment decisions about how to unlock the strategic value of their data — and create new, potentially transformative growth, process optimization, and customer experience improvement opportunities. View Research Agency Management System What Every Insurance Distributor Needs to Know About Agency Management Systems Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors. Read Article Advisor Productivity How to Become the First Choice, Go-to Advisor in Your Niche How financial advisors can tune their practice to take advantage of the benefits that come from specializing in a specific niche market. Read Article Exclusive PAS Modernization Insights Series Policy Administration System 3 Major Themes Driving Insurance Technology Change at Life Insurers Equisoft commissioned Novarica to conduct an in-depth interview series with mid- to large-tier life insurance CIOs actually engaged in modernization projects. Read part one of this three part series on the results. Read Article Policy Administration System 4 Critical Challenges That Must Be Tackled to Ensure Successful PAS Modernization Life insurance CIOs interviewed in recent Equisoft and Novarica research identified a number of potential issues—from planning to data conversion to testing—that can derail modernization. Read what the 4 biggest challenges were. Read Article Policy Administration System 5 Elements That Make Digital Transformation a Success It is critical for leaders initiating modernization projects to make the right decisions today, so they don’t leave a legacy of consequences for those who follow. Equisoft and Novarica research revealed 5 critical elements for success. Read Article See All Our Insurance Insights Carrier Insights Policy Administration System 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 eBook Quotes & Illustrations Integrated Insurance Quoting and Illustration and e-Application Solutions Drive Superior Client Experiences Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market. Read Article Self-Service Portals 2 Ways Digital Agent & Customer Self-Service Portals are Good for Your Practice Technology advances cannot replace all advisors. Self-service portals can be advisor allies in the same way that advisors rely on their staff. Read Article View All Distributor Insights Agency Management System What Every Insurance Distributor Needs to Know About Agency Management Systems Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors. Read Article Agency Management System An Integrated Approach to Adding Value for Advisors How MGA's can add value to an advisors practice and navigate the changing insurance distribution landscape. Read Article View All Advisor Insights Financial Needs Analysis Use SWOT to Understand the True State of Your Practice Know where you are today use a SWOT to determine where you could be tomorrow. Read Article Financial Needs Analysis 5 ways advisors can take the stress out of compliance How advisors can create awesome client experiences by taking the stress out of compliance through an automated process that is efficient. Read Article Advisor Productivity The 3 Lenses That Can Transform Your Practice Effective planning requires that you take a step back from the daily operations of your practice. Read Article View All Featured Expert Roger Soppe Insurance Advisory Leader Roger is an expert in the sales process and helping drive strategic initiatives for new clients in the US insurance market. See more insights from Roger Contact Roger Equisoft Insider Insights Jan 2021: Beyond the Pandemic Pivot - Problems Still Prevail Despite pandemic disruption, carriers still need to develop new capability & reduce costs Millennials are 50% of the workforce: how do you meet their radically different expectations? How long will your pandemic pivot pause your future focus? --> Read the insights PAS Modernization: Actionable Insights From Leading Executives Watch the webcast Our Video Insights Driving Digital Client Engagement Through The Entire Insurance Value Chain Few insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to illustrations, eApps and Portals. Join our experts to find out how to build the right roadmap to drive digital client engagement. Top Priorities For 2021 From 100+ Insurance Carrier Execs Join us for this webinar as we look back at what 30+ industry experts and our 2020 audience had to say about their top digital transformation priorities this year. How Insurance Carriers Are Adapting Their Go-To-Market Strategies Using Digital Advisor & Customer Tools Over the last few years insurance carriers have considered evolving their approach to insurance distribution. While some have invested in new digital tools, many have been slower to adapt. In today’s new “normal” the question is no longer “should we?”; it’s now “how fast can we?” Unlocking The Hidden ROI Value In Your Digital Transformation With Data Migration The often-overlooked aspects of digital transformation are the ones that will most often prevent you from reaching success. Join Celent & data conversion experts from UCT for this insight-packed session as we expose pitfalls and unlock the full ROI on your modernization journey. See All Insights Looking for More? See All Insights Insights Contact Careers About Us Latest News Equisoft/analyze for Advisors Login Equisoft/centralize Login Equisoft/connect Login Subscribe To Our Insights Newsletter ©2021 Equisoft. All rights reserved. Privacy Terms Security Cookies