Equisoft

Joignez-vous à nous pour souhaiter la bienvenue à nos nouvelles recrues en leur laissant un message dans la section des commentaires ci-dessous ! 🎉 Nous sommes ravis qu'ils/elles fassent partie de notre équipe! Bienvenue dans la famille! ---------------------------------------------------------------------------------- Join us in welcoming our new hires by leaving a message in the comment section below! 🎉 We're excited to have them on board and be part of our global team. Welcome to the family!

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://www.equisoft.com/ 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 your own implementation team and which strategies ensure projects are properly resourced.

“Technology is transforming the life insurance industry—making processes better, faster, and more efficient.” - Anthony R. O'Donnell As insurers embrace innovation, it’s clear that tech isn’t just a tool—it’s a strategic advantage. But how can insurers maximize these opportunities? Success lies in identifying the right areas for innovation and implementing changes strategically. Hear from industry leaders about leveraging technology for success on the latest episode of Life Accelerated: https://hubs.li/Q02_BZ5r0

In the past quarter, we have been busy driving innovation and excellence across the globe. Here’s a look at some of our major achievements: 🔺In the UK, we released a research on the rise and risks of MPS, revealing key challenges advisers face amid rapid growth: https://hubs.li/Q02_Mf5R0 🔺 Assuria Verzekeringen (Suriname) chose our comprehensive suite (Equisoft/manage, Equisoft/illustrate, Equisoft/apply) to fuel their digital transformation: https://hubs.li/Q02_M7cw0 🔺 National Guardian Life Insurance Company Life (NGL) selected our SaaS policy admin system to modernize their Preneed life business: https://hubs.li/Q02_M4Pb0 🔺 Emma Life Insurance chose Equisoft to support their growth and operational transformation: https://hubs.li/Q02_M8gZ0 🏆 We recently celebrated 30 major go-lives across 6 regions in the past 18 months: https://hubs.li/Q02_M6HR0 Thank you to our clients and partners for your continued trust—here’s to even more milestones ahead! 🙌 #InsuranceInnovation #DigitalTransformation

We’re excited to welcome industry veteran, Brian Simpson ALMI, ACS, to Equisoft as Vice President, Insurance Solutions, US! Brian has a track record of successfully leading over 48 major insurance initiatives - including 9 policy administration system projects, 15 statutory company mergers, and 24 operational transformation efforts ranging from system implementations to office consolidations. “Brian’s extensive industry experience and proven leadership make him an invaluable addition to our team,” said Mark DePhillips, Senior Vice President, USA at Equisoft. “His deep understanding of the unique challenges facing U.S. insurers, combined with his ability to drive modernization, will help our clients meet growing customer expectations and achieve lasting success through transformative solutions.” Read the press release for more information: https://hubs.li/Q02_VSJK0 #DigitalTransformation #ExecutiveAppointment #Leadership #Innovation

Mistakes in the planning phase of your PAS modernization project can be costly. We've interviewed senior project managers, veterans of numerous modernization projects, to bring you invaluable insights into the three phases essential for a successful project launch. Conducting a detailed discovery, defining granular scope, and setting clear priorities can help you de-risk potential hazards, including: 🔺Carrier team inexperience with modernization projects 🔺Cost and time overruns from scope creep 🔺Delays caused by unclear priorities 🔺Lack of vendor/partner experience or expertise Discover more in our eBook: "How to Kick off a PAS Modernization Project, the Right Way." https://hubs.li/Q02-JY2j0

Insurance firms face a pivotal opportunity to set themselves up for future success. In this article, we reveal the top 3 factors that customers will be looking for in the next decade. Hint: It has a lot to do with customer experience and personalized solutions! Read the article to learn more: https://hubs.li/Q02-2N5J0

What are some of the main challenges to digitalization in the African insurance industry? 🔺Manual processes for sales, onboarding, and claims 🔺Aging legacy systems that limit integration and automation 🔺Lack of real-time data access for better insights 🔺Resource constraints that make modernization difficult The solution? A flexible, scalable, and customizable Out-of-the-Box (OOTB) policy admin system. OOTB solutions offer quick, cost-effective implementation, helping insurers modernize faster, reduce costs, and enhance customer experience. Learn how OOTB systems can address these challenges and accelerate digital transformation: https://hubs.li/Q02-rBhl0

Life Accelerated is back with a special episode reflecting on 2024’s transformative year for the life insurance industry! Join Anthony O'Donnell as he sits down with industry leaders from companies like Manulife, Boston Mutual Life Insurance, and Unum to discuss the advancements reshaping how insurers deliver value. From embracing generative AI to improving customer experiences, these conversations highlight the balance between innovation and staying true to mission. 🎧 Ready to explore the trends shaping 2025? Listen now: https://hubs.li/Q02_kTZt0 #DigitalTransformation #LifeInsuranceInnovation #AIinInsurance #InsuranceLeadership

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’re excited to share a special compilation episode that revisits thought-provoking conversations with some of the most influential leaders in industry from 2024. This episode highlights the accelerating pace of technological change and its impact on customer expectations, operational efficiency, and employee engagement.