Equisoft

Equisoft

IT Services and IT Consulting

Montréal, Québec 34,685 followers

A global provider of insurance and investment software solutions.

About us

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit our website.

Website
https://www.equisoft.com
Industry
IT Services and IT Consulting
Company size
501-1,000 employees
Headquarters
Montréal, Québec
Type
Privately Held
Founded
1994
Specialties
Data Conversion and migration, AdminServer, Asset Allocation, CRM, Financial Needs Analysis, Oracle Insurance Policy Administration, Electronic Application, Insurance Illustrations, Wealth Management, insurance solutions, insurance software, policy administration system, and agency management system

Locations

  • Primary

    1250 Boulevard René-Lévesque Blvd. W

    32nd Floor

    Montréal, Québec H3B 4W8, CA

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  • 1701 W. Northwest Hwy

    Grapevine, Texas 76051, US

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  • One Commerce Square 2005 Market Street

    STE 1100

    Philadelphia, Pennsylvania 19103, US

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  • Convention Tower, Cnr. Walter Sisulu Ave and Heerengracht St

    1st floor, Suite 216

    Foreshore, Cape Town 8001, ZA

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  • 9th Floor, Las Artes Building

    Cerro El Plomo 5630

    Las Condes, Santiago, CL

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  • Hitech City, Level 2, Oval Building iLabs Centre

    Plot No. 18

    Madhapur, Hyderabad, Telangana 500081, IN

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  • 88 Phillip St

    Level 25, Aurora Place

    Sydney, New South Wales 2000, AU

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  • 11-13 Victoria Avenue

    2nd Floor

    Port of Spain, TT

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Employees at Equisoft

Updates

  • 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.

    Critical Internal Team Roles to Ensure Policy Administration System (PAS) Modernization Project Success

    Critical Internal Team Roles to Ensure Policy Administration System (PAS) Modernization Project Success

    Equisoft on LinkedIn

  • View organization page for Equisoft, graphic

    34,685 followers

    “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

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  • View organization page for Equisoft, graphic

    34,685 followers

    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

  • View organization page for Equisoft, graphic

    34,685 followers

    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

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  • 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

  • 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

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  • View organization page for Equisoft, graphic

    34,685 followers

    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. 

    AI, CX, and the Insurance Revolution: Insights from Industry Leaders with Anthony O’Donnell

    AI, CX, and the Insurance Revolution: Insights from Industry Leaders with Anthony O’Donnell

    Equisoft on LinkedIn

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Funding

Equisoft 3 total rounds

Last Round

Private equity

US$ 125.0M

See more info on crunchbase