Equisoft

Curious about how TruStage took control of their Oracle Insurance Policy Administration (OIPA) system? We partnered with them to implement Equisoft/design Integrated Development Environment (IDE.), enabling independent configuration and release management. Download the case study to learn how this solution has set the benchmark for autonomy in digital transformation within the life insurance industry: https://hubs.li/Q02GyKm20 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.

Greenfield policy administration systems modernization is just a workaround – not the real deal. This approach (while a great way to eliminate risk when you’re looking to kick-start transformation) can be a limiting, short-term solution. A true modernization requires data to be migrated from the legacy system to the new PAS so that the old platform can be retired. https://hubs.li/Q02NdKYy0

Agency management systems offer a streamlined solution, integrating carrier feeds, client data, policy management, and compliance systems into a single cohesive framework.

Avoid pitfalls, maximize returns, and stay on top of industry trends with our Insurance Knowledge Hubs – the ultimate resource for staying ahead in the industry. Our Knowledge Hubs are centralized platforms designed to be your go-to source for information, insights, and tools. Covering Customer Experience, Data Management, Distribution Optimization, and Policy Administration System modernization, each hub is tailored to empower professionals in navigating successful digital transformations. https://hubs.li/Q02NdlVs0

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!

We’re looking forward to attending the LIMRA Annual conference! Join us for our sessions where we’ll be revealing key insights from our research with LIMRA and Universal Conversion Technologies on data readiness for AI. Don’t miss this opportunity to learn about: 🔺The 6 core dimensions of data readiness essential for investment 🔺Where your company stands on the data maturity spectrum 🔺How you compare to your peers in data readiness 🔺Practical steps to advance along the data readiness continuum and maximize your AI capabilities https://hubs.li/Q02LM1ZF0

Name an industry more ripe for innovation than life insurance… I’ll wait. SVP & Head of New York Life Ventures, Joel Albarella explains what the market looks like and reveals why he’s betting big on insurtech. Listen here: https://hubs.li/Q02LLYrP0

Data migration projects associated with legacy system modernization and consolidation of core systems, may happen once or twice in a generation. So very few IT staff have experience with successfully navigating a migration project. This means that even though requirements and expectations are set at the outset, many requirements are also discovered mid-project, and these new requirements impact the design and implementation. Check out our Data Migration and Transformation Hub for everything you need to know about completing a successful data migration project. https://hubs.li/Q02MNfcY0 #DataMigration #DataTransformation #LifeInsurance #KnowledgeHub

In this segment from our webinar on "KYP in Action: Success Stories from the Front Lines”, we explored the critical role of technology in enhancing advisor-client interactions and ensuring robust Know Your Product (KYP) compliance.. 🔺 Automating KYP processes is essential for both advisors and dealers to meet compliance requirements efficiently. 🔺 Without automation, staying abreast of material changes becomes cumbersome, especially at the dealer level. 🔺 Advisors, if not equipped with automated tools, must streamline their product selection process. 🔺 However, for those seeking an expanded shelf and more efficient research, investing in specialized tools is crucial. By investing in technology and utilizing specialized tools, advisors can elevate their interactions with clients, ensuring KYP compliance while delivering exceptional value. Click here to watch the full recording: https://hubs.li/Q02K5s6H0

Nous sommes une équipe dynamique et en pleine croissance. Equisoft a besoin de votre talent ! Si vous êtes prêt à relever un nouveau défi, consultez nos offres d'emploi ici : https://hubs.li/Q02Mq0X-0 ------------------------------------------------------------------------- Equisoft's growing and dynamic team needs your talent! If you're ready for your next exciting challenge, check out our current openings here: https://hubs.li/Q02MpWPd0