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.
Equisoft
IT Services and IT Consulting
Montréal, Québec 33,783 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
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https://www.equisoft.com
External link for Equisoft
- 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
Employees at Equisoft
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Howard Finnegan
Equisoft UK provides innovative solutions to the Life, Pensions, Investment and Wealth Management sectors
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Sophia Bennaceur, MBA
Executive Leader | Finance, Operations & Information Technology | Strategic Planning | Risk Governance | Business Restructuring & Transformation |…
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Olivier Lafontaine
Visionary Chief Product Officer @ Equisoft | Engineering, Product Strategy
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Bruno Leduc
Updates
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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
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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
Equisoft Insurance Knowledge Hubs
equisoft.com
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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!
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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
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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
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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
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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
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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