Equisoft provides digital transformation products and services for the insurance and investment industries. The company creates solutions aimed at solving complex problems in these sectors.

Equisoft

Equisoft for Advisors

Altus Consulting

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.


Export Development Canada

Fondaction

Government Of Quebec

Investissement Quebec

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.

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

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!

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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!

Are you ready for AI? Is your data prepped for your digital transformation journey? 
  
Register for our webinar where our expert panel will provide a sneak peek into the latest LIMRA research on Global Data Readiness.  

https://lnkd.in/e_r-4Xgs 
 
During the webinar, discover: 

🔺 The 6 core dimensions of data readiness you should invest in  
🔺 Where your company falls along the data maturity spectrum 
🔺 How you compare to your peers 
🔺 Practical steps you can take to move up the data readiness continuum to further take advantage of AI 

Speakers include: 

🔺 Kartik Sakthivel, Ph.D., Vice President & Chief Information Officer, LIMRA 
🔺 Mike Allee, FLMI, PMP, President, UCT 
🔺 Megan Kuczynski, President, Insurtech Insights USA 

Register now: https://lnkd.in/e_r-4Xgs
 
 #AI #DataReadiness #InsuranceIndustry #DigitalTransformation #Insurtech

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

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 delve into Mutual of Omaha’s journey through digital transformation. We explore the distinct challenges faced by the insurance sector, the influence of agile methodologies, and the potential of emerging technologies like AI in reshaping the industry. 

In this episode of the Life Accelerated Podcast, we are joined by Niki Manby, Chief Strategy and Innovation Officer at Mutual of Omaha. Niki shares her extensive experience in financial services and fintech, showcasing how she's driving change and ensuring the company remains competitive and customer-focused.

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Chief Financial Officer

Brian Cosgrove

Chief Operating Officer

David Shively

Owner and Principal Developer

Delvin Insko

Finance and Administration

Jean Sabbagh

Chief Executive Officer

Luis Romero

Project Owner

Nathan Carey

Chief Product Officer

Olivier Lafontaine

Vice Présidente Ressources Humaines / Vice President of Human Resources

Annie Mongrain

Vice President, Wealth & Insurance Solutions Canada

Anthony Stockley

VP, Special Projects

Aurora PATRASCU

Founder & CEO

Steeve Michaud

Executive Advisor

Simon Richardson

Vice President: EMEA & APAC

Ruben Veerasamy

Senior Vice President, Caribbean

Mauricio Monroy

Director - Sales & Account Management - Latin America

François Levasseur

Vice President, Global Alliances & Acquisitions

Information Services Private Equity Stage Companies With More Than $1M in Revenue

Information Technology Private Equity Stage Companies With More Than $1M in Revenue

Canada Wealth Management Companies

Information Technology Companies With Less Than $10M in Revenue (Top 10K)

Equisoft is a global provider of cutting-edge digital insurance and investment solutions. It provides a comprehensive ecosystem of solutions, ranging from innovative front-end applications to extensive back-office services and unrivaled data migration expertise. SaaS policy administration, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, customer, agent, and broker portals are among the firm's flagship solutions. Equisoft is also Oracle's largest and most experienced OIPA platform partner.

Private Equity Round - Equisoft

Computer and Software Products and Electrical and Scientific Products

Montréal

Quebec

Canada

North America

Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients Français

GNP Seguros continues to strengthen its digital transformation with OIPA and Equisoft's experience

Family Guardian Insurance Company implements Equisoft/illustrate to meet consumers' evolving digital expectations

Q&A: Equisoft CEO Luis Romero talks insurtech, digital life insurance

Equisoft Research Reveals Tech Gap in Life Insurance Industry: Only 14% of Broker Agency Management Systems Have Digital Commission Accounting Fully Integrated

Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader Français

Insurtech giant Equisoft lands $125M investment, eyes acquisitions

Equisoft acquires CompuOffice Software, Inc., adding life insurance analysis and research capabilities to its advisor platform Français

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