Equisoft
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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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To learn more about subscribing to our service options, please contact us here
Current & Upcoming Events
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2022/06/15 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Eliminating the Insurance CX Gap: How Carriers can Redefine Client Engagement Exclusive results from the latest Life Insurance CX research from…
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2022/06/29 14:00:00 - 15:00 SAST (08:00 EDT, 13:00 BST, 14:00 CEST) South Africa
Equisoft, Cenfri & African insurance association execs reveal the results of new research into the top reasons why policy approval timelines are…
Past Events
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2022/05/25 1250 René-Lévesque Blvd West, 33rd Floor, Canada
Data is king. New York Life’s Alex Cook joined leading life insurance podcast Life Accelerated to discuss why a focus on data analysis and manag…
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2022/05/11 1250 René-Lévesque Blvd West, 33rd Floor, Canada
In this week’s episode of Life Accelerated, Mutual of Omaha’s Brian Poppe shares how the $10 billion organization adapted quickly and prioritize…
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2022/04/27 1250 René-Lévesque Blvd West, 33rd Floor, Canada
In this episode of Equisoft’s Life Accelerated podcast, Sherriff Balogun Jr., Head of platform Transformation at MassMutual, shares his 3 pillar…
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2022/04/20 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Effective Digital Insurer Transformation with Limited Resources Disruption, demographic shifts and heightened client expectations are reshaping…
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2022/04/13 United States
Ameritas is striving to put the “life” back in life insurance. Anthony speaks with Richard Wiedenbeck, CTTO of Ameritas on how their centuries-o…
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Equisoft Accelerate Series: Carrier Insights into IFRS 17 Implementation—Solving Critical Challenges2022/03/24 14:00:00 - 15:00 SAST (08:00 EDT, 12:00 GMT, 13:00 CET) South Africa
Carrier Insights into IFRS 17 Implementation—Solving Critical Challenges Will you be ready when the looming Jan. 1, 2023 IFRS 17 deadline arrive…
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2022/03/23 10:00:00 - 11:00 EDT (14:00 GMT, 15:00 CET) Canada
Carrier Insights into IFRS 17 Implementation—Solving Critical Challenges Will you be ready when the looming Jan. 1, 2023 IFRS 17 deadline arrive…
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2021/08/12 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Todos los stakeholders en el ecosistema de las aseguradoras concuerdan en los beneficios potenciales de aprovechar el mayor activo estratégico e…
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2021/07/21 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
The greatest strategic asset for insurers is your data. This Equisoft & Celent research goes beyond high level data trends and reveals what insu…
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2021/06/16 11:00:00 - 12:00 AEST (21:00 EDT, 02:00 BST, 03:00 CEST) Australia
Low-interest rates, fluidless underwriting, new COVID variants. APAC insurers face volatility & challenges on every front, creating a need for q…
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2021/05/19 11:00:00 - 12:00 SAST (05:00 EDT, 10:00 BST, 11:00 CEST) South Africa
Few African insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to illust…
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2021/05/12 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) Canada
IFRS 17 subject matter experts in accounting, data analytics and core system transformation will reveal the critical steps you need to take to b…
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2021/04/28 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Few insurers take on ‘big-bang’ digital transformations that revolutionize their entire IT ecosystem—from policy admin systems to illustrations,…
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2021/04/22 13:00:00 - 14:00 AEST (23:00 EDT, 04:00 BST, 05:00 CEST) Australia
Join leaders from Clearview and industry experts from KPMG, Oracle and Equisoft for a revealing exploration of the current state of insurance in…
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2021/03/31 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Low-interest rates, fluidless underwriting, new COVID variants. Insurers face volatility & challenges on every front, creating a need for quick…
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2021/01/28 11:00:00 - 12:00 EST (16:00 GMT, 17:00 CET) United States
Join us for this year’s kick-off event as we look back at what 30+ industry experts and our 2020 audience had to say about their top digital tra…
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2020/11/19 11:00:00 - 12:00 HST (16:00 EST, 21:00 GMT, 22:00 CET) United States
The rapidly evolving life insurance landscape has presented challenges for carriers around the world as customers demand more digital experience…
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2020/09/10 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Join Equisoft, Celent and Columbian Financial Group in this session to get access to the latest research on how to define clear metrics (both ta…
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2020/07/23 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Distribution is disrupted. Value propositions are being re-created. Transformation timelines are getting pushed up. Join our round table discuss…
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2020/07/16 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Over the past few years, we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market unc…
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2020/06/25 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Remote work. Market volatility. Operational challenges. Yesterday's wish list for digital transformation has become today's set of requirements.…
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2020/06/18 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
The often-overlooked aspects of digital transformation are the ones that will most often prevent you from reaching success. Join data conversion…
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2020/06/11 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Join experts from Equisoft, Oracle and Novarica as we join forces for this informative session that reveals how industry leaders are successfull…
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2020/06/04 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Fraternal organizations have a long and proud tradition of service to their members, agents and communities. In uncertain times, their role is e…
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2020/05/28 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Over the last few years insurance carriers have considered evolving their approach to insurance distribution. While some have invested in new di…
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2020/05/14 11:00:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
The global pandemic has forced change on every aspect of life and business. In this session, we’ll embrace the disruption, and lean on our 25 ye…
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2020/03/25 09:00:00 - 10:00 EDT (13:00 GMT, 14:00 CET) Canada
Join Marvin Yorke, former KPMG and PwC manager and IFRS 17 subject matter expert, Ruben Veerasamy, Senior Vice President of Caribbean at Equisof…