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Equisoft

Name: Equisoft
Address: 1250 boUlica René-Lévesque Ouest, 32e étage, Montreal, QC, H3B4W8, CA
Telephone: +18889893141
Price range: $

EquiSoft helps its clients in the insurance and wealth management industries by leveraging technolog Website: www.equisoft.com

Founded in 1994, Equisoft offers advanced digital business solutions to its clients in the insurance and wealth management industries to support their growth. The firm develops and markets innovative front-end applications (InsuranceElements and WealthElements) featuring industry-leading user interfaces and state-of-the-art technology. In addition, Equisoft is an Oracle Insurance Policy Administra

tion integration partner for some 20 carriers globally. To complete this unique offering, Equisoft brings extensive experience in data migration through its subsidiary Universal Conversion Technologies (UCT). Equisoft has a growing team of over 250 specialized resources based in the US, Canada, Latin America, South Africa and India.

03/20/2026

As Chris Eberly explains, Insurance Practice Lead at Datos Insights, customers move between digital tools, agents, and service reps—often in the same transaction.

Watch the webinar to learn why multichannel CX is now a must-have.
https://hubs.li/Q046NZld0

To keep up, insurers need consistent, real-time experiences across every touchpoint.

03/05/2026

GCU, a 127-year-old fraternal benefit society based in Pennsylvania, faced a critical crossroads.

The challenge? An outdated infrastructure that not only demanded increasing resources to maintain but also slowed down innovation and growth.

Find out how we helped GCU transform their operations and cut costs with Equisoft/manage.

https://hubs.ly/Q0451C7x0

02/23/2026

54% of insurance carriers still support only one or two communication channels for customer support, creating friction in an era when clients expect seamless, omnichannel experiences.

Discover the 5 trends defining 2026 and what they mean for your underwriting, distribution and CX strategy: https://hubs.li/Q043vNDp0

02/20/2026

Vous cherchez à faire évoluer votre carrière? 🚀
Rejoignez notre équipe dynamique et en pleine croissance! Consultez nos offres d'emploi ici : https://hubs.li/Q043vPhm0
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Ready to take your career to the next level? 🚀
Join Equisoft’s dynamic, fast-growing team! Check out our current openings here: https://hubs.li/Q043vNW30

02/16/2026

Equisoft/amplify: built for insurance complexity, available now.
https://hubs.li/Q043dVkD0

With the solution’s advanced analytics, spot emerging customer needs before your competitors do, you can:
🔺 Identify high-value cross-sell and up-sell opportunities in real time
🔺 Launch targeted campaigns in days, not months
🔺 Push opportunities directly to agent portals and CRM—no manual handoffs
🔺 Make product updates, adjust incentives, and launch new offerings independently—without waiting on IT or vendors

02/13/2026

What role should AI play in relationships built on trust and empathy?

In a recent episode of , David Ditillo of Corebridge Financial shares a grounded perspective on how AI fits into life insurance and financial guidance. He talks about genuine advisory relationships, long-term commitments, and why technology works best when it supports people.

It’s a thoughtful look at how AI can strengthen human connections in financial services.

🎧 Listen now: https://hubs.li/Q0429X4p0

02/10/2026

Did you hear the news? United Heritage Life Insurance Company has successfully gone live on Equisoft's cloud-based policy admin system!

By modernizing their life and annuities operations with Equisoft/manage, Equisoft/apply, and AppCapture, United Heritage is now positioned to deliver faster, more efficient service to their policyholders and agents.

Read more: https://hubs.li/Q042v8LC0

02/09/2026

Real progress in insurance starts at the heart of the customer experience.

On the next episode of Life Accelerated, Emily LeMay, Co-Head of Individual Markets at Global Atlantic, shares how modernizing the core of the operating ecosystem opens the door to better experiences for customers, partners, and employees. From reinsurance to retail, she explains why stability and modernization go hand in hand.

Emily and Olivier move on to discuss AI, intelligent automation, and what it really takes to issue business faster while maintaining trust. Join us next week on Life Accelerated for the full conversation.

Adresse

1250 BoUlica René-Lévesque Ouest, 32e étage
Montreal, QC
H3B4W8

Heures d'ouverture

Lundi	8:30am - 5pm
Mardi	8:30am - 5pm
Mercredi	8:30am - 5pm
Jeudi	8:30am - 5pm
Vendredi	8:30am - 5pm

Téléphone

+18889893141

Site Web

http://www.equisoft.com/

Notifications

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