Equisoft

Equisoft

IT Services and IT Consulting

Montréal, Québec 34,151 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.

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

  • Primary

    1250 Boulevard René-Lévesque Blvd. W

    32nd Floor

    Montréal, Québec H3B 4W8, CA

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  • 1701 W. Northwest Hwy

    Grapevine, Texas 76051, US

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  • One Commerce Square 2005 Market Street

    STE 1100

    Philadelphia, Pennsylvania 19103, US

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  • Convention Tower, Cnr. Walter Sisulu Ave and Heerengracht St

    1st floor, Suite 216

    Foreshore, Cape Town 8001, ZA

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  • 9th Floor, Las Artes Building

    Cerro El Plomo 5630

    Las Condes, Santiago, CL

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  • Hitech City, Level 2, Oval Building iLabs Centre

    Plot No. 18

    Madhapur, Hyderabad, Telangana 500081, IN

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  • 88 Phillip St

    Level 25, Aurora Place

    Sydney, New South Wales 2000, AU

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  • 11-13 Victoria Avenue

    2nd Floor

    Port of Spain, TT

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Employees at Equisoft

Updates

  • View organization page for Equisoft, graphic

    34,151 followers

    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.

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  • View organization page for Equisoft, graphic

    34,151 followers

    Technology is driving a fundamental shift in how life insurance carriers transform customer experience. These advancements represent a complete overhaul in how insurers engage with both customers and agents. In this webinar segment, Zineb Jazouli, AVP Digital Insurance at Equisoft, explores how technology is enhancing self-servicing. Watch the full webinar to see how these advancements are transforming the industry and setting new standards for customer and agent engagement. https://hubs.li/Q02RGdxT0 #CustomerExperience #DigitalTransformation #InsuranceTech

  • View organization page for Equisoft, graphic

    34,151 followers

    AI is a key asset for today’s insurance leaders. Yesterday's episode of #LifeAccelerated is a must-listen. Featuring Richard Wiedenbeck, Chief AI Officer at Ameritas, it explores how AI can revolutionize our industry by enhancing efficiency, smarter decision-making, and driving growth. This episode will arm you with knowledge to make informed decisions, transforming your operations while ensuring compliance and risk mitigation. Listen to the full episode here: https://hubs.li/Q02S_T8m0

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  • View organization page for Equisoft, graphic

    34,151 followers

    We’re gearing up for ITC and can’t wait to showcase how Equisoft is leading the way in insurance technology. Visit our booth to discover how our end-to-end insurance ecosystem can help you: 🔺Seamlessly integrate with existing systems 🔺Leverage cloud-based flexibility 🔺Utilize advanced analytics for insights See you there!

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  • View organization page for Equisoft, graphic

    34,151 followers

    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 Ameritas’ journey with Artificial Intelligence, highlighting the strategic deployment of AI to drive operational efficiencies, enhance underwriting, and streamline decision-making processes. This episode is essential for life insurance executives seeking to understand the transformative power of AI and gain actionable insights for their own digital transformation journeys. 

    Unlocking the Potential of AI for Life Insurance Leaders with Richard Wiedenbeck

    Unlocking the Potential of AI for Life Insurance Leaders with Richard Wiedenbeck

    Equisoft on LinkedIn

  • View organization page for Equisoft, graphic

    34,151 followers

    Are you curious about where your organization stands in terms of AI readiness? The Data Maturity Model, provides a clear and structured way to assess your current position and chart a path forward. Developed by Equisoft in collaboration with LIMRA and Universal Conversion Technologies, this model helps you understand where you stand in terms of data readiness and how to align AI with your business goals. Get a detailed breakdown of the model and its stages in our full webcast. Learn how to use it to advance your AI readiness and drive business success. https://hubs.li/Q02RFLM00 #AI #DataMaturity #AIReadiness #DataStrategy

  • View organization page for Equisoft, graphic

    34,151 followers

    AI is transforming industries, and life insurance is no exception. Whether it’s improving underwriting, enhancing customer experience, or optimizing operations, AI is unlocking new possibilities.

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  • View organization page for Equisoft, graphic

    34,151 followers

    Join us for our webinar tomorrow on “Are We There Yet?”: How to meet the data challenges slowing your modernization journey. During this session, we'll explore practical solutions to your data modernization challenges. Don't miss this opportunity to learn from industry experts, Mike Allee, Senior Vice President at Equisoft and Larry Commerford, Product Owner at UCT. https://hubs.li/Q02RGbJy0 Attend this webinar and find out: 🔺How to debunk common myths about data migration 🔺How to avoid pitfalls like unforeseen costs and delays 🔺How to leverage modern migration tools 🔺How AI has transformed data migration processes #lifeinsurance #datamodernization #AccelerateSeries

  • View organization page for Equisoft, graphic

    34,151 followers

    Since the inception of the independent insurance distribution channel, the entire insurance distribution process has improved. Nevertheless, distributors have been asking for more communication within the channel, more access to carrier data, greater levels of automation and better solutions for commission accounting. Explore our distribution knowledge hub for insights on the current state of life insurance distribution, key challenges and where it’s headed: https://hubs.li/Q02RFTHQ0

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  • View organization page for Equisoft, graphic

    34,151 followers

    Did you know that over 80% of data migration projects experience delays or failures? Don't let your project fall into that statistic. Find out how to avoid common pitfalls and ensure a smooth transition from data modernization experts, Mike Allee, Senior Vice President at Equisoft and Larry Commerford, Product Owner at Universal Conversion Technologies. https://hubs.li/Q02RpYRK0 Discover: 🔺How to avoid unforeseen costs, delays, resource drain, and data risk 🔺The latest smart data-centric tools for efficient migration 🔺How to take advantage of new analytics and AI opportunities #lifeinsurance #datamodernization #AccelerateSeries

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Funding

Equisoft 3 total rounds

Last Round

Private equity

US$ 125.0M

See more info on crunchbase