EquiSoft B2B Case Studies & Customer Successes

EquiSoft logo

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.

Case Studies

Showing 13 EquiSoft Customer Success Stories

search button

Beymount Group boosts wealth sales with Equisoft/analyze for advisors

Beymount Group logo

Bradford Life Insurance boosts sales speed and advisor productivity with Equisoft/illustrate

Columbian Financial Group modernizes policy administration with Equisoft

Columbian Financial Group logo

The desire to create a world-class digital customer experience started GCU on its transformation journey

GCU logo

Global Life Insurance Company Deepens Client Relationships and Boosts Productivity with Equisoft/plan

Hamilworth Mutual Funds accelerates advisor sales with Equisoft/analyze for wholesalers

Hamilworth Mutual Funds logo

a large distributor service provider boosts advisor efficiency and sales with Equisoft/connect

Caribbean Insurance Leader, Family Guardian, Begins Policy Administration Modernization with Equisoft

a leading international bank achieves significant insurance sales growth with Equisoft/centralize

Highshore Insurance accelerates innovation and retires legacy systems with Equisoft's OIPA

Stone Stewart Moss achieves near-100% automated processing with Equisoft/centralize

Universal Conversion Technologies helps a Tier 1 North American carrier migrate 439,000 policies to OIPA with Equisoft

Universal Conversion Technologies logo

UV Insurance achieves greater efficiency and faster policy processing with Equisoft/apply

UV Insurance logo

No matching case studies