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

How One Advisor Dramatically Deepened Client Relationships

Global Life Insurance Company, a leading global life insurance company, tackled the challenge of helping its advisor, Susan Lee, overcome growth bottlenecks. Her manual financial needs analysis process was time-consuming, limited her capacity to serve more clients, and created compliance burdens, preventing her from meeting her aggressive growth targets for the practice.

The advisor implemented Equisoft's solution, Equisoft/plan, which automated the financial needs analysis. This allowed clients to input their own data beforehand, freeing up significant administrative time. For Equisoft's client, this resulted in deeper client relationships, a dramatic increase from 1.2 to nearly 2.5 products sold per top client, and a scalable process that enabled significant practice growth and eased compliance concerns.