Case Study: Beymount Group boosts wealth sales with Equisoft/analyze for advisors

How One Carrier Transformed Insurance Advisors into Holistic Financial Experts To Significantly Boost Sales

The Beymount Group, a major North American insurer, sought to transform its existing insurance advisors into holistic financial experts to offer wealth management services. Their challenge was to provide these advisors with an integrated tool for comprehensive financial planning that could address both insurance and investment needs. They partnered with Equisoft and selected its Equisoft/analyze for advisors platform to build this new capability.

Equisoft implemented a white-labeled version of its software, which became the central hub for Beymount's advisors. The solution integrated with existing systems to streamline workflows and provide a holistic view of client needs. This partnership with Equisoft delivered significant results: over 1,200 advisors were registered, and the number of client accounts with a wealth-management policy grew by 33.3%, from 32,000 to 48,000 accounts in just three years.

Beymount Group