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EquiSoft

Read 16 EquiSoft reviews and testimonials from customers, explore 14 case studies and customer success stories, and watch customer videos to see why companies chose EquiSoft as their Insurance Software

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.

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  • 16 Testimonials View
  • 14 Case Studies View
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Customer Rating Review Score based on 1157 reference ratings
4.8/5.0 (1157)

16Testimonials

  • "In my 30 years in this industry, I searched for a comprehensive software that would allow me to best serve my clients. The tool offered by Equisoft is very comprehensive, …

    Valeurs Mobilières WhiteHaven

  • "Equisoft’s solution is purpose-built for wholesalers, asset management firms can now arm their sales force with an easy-to-use and intuitive tool that leverages the power of Lipper data to illustrate …

    Robert Jenkins Global Head of Research

  • "Equisoft’s unique implementation methodology for OIPA ensures business and technology collaboration and alignment. The mentoring program will allow American Fidelity to become 100 % autonomous on the maintenance and evolution …

    Lisa Knatvold SVP of Worksite Group Operations
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14 Case Studies

  • How One Carrier Transformed Insurance Advisors into Holistic Financial Experts To Significantly …

  • How One Major Bank Centralized Data Feeds From Its Carriers, Streamlined Commission …

  • How One Advisor Dramatically Deepened Client Relationships

13 more case studies currently locked

Additional EquiSoft Information & Resources

Read EquiSoft Reviews, Testimonials & Customer References from 16 real EquiSoft customers.

Browse EquiSoft Case Studies, Customer Success Stories, & Customer References from 14 businesses that use EquiSoft.

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