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  • 4.8 / 5.0 (2335)
    43+ References
  • 4.8 / 5.0 (74)
    50+ References
  • 4.8 / 5.0 (939)
    51+ References

EquiSoft Testimonials

  • “Our client data is housed in different systems that aren’t integrated. If I want aggregated client data, I have to jump in and out of different distributor, carrier and dealer websites. Then, I manually put it all together myself – or have my assistant do it. That’s another time suck, …

  • "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 of the Oracle platform."

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  • EIS Group
    Reference Rating
    4.8 / 5.0
    Customer References 43 total
    About

    EIS Group moves insurance carriers closer to their customers. Leading insurers use the EIS digital insurance platform to build and deliver fast, simple, engaging experiences across the entire insurance lifecycle …

  • FNZ Group
    Reference Rating
    4.8 / 5.0
    Customer References 50 total
    About

    FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. They know the foundation to do that already exists in the …

  • Iress
    Reference Rating
    4.8 / 5.0
    Customer References 51 total
    About

    Iress is a global team of 2,300+ people building software that helps the financial services industry perform at its best. From the world's most iconic financial services brands to advice …

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