A veteran of the Client Management Software industry returns

He is competing against his own legacy with a more data-centric application.

LIFE INSURANCE | April 15 2024 10:45AM
Wide divide between carriers and brokers’ perceptions about compensation

Lack of digital tools, followed by non-competitive commissions cited as top broker-carrier challenges.

SOCIETY | March 15 2023 10:45AM
Equisoft secures $125 million in financing

The funds, partly coming from Investissement Québec, will fuel the global expansion of Québec’s Fintech industry.

INVESTMENT | March 07 2023 10:54AM
Equisoft acquires CompuOffice

Firm plans LifeGuide integration with existing client relationship management software.

INVESTMENT | February 07 2023 10:49AM
Equisoft appoints new Chairman

Emilio B. Imbriglio will take on this role.

LIFE INSURANCE | November 24 2021 09:55AM
Study examines carriers’ use of data and analytics

Client expectations for better digital experiences are segmenting the market between savvy and lagging insurers, found t…

SOCIETY | September 23 2021 08:54AM
Altus boosts Equisoft’s credibility in Europe

Luis Romero, CEO of the Canadian fintech, explains that acquiring Altus not only adds depth to his pension plans, but al…

LIFE INSURANCE | August 18 2021 08:30AM