MONTREAL, July 22,
2024 /CNW/ - Equisoft, a leading provider of
insurance and wealth management solutions, is proud to formally
announce a new partnership with Life Design Analysis (LDA), a
cloud-based sales and productivity solution for advisors and MGAs
to empower financial advisors and MGAs to deliver customized
solutions to their clients.
This partnership is a commitment to ensure
advisors and MGAs have access to cutting-edge tools.
LDA's cutting-edge platform will continue to leverage data from
LifeGuide, Equisoft's newly acquired multi-carrier quoting
tool, to integrate product data, generate comprehensive sales
reports, concepts, and projections for advisors and MGAs.
"Through this collaboration, we're excited to continue to
provide advisors and MGAs with a powerful platform that seamlessly
integrates LifeGuide's robust data capabilities. Our new
partnership with Equisoft is a cornerstone of trust and a
commitment to the life insurance industry. Together, we're
revolutionizing the way advisors access and utilize data to better
serve their clients and enhance their businesses," stated
Barry Crowther, CEO of LDA.
François Levasseur, Equisoft's Vice President of Global
Alliances & Acquisitions, highlighted the significance of this
partnership, stating, "We recognize the importance of creating an
ecosystem of partners that will contribute to driving industry-wide
growth and innovation. Equisoft's commitment to supporting and
integrating with solution providers like LDA ensures advisors and
MGAs have access to cutting-edge tools, enabling them to deliver
exceptional client service and drive significant business
growth."
The partnership between Equisoft and LDA sets a new standard for
efficiency and innovation in the insurance and wealth management
sectors, benefiting both advisors and their clients. Charlie Conron, President and Founder of LDA
highlighted this by stating, "At LDA, we are excited to extend and
enhance the partnership we first established with LifeGuide nearly
a decade ago. Our collaboration with Equisoft will continue to
enable industry professionals to offer tailored solutions, boost
productivity, and confidently assist more Canadians. Together, we
look forward to enhancing the functionality our advisors rely on
and introducing new innovations to our platform."
Equisoft's core solutions, including Agency Management, CRM,
financial planning, funds comparison tools, and multi-carrier
insurance research tools, are used by a large number of advisors
and MGAs in Canada. To learn more
about Equisoft's solutions for financial professionals, click
here.
Life Design Analysis' platform has been utilized by all levels
of the life insurance distribution chain, partnering and fostering
growth with Insurance Carriers, MGAs, AGAs, Wealth Management Firms
and Independent Advisors. To learn more about LDA's platform and
solutions for insurance professionals, click here.
About Equisoft
Founded in 1994, Equisoft is a global provider of advanced
insurance and investment digital solutions. Recognized as a valued
partner by over 278 of the world's leading financial institutions,
Equisoft offers a complete ecosystem of solutions, from innovative
front-end applications to extensive back-office services and unique
data migration expertise. The firm's flagship solutions include
SaaS policy administration, CRM, financial needs analysis,
financial planning, asset allocation, fund and portfolio analysis,
quotes and illustrations, electronic application, agency management
systems, as well as customer, agent and broker portals. Equisoft is
also Oracle's largest and most experienced partner for the OIPA
platform. With its business-driven approach, deep industry
knowledge, innovative technology, and multicultural team of experts
based in North America, the
Caribbean, Latin America, Europe, Africa, Asia
and Australia, Equisoft helps its
clients tackle any challenge in this era of digital disruption. To
learn more about Equisoft's end-to-end solutions, visit:
https://www.equisoft.com/
About Life Design Analysis
Founded in 2014, Life Design Analysis is a fintech platform
specializing in tools and resources to support financial advisors
in creating quotes and presentations for clients, facilitating
informed risk management decisions, managing their entire block of
business, all with the certainty that they are meeting all
insurance compliance standards. With a focus on harnessing
technology to enhance the advisor and client experience, Life
Design Analysis has ten years of dedication to providing
cutting-edge solutions for the financial services industry in
Canada and looks forward to
continuing to serve the industry.
SOURCE Equisoft Inc.