Who are we?
Who are we?
The Founding of Equisoft
Equisoft specializes in the design of business solutions for the insurance, wealth management, data conversion, media and publishing industries. Equisoft develops and markets different software solutions that cover the full range of life insurance and annuity products for companies in the financial services sector.
First Wave of Growth
Equisoft experiences moderate but stable growth: the company has 15 employees at the start of the year 2000. This very first wave of growth, albeit modest, transforms Equisoft by enabling it to diversify its mandate and preferred sectors.
With the implementation of an ambitious growth plan, the company grows from 16 to 50 employees in less than 3 years. The skills and experience of its employees, a focus on customer relationships and independence from major technology providers, give Equisoft all the tools necessary to access a broader network of potential clients, allowing larger projects to be carried out.
First Version of InsuranceElements
Equisoft develops the first version of one of its flagship front-end products InsuranceElements, an advanced platform featuring four components - Insurance needs analysis, illustrations & embedded sales strategies, electronic application as well as policy servicing and agent portal.
Strategic partnership with Oracle
Equisoft becomes Oracle’s first integration partner specialized in insurance, and also launches WealthElements, an advanced web-based wealth planning platform designed for financial advisors.
On, January 1, Equisoft acquires Universal Conversion Technologies (UCT) a company specializing in data conversion for the insurance industry, located in Dallas, Texas.
Kronos Technologies Acquisition
In April, Equisoft acquires Kronos Technologies, a frontrunner in the development of web and mobile applications for the investment and insurance sectors. Kronos Technologies is best known for its cutting-edge customer relationship management (CRM) application, Equisoft/connect (formerly : Kronos finance), and financial needs analysis (FNA) tool, Equisoft/plan (formerly : Kronos FNA). During the same year, Equisoft also acquires Apeiron, Planiste and Arcbees.
AGEman Solutions Acquisition
Maintaining its acquisition momentum, Equisoft acquires AGEman Solutions, a digital provider recognized for its agency management systems designed for the Canadian distribution market. With this addition, Equisoft now offers a full set of integrated solutions in Canada: from life insurance carrier core and sales solutions, to MGA sales processing systems, to advanced front-end tools for advisors and brokers.
Finalist Mercuriades - Employer of The Year, 2018
Finalist Mercuriades - Productivity Increasement, 2018
Finalist Fidéides - High Technology, 2018
Winner Créateurs d’emplois du Québec - Coup de cœur, 2018
Winner Wealth Professional Awards – Best Service Provider, 2016
Finalist Vision Trophies - Best Visionary Business of the Year, 2014
Winner of Fidéides - High Technology, 2014
Finalist Octa - Mobile Solutions, 2014
Finalist Fidéides - High Technology, 2013