Full-Time
SaaS platform for insurance and wealth
No salary listed
Montreal, QC, Canada + 1 more
More locations: Quebec City, QC, Canada
Hybrid
Hybrid role; requires on-site presence in Montreal or Quebec City, Canada.
Equisoft provides digital software solutions for the insurance and wealth management sectors. It offers a cloud-based suite (SaaS) with modules for financial planning, portfolio design, customer relationship management (CRM), and client portals, helping firms streamline processes and engage clients. The platform works as an integrated set of online tools that clients subscribe to and may customize with professional consulting to implement digital transformations. What sets Equisoft apart is its deep 25+ years of industry experience and a focused fintech footprint, combining end-to-end software with advisory services tailored to insurers and wealth managers. Its goal is to help clients grow revenue and improve customer interactions by digitizing and coordinating core business processes across planning, design, CRM, and client engagement.
Company Size
501-1,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$138M
Headquarters
Montreal, Canada
Founded
1994
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Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Pension Matched Contribution
Flexible Hours
Educational Support
Remote Work Options
Hybrid Work Options
Flexible Work Hours
Medical Insurance
Term Life/Personal Accident Coverage
Wellness Sessions
Telemedicine Program
Training Programs
Educational Support
Conference Attendance Budget
Professional Development Budget
Sabbatical Leave
401(k) Retirement Plan
401(k) Company Match
Stock Options
Company Equity
Telephone/Internet Stipend
Home Office Stipend
Mental Health Support
Wellness Program
Gym Membership
Phon e/Internet Stipend
Equisoft's AI-native life insurance platform earns "luminary" status and XCelent Awards across multiple regions. Feb 17, 2026, 08:05 ET The Equisoft/manage Policy Administration System achieved Celent's highest "Luminary" recognition for excelling in both capabilities and market leadership, making it a strong choice for individual and group life insurance products. PHILADELPHIA and MONTREAL, Feb. 17, 2026 /CNW/ - Equisoft, a leading global digital solutions provider to the financial services industry, announced today that Equisoft/manage, an AI-native policy administration system, earned top tier "Luminary" status in Celent's North American and LATAM Policy Administration System reports. Recognized for its integration capabilities, agentic AI innovation, and comprehensive functionality spanning from illustrations through claims, Equisoft/manage also won XCelent Awards for Advanced Technology across North America and LATAM. "This third-party recognition validates our commitment to delivering the most advanced policy administration technology for life insurance carriers globally," said Luis Romero, CEO of Equisoft. "Equisoft/manage combines our decades of life insurance expertise with next-generation AI capabilities that enable insurers to accelerate product innovation, enhance operational efficiency, and deliver superior customer experiences. Being recognized across multiple regions and for both individual and group life confirms that our platform meets the diverse needs of insurers worldwide." Equisoft's AI-powered capabilities include automated underwriting and claims support, intelligent document processing, real-time product changes without IT support and Agentic AI powered workflows that help insurers reduce operational costs while improving speed-to-market for new products. The solution supports the complete life insurance value chain, from illustration and application through policy servicing and claims administration. "Equisoft is a strong contender in the policy administration space," said Tom Scales, Life Principal Analyst at Celent. "Their use of the latest AI technologies combined with the breadth of the underlying platform is a differentiator. Their ability to support global markets for both individual and group insurance makes their offerings worth considering in any evaluation." Equisoft continues to invest in AI capabilities, data migration expertise, and cloud infrastructure to maintain its position at the forefront of insurance technology innovation. To download the Celent's Policy Administration System North American Edition for Individual and Group Life, click here: https://hubs.ly/Q042Y77R0 About Equisoft Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 325 of the world's leading financial institutions, Equisoft offers a complete AI-enabled ecosystem-from front-end applications to integrated back-office and pension systems-backed by proven data migration expertise. The firm's ecosystem serves insurers, distributors, banks, pensions, and asset managers. With a multicultural team of over 850 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. About Celent Celent is a leading research and advisory firm focused on technology for financial institutions globally. The Celent Policy Administration System North American edition provides an overview of the policy administration systems available in North America for individual and group life insurers. The report profiles 21 policy administration systems and provides an overview of their functionality, customer bases, supported lines of business, technology, implementation, pricing, and support. About the XCelent Awards To help financial institutions better understand the vendor landscape and compare vendors, Celent developed its ABC methodology, which positions and awards vendors across three dimensions: Advanced Technology, Breadth of Functionality, and Customer Base and Support. Top performers in each ABC dimension receive a corresponding XCelent award. SOURCE Equisoft Inc. Media contact: Beth Jarecki, Omnia Paratus, [email protected]
Equisoft and Databricks launch analytics platform for life insurers. The integration aims to help carriers modernize legacy systems and scale AI capabilities for regulatory and operational efficiency. (Image source: Equisoft website.) Equisoft (Montreal/Philadelphia) has entered into a technology partnership with Databricks (San Francisco) to deliver an integrated analytics platform designed to support life insurers' digital transformation and AI readiness. The partnership combines Equisoft's life insurance domain expertise and prebuilt models with the Databricks Data Intelligence Platform. The companies state the solution helps insurers reduce legacy system costs, scale analytics, and meet emerging regulatory and operational demands, including those tied to standards such as IFRS 17. The integrated platform is designed to support a range of use cases - from business intelligence dashboards to machine learning and agentic AI applications - within a governed, scalable data architecture. "By combining the Databricks Data Intelligence Platform with Equisoft's insurance-specific analytics capabilities, carriers can now access a governed, scalable platform that supports everything from basic dashboards to advanced machine learning and emerging agentic AI applications," says Ghassan Karam, AVP, Core Insurance, Equisoft. "This is valuable for insurance carriers managing multiple products, distribution channels, and regulatory requirements across different jurisdictions." "Insurance carriers need to move beyond treating AI as a distant goal and focus on building the data foundations that make building and scaling AI possible," says Marcela Granados, Global Head, Insurance and Professional Services, Databricks. "By partnering with Databricks, Equisoft can accelerate innovation across the insurance ecosystem and enable data-driven transformation at scale - driving meaningful business outcomes while ensuring compliance." The partnership is offered under Databricks' "Built On" program for independent software vendors (ISVs). Equisoft states that the platform can help life insurers become AI-capable enterprises without the resource burden of developing custom analytics infrastructure.
Equisoft launches AI suite to accelerate insurance innovation. New Equisoft/amplify platform combines analytics, automation, and human-in-the-loop workflows. (Image source: Equisoft.) Equisoft, a global digital solutions provider headquartered in Montreal, has launched its Equisoft/amplify suite to help life insurance carriers modernize operations and accelerate product innovation. The platform is designed to work with any policy administration system, enabling improved agility through integrated automation, advanced analytics, and human augmentation. The company says Equisoft/amplify unifies operational intelligence by combining market and performance analytics, insurance-specific AI agents that autonomously monitor quality and customer experience, and workflows that focus employees on tasks requiring human judgment and empathy. "Equisoft/amplify represents a fundamental shift in how life insurance carriers leverage AI to drive real business outcomes," says Olivier Lafontaine, Chief Product Officer, Equisoft. "By bringing together advanced analytics, autonomous AI agents, and human augmentation in a single integrated platform, we're enabling carriers to release products faster, optimize their operations continuously, and maintain comprehensive visibility through integrated data monitoring." Equisoft notes that the new suite builds on more than 30 years of insurance expertise and does not require carriers to overhaul existing core systems.
Equisoft launches ai-powered suite to transform insurance operations through advanced analytics, automation and human augmentation. News provided by. New Equisoft/amplify suite combines advanced analytics, insurance-specific AI agents, and human-in-the-loop workflows to accelerate product innovation and enhance operational excellence for any policy administration system. LAS VEGAS, Oct. 14, 2025 /PRNewswire/ - Equisoft, a leading global digital solutions provider to the financial services industry, today announced the launch of the Equisoft/amplify suite for life insurance carriers to accelerate business performance and agility, combining multiple AI components that work together to deliver unprecedented operational efficiency and market responsiveness. Drawing on over 30 years of insurance expertise, Equisoft's solution bridges the gap between carriers' current reality and their AI-powered future by accelerating and enhancing modern insurance operations. Equisoft/amplify's power lies in how its components work together to create a unified operational intelligence system. Advanced Analytics enable insurers to understand market dynamics and product or operational performance, insurance-specific agentic components deploy AI agents to autonomously monitor quality and customer experience in real-time, and human-in-the-loop workflows empower workers to focus on tasks requiring uniquely human characteristics like judgment and empathy. "Equisoft/amplify represents a fundamental shift in how life insurance carriers leverage AI to drive real business outcomes," said Olivier Lafontaine, Chief Product Officer at Equisoft. "By bringing together advanced analytics, autonomous AI agents, and human augmentation in a single integrated platform, we're enabling carriers to release products faster, optimize their operations continuously, and maintain comprehensive visibility through integrated data monitoring. The result is unprecedented business agility that allows carriers to capture market opportunities while maintaining operational excellence." About Equisoft Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 350 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. 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. For more information, please visit www.equisoft.com.
Equisoft (Montreal, Quebec) has partnered with One Inc (Folsom, California) to integrate One Inc's PremiumPay platform into Equisoft's life insurance policy administration solutions, aiming to simplify premium intake for insurers.