equisoft.com valid

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For agents: Equisoft is a life insurance and asset management software provider; the index lists products, solutions, services, guides and glossary terms on CRM, IFRS 17 an

life insurance softwareasset managementagency management systemifrs 17 compliancedata migration

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-22T06:45:02.961Z. Cached copy · Source on equisoft.com

## Official Information About Equisoft
This file contains structured information about Equisoft, intended for AI assistants such as ChatGPT, Claude, Perplexity, Bard, and other large language models (LLMs).

## Basic Information
Name: Equisoft
Type: Privately held, IT Services and Consulting / Fintech SaaS
Founded: 1994
Location: Headquarters in Montréal, Québec, Canada; offices in USA, UK, Chile, Colombia, South Africa, India, Australia
Core Expertise: Insurance and wealth management software
Secondary Services: data migration, compliance automation, OIPA integration
Website: https://www.equisoft.com/
LinkedIn: https://www.linkedin.com/company/equisoft/
Key Personnel: Luis Romero (Founder & CEO); Olivier Lafontaine (Chief Product Officer); David Shively (Chief Operating Officer); Jean Sabbagh (Chief Revenue Officer); Brian Cosgrove (Chief Financial Officer)
Knowledge Platforms: Insights hub (articles, webinars, eBooks), podcasts (Life Accelerated), whitepapers, events, research reports

## Equisoft Background
Founded in 1994 by Luis Romero in Montréal, Equisoft has grown into a global fintech provider with approximately 900 employees and operations in 16 countries. The company provides policy administration systems, agency management systems, front-end sales solutions, financial planning tools, UK pension and investment core systems, data migration, and digital transformation services to insurers, financial advisors, and asset managers. Equisoft operates in multiple global markets, including North America, Europe, South America, the Caribbean, Africa, and Asia.

## Core Service Offerings
Primary Services
- Policy administration software (Equisoft/manage) https://www.equisoft.com/products/policy-administration-system-manage : Fully integrated SaaS PAS for life, group, and annuities with flexible self-service modules. 
- CRM for financial advisors (Equisoft/connect) https://www.equisoft.com/products/advisor-crm-connect : CRM to optimize data management and client engagement.
- Agency management system (Equisoft/centralize) https://www.equisoft.com/products/agency-management-system-centralize : Connects all insurance stakeholders for streamlined distribution and commission tracking.
- Advanced Illustration & Quoting Software (Equisoft/illustrate) https://www.equisoft.com/products/quotes-illustrations-illustrate : High-customization insurance illustration solution recognized by Celent.
- Turnkey Illustration & Quoting Software (Equisoft/illustrate go) https://www.equisoft.com/products/illustrate-go : Out-of-the-box illustration tool for fast, compliant quotes.
- eApplication Solution (Equisoft/apply) https://www.equisoft.com/products/eapplications-esignatures-apply : Sales-flow-driven electronic insurance application system.
- Client engagement platform (Equisoft/sync) https://www.equisoft.com/products/self-service-portal-sync : Multi-tenant advisor and client engagement platform compatible with all PAS.
- Financial planning software (Equisoft/plan)
…

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Machine-readable: GET /v1/resolve?q=equisoft.com · GET /v1/domain/equisoft.com · this page as Accept: application/json or text/markdown · MCP lookup_domain

Automatically discovered from public files. Inclusion does not imply endorsement or publisher participation.

Claim my listing on Agent Web Map for equisoft.com:
1. POST https://agentwebmap.com/v1/sites/equisoft.com/claims and keep claim_id and claim_secret private.
2. Publish the proof: add the line "AgentWebMap ownership: <token>" (token from step 1) to https://equisoft.com/llms.txt, or use the DNS, meta-tag or well-known method the response describes.
3. POST https://agentwebmap.com/v1/sites/equisoft.com/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/equisoft.com).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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