Equisoft, a provider of insurance and wealth management solutions, announced a new partnership with Emma, a platform focused on making life insurance simple, affordable, and accessible. This collaboration supports Emma’s plans for growth and operational upgrades.
Founded in Montreal by Félix and Jacomo Deschatelets, Emma is the only online life insurance offer with human and modern values. Its goal is to use technology to democratize access to financial protection. It offers a quick and easy experience, and an advisory service designed to protect Canadian families and give them peace of mind.
Based in Quebec, Emma offers term and whole life insurance through partnerships with Humania, a leading Canadian insurer. To enhance its digital platform, Emma is launching third-party administration (TPA) services and building an agent distribution network.
With Equisoft’s technology, Emma can now manage TPA operations, including policy administration, payments, commission tracking, and workflow optimization. This solution allows Emma to scale operations, introduce new services, and improve the customer experience.
Equisoft’s platform enables Emma to streamline agent support and optimize distribution channels. The system also provides full control over the client journey, fostering a more tailored service approach. By integrating advanced distribution management tools, Emma can strengthen agent relationships and improve customer satisfaction.
Olivier Lafontaine, Chief Product Officer at Equisoft, emphasized the importance of the partnership: “Emma Life Insurance needed a scalable system to manage distribution and TPA operations effectively. Our solution addresses these needs, enabling them to handle fluctuating business volumes seamlessly while maintaining high service standards.”
Felix Deschatelets, CEO of Emma, highlighted the impact of the collaboration:
Equisoft’s technology lets us launch new products within weeks and oversee the entire customer journey. This improves our service delivery and client satisfaction. Efficiently managing TPA operations and distribution is crucial to our growth, and this partnership delivers the tools we need
Nicolas Moskiou, CEO of Humania, praised the collaboration: “Emma’s choice of Equisoft ensures they have the infrastructure for advanced underwriting solutions and competitive product offerings. Selecting the right partner is key when building innovative insurance solutions.”
Equisoft’s technology positions Emma to meet the changing demands of the insurance market while driving sustainable growth and delivering value to its clients.
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.
