WEBINAR │ Equisoft/lifeguide: Discover the new life insurance multi-carrier quoting platform

In this product launch webinar, our team walks you through everything that’s new: the quoting experience, the AI-assisted client reports, and how it connects with Equisoft/connect and Equisoft/plan to eliminate duplicate data entry across your practice.

Session agenda #

• Equisoft/lifeguide in the integrated advisor suite: Single Sign-On (SSO), the app switcher, and shared client data
• Why we rebuilt Equisoft/lifeguide: the context and the vision
• Walkthrough of the new web-based interface and key features
• AI-assisted insights: how the quote insight tool generates personalized client report copy
• Pricing and access: desktop vs. new web version, free trial details

What you’ll learn #

• Why Lifeguide was rebuilt. After 30+ years as Canada’s leading multi-carrier quoting tool — with more than 3 million quotes processed annually — the desktop experience had real limitations. Learn what drove the decision to build a fully web-based, mobile-responsive replacement, and what stayed exactly the same.
• How the quoting engine works. Equisoft/lifeguide aggregates rates, underwriting rules, and product structures from 33 Canadian carriers across 2,000+ insurance plans in real time. See how side-by-side comparisons are generated in seconds for term, whole life, participating, and more.
• What AI does (and doesn’t do) in your workflow. The quote insight tool uses a large language model (LLM) to draft plain-language summaries of recommended products for your client reports. No personal identifiable information (PII) is sent to the model; only anonymous quote data.
• How it connects to your Equisoft suite. Launch a quote directly from Equisoft/connect or Equisoft/plan. Client data flows automatically across products: no re-entry, no switching platforms, one login via SSO.
• How to access the free trial. Existing Equisoft/connect and Equisoft/plan users were automatically activated on June 8. New users can register via the form. The free trial runs until July 10, 2026.

About our expert speakers #

Kevin Doucet #

Kevin Doucet is Senior Product Owner for Equisoft/plan and Equisoft/lifeguide at Equisoft. He leads product development for both the financial planning and multi-carrier quoting tools, with a focus on building intuitive, advisor-first experiences. In this webinar, Kevin delivers the live product demo of the new Equisoft/lifeguide, walking through quoting workflows, case management, AI-assisted report generation, and the integrated Equisoft ecosystem.

Djaffer Maloufi #

Djaffer Maloufi is Product Manager for Insurance & Wealth Management Solutions at Equisoft. He oversees the advisor tool suite and works directly with clients to translate advisor workflows into product priorities. With over 30,000 advisors using Equisoft tools across Canada, Djaffer brings a deep understanding of what independent advisors need from their quoting and planning technology.

Joey Strasberg #

Joey Strasberg is Product Owner for Equisoft/lifeguide. He brings a unique perspective to the platform’s evolution: both CompuOffice Software — the original developer of Lifeguide — and Equisoft were founded in the early 1990s with the same mission of improving the lives of wealth and insurance professionals through technology. Joey led the transition following Equisoft’s acquisition of CompuOffice Software Inc. and the Lifeguide platform in 2023, shaping the path from the legacy desktop tool to the new web-based Equisoft/lifeguide.

Deepen your knowledge: Equisoft/lifeguide #

• Equisoft/lifeguide product page: Explore the full feature set of Equisoft/lifeguide: 33 Canadian carriers, 2,000+ insurance plans, AI-assisted client reports, and seamless integration with the Equisoft advisor suite.
• 3 powerful tools every financial advisor needs to transform their practice: A practical guide to how Equisoft/connect, Equisoft/plan, and Equisoft/analyze work together to streamline advisor workflows — the same integrated suite that Equisoft/lifeguide plugs into.
• Equisoft/connect: CRM for financial advisors: Learn how the advisor-focused CRM connects with Equisoft/lifeguide to create a seamless quoting and client management workflow, with client data that flows automatically across the suite.
• Equisoft/plan: compliant financial planning software: See how financial needs analysis and insurance quoting work together in the Equisoft suite, from identifying a client’s coverage gap to a carrier-ready quote in a few clicks.