Insurance Solutions

Equisoft for Life Insurance

We build insurance solutions for every part of the transformation journey. Designed to enable digital engagement and solve our industry’s biggest challenges, our technology is used worldwide as stand alone modules, integ

Back Office

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Policy Administration System

Equisoft/manage is a flagship SaaS policy administration solution with extensive out of the box product support. It leverages our unparalleled implementation expertise and flexible, modern platform that result in lightning fast implementations.

Who it's for:

  • Individual life insurers
  • Group life insurers
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Agency Management System

Equisoft/centralize streamlines and connects a distributor’s operations with a single back office system that automates time consuming tasks like commission accuracy enforcement and compliance.

Who it's for:

  • BGA - MGAs
  • Bank & National accounts
  • Life Insurance distributors of all types

Front Office

  • Quotes & Illustrations

    Equisoft/illustrate is a flexible, enterprise, multichannel solution for generating and comparing compliant quotes and illustrations. Carriers use it to quickly launch new products and easily adapt to evolving regulatory requirements.

    Who it's for:

    • Life insurance carriers
  • eApplication Wizard

    Equisoft/apply is a sales-flow-oriented, electronic application wizard that enables complete Straight-Through-Processing. It integrates with existing systems, and uses a no code configuration to deliver ultimate control over the question flow.

    Who it's for:

    • Life insurance carriers
  • CRM for Insurance Professionals

    Equisoft/connect is a CRM designed specifically for the life insurance industry. It automates burdensome tasks so advisors can focus more on developing customer interactions that lead to more sales.

    Who it's for:

    • BGAs - MGAs
    • Bank & National accounts
    • Independent advisors
    • Anyone selling life insurance
  • Financial Planning and Needs Analysis

    Equisoft/plan is a powerful suite of Financial Needs Analysis and compliance tools. It drives the customer experience with intensive interpretations of a client’s present, and persuasive proposals for their future.

    Who it's for:

    • BGAs - MGAs
    • Bank & National accounts
    • Independent advisors
    • Anyone selling life insurance

Services

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Implementation Services

Our implementation services team is globally recognized as the best in the world. Plus, we only work with the most respected PAS system in the industry.

Who it's for:

  • Life Insurance carriers implementing OIPA
  • Data Migration

    Our data migration has a 99.9% accuracy rate, and looks at each project from a business perspective, not just a technical standpoint. You don’t want to move data with anyone else.

    Who it's for:

    • Life Insurance Carriers
    • Any Insurance carrier moving or migrating data
  • IFRS 17 - LTDI Compliance

    Leverage the best insurance & data expertise in the industry to manage the most significant change to insurance accounting compliance requirements in over 20 years.

    Who it's for:

    • Insurance firms of any kind
    • Life Insurance Carriers
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