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Equisoft in APAC

We opened an office in Sydney to better serve the APAC region and share our global expertise with clients challenged with the immense regulatory demands and customer expectations in this market. We work in partnership with financial services companies across the region to help them find efficiencies, develop new products faster and accelerate their digital transformations.

123 Pitt Street, Angel Place, Level 17
Sydney, NSW 2000
Australia
+1 888 989 3141
+27 83 4595 795

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Our Products

Equisoft/manage

A fully integrated SaaS policy administration system for life, group and annuities, packed with flexible modules that ensure self-sufficiency.

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Equisoft/centralize

Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform.

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Equisoft/illustrate

Powerful insurance illustration software that helps your advisors present like pros, because it does everything for them. Recognized by Celent as an industry leader in the 2020 life illustrations report.

Equisoft/analyze

Our application helps wealth professionals effectively compare investment products, design suitable portfolios and create powerful proposals and presentations. Ideal for advisors, small firms, larger enterprises and fund companies.

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Equisoft/connect

Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.

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Equisoft/plan

Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future.

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Equisoft/apply

Quickly and easily design the digital application form to match your insurance products and facilitate straight-through-processing.

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Equisoft/sync

Support your agents and their clients with a rapid revolution in your digital engagement strategy. All with one out of the box solution that increases efficiency and integrates with multiple sources of policy data.

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See our Proven Experience

Clearview LOGO
Westpac
Cali
ITA
Sun Life logo
Columbian Financial Group
National Western Life
Hellenic Life
Sura
In order to compete, we need a platform that's flexible, and we're able to make changes quickly. Our previous systems were just unable to get us to that point. So that was really why we chose Equisoft as a partner for us, was really to build up that base to a point that would allow us to have a significant uplift, but then position us for future growth.

Nadine Gooderick

Managing Director

We’re excited to welcome Equisoft to our network as we continue to support our industry to find the most innovative solutions to their business challenges. Equisoft’s deep domain expertise in the financial services industry and comprehensive set of digital solutions, will help our members continue to expand Australians’ access to the life insurance protection that suits them when they need it most

Christine Cupitt

CEO, Council of Australian Life Insurers

Implementing a new core policy administration platform is a key component of our modernization efforts and growth initiative. The flexibility of a modern, configurable and scalable solution such as the Oracle platform certainly impressed us and the depth of experience that Equisoft brings to a project was also key in helping us make our decision.

Greg Owen

SVP & CIO at National Western Life

For Sura, the transformation of processes and their leverage in a tech platform seeks to generate efficiencies in the operation that enable the development of the strategy. We are in the process of implementing a PAS where Equisoft is the partner company to accompany this project.

Marcela Diaz Velez

Gerente TI Equipo Aseguramiento at Seguros SURA

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Read Our Resources from APAC

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Equisoft Customer Testimonial: ClearView Wealth Limited

Equisoft interviewed Nadine Gooderick, Managing Director and Hicham Mourad, CIO at ClearView Wealth Limited.

In this customer testimonial video, they reveal:

  • The drivers that led his company to undergo digital transformation
  • Why ClearView Wealth Limited chose to partner with Equisoft
  • The scope and outcomes of their digital transformation project

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Related Resources

APAC Insurance Trends Challenges Facing Australian Insurance Industry

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How to Accelerate Innovation in APAC Life Insurance

For insurers in the region accelerating innovation has become more critical than ever when looking to find a competitive edge in the marketplace. But Asian carriers face unique national and regional challenges that can hamper speed of product development.
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Which insurance technologies will help carriers revolutionize the end-to-end insurance policy lifecycle?
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Data Migration

Solutions for Data Complexity in Legacy PAS Environments

Life insurance companies face complex IT environments with multiple legacy Policy Administration Systems (PAS) due to years of acquisitions. While consolidating these systems seems logical, the high cost and complexity of migrating legacy data pose significant barriers.
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A Transformation Journey Is No Walk in the Park. We Can Help

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