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Equisoft in the Caribbean

We’ve excelled at serving Caribbean insurers since 2012, offering tailored digital solutions for the entire policy life cycle. Our new Caribbean office enables us to bring global experience to leading regional providers, while ensuring responsive, expert support tailored to meeting evolving regional needs.

2nd. Floor, 11 -13 Victoria Ave
Port of Spain
Trinidad and Tobago
+1 868 682 8149

See Insights from the Caribbean

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.

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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

Guardian Group
Family Guardian
GCU
National Western Life
Columbian Financial Group
Tatil
By retiring our legacy system and integrating Equisoft/illustrate we have digitalized our front-end tools enabling us to create efficiencies and enhance service delivery for our customers. We thank the Equisoft team for their support and commend them for their innovation,”

Glen O. A. Ritchie

CPA, Family Guardian President.

Implementing Equisoft/manage from our legacy systems enables us to launch products faster and consolidate multiple PAS into one modern system

Eric Hosin

Group Head of Life, Health, and Pensions, Guardian Holdings Limited.

Equisoft’s insurance solutions, data migration expertise, and proven track record in the Caribbean offer us the best combination to implement our digital transformation strategy.

Eric Hosin

Group Head of Life, Health, and Pensions, Guardian Holdings Limited

We are Members of

Resources from the Caribbean

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Family Guardian implements Equisoft/illustrate to meet client expectations

The integration of Equisoft/illustrate, a powerful insurance illustration software, streamlines sales processes and accelerates Family Guardian’s digital transformation.

Read the Press Release

Related Resources

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A Transformation Journey Is No Walk in the Park. We Can Help

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