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Equisoft in India

Equisoft empowers India's financial services sector with digital transformation solutions tailored for life insurance and wealth management, focusing on modernizing legacy systems to boost efficiency and elevate customer experience. With end-to-end tools like policy administration, illustration, and financial needs analysis (FNA), we help companies streamline operations and deliver exceptional client experiences.


Hitech City, 2nd floor, Oval Building
iLabs Centre, Plot No. 18,
Madhapur
Hyderabad, Hyderabad,
India, 500081
+91 91639 35930
See Insights from India
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Join Our Team

If you want to take up an inspiring challenge, come work with us and extend your strengths in a place surrounded by supportive people that are friendly and fun to work with.

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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.

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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

Resources from India

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Transformation in Life Insurance, Bancassurance & Wealth Management in India

Key takeaways from Equisoft's CIO Roundtable in Mumbai, India, including: CIO perspectives on IT transformation in the Financial Services in the region.

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Related Resources

Equisoft further expands its insurance and wealth offering with opening of India office

Corporate News

Equisoft further expands its insurance and wealth offering with opening of India office

Equisoft is pleased to announce the addition of a new team of technology experts located in Hyderabad, India. This office opening will allow Equisoft to considerably broaden the range of resource mix options for its client base in the Asia-Pacific region and around the world.
Read Press Release
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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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Equisoft

Data Migration

Legacy system challenges and data migration solutions

Equisoft's CEO, Luis Romero discusses the legacy policy admin system challenges facing life insurance and annuity companies.
Read Article

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

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