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Equisoft in LATAM

Operating from two offices in LATAM, Equisoft serves key insurers like GNP and Seguros Banorte. Our Policy Administration System implementations in the LATAM region are recognized by Celent as class-leading. Our advanced technology and implementation capabilities are based on our combination of global experience and regional expertise.

Regus La Noventa
Calle 90 No. 11 - 13, Piso 5.
Bogotá D.C, 110221
Colombia
+57 1 3832100

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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

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

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

We chose Equisoft/manage pre-configured SaaS solution to rapidly modernize our technology platforms. Equisoft has ensured a fast and painless transformation and we are thrilled with the impact this solution has had in our market

Scott Schuetz

GCU COO

The Equisoft centralize software is easy to use because its structure is logical and integrated. The data entry sequence is rigorous and the follow up functions user-friendly which minimizes the risk of error.

Gino-Sébastian Savard

President, Mica cabinets de services financiers

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Read Our Report from LATAM

Celent LATAM Deal Trends Report Card Image 640x452

Celent: Equisoft leads LATAM in new Core System implementations

Equisoft has won the most Policy Administration System (PAS) deals in Latin America among vendors reviewed by Celent for their report on deal trends. The “Latin America Life Policy Administration Systems Deal Trends, 2023 Edition" report offers a comprehensive overview of the vendor scene, based on data from 22 life insurance PAS vendors who underwent a detailed Request for Information (RFI) process.

Read the Report

Related Resources

End to End Modernization

Policy Administration System

How LATAM Insurance Companies are Reacting to Regional Market Conditions—End-to-End Technology Solutions

Find out how LATAM insurance companies are digitally transforming in response to market conditions in the region
Read Article
Celent LATAM Deal Trends Report Card Image 640x452

Policy Administration System

Celent’s Deal Trends Report: The evolution of new Policy Administration Systems in LATAM

This report offers a comprehensive view of the installed base of policy administration systems from 2019 to 2023, providing valuable data on industry evolution and trends during this period.
View Research
Insurance Policy Management Software Challenges Volcano With Plane 1920x1080

Policy Administration System

[Q&A]: How to Avoid LATAM & Spain's Biggest Insurance Policy Management Software Challenges

Q&A with Equisoft’s Mauricio Monroy about changes sweeping through LATAM & Spain's legacy policy admin system challenges and what to look for in a modern solution.
Watch Interview

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

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