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Equisoft in the USA

The largest specialized life and annuity services team, and sole insurance data migration integrator in the region. With offices in Philadelphia and Dallas, we strengthen capabilities with exclusive partnerships that ensure reduced risks and costs, while accelerating time-to-market.

One Commerce Square2005 Market Street, STE 1100,
Philadelphia, PA, 19103
USA
+1 888 989 3141

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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.

Proven Experience in the United States

Nationwide
Fidelity
Columbian Financial Group
National Western Life
GCU
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

COO at GCU

Equisoft’s unique implementation methodology for OIPA ensures business and technology collaboration and alignment. The mentoring program will allow American Fidelity to become 100 % autonomous on the maintenance and evolution of the Oracle platform

Lisa Knatvold

SVP of Worksite Group Operations, AFA

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

Oracle is a trusted brand around the world and Equisoft has the most extensive track-record as an OIPA integrator, so we’re getting the best of both worlds

Jeanne Clarke

Senior Vice President at CFG

We are Members of

Limra
LOMA
LIC
American Fraternal Alliance

Read Our Success Story in the USA

Case Study Fraternal Insurance Carrier GCU Transformed Card Image 640x452 2

Read why GCU USA chose Equisoft to Modernize their Systems

GCU - a 127-year-old fraternal benefit society located in Beaver, Pennsylvania, implemented Equisoft/manage as part of a their strategic initiative to reduce operational & technology costs by implementing a state-of-the-art, cloud hosted, digital policy administration system for their members and agents.

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Related Resources

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Practical Advice for PAS Modernization from Project Veterans

Watch this webinar to find out what our expert panel of project veterans reveals about why projects are often less successful than anticipated‒and how to avoid that fate in future.
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