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The Equisoft Experience

Equisoft is proud to partner with leading financial services companies to help them successfully navigate their digital transformation journeys. On this page you can find out how our clients leveraged our solutions to solve their biggest challenges.

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Our Valued Customers

Old Mutual
Hellenic Life
Guardian Group
Ivari
Voya
Fonasa
American Fidelity
Nationwide
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Assurant
GCU
Sura
National Western Life
Columbian Financial Group
Assa
Torchmark
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Family Guardian logo
UV Assurance
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Customer Spotlight

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United Heritage Life Insurance goes live on Equisoft's cloud-based PAS

The implementation of Equisoft/manage and digital insurance tools for annuity products addresses United Heritage's need to modernize their policy administration infrastructure to remain competitive and accelerate product launches in the evolving financial services market.

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Case Studies

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Policy Administration System

How a Modern Policy Admin Solution Transformed Columbian Financial Group

Read the case study to discover how Equisoft’s implementation services enabled CFG to launch a modern PAS that fully integrated with their existing internal and third party systems.
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eApplications

How UV Insurance Realized Their Vision of Increased Efficiency

This case study examines how one carrier implemented Equisoft/apply as part of a successful strategy to build a leadership position in the market.
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Policy Administration System

How Fraternal insurance carrier GCU transformed into a pioneer of digital transformation

The following case study examines how GCU 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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Projects Implemented

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Corporate News

Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients

Equisoft is proud to formally announce a new partnership with Life Design Analysis (LDA), a cloud-based sales and productivity solution for advisors and MGAs to empower financial advisors and MGAs to deliver customized solutions to their clients.
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Corporate News

GNP Seguros continues to strengthen its digital transformation with OIPA and Equisoft's experience

Equisoft’s cloud-based solution offers flexibility in business processes and allows a higher level of adaptation to the changes required by an increasingly dynamic market. 
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Corporate News

Assuria N.V. accelerates its digital transformation with Equisoft’s policy administration system and advisor tools

Equisoft’s digital solutions provides the flexibility to launch new products quickly to respond to market changes and provide state-of-the-art agent and customer experience tools.
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Customer Events

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Elevate 2025 | Montreal

In September 2025, we hosted our exclusive annual customer event in Montreal this year. Elevate 2025, brought together our global clients from US, Canada, ANZ, and the Caribbean and industry leaders for two days of insights, collaboration, and innovation.

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Finding a vendor who has expertise in your legacy system is really huge. I can't imagine doing this project with someone who wasn't familiar with it. When you've got millions of documents coming over and millions of transactions coming over, it's a nightmare. So having the right vendors, as Evan mentioned, it keeps me sane.
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Alan Burns

CIO, NSS Life

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.
National Western Life logo

At GNP Seguros we are always looking for the best technologies to further enhance our operations and benefit our clients. After a rigorous selection process, Equisoft/manage stood out as the platform with the best technical and functional capabilities
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Andreas Papadatos

General Manager, Hellenic 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.
Sura

Marcela Diaz Velez

IT Assurance Manager, SURA Colombia

Our legacy policy administration system was limiting our ability to effectively scale and quickly bring new products to market. Equisoft has been a great partner and I'm pleased that this transformation project has been successful in going live with our first line of business. We're now well positioned with a modern platform that will support our growth objectives, and we look forward to expanding to other products.
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Johanna Hale

Senior Vice President, Chief Transformation and Risk Officer

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

Eric Hosin

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

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Testimonials

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