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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.

Our Valued Customers

Old Mutual
Hellenic Life
Guardian Group
American Fidelity
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National Western Life
Columbian Financial Group
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Family Guardian logo
UV Assurance

Customer Spotlight

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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.

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.
Read Case Study
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eApplications & eSignatures

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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Projects Implemented

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Corporate News

Seguros Banorte drives digital transformation with Equisoft’s modern policy administration system and migrates 27 million policies

The implementation of Equisoft’s SaaS policy administration system has enabled Seguros Banorte to automate processes across the carrier’s entire value chain and improve customer and agent experiences.
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Corporate News

Family Guardian Insurance Company implements Equisoft/illustrate to meet consumers' evolving digital expectations

The integration of Equisoft/illustrate, a powerful insurance illustration software, streamlines sales processes and accelerates Family Guardian’s digital transformation.
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National Western Life Insurance Company (NWL®) launches Equisoft/manage, a flexible cloud-based policy administration system

Corporate News

National Western Life Insurance Company (NWL®) launches Equisoft/manage, a flexible cloud-based policy administration system

Fueling an aggressive digital transformation plan, NWL® launches a significant system modernization initiative together with the introduction of a new Fixed Indexed Annuity product.
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Customer Events

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Elevate 2023 | Las Vegas

Equisoft Elevate 2023, was once again held in Las Vegas, gathering our customers, partners, renown speakers and industry experts to explore the theme of how integrations and connections are driving value in digital transformation. As we reflect on this remarkable gathering, here's a recap of the highlights that made our event a resounding success.

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
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Scott Schuetz

Chief Operations Officer at GCU USA

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
American Fidelity

Lisa Knatvold

SVP Operations at American Fidelity Assurance

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.
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Gregory Owen

SVP and Chief Information Officer 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
Columbian Financial Group

Jeanne Clarke

SVP, Chief Administration Officer at Columbian Financial Group

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

IT Assurance Manager, SURA Colombia

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
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Eric Hosin

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

As we’re endeavoring to enhance the overall user experience for our members and agents, this transformational project will allow us to keep up with ongoing regulatory and compliance requirements, as well as improve our operational and reporting capabilities

Brian Vanicek

President/CEO, SPJST

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


Read more from our happy customers


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