Got Questions?
We have answers.
Whether you want to discuss your specific insurance,
wealth management or data conversion challenges,
or inquire about our flexible pricing,
count on a prompt reply.
Transform your business
Transform your business
Boost your development efforts with Equisoft’s advanced digital solutions for the insurance and wealth management industries.
Strategic solutions optimized through a deep understanding of your business goals and challenges.
Results-driven solutions designed to streamline processes, increase revenue and engage customers in the new economy.
Proven solutions backed by over 20 years of experience delivering innovative technology platforms for clients worldwide.
Meet your new digital transformation partner.
Latest news
10.4.2017
Equisoft becomes the first system integrator to achieve specialization on Oracle Insurance Policy Administration
Montreal, Canada, October 4, 2017 – Equisoft, a leading provider of digital business solutions for the insurance and wealth industries, recently became the world’s first system integrator specialized on the latest certifiable version (version 10) of the Oracle Insurance Policy Administration (OIPA) for Life and Annuity platform. Having completed many ...
9.27.2017
Equisoft supports modernization efforts of Life Insurance companies at InsureTech Connect 2017
Montreal, Canada, September 27, 2017 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, today announced its participation at the upcoming InsureTech Connect 2017 event in Las Vegas, Nevada, as the official Gold Level sponsor in the Life and Annuities category. In addition, ...
8.31.2017
Equisoft to launch a group insurance system in Q4 of 2017
Montreal, Canada, July 31, 2017 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is preparing to officially launch a group insurance system in Q4 of 2017. The solution is based on the Oracle Insurance Policy Administration platform. This solution will provide a pre-configured system ...
7.25.2017
Equisoft builds on continued success and top Gartner ranking of Oracle platform
Montreal, Canada, July 25, 2017 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, has recently inked several deals involving the integration of the Oracle Insurance Policy Administration for Life and Annuity platform. In the last year alone, as many as five insurers in ...
7.24.2017
Universal Conversion Technologies joined by software industry veteran Christopher Moroz
Dallas, USA, July 24, 2017 – Universal Conversion Technologies (UCT), a subsidiary of Equisoft and the only North American company specializing in life and annuity data migration, is pleased to announce the appointment of Christopher Moroz as Director of Sales. With over 25 years of experience in the financial services ...
10.4.2017
Equisoft becomes the first system integrator to achieve specialization on Oracle Insurance Policy Administration
9.27.2017
Equisoft supports modernization efforts of Life Insurance companies at InsureTech Connect 2017
8.31.2017
Equisoft to launch a group insurance system in Q4 of 2017
7.25.2017
Equisoft builds on continued success and top Gartner ranking of Oracle platform
7.24.2017
Universal Conversion Technologies joined by software industry veteran Christopher Moroz
A Comprehensive Insurance Offering
Choose from our modular solutions, our InsuranceElements suite of sales and engagement tools, and our turnkey Insurance Composite platform to give your policy lifecycle management process a competitive edge. Equisoft insurance solutions integrate seamlessly with all policy administration systems. You can also upgrade your entire back office by taking advantage of our unique expertise as world-leading integrator of the Oracle Policy Administration for Life and Annuity system.
Financial Needs Analysis
Customizable and easy-to-use tools for creating an engaging, compliant overview of a client’s current situation and future needs, especially with regard to insurance coverage.
Illustrations
& Sales Strategies
State-of-the-art sales tool for enhancing user experience while facilitating policy illustrating and quote building, as well as imbedded sales strategy development.
Electronic Application
Advanced wizard enabling simple, speedy data entry for insurance policy submissions and servicing.
New Business & Underwriting
Improve new business and underwriting processing with the Oracle Insurance Policy Administration for Life and Annuity system.
Producer Management & Compensation
A configurable, feature-rich template for managing complex producer hierarchies and comprehensive compensation calculations using the Oracle Insurance Policy Administration rules engine.
Claims & Policy Servicing
Perform claims management tasks more effectively with the Oracle Insurance Policy Administration for Life and Annuity system.
Policy Administration
As the world’s leading integrator for the Oracle system, Equisoft lays the foundation for new levels of back-end performance and connectivity, as well as faster and more efficient go-to-market strategies.
Data conversion
Reduce the risk and cost of data migration using the unique expertise of Equisoft subsidiary UCT, the only company in the world devoted to migrating data for life and annuity insurers.
Extensive Wealth Management Capabilities
Drive growth while enhancing advisor and investor experience. Equisoft offers a full range of web-based solutions that address every step of the wealth management sales process, including investment product positioning and an online portal leveraging robo technology. The Equisoft WealthElements series provides modular and turnkey sales, compliance and engagement toolsets that integrate seamlessly with your back-office system.
Client Data Capture
Investor-friendly data capture and interactive tools (goals, net worth, cash flow, investor profile, retirement, etc.) allowing advisors to interact efficiently with their customers.
Know your Client (KYC)
Document critical client information in keeping with the increasing demands of compliance authorities.
Financial Needs Analyst (FNA)
Easy-to-use tools for assessing a client’s current financial situation in compliant fashion, creating goalbased plans and evaluating insurance needs.
Asset Allocation Analyst (AAA)
Sales-oriented, compliance-friendly software allowing advisors to efficiently prepare compelling investment proposals in four easy steps.
Product & Portfolio Analytics
Improve advisor communications and increase sales performance by standardizing and automating the positioning of investment products throughout the sales force.
Investment Proposal & IPS
Quickly generate a comprehensive investment proposal adapted to the investor’s profile.
Client Onboarding
Provide the investor with a fast data-capture tool to gather all information required and securely create an account.
Client
Servicing
Keep the communication going by allowing the investor to update key profile information and monitor goal achievements.
Why Equisoft?
Proven Solutions
We offer SaaS and modular solutions customized to your specific requirements.
In-depth knowledge of your business
We understand the challenges you face. We focus on business needs. We create value.
Trusted digital partner
The world’s leading insurers and financial institutions do business with us. Over 300 projects and 150 data conversions delivered worlwide.
