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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 25 years of experience delivering innovative technology platforms for clients worldwide.
Meet your new digital transformation partner.
Latest news
11.10.2020
Equisoft Fuels Its Global Expansion Strategy With New Senior Appointments
François Levasseur will lead global alliances and strategic acquisitions. Florence Sabbah is promoted to Vice President, Canada. Montréal, November 10, 2020 – Equisoft is pleased to announce the appointment of François Levasseur as Vice President, Global Alliances & Acquisitions, while Florence Sabbah is now entrusted with heading all Canadian activities ...
10.27.2020
Canadian MGA AgenZ Group moves forward on their modernization path with Equisoft/centralize
The new agency management system will allow AgenZ Group to connect all stakeholders for streamlined insurance distribution and commission management. Montréal, October 27, 2020—Equisoft, a global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that AgenZ Group has gone live with its agency ...
10.13.2020
Equisoft Delivers Modern, Cloud-based PAS Solution for US insurer GCU
This fully digital platform will enable GCU to achieve their primary goal of enhancing the overall customer experience for their members and agents, while keeping up with regulatory compliance, and expanding reporting and analytics capabilities. Philadelphia, October 13, 2020 – Equisoft proudly announced today the successful implementation of their SaaS ...
10.1.2020
Dynamic Funds Takes Home Gold and Horizons ETFs Takes Silver for the 2020 Equisoft Award for Fund Provider of the ...
Montréal, Canada, October 1, 2020 – As part of the 6th annual Wealth Professional Awards presented yesterday, Equisoft was proud to present the 2020 Equisoft Fund Provider of the Year Award Gold Winner honours to Dynamic Funds, and to Silver Winner Horizons ETFs, who stood out among eleven top-rated finalists for ...
9.16.2020
Exclusive: New Celent Executive Research on Life Insurance Core Modernization
Underwritten by Equisoft, this new research focuses on a specific window in the implementation of a modern policy administration system to understand the tipping point for project approval and how intangible costs and benefits are weighed in the decision-making process. Philadelphia, September 16, 2020 – In a new report underwritten ...
11.10.2020
Equisoft Fuels Its Global Expansion Strategy With New Senior Appointments
10.27.2020
Canadian MGA AgenZ Group moves forward on their modernization path with Equisoft/centralize
10.13.2020
Equisoft Delivers Modern, Cloud-based PAS Solution for US insurer GCU
10.1.2020
Dynamic Funds Takes Home Gold and Horizons ETFs Takes Silver for the 2020 Equisoft Award for Fund Provider of the ...
9.16.2020
Exclusive: New Celent Executive Research on Life Insurance Core Modernization
A Comprehensive Insurance Offering
Choose from our modular solutions, Equisoft/apply, Equisoft/illustrate, and our turnkey Equisoft/manage 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. Discover our Insurance solutions
CRM for Advisors
Build deeper long-term client relationships using our CRM software for advisors.
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 Equisoft/analyze for advisors and Equisoft/analyze for wholesalers. The Equisoft/analyze series provides modular and turnkey sales, compliance and engagement toolsets that integrate seamlessly with your back-office system. Discover our Wealth solutions
CRM for Advisors
Build deeper long-term client relationships using our CRM software for advisors.
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.