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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 20 years of experience delivering innovative technology platforms for clients worldwide.
Meet your new digital transformation partner.
Latest news
2.27.2019
Equisoft Achieves Highest Specialization Level On Oracle Insurance Policy Administration Core System
Philadelphia, February 27, 2019 – Equisoft is proud to have been confirmed yesterday as one of the first system integrators specialized on the latest certifiable version (version 11) of the Oracle Insurance Policy Administration for Life and Annuity platform (OIPA). The firm is currently working with 22 insurers on OIPA ...
2.6.2019
Equisoft Acquires AGEman Solutions — Enhancing Its Suite Of Integrated Solutions For The Canadian Life Insurance Industry
Montreal, February 7, 2019 - Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries has acquired AGEman Solutions, a Montreal-based digital provider recognized for its agency management systems designed for the Canadian distribution market. Using cutting-edge technology, AGEman's system allows insurance distributors, namely agencies ...
2.5.2019
Equisoft's CEO, Luis Romero, Explains Legacy System Challenges and Data Migration Solutions
Montreal, February 5th, 2019 — Many life insurance and annuity companies have embarked on a digital transformation journey. But it can be difficult for them to successfully embrace their digital future and realize all of the associated benefits when they still have twenty or thirty-year-old legacy systems in their administrative ...
1.15.2019
Equisoft Appoints Jean Sabbagh as Vice President, Marketing
Montreal, January 15, 2019 — Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is excited to announce the appointment of Jean Y. Sabbagh to the newly created position of Vice President, Marketing, effective January 17, 2019. Working closely with the product management and ...
12.18.2018
EDC Invests in Digital Solutions Provider Equisoft to Support its Continued Global Expansion
Montreal, December 18, 2018 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce the successful closing of a $12M equity investment by Export Development Canada (EDC). EDC’s investment will help accelerate Equisoft’s international growth strategy by financing strategic acquisitions, ...
2.27.2019
Equisoft Achieves Highest Specialization Level On Oracle Insurance Policy Administration Core System
2.6.2019
Equisoft Acquires AGEman Solutions — Enhancing Its Suite Of Integrated Solutions For The Canadian Life Insurance Industry
2.5.2019
Equisoft's CEO, Luis Romero, Explains Legacy System Challenges and Data Migration Solutions
1.15.2019
Equisoft Appoints Jean Sabbagh as Vice President, Marketing
12.18.2018
EDC Invests in Digital Solutions Provider Equisoft to Support its Continued Global Expansion
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. 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 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. 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.