Insurance

Equisoft’s extensive insurance offering leverages flexible, state-of-the-art technology to achieve client objectives.

We add value through deep knowledge of the insurance industry, featuring more than 25 years of experience working with insurance companies of all sizes.

We tailor our approach to your specific digital transformation and customer engagement challenges. And our dedicated insurance data migration team has experience with over 100 legacy systems.

Choose from stand-alone modules, an integrated digital solution or a world-class policy administration platform for the back office, whether in the cloud or on the premises.

Browse our solutions below...

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ADMINISTRATION

Equisoft/manage

Policy Administration (OIPA)

New Business & Underwriting (OIPA)

Producer Management & Compensation

Claims Management

Data Migration

Equisoft/design

Equisoft/manage

Formerly Equisoft Composite

A SaaS policy administration solution using low-risk, production‑ready digital business processes.

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Policy Administration (OIPA)

Equisoft is the world’s leading integrator for the Oracle Insurance Policy Administration for Life and Annuity (OIPA) system. This modern, rules-based platform lays the foundation for new levels of back-end performance and connectivity, as well as faster and more efficient go-to-market strategies.

Browse our solutions

Learn More Equisoft/manage Equisoft/design

New Business & Underwriting (OIPA)

Improve new business and underwriting processing with the Oracle Insurance Policy Administration for Life and Annuity (OIPA) system. Equisoft is the world’s leading integrator for OIPA, a modern, rules-based platform that lays the foundation for new levels of back-end performance and connectivity, as well as faster and more efficient go-to-market strategies.

Browse our solutions

OIPA Equisoft/manage

Producer Management & Compensation

Equisoft’s configurable and feature-rich system manages complex producer hierarchies and comprehensive compensation calculations using the Oracle Insurance Policy Administration (OIPA) rules engine.

Browse our solutions

Learn More OIPA Equisoft/manage

Claims Management

Perform claims management tasks more effectively with the Oracle Insurance Policy Administration for Life and Annuity (OIPA) system. Equisoft is the world’s leading integrator for OIPA, a modern, rules-based platform that lays the foundation for new levels of back-end performance and connectivity, as well as faster and more efficient go-to-market strategies.

Browse our solutions

OIPA Equisoft/manage

Data Migration

EquiSoft offers insurance data conversion and migration through its subsidiary Universal Conversion Technologies (UCT), the only company in the world devoted to migrating data for life and annuity insurers. We take data conversion and migration off your critical path so you can focus more on growing your business.

Available separately or as part of our turnkey insurance solution

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Equisoft/design

Formerly Studio

A complementary OIPA (Oracle Insurance Policy Administration) configuration and release management tool ensuring fast and cost-effective implementations.

Available separately or as part of our turnkey insurance solution

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DIGITAL

Equisoft/illustrate

Equisoft/apply

Financial Needs Analysis

Self Service Portal

Equisoft/illustrate

Formerly illustrations

A flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and illustrations.

Available separately or as part of our turnkey insurance solution

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Equisoft/apply

Formerly Electronic Application

An easy-to-use, sales-flow-oriented wizard for electronic applications resulting in fast and seamless policy approvals.

Available separately or as part of our turnkey insurance solution

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Financial Needs Analysis

A full range of comprehensive, customizable and easy-to-use tools designed to create an engaging and compliant overview of a client’s current situation and future needs, particularly with regard to insurance.

Available separately or as part of our turnkey insurance solution

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Self Service Portal

This digital, mobile-friendly platform allows insurers and advisors to leverage “robo” technologies to deliver their clients a superior online insurance experience.

Available separately or as part of our turnkey insurance solution

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AGENCY MANAGEMENT SYSTEMS

Equisoft/centralize

Dynamic Compensation

Electronic Data Interchange (EDI)

Paramedical

Equisoft/centralize

Formerly AGEman Office

Equisoft’s Agency Management system makes life insurance operations more efficient and effective. It's a back-office system connecting all stakeholders for streamlined insurance distribution and commission management.

The Agency Management System is available for MGA's and National Accounts.

Available separately or as part of our turnkey insurance solution

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Dynamic Compensation

Equisoft has the most powerful compensation module on the market — able to respond to any type of compensation that an agency requires.

Available separately or as part of our turnkey insurance solution

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Electronic Data Interchange (EDI)

The Agency Management System is the link between insurers and advisors. To ensure it meets the highest industry standards, Equisoft is actively working with CLIEDIS (Canadian Life Insurance EDI standards) to harmonize the software to CITS (Canadian Insurance Transaction Standardization). Equisoft has the most complete EDI system on the market (CITS and non-CITS).

Available separately or as part of our turnkey insurance solution

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Paramedical

Paramedical orders are completely integrated into the Agency Management System so that users can follow all of the steps involved in any case. All updates to a file made by a paramedical company are synchronized with the client folder.

The solution is connected to all paramedical companies.

Available separately or as part of our turnkey insurance solution

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ADVISOR

Equisoft/connect

Data Aggregation

Marketing

Compliance

Equisoft/connect

Formerly Kronos Finance

An advisor-focused CRM with built-in data aggregation capabilities to improve business efficiency.

Only available to Canadian advisors.

For our U.S CRM, please see Grendel CRM.

Equisoft/connect Grendel CRM

Data Aggregation

Equisoft/connect centralizes aggregated data into a single location. Gateways enable automatic updates to your client data profiles. Spend less time entering data, and more time with clients.

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Marketing

Equisoft/connect creates and sends marketing materials with easy to use fillable forms, templates and powerful mail tools that make your campaigns more effective.

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Compliance

Equisoft/connect saves a history of your activities, notes and documents, so you always have a defendable record of actions for compliance purposes.

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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.