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 20 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...

scroll down

ADMINISTRATION

Equisoft Composite

Policy Administration (OIPA)

New Business & Underwriting

Producer Management & Compensation

Claims Management

Data Migration

Equisoft Composite

Equisoft is a pioneer in turnkey cloud solutions for the insurance industry. Our Software-as-a-Service (SaaS) offering is ideal for insurers seeking to build their online brand experience, foster client engagement and gain market share through a digital transformation with minimal risk and maximum flexibility.

Browse our solutions

Equisoft Composite

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

OIPA Equisoft Composite

New Business & Underwriting

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 Composite

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

Equisoft PMC OIPA Equisoft Composite

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 Composite

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

Data Migration Equisoft Composite

scroll down

DISTRIBUTION

InsuranceElements Suite

Illustrations

Electronic Application

Financial Needs Analysis

InsuranceElements Suite

Equisoft’s integrated suite of easily configurable front-end sales and engagement tools for the insurance industry optimizes advisor performance and customer experience across the full sales process: needs analysis, quoting and illustrations, sales strategies, eApp, as well as policy servicing and claims through a self-service portal.

Available separately or as part of our turnkey insurance solution

InsuranceElements suite Equisoft Composite

Illustrations

Recognized as the Canadian gold standard for life insurance illustrations, Equisoft’s state-of-the-art sales tool enhances user experience while facilitating policy illustrating and quote building, as well as imbedded sales strategy development, across multiple platforms.

Available separately or as part of our turnkey insurance solution

Illustrations InsuranceElements suite Equisoft Composite

Electronic Application

This advanced wizard goes beyond the generic smart form by enabling simple, speedy data entry for insurance policy submissions and servicing.

Available separately or as part of our turnkey insurance solution

eApp InsuranceElements suite Equisoft Composite

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

Financial Needs Analysis InsuranceElements suite Equisoft Composite

scroll down

DIRECT-TO-CONSUMER

Client 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

Client Portal

scroll down

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.

INQUIRE