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...

scroll down

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.

Browse our solutions

Learn More

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

Learn More Equisoft/manage

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

Learn More

scroll down

ADVISOR

Equisoft/illustrate

Equisoft/apply

Financial Needs Analysis

Equisoft/illustrate

Formerly illustrations

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

Learn More

Equisoft/apply

Formerly Electronic Application

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

Learn More

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.

Learn More

scroll down

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

Learn More

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

Learn More

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

Learn More

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

Learn More

scroll down

CONSUMER

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

Learn More

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!