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

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Policy Administration (OIPA)

New Business & Underwriting

Producer Management & Compensation

Claims Management

Data Migration

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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

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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

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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

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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

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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

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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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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

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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

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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

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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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AGENCY MANAGEMENT SYSTEMS

Agency Management System

Dynamic Compensation

Electronic Data Interchange (EDI)

Paramedical

Agency Management System

Equisoft’s Agency Management system makes life insurance operations more efficient and effective. It is specifically designed for the management of insurance applications and the servicing of inforce business—including all of the clerical operations of an agency.

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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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

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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.

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