Streamline Buying Journeys with our eApplication Solution

Yes. Equisoft/apply isn't locked to one back-end. You can connect built-in integrations or wire it to your own policy sources, client databases, and UW engines.

Yes, Equisoft/apply supports lines of business beyond life insurance. Its proprietary eForm configuration is product-agnostic, so insurers can define the application flow, fields, and validation logic for any product without writing code. One platform covers Life, Health, Annuities & Pensions, Benefits, and Property & Casualty (car, home, commercial, E&O)

Yes. Equisoft is SOC 2 (SSAE 18) certified, with an independent third party auditing our controls and running penetration tests regularly. Every hosted solution is monitored 24/7 by a dedicated production support team, backed by formal disaster recovery and business continuity plans. The full SOC 2 report is available on request through your account manager.

Equisoft/apply runs on Microsoft Azure with SSAE 18 SOC 2 Type II attestation. Data is encrypted at rest (AES-256) and in transit (HTTPS/TLS is mandatory). Authentication uses OAuth 2.0 with OpenID Connect via Azure Active Directory, with optional MFA.

Real issuance. With IGO Validate Upfront, product limits, identity checks, addresses, and supplemental questionnaires are validated as the applicant moves through the form, so simplified-issue models can move from application to issued policy in seconds, on any device — not just a preliminary decision.

Through a modern API and micro UI architecture: pick from built-in integrations or connect your own internal or external systems and services. It's designed to sit inside your existing tech stack rather than replace it.

No. The low-code eForm configuration tool is built for business users. Form changes, branching logic, and product mapping are handled without code or compilation, so updates don't wait on an engineering sprint.

Yes, Equisoft/apply is multilingual and multi-currency out of the box, and the interface is WCAG 2.2-compliant, making it suitable for direct-to-consumer as well as advisor-led journeys.

Advisor-led, direct-to-consumer, and hybrid — all through one solution, with embedded, secure eSignature. It also covers inforce changes, replacements, upsells, and policy changes, so you're not maintaining a separate flow for new business versus existing policy transactions.

It's delivered as SaaS with flexible pricing models — cost-per-application or enterprise licensing — so carriers can choose the structure that fits their volume. Because pricing depends on scope (products, integrations, distribution channels), our team builds a specific quote during a scoping conversation rather than publishing a flat rate.

As a SaaS platform, Equisoft/apply is built to onboard quickly rather than require a long custom build. That said, an exact timeline depends on how many products, integrations, and distribution channels you're launching with. Our team maps out a specific implementation schedule with you during scoping rather than quoting a fixed number of weeks or months up front.