Equisoft for Insurance

From CRM to claims management, we build insurance solutions for every part of the transformation journey. Designed to support all lines of business our technology is used worldwide as stand-alone modules, integrated software solutions and complete back to front office platforms.

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Equisoft is Modernizing the Insurance Industry

American Fidelity Logo 2021
Westpac Logo 2021
TIAA Logo 2021
Columbian Financial Group
New York Life logo
Old Mutual logo 2
Guardian Group
Hellenic Life
Empire Life
Equisoft’s solutions alleviate our technology burden, so we can deliver exceptional value and service to our members and agents, the cornerstones of our business. We get the full cloud advantages, without the complexity and upfront costs.

Scott Schuetz


Back Office

Sass policy admin system

Policy Administration System

Equisoft/manage is a flagship SaaS policy administration solution with extensive out of the box product support.

It leverages our unparalleled implementation expertise and flexible, modern platform that result in lightning fast implementations.

Who it's for:

  • Life, annuities and pensions carriers
  • Property and casualty carriers
  • Group Benefits and Health carriers
  • Individual and group
Insurance agency management

Agency Management System

Equisoft/centralize streamlines and connects a distributor’s operations with a single back office system that automates time consuming tasks like commission accuracy enforcement and compliance.

Who it's for:

  • BGA - MGAs
  • Banks & national accounts
  • Life insurance distributors of all types

Front Office


Implementation Ferris Wheel 4000x3000

Implementation Services

Our implementation services team is globally recognized as the best in the world. Plus, we only work with the most respected insurance policy administration system in the industry.

Who it's for:

  • Any carrier implementing OIPA

Support All Lines of Business in a Single, Scalable Platform

Ready to Dive Deeper?

Discover Insurance Resources

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Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market.
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Insurance Leaders: 4 Ways Compliance Significantly Increases Advisor Revenue

Meeting client care standards is a game changer. Instead of treating compliance as an obligation, turn it into a growth engine.
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What Every Leader Should Know About PAS Modernization

Policy Administration System

What Every Insurance Leader Should Know About PAS Modernization and Data Migration

Aging policy administration systems are creating a drag on insurers' business processes and hurting their ability to compete.
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