Software Products for Insurance & Wealth Management

Our Back Office Solutions

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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 results in lightning fast implementations.

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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.

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Pension & Investment System

Despite the high-profile of digital FinTech, most of the heavy-lifting in Financial Services goes on behind the scenes. It may not be pretty but, making sure that transactions are recorded, routed to the right place and synchronised is what makes the industry tick.

*Only available in the UK

Our Front Office Solutions

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Quotes & Illustrations

Equisoft/illustrate is a flexible, enterprise, multichannel solution for generating and comparing compliant quotes and illustrations. Carriers use it to quickly launch new insurance products and easily adapt to evolving regulatory requirements.

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eApplications & eSignatures

Equisoft/apply is a sales-flow-oriented, electronic application wizard that enables complete, straight through processing. It integrates with existing systems and delivers ultimate control over the question flow.

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Advisor-Focused CRM

Equisoft/connect is a CRM designed specifically for the life insurance industry. It automates burdensome tasks and business processes so advisors can focus more on developing customer interactions that lead to more sales.

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Financial Planning Tool

Equisoft/plan is a powerful suite of financial needs analysis and compliance tools. It drives the customer experience with intensive interpretations of a client’s present, and persuasive proposals for their future.

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Investment Analysis & Sales Enablement

Equisoft/analyze helps wealth professionals effectively compare investment products, design suitable portfolios and create powerful proposals and presentations.

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Client & Agent Portals

Support your agents and their clients with a rapid revolution in your digital engagement strategy. All with one out of the box solution that increases efficiency and integrates with multiple sources of policy data.