insurance policy administration software

Rapid Transformation Without the Risk

Easy to implement policy administration software that’s packed with modern features and ready to go to work.

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Equisoft/manage is a SaaS policy administration solution using low-risk, production ready digital business processes.

PAS Implementation Complexity and Upfront Costs Solved in a Cloud Enabled Platform

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Off-the-Shelf Solution for Life and Annuity Products

Off the shelf life, annuity & final expense insurance products built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules.

Manage third party integration

Third Party Integration to All Leading Services

MIB, Milliman, USPS, LexisNexis, PeopleSoft, Docusign, ACORD and many more. Check out our full list of integration partners.

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Full Group Benefits, Worksite and Pensions Functionality

Complete support for bulk file transactions as well as portals for plan administrator and participant self-service.

PAS Modernization: Key Insights From Leading Executives

Core PAS That Needs Less of Your Budget, and Even Less of Your Time

Manage NEW A Supercharged Digital End to End Experience

A Supercharged, Digital End to End Experience

Equisoft/manage is built on the Oracle Insurance Policy Administration platform, and turbo charged with a state-of-the-art self-service portal for advisors, agents, plan administrators, participants and individual customers!

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Simplify Your Core System Footprint With a Modular Implementation

Consolidate end to end management of your agency, commissions, compensation and claims with our modular approach to Policy Administration System implementation.

Wondering What Makes Equisoft/manage Better? This will help.

  • Transformation without the headaches
  • A single, end to end platform
  • Functionality for life and annuities
  • Lower upfront capital costs
  • Out of the box portal for agents & customers
  • Supports multiple languages & currencies
  • Customizable design
Implementing a flexible and scalable policy administration platform with a user-friendly servicing portal was a key component in our strategy. This is the first phase of a multi-phase initiative that will transform NWL’s business into an efficient digital model. We look forward to seeing the successful completion of the entire transformation initiative.

Greg Owen

SVP & CIO at National Western Life.

Used by Insurance Carriers That Demand the Best Software Solutions

Ivari
GCU
Universal
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Luis Romero

Luis Romero

Founder and Chief Executive Officer

Luis is an expert in the financial services space with 30+ years in life insurance & investment industries.

See more insights from Luis
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The Reality Behind SaaS Policy Admin Vendor Claims

Read the eBook to find out how to:

  • Ensure your vendor can accelerate your speed to market
  • Uncover if they can meet your configuration requirements
  • Identify if they can deliver on implementation promises
The Reality Behind SaaS Policy Admin Vendor Claims

Put Your Core System on Autopilot So You Can Focus on Growing Your Business

Modernize your PAS with Less Risk