Easy to implement policy administration software that’s packed with modern features and ready to go to work.
Equisoft/manage is a SaaS policy administration system using low-risk, production ready digital business processes.
PAS Implementation Complexity and Upfront Costs Solved in a Cloud Enabled Platform
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.
MIB, Milliman, USPS, LexisNexis, PeopleSoft, Docusign, ACORD and many more. Check out our full list of integration partners.
Complete support for bulk file transactions as well as portals for plan administrator and participant self-service.
Core PAS That Needs Less of Your Budget, and Even Less of Your Time
We've transformed clients with complex annuity products, and data migration in 6 months.
No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff.
Consistent product launches and ROI keep you focused on innovating ahead of the competition.
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!
Consolidate end to end management of your agency, commissions, compensation and claims with our modular approach to Policy Administration System implementation.
SVP & CIO at National Western Life.
Vice President, Insurance Solutions USA
Luis is an expert in the financial services space with 30+ years in life insurance & investment industries.See more insights from Michael
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