insurance policy administration software

Transform Your Life Insurance Policy Administration Software

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

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Transform Your Life Insurance Policy Administration Software with Equisoft/manage.

Insurance Policy Management Software

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

Manage 1 Index Annuity Valuation Off the Shelf Solution for Life and Annuity Products marked up 1

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

Life Insurance Policy Administration System

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

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Michael Zelesnik

Michael Zelesnik

Vice President, Insurance Solutions USA

Find out how you can effectively plan a PAS modernization project so that you avoid traps, pitfalls and challenges that can beset these complex initiatives.

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How To Kick Off a PAS Modernization Project, the Right Way: Insights From a Veteran Project Manager

Read this eBook to find out how conducting a detailed discovery, defining granular scope, and setting clear priorities can help you de-risk potential hazards, including:

  • Carrier team inexperience with modernization projects
  • Cost and time overruns from scope creep
  • Delays caused by unclear priorities
  • Lack of vendor/partner experience or expertise
The Reality Behind SaaS Policy Admin Vendor Claims

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

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Policy Administration System

How Fraternal insurance carrier GCU transformed into a pioneer of digital transformation

The following case study examines how GCU implemented Equisoft/manage as part of a their strategic initiative to reduce operational & technology costs by implementing a state-of-the-art, cloud hosted, digital policy administration system for their members and agents.

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Actionable Advice for Succeeding in your PAS Modernization

Modernize your PAS with Less Risk