insurance policy administration software

Transform Your Life Insurance Policy Administration Software Rapidly

A fully integrated SaaS policy administration system for life, group and annuities, packed with flexible modules that ensure self-sufficiency.

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Speak to an Expert

Off-the-Shelf Innovation for Life, Group & Annuity Products

Pre-integrated life, annuity and final expense insurance products, plus unit fund products and a wide array of investment crediting rules, all built-in and ready for launch.

Modular

Activate a web of accelerators and tools, from e-applications and illustrations to essentials like document generation, management, workflow, claims, and analytics.

API-driven

Use out-of-the-box, business-driven APIs, and an extensive network of additional APIs to facilitate interactions with other modules in our ecosystem.

Guaranteed Self-sufficiency

From development to admin tasks, our low-code IDE and carrier self-serve tools enable efficient innovation across the insurance lifecycle without external dependencies.

Pre-integrated

Designed to 'plug and play' with your ecosystem to cut implementation costs and timelines, while benefiting from our partnerships and tailored integrations.

Analytics (coming soon)

Fully leverage all your structured and unstructured data to unlock powerful insights that enhance decision-making in policy servicing, underwriting, and sales with our cutting edge, AI-driven analytics feature.

Cost and time saving templates available for even the most complex insurance products

Why Choose Equisoft/manage

  • Get to Market Faster, and More Efficiently

    • Pre-built product Foundation templates accelerate your transformation
    • Cloud native SaaS no-code/low-code platform
    • API-driven, with a large network of integrations and partners
    • Modular platform with digital modules, workflow, CCM & document management

  • Manage With More Flexibility & Autonomy

    • Low-code/no-code engine supports modern development workflows, including CI/CD
    • Integrated unit and regression testing
    • Carriers can control product updates, and safely release to production
    • Own your data strategy with our OOTB data staging solution

  • Maintain Advanced Security, Compliance, and Robust SLAs

    • Certified for regional standards like SOC and ISO
    • Certified for Enterprise Risk Management (ERM)
    • Strict access controls, security stamps, and audit trails
    • Robust SLAs with disaster recovery, monitoring, and incident management

  • Gain Actionable Insights with Advanced Analytics Integrated with AI

    • AI augmented dashboards drive business insights and oversight
    • Streamline operations with our advanced and configurable alerting system
    • Automated triggers driven by AI improve loss ratios and portfolio growth
    • AI-driven predictive & prescriptive analytics leveraging the latest in deep learning models

6

Months to go-live

Rapid deployment of insurance products

26M+

Policies in Production

Our policies are used every day around the globe

280+

Companies Using Equisoft

Top insurers run their business using Equisoft'solutions

PAS Modernization: Key Insights From Leading Executives

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Used by Insurance Carriers That Demand the Best PAS Software

GCU
America fidelity
Assurant
CFG logo
Voya
Nationwide
National Western Life
Universal
Polish Roman Catholic Union of America
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.

See more case studies, testimonials and success stories.
We chose Equisoft/manage pre-configured SaaS solution to rapidly modernize our technology platforms. Equisoft has ensured a fast and painless transformation and we are thrilled with the impact this solution has had in our market.

Scott Schuetz

Chief Operations Officer at GCU USA

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Implementing Equisoft/manage from our legacy systems enables us to launch products faster and consolidate multiple PAS into one modern system. Equisoft’s insurance solutions, data migration expertise, and proven track record in the Caribbean offer us the best combination to implement our digital transformation strategy.

Eric Hosin

Group Head of Life, Health, and Pensions, Guardian Holdings Limited

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Equisoft manage puzzle

Seamless Integrations That Facilitate PAS Implementation

  • Application Capture: eApp, Tele-App, High-speed Paper
  • Automated Underwriting: Using MIB, Quest, Milliman, LexisNexis integrations
  • Agency Management & Compensation: Instant payment and E-Statement
  • Premium Collection: ACH integration, Online bill settlement
  • Policy Changes: Customer self-service, agent-assisted
  • Claims & Payments: Claim notice, E-Statement
See all available integrations.
Equisoft manage document management

Easier Paper Trails With Document Management & Generation

  • API suite generates, uploads, and downloads documents
  • Scalable repository with high data volumes
  • Efficient content organization and automated information governance
  • Digitize, store, assign, track, and follow-up (content available for all steps)
  • Email integration that improves user experience
  • Integrated document management workflows improve efficiency
  • Ability to build custom templates

See Related Resources

Satish Krishnan

Satish Krishnan

Vice President, Account Management USA

Satish has over 20 years of experience in the life insurance and annuity industry. He’s an expert at developing and implementing long-term business & technology solutions.

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Contact Satish

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

Read the case study to learn how:

  • The solution was successfully integrated with Milliman and MIB to enable automated underwriting on over 600 policies a month.
  • KYC integrations cut back on a lot of the manual entry that was previously required.
Equisoft Case Study How fraternal insurance carrier GCU transformed into a pioneer of digital transformation
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Get Your Policy Admin Solution Running with Less Complexity, Risk, and Implementation Costs

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