Equisoft/manage is a fully integrated low-code/no-code, SaaS policy administration system for life, group and annuities.
Its API-driven, modular design provides full functionality and the pre-built integrations and product templates accelerate speed-to-market.
Who it's for:
Equisoft/centralize is your trusted digital partner. It’s a back-office system that gives control over every aspect of your business by streamlining workflows and removing compliance worries. It provides a centralized view of everything you need and boost productivity with tasks automation.
Who it's for:
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.
Who it's for:
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.
Who it's for:
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.
Who it's for:
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.
Who it's for:
Equisoft/sync is a SaaS multi-tenant advisor and client engagement platform that easily integrates policy data from all Policy Administration Systems (PAS). It provides insurance organizations with a secure portal for delivery of policy information directly to the policy holder and the agent, anytime and on any device. It also enables changes to contracts in real time.
Who it’s for:
Our implementation services team is globally recognized as the best in the world. Plus, we only work with the most respected insurance policy administration system in the industry.
Who it's for:
Our data migration has a 99.9% accuracy rate, and looks at each project from a business perspective, not just a technical standpoint. You don’t want to move data with anyone else.
Who it's for:
Leverage the best insurance & data expertise in the industry to manage the most significant change to insurance accounting compliance requirements in over 20 years.
Who it's for:
See How We Do it.
Eric Hosin
Group Head of Life, Health, and Pensions, Guardian Holdings Limited
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Policy Administration System
Financial Needs Analysis
Policy Administration System