Equisoft for Insurance

From CRM to claims, we build insurance solutions for every part of the transformation journey. Designed to support all lines of business our technology is used worldwide as stand-alone modules, integrated solutions and complete back to front office platforms.


Explore Our End to End Solutions

Back Office

Sass policy admin system

Policy Administration System

Equisoft/manage is a flagship SaaS policy administration solution with extensive out of the box product support.

It leverages our unparalleled implementation expertise and flexible, modern platform that result in lightning fast implementations.

Who it's for:

  • Life, annuities and pensions carriers
  • Property and casualty carriers
  • Group Benefits and Health carriers
  • Individual and group
Insurance agency management

Agency Management System

Equisoft/centralize streamlines and connects a distributor’s operations with a single back office system that automates time consuming tasks like commission accuracy enforcement and compliance.

Who it's for:

  • BGA - MGAs
  • Banks & national accounts
  • Life insurance distributors of all types

Front Office

How Top Carriers Are Increasing Their Front—Office Digital Capabilities


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Implementation Services

Our implementation services team is globally recognized as the best in the world. Plus, we only work with the most respected PAS system in the industry.

Who it's for:

  • Any carrier implementing OIPA

Equisoft's Insurance Overview

Insurance Overview EN

Equisoft is Modernizing the Life Insurance Industry

See How We Do it.

Support All Lines of Business in a Single, Scalable Platform

Equisoft’s solutions alleviate our technology burden, so we can deliver exceptional value and service to our members and agents, the cornerstones of our business. We get the full cloud advantages, without the complexity and upfront costs.

Scott Schuetz


Equisoft is Modernizing the Insurance Industry

American Fidelity Logo 2021
New York Life logo
TIAA Logo 2021
Westpac Logo 2021
NCB Insurance Logo
Columbian Financial Group
Guardian Group Logo
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Hellenic Life
Empire Life

Discover Insurance Resources

Get the latest Insights into trends, solutions and inspiration from Equisoft.

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Quotes & Illustrations

3 Critical Reasons Why Insurers Need Integrated, Online Digital Agent Tools

Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market.
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Financial Needs Analysis

Insurance Leaders: 4 Ways Compliance Significantly Increases Advisor Revenue

Meeting client care standards is a game changer. Instead of treating compliance as an obligation, turn it into a growth engine.
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Policy Administration System

What Every Insurance Leader Should Know About PAS Modernization and Data Migration

Aging policy administration systems are creating a drag on insurers' business processes and hurting their ability to compete.
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