Accelerate Transformation with End-to-End Insurance Software Solutions

From CRM to claims management, 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 software solutions and complete back to front office platforms.

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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 results in lightning fast implementations.

Who it's for:

  • Life, annuity and pension carriers
  • Property and casualty carriers
  • Group Benefits and Health carriers
  • Individual and group
Insurance agency management

Insurance 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

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Client & Agent Portals

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:

  • Life and annuities carriers

Critical Resourcing Decisions that Ensure the Success of your PAS Modernization Project


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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 insurance policy administration system in the industry.

Who it's for:

  • Any carrier implementing OIPA

Equisoft's Insurance Overview

Insurance Overview EN

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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

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Discover Insurance Resources

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

Strategies for De-Risking Data Migration to Enable Policy Admin Modernization

Policy Administration System

Strategies for De-Risking Data Migration to Enable Policy Admin Modernization

While the green field approach to PAS modernization is a great way to kick-start your transformation with lower effort and less risk, it can also be a limiting, shorter-term solution. Read on for strategies on how to eliminate risk in your data migration.
Read Article
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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.
Read Article
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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.
Read Case Study

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