Transformative Life, Annuity & Pension Software Solutions

This powerful set of back to front office solutions and services is designed to deliver tremendous results for growing your business, managing change, and exceeding the evolving needs of your customers across all lines of business. Supports both individual and group.


The Modern Carrier's Platform

Back Office

End to end insurance solutions

Rapid, Risk Free Transformation

Traditional core system replacement efforts are complicated from an infrastructure, integration, and execution standpoint.

Equisoft/manage is a cloud platform that takes complexity off the table, and lets IT executives focus on creating an innovative insurance system portfolio to meet the needs of their business.

Pension Graph Updated

Pension & Investment Systems

Our asset transfer automation and pension administration tools help financial services companies automate and streamline their back-office operations. These products are currently only available in the UK.

Who it’s for:

  • Pension administrators
  • Wealth managers
  • Custodians and fund managers

The Next Era of Digital Innovation in Insurance

Front Office

Equisoft Sync hero web 1920x2560 smaller v02

Create Superior Customer and Agent Experience

Easily integrate policy data from any Policy Administration Systems (PAS) in one client and advisor self-service portal that delivers frictionless customer and agent experience.

Equisoft/sync is an out-of-the-box digital engagement platform that integrates multiple sources of policy data to enhance engagement, increase customer support efficiency and lower acquisition and maintenance costs compared to custom-built portals.


Implementation Services Ferris Wheel 4000x3000

Systems Integration

Our system integration services are globally recognized as the best in the world. Plus, we only work with the most respected Policy Administration System in the industry.

Support All Lines of Business in a Single, Scalable Platform

Actionable Advice for Succeeding in your PAS Modernization

The flexibility of a modern, configurable and scalable solution certainly impressed us and the depth of experience that Equisoft brings to a project was also key in helping us make our decision.

Greg Owen

SVP & CIO at National Western Life

Carriers of All Sizes Use Our Solutions To Drive Their Success

IA Investia
PRCUA Life Logo
Manulife Securities Logo 2021
La Capitale logo 2
Old Mutual logo 2
Family Guardian Logo 2021

Take Your Business Further

Explore Equisoft Insights for insurance ideas, solutions, and inspiration.

Car City 1920x1080

Policy Administration System

How to Kick-Start PAS Modernization: Part 1

Starting your PAS modernization journey? We're sharing our learnings from helping 50 of the world's leading financial institutions.
Read Article
Equisoft Connect Display CRM 1920x1080

Quotes & Illustrations

Integrated Insurance Quoting and Illustration and e-Application Solutions Drive Superior Client Experiences

Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market.
Read Article
What Every Leader Should Know About PAS Modernization

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.
Read Article

Return to top