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.
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.
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:
Enable your salesforce to deliver compliant life and annuity proposals that are not only compelling, but effective in highlighting product benefits through side-by-side comparison, concepts and more.
Equisoft/illustrate easily integrates with your systems. It empowers you to quickly update products on your platform so you can go-to-market faster.
Turning the application process from a data entry task into a frictionless buying experience is how top carriers power more sales.
Equisoft/apply makes policy approvals seamless with support for every straight through processing model, including fully underwritten questionnaires, tele-interviews, and instant-decisioning with immediate approval.
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.
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.
Our data migration has the highest accuracy rate, with expertise across 200 different life insurance systems. We move data 40% faster and 40% less cost.
This new global accounting standard poses a formidable challenge to carriers. We’re the experts that can help.
Greg Owen
SVP & CIO at National Western Life
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