Equisoft/manageEquisoft
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Related Products
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About
Off-the-shelf life, annuity & final expense insurance products are built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Complete support for bulk file transactions as well as portals for plan administrator and participant self-service. We've transformed clients with complex annuity products, and data migration in 6 months. No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff. Consistent product launches and ROI keep you focused on innovating ahead of the competition. Consolidate end-to-end management of your agency, commissions, compensation, and claims with our modular approach to policy administration system implementation.
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About
Meet changing market demands with a modern, rules-based life insurance policy administration solution that supports new business underwriting, policy issuance, billing, collections, policy processing, and claims for Individual Life and Annuity and Group Insurance all on a single platform. Rethink your business by consolidating policy processes for optimal, long-term efficiency. Scale up or down with a rule-based, life insurance policy management system that creates a digital ecosystem for an improved customer experience. Rapidly configure, manage, and bring group insurance products to market through a highly flexible, rules-driven policy administration solution. A life insurance policy management system on a single platform for individual & group that creates hybrid products and collaborates across businesses. Increase business agility with a componentized solution that shares business rules to increase speed to market and drives process automation reducing operational costs.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies looking for an easy to implement policy administration software that's packed with modern features and ready to go to work
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Audience
Life and annuity insurance providers, group insurers, and financial institutions looking to streamline and modernize their policy management processes
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationEquisoft
Founded: 1994
Canada
www.equisoft.com/products/policy-administration-system-manage
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Company InformationOracle
Founded: 1977
United States
www.oracle.com/financial-services/insurance/policy-administration/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Insurance Policy Features
Cancellation Tracking
Not Supported
Claims Tracking
Not Supported
Policy Generation
Not Supported
Policy Issuance
Not Supported
Policy Processing
Supported
Quotes / Estimates
Not Supported
Rating Engine
Not Supported
Reinstatement Tracking
Not Supported
Reinsurance Administration
Not Supported
Renewal Management
Not Supported
Underwriting Management
Not Supported
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Integrations
Equisoft/centralize
Supported
Equisoft/connect
Supported
Equisoft/illustrate
Supported
LexisNexis Active Insights
Supported
Milliman
Supported
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Integrations
Equisoft/centralize
Not Supported
Equisoft/connect
Not Supported
Equisoft/illustrate
Not Supported
LexisNexis Active Insights
Not Supported
Milliman
Not Supported
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