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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.

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.

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

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

Audience

Companies looking for an easy to implement policy administration software that's packed with modern features and ready to go to work

Audience

Life and annuity insurance providers, group insurers, and financial institutions looking to streamline and modernize their policy management processes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/policy-administration-system-manage

Company Information

Oracle
Founded: 1977
United States
www.oracle.com/financial-services/insurance/policy-administration/

Alternatives

Alternatives

TIS

TIS

Comtec Global
InsurancePlus Software Series

InsurancePlus Software Series

United Systems and Software
InsurancePlus Software Series

InsurancePlus Software Series

United Systems and Software
ForeSight

ForeSight

Insurance Technologies

Categories

Insurance Policy Supported

Categories

Insurance Policy Supported

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

Integrations

Equisoft/centralize Supported
Equisoft/connect Supported
Equisoft/illustrate Supported
LexisNexis Active Insights Supported
Milliman Supported

Integrations

Equisoft/centralize Not Supported
Equisoft/connect Not Supported
Equisoft/illustrate Not Supported
LexisNexis Active Insights Not Supported
Milliman Not Supported
Claim Equisoft/manage and update features and information
Claim Equisoft/manage and update features and information
Claim Oracle Insurance Policy Administration and update features and information
Claim Oracle Insurance Policy Administration and update features and information