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Equisoft/manage

The industry-leading, low-risk solution to modernizing legacy systems

OIPA pre-configured and maintenance free

OIPA pre-configured and maintenance free

Favoured by global insurance organizations

Favoured by global insurance organizations

Supported by experts with 25+ years experience

Supported by experts with 25+ years experience

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Stop spending money on your outdated core systems

Equisoft/Manage

Get Equisoft/manage

A cloud-based, SaaS insurance solution for organizations that want to create world-class customer experiences for a growing online/mobile client base.

From Underwriting to Claims, Equisoft/manage modernizes your entire policy lifecycle with pre-configured OIPA processes. Plus, it empowers insurers to:

  • Improve their speed-to-market time
  • Meet changing compliance requirements
  • Eliminate high-cost legacy systems

Plus! Modernize with less risk using our migration services. In over 200 projects we have a 99.9% data conversion success rate.

The foundation of your future is Equisoft/manage

Pre-Configured

Pre-Configured

Equisoft/manage comes pre-configured with production-ready processes for each stage of your policy lifecycle, making product development lightning fast.

Low-Risk

Low-Risk

Our proven expertise and strategic input minimizes project risks. Rest easy, we have 20 years experience with 100% success in more than 10 countries.

100+ Insurance APIs

100+ Insurance APIs

Access and leverage data in real-time, through over 100+ API methods available to be used. Connect to CRM, Illustrations, and more.

Elastic and Scalable Pricing

Elastic and Scalable Pricing

A low-cost of entry offering that lets you scale up or down application usage to meet your policy inventory or pilot projects without overpaying.

Client & Agent Portals

Client & Agent Portals

Give customers and agents mobile-first access to in-force policy information directly. Make real-time policy changes, and automate commissions reporting.

Maintenance Free

Maintenance Free

From hosting to managing your policy administration system, we take care of everything without infrastructure, maintenance, or development charges.

Talk to our team, we’re here to help!

Still not convinced Equisoft is the best solution for modernizing your legacy policy administration systems? Reach out so we can talk about other ways to prove it to you, like:  

  • Improve your speed-to-market time
  • Meet changing compliance requirements
  • Eliminate high-cost legacy systems

Learn more about Equisoft

Founded in 1994, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and a unique data migration expertise. The firm’s industry-leading products include a comprehensive SaaS policy administration solution, CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals.

Equisoft is also Oracle’s main global partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and over 450 specialized resources based in the USA, Canada, Latin America, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.