“A One Stop Life, Health, and Annuity Resource.”
Easy to implement policy administration software that’s packed with modern features and ready to go to work.
Equisoft/manage is a SaaS policy administration solution using low-risk, production ready digital business processes.
Off the shelf life, annuity & final expense insurance products built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules.
MIB, Milliman, USPS, LexisNexis, PeopleSoft, Docusign, ACORD and many more. Check out our full list of integration partners.
Complete support for bulk file transactions as well as portals for plan administrator and participant self-service.
Equisoft/manage is built on the Oracle Insurance Policy Administration platform, and turbo charged with a state-of-the-art self-service portal for advisors, agents, plan administrators, participants and individual customers!
Consolidate end to end management of your agency, commissions, compensation and claims with our modular approach to Policy Administration System implementation.