Equisoft/manage

Equisoft/manage

Equisoft From Canada

Equisoft/manage delivers a robust SaaS policy administration system designed specifically for life insurance, annuities, and group benefits. It features pre-integrated insurance products, enabling rapid deployment within six months. The modular architecture supports operational self-sufficiency, facilitating streamlined data management and enhanced client and agent experiences across multiple platforms.

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Company Information

  • Company: Equisoft
  • Country: Canada

Top Equisoft/manage Features

  • Fully integrated SaaS solution
  • Rapid deployment of insurance products
  • Pre-integrated insurance offerings
  • Self-sufficient modular design
  • Bulk file transaction support
  • Advisor-focused CRM capabilities
  • Client and agent portals
  • Data migration and conversion services
  • IFRS 17 compliance readiness
  • Comprehensive policy administration
  • Flexible investment crediting rules
  • Electronic application processing
  • Distribution optimization tools
  • Advanced analytics and insights
  • Customer experience enhancement
  • Automated quotes and illustrations
  • Customizable reporting features
  • Support for complex annuity products
  • Seamless integration with OIPA
  • 280+ companies utilizing platform