Equisoft/manage
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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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
