Equisoft/manage is a fully integrated SaaS policy administration system for life, group and annuities, packed with flexible modules that ensure self-sufficiency.
Equisoft/manage offers a robust and comprehensive policy administration system designed to streamline insurance operations and enhance customer experience. The platform has a modular, event-driven architecture that services the entire insurance lifecycle, from quote to claim.
Designed to ‘plug and play’ with your ecosystem to cut implementation costs and timelines, while benefiting from our partnerships and tailored integrations.
Efficiency and Cost Reduction: Streamlines processes, reduces operational costs, and improves overall efficiency.
Flexibility and Scalability: Adapts to evolving insurer needs, supporting new products and services without extensive reconfiguration.
User-Friendly Interface: Designed for easy navigation by both staff and policyholders.
Data-Driven Insights: Advanced analytics and reporting capabilities for informed decision-making and enhanced customer service.
Key Features
Prebuilt Templates: Offers a variety of customizable templates for different insurance lines.
Full Lifecycle Support: Manages all aspects of policy administration, from initial application to claims processing.
Advanced Analytics: Provides comprehensive data analysis tools for operational insights and strategic planning.
Customization: Allows for tailored solutions to meet specific business requirements or market demands.
Supported Insurance Products
Life Insurance: Templates and tools tailored to manage life insurance policies.
Health Insurance: Comprehensive support for health insurance products.
Annuities: Specialized templates for managing annuity products.
