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.
We've transformed clients with complex annuity products, and data migration in 6 months.
No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff.
Consistent product launches and ROI keep you focused on innovating ahead of the competition.
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.
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