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Equisoft

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1835 Market Street, Suite 2910
Philadelphia, PA 19103
Phone: click for phone
About Equisoft
  • Equisoft specializes in business services and solutions that address the needs of the insurance industry. As a Gold Level Oracle partner and the first Oracle specialized integrator for the Oracle Insurance Policy Administration (OIPA) solution, Equisoft has deep expertise in processes within new business, underwriting, compensation management, policy service and claims management.

    Equisoft is the OIPA integration partner for more than fifteen insurers globally. Also, Equisoft develops and markets InsuranceElements to support sales illustrations and quoting, electronic application, financial planning and asset allocation, on both web-based and mobile platforms, thus providing solutions that span the complete value chain for life and annuity carriers.

    Equisoft has offices in the U.S., Canada, Latin America and South Africa.
Competitors of Equisoft
  • L&T Infotech Limited

    L&T Infotech is a wholly-owned subsidiary of the USD 15 Billion Larsen & Toubro Limited, which has a presence in construction, engineering, manufacturing & financial services. We are ranked as the 6th largest software & services exporter by NASSCOM. Insurance BU is the fastest growing BU with a... Read More
  • Eagle Investment Systems LLC

    Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure... Read More
  • SS&C Technologies, Inc.

    SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 10,000 financial services organizations, from the world’s...
Products by Equisoft
  • InsuranceElements

    Equisoft’s illustration sales tool provides industry-leading solutions for easy, state-of-the-art policy illustrating and quote building across multiple platforms. Available with InsuranceElements , as part of our Equisoft Composite or as a separate module. KEY ATTRIBUTES ✓ Full life, health... Read More
  • Oracle Insurance Policy Administration System

    Given Equisoft’s reputation in the insurance industry, many vendors would welcome an integration partnership with us. However, we work exclusively with the Oracle Insurance Policy Administration for Life and Annuity (OIPA) platform since 2004. We believe OIPA is the best available policy... Read More
  • WealthElements

    A MUST-HAVE, REGULATORY-COMPLIANT TOOL TO GROW YOUR BUSINESS The Financial Needs Analysis module offers advisors a precise assessment of a client’s current financial situation and future needs, including their financial profile (cash flow and net worth) as well as their retirement, education and... Read More
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