Equisoft

Solution-driven Innovation Applications Development

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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.

Company Details

Address
1835 Market Street, Suite 2910
Philadelphia, PA 19103

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Products & Services

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InsuranceElements

Equisoft’s illustration sales tool provides industry-leading solutions for easy, state-of-the-art policy illustrating...

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Oracle Insurance Policy Administration System

Given Equisoft’s reputation in the insurance industry, many vendors would welcome an integration partnership with us....

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WealthElements

A MUST-HAVE, REGULATORY-COMPLIANT TOOL TO GROW YOUR BUSINESS The Financial Needs Analysis module offers advisors a...

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WealthElements Advisor Suite

FREE 15 DAY TRIAL This sales-oriented, compliance-friendly module helps financial professionals prepare compelling,...

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WealthElements Advisor

FREE 15 DAY TRIAL This sales-oriented, compliance-friendly module helps financial professionals prepare compelling,...

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News & Press Releases

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Press Release

EquiSoft Onboards Life Insurance Veteran Mark DePhillips

Published: 3/3/2017
Press Release

CARIBBEAN INSURER FAMILY GUARDIAN SELECTS EQUISOFT FOR MULTI-YEAR TECHNOLOGY ENHANCEMENT PROJECT

Published: 2/23/2017
Press Release

EquiSoft Further Expands its Insurance and Wealth Offering with Opening of India Office

Published: 9/23/2016
Press Release

EquiSoft Wins the Outstanding Industry Service Provider Award

Published: 6/7/2016
Press Release

EquiSoft Enhances Its Insurance Team With Industry Veteran Roger A. Soppe

Published: 5/31/2016