Equisoft

1835 Market Street, Suite 2910
Philadelphia, PA 19103

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

Nest Innovative Solutions Pvt. Ltd.

Nest Innovative Solutions Pvt. Ltd.

Nest works exclusively in the insurance space and has created the Macaw© brand of components and products on free and open-source platforms. Nest offers a wide range of business solutions centered around its cutting-edge products and components viz. Macaw Agency Management System, Macaw... Read More

EXL LifePRO

EXL's policy administration platform, LifePRO®, provides flexible support for a broad range of life, health and annuity products. It streamlines policy administration through features such as a central product rules engine, real-time customer service and flexible agent compensation support.... Read More

Optical Image Technology

to ECM The simple truth is that business relies on documents and files. The complex reality is that those documents and files are moving targets, constantly aging, with varying levels of importance and liability. Access, workflow, and task management are crucial, everyday necessities. Retention,... Read More

Products by Equisoft

By Equisoft

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 »

By Equisoft

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 »

By Equisoft

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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