Equisoft

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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.

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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