Insurance&Tech_TLB_12.12.19

Products by Equisoft

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  • 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
  • WealthElements Advisor

    FREE 15 DAY TRIAL This sales-oriented, compliance-friendly module helps financial professionals prepare compelling, well-documented proposals and Investment Policy Statements in four easy steps: 1. Review the current asset mix Determine true, up-to-date portfolio asset class exposure based... Read More
  • WealthElements Advisor Suite

    FREE 15 DAY TRIAL This sales-oriented, compliance-friendly module helps financial professionals prepare compelling, well-documented proposals and Investment Policy Statements in four easy steps: 1. Review the current asset mix Determine true, up-to-date portfolio asset class exposure based... Read More
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