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About

Off-the-shelf life, annuity & final expense insurance products are built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Complete support for bulk file transactions as well as portals for plan administrator and participant self-service. We've transformed clients with complex annuity products, and data migration in 6 months. No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff. Consistent product launches and ROI keep you focused on innovating ahead of the competition. Consolidate end-to-end management of your agency, commissions, compensation, and claims with our modular approach to policy administration system implementation.

About

Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for an easy to implement policy administration software that's packed with modern features and ready to go to work

Audience

Insurance brokers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$70 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/policy-administration-system-manage

Company Information

PolicyFlow
Founded: 2013
United Kingdom
policyflow.co.uk

Alternatives

Alternatives

Go-Insur

Go-Insur

Pancentric Digital
InsurancePlus Software Series

InsurancePlus Software Series

United Systems and Software
OWLS

OWLS

OWLS Software
mPACS

mPACS

Mandon Software
TIS

TIS

Comtec Global
ForeSight

ForeSight

Insurance Technologies
OPUS

OPUS

OMNIX Software Solutions

Categories

Categories

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
Feefo
LexisNexis Active Insights
Mailchimp
Milliman
QuickBooks Online
Trustpilot
Xero

Integrations

Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
Feefo
LexisNexis Active Insights
Mailchimp
Milliman
QuickBooks Online
Trustpilot
Xero
Claim Equisoft/manage and update features and information
Claim Equisoft/manage and update features and information
Claim PolicyFlow and update features and information
Claim PolicyFlow and update features and information