Equisoft/Manage - North America
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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Equisoft/Manage
A SaaS policy administration solution using low-risk, production-ready digital business processes.
Equisoft/Manage is a cloud-based, turnkey solution that allows you to take advantage of new digital opportunities while meeting the increasingly complex challenges of the insurance industry. This innovative SaaS offering is ideal for carriers seeking to build their online brand, foster client engagement and gain market share with peace of mind and shorter timelines. Equisoft /Manage features leading-edge front-end tools that integrate seamlessly with the Oracle Insurance Policy Administration for Life and Annuity system, currently the best platform on the market. The Equisoft/manage offering supports all insurance product lines.
Key Features
Infrastructure & Managed Services
- Equisoft handles fully-managed administration of core system policy administration, patches, hot-fixes, redundancies, and disaster recovery
- Carrier is only required to connect their on-premises network to the Azure cloud subscription.
- Very light IT involvement from staff.
- Carrier receives an enterprise-grade solution without the IT complexity
- Scale down: Carrier not required to purchase expensive enterprise licenses they may not need or be able to fully take advantage
Off the shelf product availability
- Speed to market
- No dependency on key internal individuals
- Lower cost
- Allows carriers to focus on insurance product offering, not how to support it or the operational transactions
- Supports a functional Final Expense Whole Life Product
- Can quickly be leveraged for other fixed premium or term products
- Development of fixed, variable and indexed annuity functionality underway
Scalable Pricing
- Pay per usage
- Per policy pricing commensurate with volumes
- Storage can expand as data needs & product offering grow
Growing list of pre-integrated 3rd party services
- Building the following pre-built integration into the platform
- Bank NSF, Correspondence/Document Generation, Actuarial extracts
- MIB/Milliman
- USPS
- OFAC
Key Benefits
- Best of breed design and business process
- Common rules framework is geared towards operational efficiencies
- Lower implementation timeline and budget
- End-to-end functionality for life, annuities, and group in a single platform
- Out of the box online portal for agents and customers
- State of the art technology that performs and scales
Product/Service details
SOLUTION OR SERVICE TYPE