equisoft / manage
by Equisoft · Insurance core · Montreal, Canada
AI-powered policy administration system for any PAS modernization.
What equisoft / manage does
- Policy administration
- AI-enabled workflows
- Support for life, annuities, pensions, group benefits, and health
- Back office operations
- Agentic AI innovation
What equisoft / manage is used for
- PAS modernization
- Digital transformation for insurers
- Multi-product administration
Who equisoft / manage is for
- Insurers
- Product manufacturers
- Life insurance companies
About Equisoft
AI-powered policy administration, agency management, and advisor tools for insurers and distributors.
Equisoft in the vendor registry: its products, features and similar vendors.
Also by Equisoft
- equisoft / centralize: Agency management system for distributors to manage insurance and segregated funds with automated compliance.
- equisoft / connect: CRM software designed for financial advisors to manage client relationships and automate sales tasks.
- equisoft / illustrate: Advanced quotes and illustrations tool for insurance products.
- equisoft / sync: Client and agent portal for insurance and investment management.
- equisoft / plan: Financial planning application for advisors.
- equisoft / analyze: Investment analysis and sales enablement tool for advisors.
More in this category: Insurance policy administration and claims software.
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