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Life Policy & Investment Management


There are many providers of life policy and investments management systems to administer all lines of life insurance and investment products. In some cases these are offered on an outsourced basis, while others are for inhouse, or in other cases, it may be your choice.

Life Products supported range from traditional to term, with all of their variants. Investment Products are also widely varied and include annuities, universal life, and segregated funds.


Featured Providers

Equisoft

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Head office: Montreal

Serving Canada & United States
Policy Administration System Integration for the Life Insurance industry

EquiSoft specializes in Oracle insurance system integration and the development of tools and applications to support complete business solutions.

We offer:

  • The largest, most experienced Oracle Insurance Policy Administration integration team;
  • Recognized insurance, actuarial and IT experience;
  • Unique implementation methodology ensuring successful projects.

Exclusive features include:

  • Robust chassis that supplement the Oracle Insurance Policy Administration platform;
  • Life and annuity architecture: targeted recommendations for Policy Administration processes;
  • Data migration and upgrades to v.9;
  • Upgradable Oracle Insurance extensions and tools;
  • Strategies to support agile system integration of Oracle Insurance Policy Administration.




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