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Directory → Software → Philadelphia → Equisoft Insurance Software
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Equisoft Insurance Software
Insurance Agency Management Software Provider
What Equisoft Insurance Software does
Equisoft is a technology company serving the insurance and investment industries, describing itself as an AI-enabled organization focused on digital transformation. Its offerings include insurance platforms with integrated or modular front and back end systems for manufacturers, distributors and advisors, and investment applications and tools for fund manufacturers, broker/dealers and advisors. The company also provides implementation services and support for Oracle Insurance Policy Administration (OIPA), along with data migrations and front end tool implementations. It reports more than 350 financial institutions using its solutions globally, and more than 35 insurance policy administration clients.
Summarised from the business's own website, checked October 2026. Not written or endorsed by the business.
About
Digital transformation of insurance agency
Choosing a software company or product
Software is a long relationship. Look past the demo: data export, support and price rises are what matter in year two.
What to check
- A free trial or demo with your own data
- You can export your data in a usable format
- Support hours and response times
- Security and where your data is stored
Questions to ask
- How often do prices change?
- What happens to my data if I cancel?
- Does it connect to the tools we already use?
Customer reviews
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We are a team of software development ninjas who have worked on development of a number of SaaS solutions for various industries