Life & Annuities Simplified

Andesa is a leading, employee-owned provider of policy lifecycle solutions for the life insurance and annuities industry. We help carriers, brokers, key stakeholders, and participants pursue strategic sales opportunities and successfully navigate market change.

9 out of the
Top 17

Life Insurance & Annuity
Carriers Represented

100%

Employee-Owned & US-Based

90 Net Promotor Score

for Client Satisfaction

40 Years

Providing Policy
& Plan Administration

15-Year

Average Client
Relationship

Market & Product Expertise

Navigate market change with an experienced partner by your side.

End-to-End Lifecycle Management

Leverage scalable software and services for true long-term success.

Data Security Commitment

Stay aligned with modern standards and expectations for data security.

Quotes & Illustrations

  • Pre-Sale and Post-Issue (Inforce)
  • Same Code for illustrations and Policy Administration
  • Complex Solves Supported, Including Unknowns
  • Ability to Link Benefit Plan Design to Insurance Policy Case Design

e-App & Issue

  • Carrier Branding
  • e-Signature Capabilities
  • Retail and Group Application Ceremonies
  • Medical and Guaranteed Issue
  • Integrates with Quotes & Illustrations and Policy Administration

Premiums & Collections

  • Initial Premium and Renewal Premiums
  • Multiple Billing and Payment Frequencies Supported
  • Group List Bill and Individual Direct Bill Processing

Transactions

  • Policy Issuance to Policy Termination for Transactions
  • Seamless Undo / Redo Processing
  • Full Audit Capabilities, Including Validation and Submission
  • Role-Based Security Control Creation and Submission
  • Time-Based and Temporal Events Automatic to Calculation Engine

Commissions

  • Commission Calculations and Statement Generation
  • Seamless Integration with Corporate Commission System
  • Custom Schedules: Target and Excess, First-Year and Renewal, 1035 Internal or External

Interfaces

  • ASCI Text, API, JSON, XML, and Excel Data Formats
  • Includes Accounting, Reinsurance, Valuation, Tax, Trades, Commissions, and Correspondence
  • Contract / Policy Page Printing or Data Transfer to Enterprise Solutions
  • Custom Schedules: Daily, Monthly, Quarterly, Annual, Calendar or Business Day

Reporting

  • Carrier-Branded Custom Parameterized Reports
  • Policy Statements and Confirmation Statements
  • Scheduled Reporting and On-Demand Reporting
  • Custom Queries to Fulfill Audit Requests

Portals

  • Agent / Broker Inquiry Portal
  • Carrier Inquiry Portal for Values, Transactions, and Non-Financial Data
  • Case-, Division-, and Policy-Level Data Views
  • Policy Owner Self-Service Portal
  • Multi-Browser Support
  • Tablet-Friendly

Manage All Areas of
the Policy Lifecycle

Andesa offers the solutions needed to manage every aspect of policies and plans from new business, application fulfillment, and enrollment processing to administration, servicing, and termination.

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Get to Know Andesa

Cloud-Based Solutions

Policy Administration

Optimize internal processes, reduce risk, and achieve unparalleled data accuracy with multilayered software that takes a transaction-based approach to policy configuration.

Plan Administration

Manage a variety of plans, ensure compliance, and offer support through powerful software with everyday tools and advanced reporting capabilities.

Strategic Services

Third-Party Administration

Customize a Third-Party Administration solution with services for all components of policy lifecycles, including billing and collections, death claim support services, client output processing, and transaction processing.

Product & Actuarial Support

Navigate the complexities of the life insurance business with an experienced team that helps ensure compliance and create new efficiencies through decades of product design and insurance knowledge.

Testimonials

Resources

CASE STUDY

Corporate-Owned Life Insurance System Case Study

READ
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BLOG

How Advanced Life Insurance Illustration & Quoting Software Transforms Policy Administration

READ

NEWS

Andesa Successfully Completes 2024 SOC 1®, SOC 2®, and SOC 3® Examinations

READ

Let's Talk

Fill out the form below to get connected with a member of our team. Please note that all Andesa communications are only available in English, and all services may only be rendered in US dollars at this time.

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