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Simplify complex policy management

Stay ahead in a shifting market with Andesa’s comprehensive policy lifecycle solutions. Whether you’re a carrier, broker, or stakeholder, you’ll have the tools to optimize workflows, seize strategic opportunities, and adapt quickly and efficiently. SEE FOR YOURSELF.

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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.

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Plan Administration

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

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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.

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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.

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Testimonials

“What ultimately brought us to Andesa and tipped us in their favor were three things=: 1) their smaller corporate size, 2) the prior relationship with our business 3) the hands-on service that they provide.”

“Andesa is very effective vendor and solution in this space. It has excellent people and the requisite technology to meet carriers’ administrative needs.”

“All of the people that we work with at Andesa are great.”

“From a reporting standpoint, our reports are a lot cleaner than our competitors.”

“One thing that needs to be said as a feather in Andesa’s cap is that its service performance during Covid was very good. We were extremely surprised to hear that Andesa’s people were working from home. There was no drop-off or change in service at all. It was really seamless and well done!”

“All of Andesa’s personnel were always readily available and we appreciate the extra effort that they would give to try to get things right.”

“Andesa’s people ask the right questions, and they really do care. They strive to get to the root of a problem, and they truly want to find a solution to address the issue.”

“Andesa is very invested in its clients and making sure that it delivers what its clients need.”

“Andesa’s people are invested in developing a relationship and forming a partnership. It’s part of the corporate culture at Andesa but even once removed from the overall corporate culture, they just have quality people.”

“Andesa has been willing to assist us with creating customized reports. It is very accommodating and responsive in that regard.”

“I like the fact that the Andesa Policy Administration system lets me find all relevant information on one page, rather than 100 screens. It’s a lot easier.”

“Andesa’s flexibility and knowledge of our product line, coupled with overall industry knowledge, makes doing business easy.”

“Andesa has been outstanding in working through the challenges with respect to our project. I am particularly impressed by the ability to problem solve and deliver on commitments.”

“Andesa has responsive personnel who care about making things right.”

“Andesa is continually thinking of ways to make our jobs easier.”

“Andesa has many talented and professional staff members. They are quick to respond to issues and work hard to resolve them.”

“We appreciate the partner relationship that we have with Andesa, rather than a typical vendor and client business arrangement.”

“Andesa does a great job of recovering and reacting. Any time I have ever had a critical need, it was addressed immediately.”

“The Andesa staff is exceptional. They have helped me and my team tremendously over the past year.”

“I like the fact that the Andesa Policy Administration system lets me find all relevant information on one page, rather than 100 screens. It’s a lot easier.”

Resources

CASE STUDY

Corporate-Owned Life Insurance System Case Study

READ

BLOG

Andesa’s Certified Evergreen® Recertification: A Commitment to Lasting Impact

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NEWS

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

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