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Simplify complex policy management
Stay ahead in a shifting market with Andesaâs comprehensive policy lifecycle solutions. Whether youâre a carrier, broker, or stakeholder, youâll have the tools to optimize workflows, seize strategic opportunities, and adapt quickly and efficiently. SEE FOR YOURSELF.
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