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

Nearly 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