Andesa Services offers a comprehensive suite of integrated policy administration, plan administration and illustration solutions for life insurance and annuity carriers and brokers.

Andesa began as a pioneer in the field of corporate- and bank-owned policy administration. Today, more than 30 years later, we provide highly efficient, cost-effective software-as-a-service (SaaS) offerings to top- and mid-tier life and annuity carriers, as well as numerous leading distributors and brokers.

From policy administration and illustrations to reporting, new business processing/enrollment and policyholder self-service, we specialize in providing solutions that streamline workflows, improve speed-to-market, reduce infrastructure costs and allow our clients to better serve their end customers.


JavaScript required to play Andesa Services Overview.

Our model is focused on allowing partners to outsource smartly, reducing resources spent on non-value-add activities while increasing focus on core competencies.

Above all, Andesa is focused on providing an unparalleled level of value. Clients can choose to leverage our solutions on a standalone basis, or leverage our entire integrated suite for holistic policy lifecycle management – from new business and enrollment processing through administration, servicing and termination. Throughout the process, our team is on call to forestall challenges and ensure a “win-win-win” relationship.



paper bird graphic
  • Contact Us

    • This field is for validation purposes and should be left unchanged.
  • Testimonials

    Read Success Stories

    “The client service at Andesa continues to blow my expectations out of the water. They are knowledgeable, responsive and could not possibly deliver better service to me and my team.”

    “Andesa approaches the engagement in the spirit of a true partnership.”

    “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, in my mind, exemplifies how a business partnership should work. They’re certainly interested in our success – the more successful we are at maintaining our business, the better it is for them.”

    “All of the on-demand, web-based solutions make Andesa’s services easy to use.”

    “Andesa gave us good solutions that we can use — or our clients can use — to make the whole process better.”

    “The Andesa Policy Administration system makes more reporting data readily available. It is also much easier to run a report at any level, and get all the groups and sub groups.”

    “Issuing policies in bulk is a real pleasure.”

    “The Andesa Policy Administration system is a big improvement from our old system.”

    “Thank you to the Andesa team for an exceptional job done with the conversion.”

    “We can change priorities quickly and Andesa is able to react as needed. Andesa is always looking for ways to improve the solutions they offer.”

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

    “Andesa works to meet all timelines and shows a committed effort to helping the customer.”

    “Andesa has flexible systems and a knowledgeable and responsive staff.”

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

    “Andesa has a client-oriented staff that can adapt to our business needs and is willing to think outside the box.”

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

    “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.”


    “We’ve had a very successful first week on the Andesa system. Associates are feeling upbeat, have provided extremely positive feedback, and are impressed with the ease of use and accurate processing.”

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

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

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

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


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