Insurance Policy Administration Software

Andesa offers modern cloud-based policy administration systems in life insurance and annuity industry for transaction management and recordkeeping that help our partners streamline everyday operations and deliver products for financial protection and well-being. Leading carriers use our Policy Administration software and strategic services to support open and closed blocks of individual and group products. Learn how a customizable policy administration system can benefit your organization in a discovery consultation with true policy lifecycle experts.

  • Market & Product Expertise Evolve internal processes and core products to meet ever-changing customer needs.
  • End-to-End Lifecycle Management Manage life insurance and annuity policies and plans from new business, application fulfillment, and enrollment processing to administration, servicing, and termination.
  • Data Security Commitment We complete annual SOC examinations, test our incident response and recovery plans yearly, and host client data in Tier 3 redundant data centers.

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Why Andesa?

Illustrations

Access uniquely accurate pre-sale and inforce projections.

New Business Processing

Leverage a portal to provide complete, in-good-order electronic new business data submissions.

Reporting

Generate dynamic recurring, scheduled, and custom ad hoc reports at the case, division, or policy level.

Policy Inquiry

Obtain instant access to granular case, division, and policy information daily.

Additional Capabilities

Utilize an advanced conversion engine, policyholder self-service portal, and product validation features.

About Andesa

Andesa is a leading, employee-owned provider of policy lifecycle solutions for the life insurance and annuities industry that offers modern cloud-based systems for transaction management and recordkeeping. Through flexible end-to-end lifecycle management solutions, a commitment to data security, and decades of market and product expertise, we help carriers, brokers, sponsors, and participants pursue strategic sales opportunities and successfully navigate market change.

Featured Case Study

Life Insurance Policy Administration System UL and VUL Case Study

We take a transaction-based approach to fixed and indexed Universal Life and Variable Universal Life policy admin systems. Learn more in a free Case Study.