Policy Lifecycle Software

Our policy lifecycle software are developed with the complexity of individual and group insurance in mind. We take a transaction-based approach to policy and plan configuration, issuance, and activity to optimize processes and reduce errors.

Perform everyday admin tasks and ensure compliance, offer contactless customer support through secure self-service portals, and seamlessly integrate the software with advanced tools for illustration, new business processing, and reporting.

Our Software

Policy Administration

Leading organizations, including nine of the top seventeen life insurance and annuity carriers, use our Policy Administration software to support blocks of individual and group products. Hosted in a secure, private cloud environment, this software takes a transaction-based approach to product configuration, policy issuance, and policy lifecycle events.

Plan Administration

Andesa’s knowledge as a pioneer in group administration solutions transfers to all areas of the life insurance and annuities industry. Our Plan Administration software supports both complex and simple applications in recordkeeping, leveraging cloud-based software technology to meet modern, sophisticated requirements and achieve true long-term success.

Why Andesa?

Implementation Process

We follow a two-stage approach to implementation. We start with the Statement of Work I (SOWI), which allows both companies to mutually define the scope and gather business and design requirements. We then produce the Statement of Work II (SOWII) outlining content, deliverables, testing, implementation, timeline, and cost estimates. Once we gain approval, we assign project teams, establish project plans, and continue to meet regularly.

Data Security

Andesa strives to meet contemporary data security requirements. We have a dedicated risk management team to review third-party services and systems, and we conduct comprehensive training, background checks, and testing. Our infrastructure is strategically built to eliminate security threats, and we have added security with a resilient response plan in the case of any setbacks.

Control the Policy Lifecycle

We provide software and services to support your agents, producers, policy owners, and carrier personnel from new issue to post issue, including core solutions for illustrations, new business processing, policy owner self-service, and data security.

Streamline Complex Processes

Manage various plans, ensure compliance, and offer contactless customer support through powerful software with everyday tools and advanced reporting capabilities—all while optimizing internal processes, reducing risk, and achieving unparalleled data accuracy with multilayered software.


Speak with Our Solution Specialists