Download This Resource
"*" indicates required fields
Plan
Administration
Software
Andesa’s knowledge as a pioneer in group administration solutions translate to all areas of the life insurance and annuities industry. Our flexible, scalable Plan Administration system is designed to support both complex and simple applications in recordkeeping, streamlining everyday operations, and helping our clients to deliver products for financial protection and well-being.
Modern Technology
Andesa’s Plan Administration solution leverages cloud-based software technology to meet modern, sophisticated recordkeeping requirements for true long-term success. Our scalable software is designed to support nonqualified plans with input from top firms in the industry. Integrating with other solutions in the Andesa technology ecosystem to prevent redundant data entry and errors, our Plan Administration platform assists carriers, brokers, sponsors, and participants in achieving a unique level of liability management and recordkeeping support for a range of plan designs.
- Variable and fixed contribution income plans
- Defined benefit income plans
- Split-dollar life insurance arrangements
- Death-benefit-only plans
- Survivor income plans
- Group and Annuity Policy Reporting
Services & Support
Andesa specializes in providing the highest possible level of support to clients. From an experienced client engagement staff to comprehensive self-service portals, carriers, brokers, sponsors, and participants have the resources to overcome service challenges and successfully navigate market change. Andesa also offers a wide spectrum of services to best meet clients’ needs.
- System service option and full-service TPA option
- 24/7 access to Plan Administration tools and full plan histories
- Fully brandable sponsor portals for a seamless user interface
- Instant, web-based delivery of scheduled, recurring, and ad hoc reports
