Our Plan Administration Solution Leverages Modern SaaS Technology

We utilize decades of experience to meet the sophisticated record keeping requirements inherent to non-qualified deferred compensation (NQDC) plans.

Our scalable, web-based plan administration solution provides your brokers, distributors, plan sponsors, plan participants and carriers with a unique level of asset/liability management and recordkeeping support for all manner of plans, including:

  • Fixed Deferred Compensation Plans
  • Variable Deferred Compensation Plans
  • Defined Benefit Plans
  • Endorsement Split Dollar Plans/ Bonus 162 Plans
  • Survivor Income Plans
  • Disability Plans
  • BOLI Policy Reporting
  • COLI Policy Reporting
  • Annuity Product Reporting

Our Plan Administration Solutions Can Help You Plan Ahead

Gain access to new tools and reporting capabilities with our plan admin solution:

  • Broker branded Plan Sponsor and Participant portals
  • 24/7/365 access to plan administration tools
  • Automated generation and web-based delivery of reports
  • 24/7 access to full plan histories and plan documents
  • Retention of all policy commissions

 

 

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  • Testimonials

    Read Success Stories

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

    “Issuing policies in bulk is a real pleasure.”

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

    “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.”

     

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

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

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

    “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, 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.”

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

    “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.”

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

    “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.”

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

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

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

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

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

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