Our Policy Administration System is a SaaS solution hosted in a Secure, Private Cloud Environment

Our solution takes a transaction-based approach to product configuration, policy issuance and policy life-cycle events, including both financial and non-financial processing.

This unique methodology – combined with robust conversion capabilities and full integration with illustration and reporting solutions – allows life insurance and annuity carriers of all sizes to achieve increased speed-to-market, lower costs, mitigated risk and unparalleled data accuracy.

Leading carriers use the system to support blocks of individual and group products, including term life, whole life, universal life, VUL, private placement, annuities and first- and second-to-die.

Bringing You Leading Industry Experience

Leveraging our team’s three-plus decades of industry experience, our Policy Administration system is designed to be eminently flexible and scalable, offering support for life insurance policies and annuity contracts from issuance to termination.

Seven of the top 13 life insurance and annuity carriers rely on our solution to administer blocks of policies – fixed and variable, basic and complex, open and runoff business, and more – reliably, and at a predictable cost.

A Flexible Policy Admin Solution

Our Policy Administration solution can be deployed discretely or in concert with new business processing/enrollment, illustration and reporting solutions.

This results in uniquely accurate in-force policy value calculations, from any date, updated nightly and available at any time. Undo/redo and corrective processing are similarly seamless.

Both the application and policy information are hosted in our secure, private cloud environment, allowing for “anywhere, anytime” data access and minimal risk of catastrophic loss.

Our Policy Administration solution is configured to meet the product and processing needs of each individual carrier.

Fraternal Benefit Societies Cloud-Based Solutions

Andesa Services is proud to provide cloud-based policy administration, illustrations and online agent and member portals to fraternal benefit societies.

Replace Legacy Systems with Cost-Effective Technology

By choosing Andesa, fraternals can cost-effectively replace legacy systems with best-in-class modern technology. Our solutions offer secure “anytime, anywhere” access to policy information, empowering your distribution team to get more done with less effort. And because we host everything in our private, redundant cloud, you can free up your IT resources to work on value-add activities.

The Andesa’s modern conversion engine allows users to efficiently convert blocks of policies from legacy systems to the Andesa Policy Administration system.

The Andesa Policy Administration system is the ultimate solution for life insurance and annuity carriers.Our conversion engine allows carriers to enjoy the benefits of modern, cloud-based policy administration quickly and simply. Data is custom mapped for input, and the solution’s highly reusable and repeatable processes allow for error-free, validated conversions — especially compared to manual processes.

Our conversion engine features:

  • Efficient, error-free conversions to the Andesa Policy Administration system
  • Hosting on an Oracle database on its own dedicated server
  • Support for phased conversions
  • Fully automated, repeatable processes
  • Custom mapping of input data from carriers
  • Support for conversions of as few as 5,000 or as many as hundreds of thousands of policies
  • Version control of source code with Oracle Data Integrator
  • Cost-effective backups of historical policy data

Andesa’s modern reporting solutions empower clients to achieve dynamic, flexible ad hoc or scheduled reporting at any level.

The Andesa Policy Administration system is the ultimate solution for life insurance and annuity carriers.Our reporting solutions makes use of our secure, private cloud and centralized policy data warehouse to provide convenient, easy access to reports at the case, division or policy level. Whether you need recurring, scheduled reports or custom reports based on flexible, predefined user-input parameters, our solutions can provide them.

Andesa’s reporting solutions feature:

  • Secure, online access to reports at the case, division or policy level
  • No-wait policy value reporting
  • Access to reports from any computer with web access
  • Accurate policy values, updated nightly and sourced from a common data warehouse
  • Aggregate reports based on any common theme
  • Standard reports, including Cash Value and Fund Detail Reports, plus more than 50 custom reports
  • Exporting to familiar file formats, including Microsoft Excel and PDF
  • Recurring, scheduled reports
  • Reusable nonstandard and custom reporting formats

When you need instant access to granular policy-level information, you need Andesa’s web-based policy inquiry solution.

The Andesa Policy Administration system is the ultimate solution for life insurance and annuity carriers.The solution allows users to conveniently and easily view policy-level detail — including financial transaction history, such as monthaversary changes, premiums, withdrawals, loans and transfers — sourced from Andesa’s common data warehouse.

With our web-based policy inquiry utility, it’s simple for customer service representatives, distributors and home office staff to retrieve a current policy status or view all transactions accumulated during the life of a specific policy.

Fully integrated with the Andesa Policy Administration and Illustration systems, the solution provides fully accurate data — updated nightly. And because it’s accessible through a standard web browser, it makes up-to-date policy information available at any computer with internet access.

Andesa’s unique product validation system helps our clients take the guesswork out of policy system changes.

The Andesa Policy Administration system is the ultimate solution for life insurance and annuity carriers.With product validation, Andesa clients can test scenarios before they happen by setting up validation cases and running a real illustration against a policy administration system prototype. It’s never been easier to dynamically compare the consequences of potential calculation code changes to actual, real-world cases.

With Andesa’s product validation system, new product implementations occur more smoothly, at reduced cost and improved time-to-market. Likewise, legacy business practices can be tuned and tweaked without worry, leading to increased performance and profitability.



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  • Testimonials

    Read Success Stories

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

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

    “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.”

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

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

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

    “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.”

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

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

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

    “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.”


    “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, 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.”

    “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.”

    “Issuing policies in bulk is a real pleasure.”

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

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

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

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

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

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

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


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