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Equisoft is insurance and wealth software software offering digital solutions for life insurers, annuity carriers and wealth management firms. Based in Montreal, Quebec, Canada, Equisoft helps insurers and wealth firms work more efficiently and achieve better outcomes.
Equisoft is built for insurers and wealth firms. It suits teams that want policy administration without spreadsheets and disconnected tools.
Compared with alternatives like Zinnia, Equisoft differentiates on policy administration. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
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Free Options
Free trial
Core Equisoft for growing teams. Contact for a quote.
Advanced Equisoft for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| policy administration | , | |
| financial planning | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| agent tools | , | |
| data platform | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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