List of Equisoft Policy Administration Customers
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Since 2010, our global team of researchers has been studying Equisoft Policy Administration customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Equisoft Policy Administration for Insurance Policy Administration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Equisoft Policy Administration for Insurance Policy Administration include: Seguros Banorte, a Mexico based Insurance organisation with 785 employees and revenues of $419.0 million and many others.
Contact us if you need a completed and verified list of companies using Equisoft Policy Administration, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Equisoft Policy Administration customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Seguros Banorte | Insurance | 785 | $419M | Mexico | Equisoft | Equisoft Policy Administration | Insurance Policy Administration | 2024 | n/a |
In 2024, Seguros Banorte implemented Equisoft Policy Administration by deploying Equisoft/manage as its policy administration system within the Group Life Insurance business division. The deployment addresses core Insurance Policy Administration functions across the company portfolio, which includes Income, Term Life, Traditional, Whole Life, Endowment, and Non-Traditional Life Plans.
The implementation used OIPA as its core processing engine and the project included migration of 27 million policies spanning 31 products and 104 plans into the Equisoft/manage environment. Functional capabilities configured include end-to-end policy administration, automation of manual workflows, and the introduction of monitoring and validation tools to improve data accuracy and support fraud prevention workflows.
Operational coverage centers on Seguros Banorte’s Group Life Insurance division and touches agent-facing channels and customer servicing operations, improving policy servicing workflows and agent transactions. Integrations are centered on the OIPA-based core, with the Equisoft/manage Policy Administration System coordinating product configuration, policy lifecycle events, and validation routines across the implemented modules.
Governance and rollout proceeded as a phased program with Equisoft announcing completion of the first phase, enabling business teams to enact product changes with greater autonomy. Reported outcomes from the implementation include accelerated business flow, reduced bottlenecks, decreased operational costs, enhanced customer and agent experience, and strengthened operational controls that support fraud prevention and data validation, while positioning Seguros Banorte for future innovation.
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