Plan Administration Software

Andesa’s knowledge as a pioneer in group administration solutions transfers to all areas of the life insurance and annuities industry. Our Plan Administration software supports both complex and simple applications in recordkeeping, leveraging cloud-based software technology to meet modern, sophisticated requirements and achieve true long-term success.

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

Features

• Scalable Cloud Technology: Supports modern recordkeeping needs for nonqualified and group plans.
• Integrated Ecosystem: Prevents redundant data entry by syncing with other Andesa solutions.
• Sponsor & Participant Portals: Fully brandable portals offer seamless access and self-service capabilities.
• Advanced Reporting: Delivers scheduled, recurring, and ad hoc reports instantly via web-based tools.
• Full-Service Options: Includes TPA services, plan reviews, and consulting for plan design and amendments.