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What is Profida?

PROFIDA® is our flagship software solution, meticulously designed for the various segments of the Financial Services and Insurance Industry. It caters to professionals including insurers, underwriters, brokers, and advisers, offering specialized functionalities and support that aim to refine practice management and improve client service quality. Furthermore, for clients overseeing larger or more complex operations, PROFIDA® enhances efficiency in managing high-volume tasks, creates opportunities for cross-selling, and provides a holistic managerial overview across all business divisions. With PROFIDA®, users can easily access their data via a standard browser interface from any device, be it a desktop, laptop, iPad, iPhone, or Android phone. Our platform is designed to work seamlessly with Windows, Apple Mac, and Linux operating systems. Notably, it is the first software solution that caters to both life and non-life sectors, which solidifies PROFIDA® as the ideal software suite for any organization that offers composite financial service products, making it indispensable for contemporary financial enterprises. In addition, its adaptability ensures that it consistently aligns with the changing demands of the industry, allowing businesses to thrive in a dynamic environment.

What is Equisoft/illustrate?

Introducing innovative insurance illustration software that empowers your advisors to deliver presentations with sophistication by streamlining numerous tasks. Recognized as a leading solution in the 2020 Life illustrations report by Celent, it enables users to utilize a variety of options, investigate potential scenarios, and easily compare entire products or individual features. With a single click, users can demonstrate insurance advantages and assess them in relation to diverse financial products or strategies. Our platform operates seamlessly online but also offers offline capabilities on laptops, ensuring that all rules, rates, and computations are readily available and shareable, even without an internet connection. This flexibility significantly enhances its utility for advisors aiming to improve their client engagement and presentation quality, making it an essential resource in their toolkit.

Media

Media

Integrations Supported

Equisoft/centralize
Equisoft/connect
Equisoft/manage

Integrations Supported

Equisoft/centralize
Equisoft/connect
Equisoft/manage

API Availability

Has API

API Availability

Has API

Pricing Information

$1000 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Computer Science Software

Date Founded

1998

Company Location

South Africa

Company Website

www.profida.co.za

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

www.equisoft.com/products/quotes-illustrations-illustrate

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

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