Business Details
41 Years
experience
Trusted Policy Lifecycle Solutions for Insurance
Andesa Services is a leading employee-owned provider of policy lifecycle solutions for the life insurance and annuities industry. With over 40 years of experience, we deliver cloud-based systems for transaction management and recordkeeping, combining end-to-end lifecycle management tools with an unwavering commitment to data security. Our team of dedicated professionals leverages decades of market and product expertise to help carriers, brokers, and stakeholders navigate market complexities and pursue strategic opportunities. We prioritize core values encapsulated in our RICHIR principlesrespect, integrity, courage, honesty, initiative, and responsibilityto ensure every interaction reflects our dedication to improvement and client success. Our scalable software solutions address policy administration, plan administration, and third-party administration, enabling clients to adapt to evolving industry demands.We maintain robust data security through real-time monitoring, industry-leading controls, and annual SOC examinations, while hosting client data in Tier 3 redundant data centers. Our client-centric approach fosters long-term partnerships, evidenced by a 90 Net Promoter Score and 15-year average client retention. We specialize in streamlining complex insurance processes through tailored solutions, including product design support, commission calculations, and customizable reporting. Our US-based operations ensure hands-on service delivery, with a focus on innovation and responsiveness to client needs. By aligning our expertise with client objectives, we empower organizations to optimize workflows, reduce risk, and achieve operational excellence in policy management.
Services
Policy Administration
Plan Administration
Third-Party Administration
Product Design Support
Actuarial Services
Data Security Compliance
Commission Calculations
Custom Reporting
e-Application Processing
Cloud-Based Solutions
Details
- Year established: 1985
Highlights and features
- We offer 40+ years of specialized expertise in insurance policy administration software.
- Our 100% employee-owned structure aligns client and team member interests.
- We maintain a 90 Net Promoter Score for client satisfaction.
- Our data security includes annual SOC examinations and Tier 3 data centers.
- We provide US-based, hands-on service with 15-year average client relationships.
Associations and certifications
- Service Organization Control (SOC)
- Evergreen Company Certification
What people say
Hands-on service
No drop-off in service
Invested in clients
Exceptional staff
Cleaner reports
Services
Policy Administration
Our Policy Administration solutions optimize internal processes with transaction-based software, reducing risk and ensuring data accuracy across policy lifecycles. We support new business processing, premium collections, and transaction management with full audit capabilities. Role-based security controls and seamless integration with corporate systems ensure compliance and operational efficiency for life insurance providers.
Data Security Compliance
We maintain industry-leading data security through real-time monitoring, event analysis, and annual SOC examinations. Our Tier 3 redundant data centers ensure high availability while meeting regulatory requirements. Customizable security protocols protect sensitive information throughout policy administration and client interactions.
Third-Party Administration
Customizable third-party administration covers billing, claims processing, and transaction management using US-based resources. We handle cash receipts, death claim support, and client output processing with scalable solutions tailored to carriers' specific implementation needs and compliance standards.
Product Design Support
Actuarial experts provide product design and implementation services to streamline complex insurance offerings. Our team supports market adaptation through benefit plan integration, regulatory compliance guidance, and modernization of legacy systems for improved operational efficiency.
Custom Reporting
We deliver carrier-branded, parameterized reporting tools with scheduled and on-demand capabilities. Custom queries fulfill audit requirements while intuitive dashboards provide actionable insights into policy performance, transaction history, and compliance metrics.
People
Jerry Pennella
Account Executive
Jerry leads client relationships at Andesa, leveraging deep industry knowledge to align policy administration solutions with organizational goals. He specializes in understanding client challenges and delivering tailored software implementations that drive operational success.
Ryan Scanlan
Manager, Enterprise Risk Management and Security
Ryan oversees cybersecurity strategy and risk mitigation at Andesa. He ensures compliance with data protection standards while educating clients on aligning their regulatory requirements with Andesa's security frameworks through annual risk assessments and incident response planning.
Questions
What policy administration solutions do you offer?
We provide cloud-based policy administration software covering new business processing, premium collections, transaction management, and compliance reporting with role-based security controls.
How do you ensure data security?
We use Tier 3 data centers, annual SOC examinations, real-time monitoring, and industry-leading controls to protect client data while maintaining compliance with regulatory standards.
Are your services available outside the US?
Currently we operate exclusively in US dollars and provide services to US-based clients, with all communications available in English only.
What insurance product types do you support?
Our systems handle life insurance, annuities, individual and group products with capabilities for complex benefit designs, e-signatures, and integrated policy illustrations.
How long do client relationships typically last?
Our average client relationship duration is 15 years, reflecting our commitment to long-term partnerships through consistent service delivery and continuous solution improvements.
Do you offer implementation support?
Yes, we provide comprehensive implementation assistance including system configuration, data migration, and staff training to ensure smooth adoption of our policy administration solutions.
