Equisoft acquires VisCalc to expand life insurance solutions for small and mid-sized carriers

Equisoft, a global leader in digital solutions for the financial services sector, has acquired Atlanta-based VisCalc to enhance its offerings for small and mid-sized life insurance carriers.

Equisoft, a global leader in digital solutions for the financial services sector, has acquired Atlanta-based VisCalc to enhance its offerings for small and mid-sized life insurance carriers.

The move bolsters Equisoft’s position in the life insurance technology market by integrating VisCalc’s streamlined, NAIC-compliant platform into its existing solutions.

VisCalc offers agent-centric illustration software designed for small to mid-sized life insurance carriers. Its platform provides a user-friendly interface for creating interactive insurance illustrations that comply with NAIC standards.

Developed to simplify the sales process, VisCalc’s software enables agents to deliver clear and detailed presentations of insurance outcomes while prioritising the client experience.

Equisoft provides a comprehensive suite of digital solutions for the financial services industry, including SaaS-based policy administration, digital sales and services solutions, agency management systems, and advisor tools.

The company has a strong reputation for delivering innovative and integrated solutions to global clients.

Equisoft plans to continue serving VisCalc’s existing clients with the same high-quality, cost-effective solutions they currently rely on. At the same time, Equisoft aims to leverage VisCalc’s proven technology to reach a broader market.

“The market has been clear in its demand for affordable, efficient and agent-centric illustration solutions,” says Mark DePhillips, Equisoft’s Senior Vice President, US. “VisCalc, with its proven platform, has outstanding relationships with many US carriers. We look forward to continuing to serve their existing clients with the same strong and cost-effective service they have come to expect, while also bringing this innovative solution to a wider market.”

“I began my journey in the life insurance industry in 1960,” said Roger Gertz, co-owner and co-founder of VisCalc. “Throughout my career as a high-volume producer, my focus has always been on putting clients first and finding innovative ways to demonstrate the value of life insurance in real-time. This dedication led me to become a pioneer in illustration software, a field I’ve passionately contributed to for over four decades. Together with Josh DeBoer, we created VisCalc—a solution designed by agents, for agents—to simplify the process, enhance usability, and empower agents to prioritize their clients’ needs. We’re thrilled about this next chapter for VisCalc with Equisoft and are confident in the bright future it holds for the clients we serve.”

“It has been my pleasure to work with Roger over these last years to create an innovative, affordable illustration solution for life insurance carriers. I am looking forward to working with Equisoft to push the boundaries of what this technology can offer to our existing clients and to the wider market,” added Josh DeBoer, co-owner and co-founder of VisCalc.

The value of the deal has not been disclosed.

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