Private placement focus Andesa specializes in complex life insurance and annuity product administration including BOLI, COLI, ICOLI, and Private Placement. This presents a sales opportunity to offer enhanced policy lifecycle services to carriers and brokers handling sophisticated, high-value products.

Scale and security With SOC certifications and US-based redundant data centers, Andesa emphasizes secure, scalable administration. This positions them well to engage enterprise carriers and broker networks seeking compliant, reliable back-office capabilities.

Employee-owned advantage As a 100% employee-owned firm, Andesa highlights responsive service and long-term partnership potential. This can be leveraged to target insurers seeking aligned incentives and strong client collaboration in policy administration projects.

Advanced Markets leadership Andesa’s focus as a pioneer in Advanced Markets and its configurable policy administration signals opportunities to upsell modernization, data integration, and flexible reporting for carriers expanding or refining high-net-worth and specialized product lines.

Growth and reach With mid-range headcount and a revenue tier comparable to peers like Vitech, there is room to propose scalable solutions, including add-on modules, managed services, or regional deployments to expand Andesa’s market footprint in complex product administration.