Welis

WELIS develops illustration and administration software for the life insurance and annuity industry. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Welis is based in Norwood, Massachusetts and around since 1980. Their site is welis.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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