---
title: "Policy Administration System Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Policy Administration System Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more."
source_url: "https://www.capterra.com/p/10034281/Policy-Administration-System/"
page_type: "product"
language: "en"
---

# 

 Policy Administration System Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 24, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Policy Administration System

## What is Policy Administration System?

DICEUS Policy Administration System is an implementation-ready, modular platform for insurers, captive insurers and managers, and MGAs. It supports product configuration, policy quotation and generation, renewals, endorsements, certificates of insurance, claims management, billing, and reporting in one configurable environment. Workflow automation covers bulk policy creation and renewal, approvals, notifications, premium recalculation, invoicing, and document delivery. Dashboards provide visibility into policies, premiums, claims, loss ratios, and billing activity, while audit logs, role-based access, and document history support traceability and control. DICEUS implements and configures the platform and integrates it with existing insurance, accounting, document management, and third-party systems. Supported integrations include QuickBooks or other accounting systems and DocuSign or RSign for electronic signatures.

## What is Policy Administration System used for?

[Claims Processing](https://www.capterra.com/claims-processing-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Policy Management](https://www.capterra.com/policy-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1

Other, Per Year

Free trial  
not available

Free version not included

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## FAQs about Policy Administration System

Overview

### What company size and specific industries is Policy Administration System built for?

Policy Administration System is designed for insurers, captives, MGAs, brokers, and underwriting teams that manage complex policy lifecycles. It is best suited to insurance businesses and related underwriting operations that need automation and more efficient policy administration, especially organizations handling detailed, multi-step workflows.

Features and Usability

### What are the key features of Policy Administration System?

Policy Administration System offers policy creation, policy issuance, policy management, and insurance policy processing for the policy lifecycle. It also includes underwriting management, claims tracking, billing and invoicing, payment processing, document management, audit trail, role-based permissions, workflow automation, and reporting and analytics.

Integrations

### Which third-party tools and platforms does Policy Administration System integrate with?

Policy Administration System integrates with 7 third-party tools across document signing, file storage, finance, CRM, and communications: Docusign, RSign, Microsoft SharePoint, QuickBooks Enterprise, Salesforce B2B Commerce, SendGrid, and Twilio.

Getting Started and Support

### What training and onboarding options does Policy Administration System offer?

Policy Administration System provides documentation to help teams get started. This format gives users written reference material for setup, feature review, and step-by-step guidance they can consult as needed.

Getting Started and Support

### What customer support options does Policy Administration System offer?

Policy Administration System provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. Support experience details are not available from reviewer feedback here, so no claims can be made about response times, helpfulness, or common frustrations.

## Features

AI summary

Based on 121 Insurance Policy reviews

Not all Insurance Policy software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution:

-   **Policy Management** (**58%** of reviewers rated this feature as critical)
-   **Document Management** (**67%**)
-   **Renewal Management** (**55%**)

Policy Administration System includes **Policy Management** and **Document Management**, giving insurance teams a central place to manage policy details and organize supporting files efficiently. However, it does not include **Renewal Management**. Instead, it offers other features that reviewers also value, such as **Reminders** (**46%**) and **Claims Tracking** (**24%**), which can help teams stay on top of follow-up tasks and monitor claim activity, helping businesses maintain accurate records and respond more consistently to policyholder needs.

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Policy Administration System 52 features

### All Features
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc.
- Claims Settlement: Process of paying the insurance sum to the policyholder
- Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Customer Accounts: Record customer information, purchase history, and other notes
- Customer Management: Store and organize information about customers and previous interactions
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- For Insurance Industry: Intended to be used by insurers
- Forms Management: Store, manage and track all forms in a centralized location
- Insurance Policy Processing: Process new insurance policies or modifications to existing policies.
- Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Payment Processing: Accept, record, and reconcile financial transactions
- Policy Creation: Create new policies or alter existing policies
- Policy Issuance: Process of creating insurance policies and assigning them to policyholders
- Policy Library: A repository of all past and existing policies
- Policy Management: Create, manage, and track policies and procedures within an organization
- Policy Metadata Management: Group policies by type for easy classification and discovery
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Updates: Receive system updates as soon as any changes are made
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Risk Assessment: Initiate collection and analysis of known risks
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Underwriting Management: Manage the review process to determine financial risk on a loan or application
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

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## Pricing

Enterprise Plan

$1.00

Other,Per Year

## Integrations

[

QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

SendGrid](https://www.capterra.com/p/204113/SendGrid/)[

Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[

RSign](https://www.capterra.com/p/204927/RSign/)[

Salesforce B2B Commerce](https://www.capterra.com/p/250734/Salesforce-B2B-Commerce/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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