# equisoft/manage Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about equisoft/manage Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more. Source: https://www.capterra.com/p/241363/equisoftmanage --- # equisoft/manage Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) equisoft/manage ## What is equisoft/manage? Equisoft/manage is a state-of-the-art insurance Policy Administration System (PAS) that gives the carrier an enterprise-grade solution without the cost and IT complexity. It is a cloud-deployed, turn-key SaaS solution with out-of-the-box life, annuity & final expense insurance products built-in and ready to launch. Equisoft/manage provides end-to-end policy administration, from new business & underwriting to policy servicing, billing & payments, commissions & hierarchy management. ## What is equisoft/manage used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$51 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for equisoft/manage?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://equisoft.com&name=equisoft/manage) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### equisoft/manage 0.0 VS. [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price CA$51 Flat Rate, Per Month Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (283) Value For Money 0.0 (0) Value For Money 4.7 (239) Customer Service 0.0 (0) Customer Service 4.9 (277) ## equisoft/manage alternatives [4.5 (49)](https://www.capterra.com/p/172196/Expiration-Reminder/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Billing & Invoicing Create, manage, and send invoices or bills to customers Cancellation Tracking Track cancellations of policies, accounts, orders, appointments, etc. Claims Tracking Process of tracking new and submitted claims and the status of submitted claims Client Portal Private online space that lets businesses securely share documents and provide information access to clients Customer Accounts Record customer information, purchase history, and other notes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements equisoft/manage 19 features Create, manage, and send invoices or bills to customers Track cancellations of policies, accounts, orders, appointments, etc. Process of tracking new and submitted claims and the status of submitted claims Private online space that lets businesses securely share documents and provide information access to clients Record customer information, purchase history, and other notes Pre-designed layouts that can be customized to match preferences and requirements Store, manage, and track all electronic documents in a centralized location Process new insurance policies or modifications to existing policies. Process of creating insurance policies and assigning them to policyholders Create, manage, and track policies and procedures within an organization Generate quotes or estimates for customers Analyze and gain insights into data in real-time Track policy reinstatements after policies have been canceled Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Initiate collection and analysis of known risks Manage the review process to determine financial risk on a loan or application Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial For Individuals CA$51.00 Flat Rate,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)