--- title: "equisoft/manage Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about equisoft/manage Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more." source_url: "https://www.capterra.com/p/241363/equisoftmanage/" page_type: "product" language: "en" --- # equisoft/manage Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Free version not included 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://www.g2.com/products/equisoft-manage/claim_requests/new?auto=true) ## equisoft/manage Overview Updated August 2026 AI summary equisoft/manage offers cloud-based insurance policy management for small and midsize businesses, supporting functions such as billing, claims tracking, policy issuance, and underwriting. With features including client portals, customizable templates, document management, analytics, and workflow management, it enables organizations to handle policy administration, renewals, and risk assessment while providing options for customer account management and reporting. ## 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 (284)](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 (284) Value For Money 0.0 (0) Value For Money 4.7 (240) Customer Service 0.0 (0) Customer Service 4.9 (278) ## 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 [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 [PINS](https://www.capterra.com/p/255305/PINS/) [4.3 (21)](https://www.capterra.com/p/255305/PINS/reviews/) Starting price $300.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/255305/PINS/) [JAVLN Platform](https://www.capterra.com/p/209349/JAVLN/) [4.4 (7)](https://www.capterra.com/p/209349/JAVLN/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/209349/JAVLN/) ## FAQs about equisoft/manage Overview ### What company size and specific industries is equisoft/manage built for? equisoft/manage is designed for insurance carriers of any size, including small, mid-market, and enterprise organizations. It is built specifically for the insurance industry, serving carriers that need software suited to policy, claims, and customer management within that sector. Features and Usability ### What are the key features of equisoft/manage? equisoft/manage offers policy management features such as policy issuance, insurance policy processing, renewal management, cancellation tracking, and reinstatement tracking. It also includes underwriting management, risk assessment, quotes and estimates, billing and invoicing, document management, client portal access, and reporting tools with real-time analytics. Getting Started and Support ### What training and onboarding options does equisoft/manage offer? equisoft/manage provides in person training, webinars, documentation, and videos for team onboarding and reference. In person sessions support direct instruction, webinars offer guided online training, documentation serves as written reference material, and videos provide visual walkthroughs for learning product features. Getting Started and Support ### What customer support options does equisoft/manage offer? equisoft/manage provides Email/Help Desk, a Knowledge Base, and Phone Support. These channels give users direct contact and self-service guidance for product questions and troubleshooting. No reviewer feedback about support experience is available here, so no claims can be made about response speed, helpfulness, or common frustrations. ## Features AI summary Based on 121 Insurance Policy reviews Capterra data shows that buyers of insurance policy software rank the following features as their top priorities: - **Policy Management** (**58%** of reviewers rated this feature as critical) - **Document Management** (**67%**) - **Renewal Management** (**55%**) equisoft/manage supports all three features that reviewers view as most important: **Policy Management**, **Document Management**, and **Renewal Management**. Combined, these capabilities help businesses manage active policies more efficiently, keep policy documents organized and accessible, and stay on top of renewals, allowing teams to maintain accuracy, reduce administrative delays, and provide more consistent service to policyholders. 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 ### All Features - 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 - Document Management: Store, manage, and track all electronic documents in a centralized location - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Management: Create, manage, and track policies and procedures within an organization - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Assessment: Initiate collection and analysis of known risks - Underwriting Management: Manage the review process to determine financial risk on a loan or application - Workflow Management: 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 For Enterprises Contact us for pricing It includes: - Flexible monthly pricing - Volume discounts available 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.