# 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/reviews

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# 

 equisoft/manage Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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

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Neutral

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Negative

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## 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

Contact vendor

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

Highest Rated

[4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/)

Starting price

$200.00

Per User, Per Month

[0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews)

Starting price

Contact vendor for pricing

[3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/)

Starting price

Contact vendor for pricing

## 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

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## Pricing

### Starting price

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for pricing

Free trial  
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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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