--- title: "ISI Core Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ISI Core Software - reviews, pricing plans, popular comparisons to other Commercial Insurance products and more." source_url: "https://www.capterra.com/p/6820/ISI-Enterprise/" page_type: "product" language: "en" --- # ISI Core Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ISI Core ## What is ISI Core? ISI Core (formerly ISI Enterprise) is a comprehensive P&C insurance platform that helps carriers and MGAs get results through every step of the insurance lifecycle. Our solution unites Policy Administration, Billing, Claims, Accounting, and Reinsurance with configuration and analytics tools, extended by ISI AI and ISI Portal. With ISI Core, insurers can better manage risk through enhanced underwriting precision and exposure management. They can unlock insights with unified, real-time data across the enterprise. ISI Core helps enhance operational efficiency by streamlining customer, team, and broker experiences. It also enables insurers to drive sustainable growth by launching products faster while lowering total cost of ownership. Available as a full suite or standalone modules, ISI Core delivers a proven path from implementation to impact, helping insurers and MGAs better manage risk, enhance efficiency, and achieve sustainable growth. ## What is ISI Core used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Commercial Insurance](https://www.capterra.com/commercial-insurance-software/) Top alternative Featured Overall rating Based on 12 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1 Per User, Per Month Free trial not 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 ISI Core?[Manage this product listing](https://www.g2.com/products/isi-core/claim_requests/new?auto=true) ## ISI Core Overview Updated September 2026 AI summary ISI Core supports insurance organizations of all sizes with tools for policy, claims, and commission management, as well as document handling and workflow tracking. Designed for property and casualty insurance operations, it offers configurable workflows, audit trails, and integration with Paymentus for billing connections. ISI Core is delivered as a cloud, SaaS, or web-based solution. ## 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. ### ISI Core 4.2 (12) VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price $1 Other Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (12) Ease Of Use 4.7 (284) Value For Money 4.4 (12) Value For Money 4.7 (240) Customer Service 4.8 (12) Customer Service 4.9 (278) ## ISI Core alternatives [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 [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 [NowCerts](https://www.capterra.com/p/132779/NowCerts/) [4.8 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132779/NowCerts/) Highest Rated [tigerlab](https://www.capterra.com/p/151822/tigerlab-i2go/) [4.9 (10)](https://www.capterra.com/p/151822/tigerlab-i2go/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/151822/tigerlab-i2go/) ## FAQs about ISI Core Overview ### Which roles and teams benefit most from ISI Core? ISI Core is most used by insurance operations teams, underwriters, claims professionals, and agents who need to manage policy workflows, customer relationships, and day-to-day servicing efficiently. IT and systems leaders use it to support administration and integrations, while finance, marketing, and executive teams rely on it for reporting, oversight, and process visibility. Answer based on 12 reviews Overview ### What company size and specific industries is ISI Core built for? ISI Core is designed for regional or national property and casualty insurers, mutuals, and managing general agents. It fits organizations in the insurance sector that handle commercial, specialty, personal lines, and professional liability business. Features and Usability ### What are the key features of ISI Core? ISI Core offers case management, client management, and policy management for insurance operations, along with claims tracking, underwriting management, and billing and invoicing. It also includes configurable workflow, access controls and permissions, audit trail, document management, real-time reporting, and third-party integrations. Integrations ### Which third-party tools and platforms does ISI Core integrate with? ISI Core integrates with Paymentus for payment processing connections. The catalog lists this as the available third-party platform, making Paymentus the key integration option for organizations that need to connect billing or payment workflows with ISI Core. Getting Started and Support ### What training and onboarding options does ISI Core offer? ISI Core provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training and live online sessions support guided instruction, webinars cover group learning formats, and documentation offers written reference material for self-paced review and ongoing support. Getting Started and Support ### What customer support options does ISI Core offer? ISI Core provides email/help desk support, FAQ/forum access, a knowledge base, phone support, and 24/7 live rep assistance. No reviewer feedback is available for support, so no user-based claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 470 Commercial Insurance reviews Not all insurance software includes every feature buyers care about most. Here is what Capterra reviewers identify as essential when choosing a solution: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) ISI Core includes **Insurance Policy Management** and **Policy Management**, covering two of the top capabilities buyers look for in insurance software. However, it does not offer **Payment Processing**. Instead, the product provides other important features such as **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**). These features help businesses keep policy records organized, monitor day-to-day work, and prepare accurate pricing information, allowing teams to manage insurance operations more efficiently. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. 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 ISI Core 72 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - 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 - 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 - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Carrier Upload: Upload documents provided by Insurance Carriers - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Management: Manage contact details and communication with clients - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Comparative Insurance Rating: Rate insurance claims based on comparative instances - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customer Accounts: Record customer information, purchase history, and other notes - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - 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 - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Forms Management: Store, manage and track all forms in a centralized location - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - 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 - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - 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 - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Reinsurance Administration: Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. - 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: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - 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 - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - 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 - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (12) 4.2 Based on 12 reviews ## Pricing Value for money 4.4 (12) Basic $1.00 Other, Value for money 4.4 (12) 4.4 Based on 12 reviews ## Integrations [ Paymentus](https://www.capterra.com/p/167661/Paymentus/) 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 Customer Service 4.8 (12) 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 Customer Service 4.8 (12) 4.8 Based on 12 reviews ## User reviews Overall rating 4.2 Based on 12 reviews Filter by rating 5(2) 4(10) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Rufina B. Insurance Agent Insurance ### "Significantly improved our data capture and manipulation. Increases efficiency." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 9, 2018 Pros For property and casualty insurance, ISI Enterprise provides a good suite of products for our policy administration, claims, product development, reinsurance, accounting, billing, and CRM needs. It captures so much more data and has increased our processing efficiency significantly. Their customer support is efficient, timely and very receptive to suggestions or new ideas. Their knowledge and understanding of insurance is really excellent. Cons Most of the time, reinsurance calculation works really well in almost all scenarios except for those really complex situations that require manual intervention from the user. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WB Will B. Assistant Controller Insurance ### "The ISI team is quick to respond with solutions when issues arise. " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 21, 2017 Integration of claims, underwriting and accounting functions Increased functionality for claims and underwriting Dedicated and knowledgeable support from the ISI team Pros We have never had claims, underwriting and accounting under one software package. ISI Enterprise has allowed us to do that. From an accounting perspective, I like the internal controls and system health checks developed by ISI that allows the system to keep subsidiary ledgers in balance with the general ledger. System health checks send emails to responsible parties when transactions occur that could leave a subsidiary ledger out of balance. Processing most accounting transactions (such as receipts, AP invoicing and payments, journal entries and bank reconciliations) can be done with a minimal amount of clicks. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. LS Linh S. IT Systems Manager Insurance ### "ISI has been responsive and innovative to in helping LML implement it's new core system." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 16, 2017 We have collected all the ancillary programs we were using for Accounting, Document imaging, Claims, Underwriting, forms creation and reporting into one fully integrated tool. It's one stop shopping for us now. Pros I feel like the functionality of the system and the ability of the ISI team to shape it to fit our needs, when necessary, has the core system of our business set for all our current and future needs. Cons If I had to find one thing to complain about it is the software being standardized on IE. You can use it in other browsers (and we are) but the standard is IE. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor June 16, 2017 Linh, Thank you for the review. Our new user interface being released this year will have full support for all browsers. We're looking forward to deploying it to your team. Best, ISI SD Sage D. Project Manager ### "The implementation and support teams are superlative. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 9, 2017 The Enterprise software solution allows us to have one, fully-integrated system. Before using this product, we had multiple systems to handle underwriting, claims, accounting, and billing. Now, this is the only system we use. The team at ISI integrated two separate software products into Enterprise which significantly decreased administrative work. Pros The Enterprise software solution offers a full range of modules to conduct every business need for underwriting and issuing policies, handling claims, and reinsurance reporting. Their reporting tool is dynamic and allows for a range of information to be queried and displayed in an easy to read format. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. LL Laura L. Claims Attorney ### "ISI has been extremely knowledgeable and responsive in the development of our system" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 June 8, 2017 Pros The software is customizable and reliable. We have been able to work with ISI's great team to create a system that meets the needs of all of our departments. They were very hands-on in evaluating our needs, assisting with extensive development and testing, and training users. We have been able to make more tasks paperless. I feel confident that the insurance principles behind the software are sound and the logic and controls developed increase overall accuracy. Cons There has been a learning curve for our team to learn the system, which is expected. There are some redundant work flows (extra "clicks" required) in some places. I am looking forward to the updated user interface and hope that will further improve our experience. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor June 16, 2017 Laura, Thank you for your feedback. We are looking forward to releasing the new user interface to you later this year. Our product team will be reaching out to you to discuss where we can increase efficiencies in your business process workflows. Best, ISI PB Patrick B. Relationship Manager ### "It has been a very good experience, the team has been responsive, and quick to address any issues." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 June 7, 2017 Pros Integrated solution with controls to enforce best practices to ensure transactions are properly completed. Cons Inability to update future effective quotes to reflect prior effective out of sequence transactions, but instead have to recreate the quote and re-enter all data. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor June 16, 2017 Patrick, Thank you for the review. This is an item that our product team has been reviewing and considering for our ISI Enterprise roadmap. Best, ISI SW Shelley W. SVP, Operations ### "Many nice features, but reporting requires work" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 June 5, 2017 Pros Ability to generate reports in csv format has allowed us to manipulate data easily. From a finance standpoint we can run one report and use it for many of our needs. Cons The reporting feature needs work. We are often left with running internal sql's as a report that suits our needs is not available. Unfortunately with the volume of issues still remaining we have not prioritized the reports as high and thus the known issues have yet to be submitted to ISI. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JW Jennifer W. VP Finance Insurance ### "We've experienced meaningful improvements in processing efficiencies." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 1, 2017 Pros I like the functionality of the software - if there is something I require, ISI has probably thought of it. If they have not thought about it, they are receptive to new ideas. Cons The current user interface is not great but that's getting an update this year! Otherwise, everything is falling into place. Base reports would be my next 'room for improvement' area. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor June 16, 2017 Jennifer, We appreciate your feedback. We are excited to begin rolling out our new user interface later this year. Regarding reports, we will be releasing a new business intelligence tool to provide you with more advanced reporting capabilities. Best, ISI CA Cindy A. Associate Vice President, Marketing Insurance ### "Tickets tend to remain outstanding for long periods of time" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 June 1, 2017 Broker Module Pros the new system implementation has brought about many efficiencies for all departments and we continue to realize more efficiencies as we continue to use the system and expand our development opportunities with ISI. Cons as with any new system implementation, there have been some ups and downs but overall the downside of development and implementation have not been critical. The benefits of the new operating system far outweigh any of the issues that we incurred during development and implementation. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. VP Val P. AVP Underwriting Insurance ### "Easy to use - not using to it's full capacity yet " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 1, 2017 Commercial packages - automated Letters automatically generated Less room for errors with more controls in place Activity Central - we are not using it to its potential - but will gain even more efficiency once we use it fully Pros Many increased efficiencies - fully integrated - more data captured - more user controls to prevent errors Cons Out of Sequence endorsements not working correctly yet - Reports not working correctly - Processing time for searches on large policies - comparability issues with different search engines Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. [View all Reviews](https://www.capterra.com/p/6820/ISI-Enterprise/reviews/) ## 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.