Equisoft/manage: Pricing, Free Demo & Features

Last Updated Jul 27, 2026

Overview

equisoft/manage provides policy administration tools for life insurance and annuity providers that cover policy issuance and underwriting workflows. While implementation may require setup time for complex product configurations, it handles multiple insurance product lines and plugs into the integration layers that large insurers typically already have in place.

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Starting Price

Custom

equisoft/manage Specifications

Policy Management
Claims Management
Underwriting Management
Premium Billing Management
Customer Management (CRM)
Policy Renewal Management
Compliance Management
Document Management
Workflow Automation
Audit Management

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What Is equisoft/manage?

Equisoft/manage is a cloud-native SaaS policy administration system for life, group, and annuity insurers. Its modular design lets insurers activate only the capabilities they need, from e-applications and case management to claims and document generation. The API-first architecture connects with existing insurance systems, and the built-in AI-powered analytics give underwriting, sales, and servicing teams a shared view of their data in one place.

What Is equisoft/manage Best For?

Equisoft/manage is best known for its low-code/no-code self-sufficiency engine. It is particularly known for letting insurer teams create, configure, and launch insurance products without waiting on vendor support at every step. The platform is a strong fit for carriers managing multiple product lines, moving away from legacy policy administration systems, or building out in-house administration capacity, where handling product changes internally saves time and removes dependency on external release schedules.

How Much Does equisoft/manage Cost?

equisoft/manage pricing starts at CA$51/month and includes a free trial. In addition to the base subscription costs, organizations should account for the following expenses:

Implementation: Usually ranges between CA$250,000–CA$2,000,000 for setting up the system in an insurer’s environment (approximately $185,000–$1,480,000)
Data Migration: Typically falls between CA$150,000–CA$1,500,000 for moving policy and customer data from older systems (approximately $111,000–$1,110,000)
Training And Onboarding: Often ranges from CA$25,000–CA$250,000 for training staff on system use, covering daily policy administration tasks, underwriting support, and basic platform navigation (approximately $18,500–$185,000)
Integrations: Commonly ranges between CA$75,000–CA$800,000 for connecting external tools like billing, CRM, underwriting, and document systems into the platform (approximately $55,000–$592,000)
Customization And Configuration: Usually falls between CA$100,000–CA$1,000,000 for adjusting policy rules, workflows, and product setups to match insurer-specific operating requirements (approximately $74,000–$740,000)
Premium Support: Typically ranges around CA$50,000–CA$500,000/year for ongoing system maintenance, updates, and support for resolving technical issues when they arise (approximately $37,000–$370,000)

For accurate pricing based on your organization’s needs, it’s recommended to request a custom Equisoft/manage price estimate.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

equisoft/manage Integrations

The software supports integration with multiple systems and platforms, such as:

How Does equisoft/manage Work?

Log in to your Equisoft/manage account to access the policy administration system and follow the given steps to manage everyday insurance operations across the policy lifecycle:

Configure insurance products by setting up policy rules, coverage details, and product structures based on business requirements
Create policy records by entering applicant information, policy terms, and underwriting details into the system for processing
Manage underwriting workflows by reviewing applications, applying checks, and moving cases through defined approval stages
Handle policy servicing by updating coverage, processing endorsements, and making changes to existing policy records when needed
Generate policy documents using built-in tools to create forms, notices, and other policy-related paperwork for records and communication
Track policy activity by viewing updates, status changes, and system logs that show how policies move through their lifecycle
Run reports using available data views to review underwriting activity, servicing work, and overall policy operations in one place

You can also schedule a free You can also schedule a free Equisoft/manage demo to explore its full functionalities. to explore its full functionalities.

Who Is equisoft/manage For?

Equisoft/manage is suitable for insurance and financial services organizations, including:

Life insurance carriers
Annuity providers
Group benefits carriers
Health insurance carriers

equisoft/manage Use Cases

Based on our analysis of the software’s capabilities, the following are the operational situations where Equisoft/manage is most commonly used:

1. Carriers Consolidating Multiple Legacy Policy Administration Systems

Life insurance carriers that have expanded through acquisitions or long product histories tend to end up running several disconnected policy administration systems at once. The result is inconsistent policy data, duplicated maintenance work, and servicing workflows that differ between business units. Equisoft/manage may suit organizations looking to consolidate these environments into a single structure, reducing the overhead of managing parallel systems while keeping existing integrations intact.

2. Insurance Teams Managing In-House Product Configuration

When product updates and configuration changes depend on external vendor support, routine adjustments slow down and teams lose the ability to move at their own pace. This becomes a real problem when regulatory deadlines or internal business needs require a fast turnaround. Equisoft/manage may be relevant for teams that want to handle product configuration directly, managing policy rules and updates without routing every change through an outside party.

3. Insurers Expanding Into New Product Lines

Adding life, annuity, or group benefit products to an existing portfolio requires extending administration processes without rebuilding core systems from the ground up. Misalignment between new products and established policy workflows tends to introduce errors and slow down issuance. Equisoft/manage may support carriers in this situation by allowing new product lines to be added within the same administration framework already used for issuance and servicing.

4. Underwriting Teams Seeking Data Visibility Within The Same Platform

When policy and applicant data lives in separate systems, underwriting teams spend time reconciling information rather than reviewing it. Application progress is harder to track and consistency in decision-making is harder to maintain. Equisoft/manage may fit environments where underwriting, servicing, and operational data are handled in one place, giving review teams a cleaner line of sight into active workflows without switching between platforms.

5. Large-Scale Insurers Managing High Policy Volumes

Insurance organizations managing large portfolios in life, annuity, group, and health insurance need systems that can keep up with growing workloads. When these lines of business run on separate platforms, inconsistent processes and disconnected records can make daily operations harder to manage. Equisoft/manage may be worth considering for insurers facing these challenges, as it brings policy administration and lifecycle tracking into one place.

Is equisoft/manage Right For You?

If you are a life or annuity carrier managing large policy portfolios and complex administration requirements, Equisoft/manage could be a strong fit. The platform includes Agentic AI capabilities that support insurance workflows in policy administration and operational processes. It has received Luminary and XCelent industry recognition and is trusted by organizations such as Nationwide and Guardian Holdings. On the compliance side, it is SOC 2 Type II and ISO 27001 certified and includes embedded Enterprise Risk Management (ERM) capabilities.

Still unsure about Equisoft/manage? Connect with us at (661) 384-7070 for further guidance.

equisoft/manage Features

Pre-Built Product Foundation Templates

Equisoft/manage includes pre-configured product foundation templates for life insurance, annuities, final expense products, unit funds, and investment crediting rules. These templates give insurers a structured starting point for product setup, so teams can work from established configurations rather than building product frameworks and rule structures from scratch.

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AI-Powered Predictive And Prescriptive Analytics

The platform includes AI-powered analytics through Equisoft/amplify, combining predictive and prescriptive models with configurable dashboards and alerts. It analyzes underwriting, sales, and policy servicing data using deep learning techniques, giving users access to operational metrics, trend analysis, and data monitoring tools without leaving the platform.

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Document Management And Generation

Equisoft/manage includes document management and generation tools for creating, storing, uploading, and retrieving policy-related documents. Users can build custom templates, apply governance rules, connect document workflows with email communications, and track document activity through structured processes built for high-volume insurance environments.

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Granular Release Controls

The software gives insurers direct control over product update schedules through a native CI/CD pipeline. Teams can run integrated unit and regression testing within development workflows, then review, validate, and promote changes according to internal release timelines and governance requirements.

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Built-In Data Staging Layer

Equisoft/manage includes a built-in data staging layer that gives insurers direct control over how operational data is structured and managed. Teams can configure and extend the underlying architecture based on business requirements, maintaining ownership of data processes without relying on separate third-party tools.

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Pros And Cons of equisoft/manage

A quick look at equisoft/manage's strengths and weaknesses to
help you decide if it's the right fit

Pros

Reduces time needed to launch new insurance products with ready templates
Helps manage multiple insurance product lines within one system
Gives insurers more control over how product updates are handled
Helps teams review underwriting and servicing data in one place
Connects existing insurance systems without major process disruption

Cons

May require training to fully utilize all features
Customer support response times may vary
May require careful governance to manage system changes

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

Who are the typical users of Equisoft/manage?

Equisoft/manage features are used by life insurance carriers, annuity providers, group benefits insurers, and health insurance organizations.

What level of support does Equisoft/manage offer?

Equisoft/manage offers support via phone and online contact form.

What other apps does Equisoft/manage integrate with?

Equisoft/manage integrates with multiple enterprise systems and platforms, including Salesforce, SAP, Oracle JD Edwards EnterpriseOne, PeopleSoft, SmartStream GL, and DocuSign.

Does Equisoft/manage offer an API?

Yes, Equisoft/manage offers an API.

Does Equisoft/manage have a mobile app?

No, Equisoft/manage does not offer a dedicated mobile app.

What language does Equisoft/manage support?

Equisoft/manage software primarily supports English, Spanish, and French.

What types of pricing plans does Equisoft/manage offer?

Equisoft/manage provides flexible pricing structured around unique business demands. Get a detailed Equisoft/manage cost breakdown to make an informed decision.