equisoft/manage

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)

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:

• SAP
• PeopleSoft
• Oracle JD Edwards EnterpriseOne
• SmartStream GL
• Salesforce
• DocuSign

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

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.