InsurancePlus Software Series: Pricing, Free Demo & Features

Last Updated Jul 23, 2026

Overview

InsurancePlus Software Series offers policy administration tools for life and health insurers, supporting policy management, billing, claims processing, commissions, and accounting functions. While its interface could be more intuitive, the platform includes underwriting, reporting, document management, and self-service portals for policyholders and agents.

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Starting Price

Custom

InsurancePlus Software Series Specifications

Policy Management
Claims Management
Underwriting Management
Premium Billing Management
Agent Management
Customer Management (CRM)
Policy Renewal Management
Document Management
Customer Portal
Workflow Automation

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What Is InsurancePlus Software Series?

InsurancePlus Software Series is a policy administration platform for life and health insurance providers of all sizes. It includes an underwriting rules engine that evaluates risk at policy setup and handles automated claims adjudication for submitted claims. Keeping both workflows in one system reduces the need for separate tools and helps teams stay organized when managing policy setup, claims review, and policy record maintenance.

What Is InsurancePlus Software Series Best For?

InsurancePlus Software Series is best known for its integrated document management and workflow system. It handles document generation, distribution, and storage within the same platform as policy administration. The software is a strong fit for insurance carriers, fraternal organizations, and third-party administrators managing paper-heavy operations or large volumes of policy records without relying on separate tools.

How Much Does InsurancePlus Software Series Cost?

InsurancePlus Software Series is priced at a one-time fee of $10,000/user. In addition to the base subscription costs, organizations should account for the following expenses:

Implementation: Usually priced between $75,000–$500,000, covering initial system setup, configuration of workflows, and mapping insurance product structures for life and health lines to match how the organization operates
Data Migration: Commonly priced in the range of $25,000–$300,000, depending on the volume and complexity of moving legacy policy, claims, and billing data, including validation and reconciliation during transfer
Training And Onboarding: Typically falls between $10,000–$150,000, covering hands-on training sessions for administrators, agents, and claims teams as they learn how to use the system in daily operations
Integrations: Often ranges from $25,000–$400,000, depending on how many external systems are connected and the level of effort needed to link data across them
Customization And Configuration: Generally set between $50,000–$600,000, based on how much the system needs to be adjusted for specific underwriting rules, forms, workflows, and reporting needs
Premium Support: Commonly priced at $15,000–$200,000/year, depending on the type of support included, response expectations, and level of technical assistance required

For accurate pricing based on your organization’s needs, it’s recommended to request a custom InsurancePlus Software Series price estimate.

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

InsurancePlus Software Series Integrations

The vendor has not provided details about third-party integrations for this software.

How Does InsurancePlus Software Series Work?

Log in to your InsurancePlus account to access a centralized policy administration system and follow the given steps to manage insurance operations within the platform:

Create policy records by entering policyholder details, coverage information, and product selections for life and health insurance lines
Configure underwriting rules to evaluate applications and support structured risk assessment during policy setup
Process claims by submitting, reviewing, and updating claim records through defined workflows
Manage billing activities by recording payments, tracking transactions, and maintaining account-level financial records
Handle agent commissions by tracking compensation structures and processing payouts based on policy activity
Generate and manage documents by creating, storing, and distributing policy-related records within a central repository
Run reports to review policy data, financial activity, and operational records using available reporting tools

You can also schedule a free InsurancePlus Software Series demo to explore its full functionalities.

Who Is InsurancePlus Software Series For?

InsurancePlus Software Series is suitable for a range of insurance organizations and related entities, including:

Traditional life insurers
Health insurance carriers
Fraternal organizational networks
Third-party administrators

InsurancePlus Software Series Use Cases

Based on our analysis of InsurancePlus Software Series’s capabilities, the following are the operational scenarios where the platform is most commonly used:

Insurance Carriers Managing Multiple Insurance Product Lines

Insurance carriers offering life, health, annuity, disability, and specialty products can find it difficult to maintain consistent administration processes as their product portfolio grows. Separate systems for different product categories tend to create duplicate recordkeeping and operational friction over time. InsurancePlus Software Series may be suitable for carriers that need to manage multiple product types while maintaining consistent policy administration across their operations.

Fraternal Organizations Moving Away From Paper-Based Administration

Fraternal benefit societies typically manage member policies, correspondence, and claims with limited administrative staff. Where paper records or disconnected filing systems are still in use, keeping policy information accurate gets harder to sustain as volume increases. InsurancePlus Software Series can help fraternal organizations that want to bring policy administration and member records into a structured digital environment without overhauling their entire operation.

Third-Party Administrators Managing Policies For Multiple Clients

TPAs overseeing policies and claims for multiple carriers, employer groups, or benefit programs at once face growing complexity as their client base expands. Staying consistent while meeting different requirements for each client is a real operational challenge. InsurancePlus Software Series may be worth considering for TPA teams managing policy and claims operations for multiple client portfolios with differing administrative requirements.

Insurance Organizations Replacing Legacy Administration Systems

Many insurance providers still run on platforms built years ago that no longer fit how their operations work today. Disconnected processes, limited browser access, and rising maintenance demands are common friction points in these environments. InsurancePlus Software Series may be used by organizations working to move policy operations off older platforms and into a more accessible, browser-based setup.

Operations Teams Managing Agent Commission Administration

Insurance organizations with agent networks regularly deal with commission structures that involve multiple hierarchy levels, varying schedules, and different payment arrangements. As agent count and active policies grow, tracking commissions manually becomes harder to sustain. InsurancePlus Software Series may be relevant for teams responsible for managing commission-related processes alongside policy and billing activities.

Is InsurancePlus Software Series Right For You?

If you are a life or health insurance provider managing a policy administration environment, InsurancePlus Software Series could be a strong fit. The platform supports a range of products, from whole life and annuities to long-term care and final expense plans. Secure self-service portals for policyholders, beneficiaries, and agents are built directly into the platform, which gives carriers a way to extend service access without adding separate tools.

Still unsure about InsurancePlus Software Series? Connect with us at (661) 384-7070 for further guidance.

InsurancePlus Software Series Features

Integrated Underwriting Rules Engine

InsurancePlus Software Series includes an underwriting rules engine that reviews underwriting requirements during policy setup. The system applies defined rules to check eligibility and policy conditions as part of the application process. It allows teams to set and adjust underwriting logic for life and health insurance policies in a structured way.

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On-Demand Reports Designer

The platform provides a report builder that lets users create custom reports using a drag-and-drop interface. It allows selection of data fields, report layout setup, and formatting based on different reporting needs. Users can generate reports using policy and operational data without relying on technical support.

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Accounting And Billing

The software includes accounting and billing tools that record financial transactions as they happen. It manages billing entries, accounts payable records, and electronic fund transfers related to insurance activity. Financial records are updated as transactions are processed, keeping information current across operations.

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Claims Adjudication

InsurancePlus Software Series supports real-time claims processing where claims are reviewed, checked, and handled through defined steps. The system manages claim submissions and updates their status as they move through each stage. Claims information stays linked with related policy records for easier tracking.

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Self-Service Portals

The platform includes secure self-service portals for policyholders, beneficiaries, and agents. These portals allow users to view policy details and complete basic service tasks through an online interface. Access is controlled based on user roles so each user only sees relevant information.

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Pros And Cons of InsurancePlus Software Series

A quick look at InsurancePlus Software Series's strengths and weaknesses to
help you decide if it's the right fit

Pros

Reduces manual work in policy administration processes
Helps maintain financial records with less effort
Improves visibility across claims and policy activity
Organizes document handling within structured workflows
Provides easier access for policyholders and agents

Cons

May require setup for complex insurance environments
Customization may depend on technical configuration support
Reporting setup may require initial user training time

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Frequently Asked Questions

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

Does InsurancePlus Software Series have a mobile app?

No, InsurancePlus Software Series does not offer a dedicated mobile app.

What level of support does InsurancePlus Software Series offer?

InsurancePlus Software Series offers support via phone, a knowledge base, discussion forums, a client login portal, and an online contact form.

Who are the typical users of InsurancePlus Software Series?

InsurancePlus Software Series features are used by life and health insurance carriers, fraternal organizations, and third-party administrators.

What other apps does InsurancePlus Software Series integrate with?

Information about third-party integrations has not been specified by the vendor.

What language does InsurancePlus Software Series support?

InsurancePlus Software Series primarily supports English, French, Italian, and Spanish.

What types of pricing plans does InsurancePlus Software Series offer?

InsurancePlus Software Series pricing is structured as a one-time fee of $10,000/user. Get a detailed InsurancePlus Software Series cost breakdown to make an informed decision.

Does InsurancePlus Software Series offer an API?

Information about an API is currently unspecified by the vendor.