equisoft/manage Overview

equisoft/manage is a comprehensive insurance policy management software designed to simplify and streamline the administration of insurance policies. The platform provides insurance companies with a suite of tools for managing policy lifecycles, from creation and underwriting to renewal and claims processing. equisoft/manage enables insurers to store and access customer data securely, ensuring that policy details, coverage information, and payment histories are easily retrievable. The software also automates workflows such as policy issuance, renewals, and premium invoicing, reducing administrative workloads and minimizing human error. Its integrated claims management functionality allows insurers to process and track claims efficiently, ensuring faster resolution times and enhanced customer satisfaction. With its robust reporting capabilities, equisoft/manage offers insurers insights into policy performance, risk exposure, and financial health. Whether used by life, health, or property insurers, equisoft/manage provides a scalable solution for managing insurance policies effectively, driving operational efficiency, and ensuring compliance with industry regulations.

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Contact Details

  • Vendor Name Equisoft
  • Founded 2000
  • Location Canada

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, French, Spanish


Industries

Financial Services, Insurance

equisoft/manage Features

  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates

equisoft/manage Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

equisoft/manage FAQs

equisoft/manage is a comprehensive insurance policy management software designed to simplify and streamline the administration of insurance policies. The platform provides insurance companies with a suite of tools for managing policy lifecycles, from creation and underwriting to renewal and claims processing. equisoft/manage enables insurers to store and access customer data securely, ensuring that policy details, coverage information, and payment histories are easily retrievable. The software also automates workflows such as policy issuance, renewals, and premium invoicing, reducing administrative workloads and minimizing human error. Its integrated claims management functionality allows insurers to process and track claims efficiently, ensuring faster resolution times and enhanced customer satisfaction. With its robust reporting capabilities, equisoft/manage offers insurers insights into policy performance, risk exposure, and financial health. Whether used by life, health, or property insurers, equisoft/manage provides a scalable solution for managing insurance policies effectively, driving operational efficiency, and ensuring compliance with industry regulations.

  • No, equisoft/manage does not offer a free version.

  • Yes, equisoft/manage offers a free trial.

  • No, Credit Card details are not required for the equisoft/manage trial.

  • No, equisoft/manage does not offer an API.

  • equisoft/manage offers support with the following options:
    • Email , Phone , Knowledge Base

  • equisoft/manage offers training with the following options:
    • In-person , Webinar , Documentation , Videos

  • equisoft/manage supports the following languages:
    • English , French , Spanish

  • Following are the typical users of the equisoft/manage:
    • Self-Employed , Small-Business , Midsize-Business

  • equisoft/manage supports the following deployment:
    • Cloud Hosted

  • equisoft/manage supports the following devices and operating systems:
    • Web-Based