---
description: Review of equisoft/manage Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: equisoft/manage | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/3320/policy/software) > [equisoft/manage](/software/338521/equisoft-manage)

# equisoft/manage

Canonical: https://www.softwareadvice.co.nz/software/338521/equisoft-manage

> The solution is built on the Oracle Insurance Policy Administration platform and includes a digital self-service portal for advisors, agents, plan administrators, participants and individual customers that provides a completely digital end-to-end experience. It integrates to all leading third-party services, including MIB, Milliman, USPS, LexisNexis, Docusign, ACORD and many more.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: Equisoft
- **Founded**: 2000

## Commercial Context

- **Pricing Details**: Please contact Equisoft directly for pricing information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, French, Spanish
- **Available Countries**: Afghanistan, Algeria, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belize, Benin, Bermuda, Bhutan, Bolivia, Botswana and 132 more

## Features

- Billing & Invoicing
- Cancellation Tracking
- Claims Tracking
- Client Portal
- Customer Accounts
- Customisable Templates
- Document Management
- Insurance Policy Processing
- Policy Issuance
- Policy Management
- Quotes/Estimates
- Real-Time Analytics
- Reinstatement Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Risk Assessment
- Underwriting Management
- Workflow Management

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Insurance Policy Software](https://www.softwareadvice.co.nz/directory/3320/policy/software)

## Alternatives

1. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews)
2. [Expiration Reminder](https://www.softwareadvice.co.nz/software/423426/expiration-reminder) — 4.5/5 (49 reviews)
3. [NowCerts](https://www.softwareadvice.co.nz/software/64793/nowcerts) — 4.8/5 (150 reviews)
4. [Partner XE](https://www.softwareadvice.co.nz/software/43120/partner-xe) — 4.1/5 (14 reviews)
5. [A1 Tracker](https://www.softwareadvice.co.nz/software/76056/a1-tracker) — 4.9/5 (79 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/338521/equisoft-manage)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/insurance/equisoft-manage-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/338521/equisoft-manage> |
| en-GB | <https://www.softwareadvice.co.uk/software/338521/equisoft-manage> |
| en-IE | <https://www.softwareadvice.ie/software/338521/equisoft-manage> |
| en-NZ | <https://www.softwareadvice.co.nz/software/338521/equisoft-manage> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.nz/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"equisoft/manage","description":"The solution is built on the Oracle Insurance Policy Administration platform and includes a digital self-service portal for advisors, agents, plan administrators, participants and individual customers that provides a completely digital end-to-end experience. It integrates to all leading third-party services, including MIB, Milliman, USPS, LexisNexis, Docusign, ACORD and many more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/5c0d2d27-02fe-4c99-af65-b56a1f43950d.png","url":"https://www.softwareadvice.co.nz/software/338521/equisoft-manage","@id":"https://www.softwareadvice.co.nz/software/338521/equisoft-manage#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.co.nz/software/338521/equisoft-manage#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance Policy Software","position":2,"item":"/directory/3320/policy/software","@type":"ListItem"},{"name":"equisoft/manage","position":3,"item":"/software/338521/equisoft-manage","@type":"ListItem"}]}]}
</script>
