Equisoft/centralizeEquisoft
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Related Products
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About
BATS is the only software you need to automate, streamline, manage & grow your transportation business.
Price your opportunities automatically or with the click of a button using our internally managed pricing engine.
BATS’ electronic signing platform allows you to capture signatures from customers as well as carriers, even if they’re not on Central Dispatch.
BATS’ powerful billing module captures & processes customers credit cards, manages commission payouts and manages all accounts receivables and payable processes.
BATS’ reporting dashboards give you real-time insight into your company and sales teams performance. Financial dashboards show you real-time data on many business critical KPI’s.
Streamline your communications with drip sales email campaigns, on demand emails & automated notifications - no Mailchimp or Constant Contact required.
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About
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform.
Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management.
Our insurance agency management software powers your business with out of the box business processes built by industry insiders.
Policies sold and commission projections are just a few of the key reports that track operations.
Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity.
Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Vehicle transport businesses
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Audience
Life insurance agencies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBATS
Founded: 2016
bats.rocks/
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Company InformationEquisoft
Founded: 1994
Canada
equisoft.com
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
Equisoft/illustrate
Equisoft/manage
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