Equisoft/centralizeEquisoft
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Related Products
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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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About
Experience the Hi Marley texting platform, connecting carriers and their partners to the end customer for that moment of truth. For claims, underwriting and policy interactions, Hi Marley has insurance carriers covered! Our integrated, AI-enabled texting solution allows insurance carriers to deliver a seamless and modern communication experience that today’s insureds expect. The Hi Marley platform is solely designed for the insurance industry, offering best-in-class features and functionality aimed to delight end customers. Representatives interact through our web-based application while customers communicate through a simple text conversation — no app download or webpage visit necessary. When selecting Hi Marley, you’re not just choosing a texting platform, you’re investing in your customer’s journey for a better way to experience insurance. Our team comes from deep-rooted insurance backgrounds, solving the problems we know exist.
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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
Life insurance agencies
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Audience
Communication solution for the entire insurance ecosystem
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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 InformationEquisoft
Founded: 1994
Canada
equisoft.com
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Company InformationHi Marley
Founded: 2017
United States
www.himarley.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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