+
+

Related Products

  • Macaw AMS
    6 Ratings
    Visit Website
  • Everstage
    3,620 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • FirstPromoter
    60 Ratings
    Visit Website
  • CrankWheel
    215 Ratings
    Visit Website
  • Jama Connect
    383 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • AdvancedMD
    2 Ratings
    Visit Website

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.

About

Connecting historically siloed processes into a fully automated, synchronized journey. Let actual performance data drive accurate optimization and efficiency. Everything you need to make smart decisions is right in front of your eyes. Harness unique ML algorithms to generate cross-organizational insights. Digital transformation is not enough. As industries become more advanced, the path to winning the competition goes through technological superiority. The need for a holistic platform that enables carriers to automatically centralize all their marketing and distribution data is imminent. There has never been a time in history when we have been more connected through our differences. Our technology turns endless amounts of data into a clear, actionable understanding of true needs. Our individual information determines how much we will pay to acquire insurance. It’s time it also determines how much the insurance carriers will pay to acquire us.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Life insurance agencies

Audience

Businesses looking for a powerful Insurance Marketing OS solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Equisoft
Founded: 1994
Canada
equisoft.com

Company Information

Kissterra
Founded: 2015
Israel
kissterra.com

Alternatives

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly
IMPACT Insure

IMPACT Insure

RiskFree
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Equisoft/illustrate
Equisoft/manage

Integrations

Equisoft/illustrate
Equisoft/manage
Claim Equisoft/centralize and update features and information
Claim Equisoft/centralize and update features and information
Claim Kissterra and update features and information
Claim Kissterra and update features and information