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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.

About

Lya is an all-in-one insurance brokerage platform that brings CRM, advisory, sales, contract management, compliance, and business monitoring into a single environment for insurance professionals. Its intelligent insurance CRM centralizes clients, prospects, portfolios, contracts, commercial activity, and customer interactions, helping teams manage their entire brokerage workflow from one place. Built-in compliance tools automate regulatory obligations related to DDA, GDPR, AML-CFT, and DORA while maintaining full traceability of required actions. It also supports client and partner portals, subscription journeys, product configuration, claims management, commission reconciliation, retrocessions, customer request tracking, reporting, and analytics. Distribution workflows include CRM and compliance, client portals, sales support tools, and product management, while after-sales modules cover contracts, commissions, and claims.

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

Insurance brokers, agents, insurers, and professionals in search of a tool to centralize customer management, compliance, sales, contracts, and operational workflows

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

€35 per month
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

Lya
Founded: 2018
France
www.lyaprotect.com

Alternatives

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly
IMPACT Insure

IMPACT Insure

RiskFree
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
TIS

TIS

Comtec Global

Categories

Categories

Insurance Agency Management 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 Lya and update features and information
Claim Lya and update features and information