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
Retain, Recruit and Grow your business. With HQ, combining CRM and your business data we enable you to track: Retain existing adivisors and mitigate attrition and risk by keeping a finger on the pulse of existing advisors. Recruit: Nurture new premium from your hottest prospects and experience a 20-50% increase reach. Grow: Dashboards make it easy to see what you need to do and when you need to do it. We make sure you hit the most important things advisors care about. Commissions, Case Management, Contracting & Licensing, Imaging and Marketing all in one system makes operations a breeze. With HQ, you don't have to be a Computer Scientist to understand your business data. You used to have to depend on experience or guts. Now you can use HQ analytics to uncover hidden correlations and new opportunities and give you confidence on making recommendations for the best course of action. In short, HQ helps you make smarter decisions.
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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
Agencies looking for an insurance software that supports sales, operations and advisors management
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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
$100 per user per month
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 InformationOneHQ
Founded: 2010
United States
onehq.com/index
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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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