Equisoft/centralizeEquisoft
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ProNavigator SageProNavigator
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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
Information powers your insurance business. But when that information is buried deep inside many different portals and drives, finding what you need can be painfully slow. Bulletins and updates can be a daily affair. With Sage’s central announcement center, you’ve got an easy way to keep your team current with changes as they happen. If your team can use Google, your team can use Sage—it’s that easy. Log in through a browser and things are ready to go. No software installs, IT infrastructure, or steep learning curves are required. Sage’s analytics tell you what users are asking and how often they ask. Use this data to understand information and training gaps in your business, as well as to identify new product and market opportunities. Quick filters help narrow results, info cards display the highlights, and a date stamp shows you how current it is. The full source document is only ever a click away.
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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
Knowledge Management system for insurance teams
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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 InformationProNavigator
Founded: 2016
Canada
pronavigator.ai/
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Alternatives |
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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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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Knowledge Management Features
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
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Integrations
Equisoft/illustrate
Equisoft/manage
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