Audience
Life insurance agencies
About Equisoft/centralize
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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Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.
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Integrations
Company Information
Equisoft
Founded: 1994
Canada
equisoft.com
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Equisoft/centralize Frequently Asked Questions
Equisoft/centralize Product Features
Insurance Agency
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Claims Management
Insurance Rating
Quote Management
