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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Integrations
Company Information
Equisoft
Founded: 1994
Canada
equisoft.com
Videos and Screen Captures
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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
Q: What kinds of users and organization types does Equisoft/centralize work with?
Equisoft/centralize works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Equisoft/centralize support in their product?
Equisoft/centralize supports these languages: English.
Q: What kind of support options does Equisoft/centralize offer?
Equisoft/centralize offers support via phone support and online.
Q: What other applications or services does Equisoft/centralize integrate with?
Equisoft/centralize integrates with: Equisoft/illustrate and Equisoft/manage.
Q: Does Equisoft/centralize have a mobile app?
Yes, Equisoft/centralize has a mobile app for iPhone, Android, and iPad.
Q: What type of training does Equisoft/centralize provide?
Equisoft/centralize provides training in the form of documentation, live online, webinars, and in person.
Equisoft/centralize Product Features
Insurance Agency Management
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Claims Management
Not Supported
Insurance Rating
Not Supported
Quote Management
Not Supported
