Equisoft/centralize Reviews in 2026

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

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Ratings/Reviews

Overall 0.0 / 5

ease 0.0 / 5

features 0.0 / 5

design 0.0 / 5

support 0.0 / 5

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Product Details

Platforms Supported

Cloud

Windows

iPhone

iPad

Android

Training

Documentation

Live Online

Webinars

In Person

Support

Phone Support

Online

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