Equisoft/illustrate Integrations

Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.

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.

Off-the-shelf life, annuity & final expense insurance products are built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Complete support for bulk file transactions as well as portals for plan administrator and participant self-service. We've transformed clients with complex annuity products, and data migration in 6 months. No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff. Consistent product launches and ROI keep you focused on innovating ahead of the competition. Consolidate end-to-end management of your agency, commissions, compensation, and claims with our modular approach to policy administration system implementation.