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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

EquisoftLive offers a flexible pricing model where you pay solely for the features you select. Each package comes with the Standard option, allowing you to add any additional features you may require. The Standard package provides two user accounts for your convenience. With EquisoftLive, managing vital horse information and associated expenses becomes a breeze. After entering data into your secure database, generating invoices can be accomplished within seconds, considering factors like shared ownership, changes in keep rates, and various other details. As an online horse management system, EquisoftLive allows you to access your horse information from any computer or mobile device as long as you have internet connectivity. This accessibility ensures that you can keep track of your horse management needs no matter where you are. The user-friendly interface ensures that even those with limited technical expertise can navigate the system effortlessly.

Description

Our comprehensive insurance agency management system seamlessly integrates the feeds from carriers, medical prerequisites, clients, policies, and additional compliance and contracting systems into a unified platform. Equisoft/centralize serves as a cohesive management solution for insurance agencies, facilitating efficient collaboration among all parties involved in the distribution and management of commissions. The software is equipped with pre-built business processes crafted by professionals with extensive industry experience, empowering your operations. Key reports, including those on policies sold and commission forecasts, provide critical insights into your agency's performance. Equisoft/centralize simplifies the monitoring of leads and enhances the productivity of advisors through effective tracking. The system adeptly manages intricate hierarchy structures for processing payouts, while also clearly identifying any inconsistencies between anticipated and actual compensation. It accommodates diverse commission frameworks and tailored compensation types, ensuring total integration of all existing data feeds from insurance carriers and medical requirement companies. This thorough approach not only boosts operational efficiency but also fosters stronger relationships among stakeholders in the insurance ecosystem.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Equisoft/illustrate No 
Equisoft/manage No 

Integrations

Equisoft/illustrate Yes 
Equisoft/manage Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EquisoftLive

Founded

1991

Country

Ireland

Website

www.equisoftlive.com

Vendor Details

Company Name

Equisoft

Founded

1994

Country

Canada

Website

equisoft.com

Product Features

Breeder

Cat Breeding No 
Dog Breeding No 
Goat Breeding No 
Horse Breeding No 
Plant Breeding No 
Rabbit Breeding No 

Horse

Billing & Invoicing Yes 
Breeding Management Yes 
Client Database Yes 
Expense Tracking Yes 
Feed Management No 
Horse Database Yes 
Horse Records Yes 
Income Statements No 
Medical Records Yes 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

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