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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

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.

Description

Retain, Recruit, and Grow your business seamlessly with HQ, where the integration of CRM and business data empowers you to closely monitor your current advisors to reduce turnover and minimize risks effectively. You can nurture potential high-value clients from your most engaged prospects, leading to an impressive reach increase of 20-50%. The user-friendly dashboards provide clarity on necessary actions and deadlines, ensuring you prioritize what matters most to your advisors, including commissions, case management, contracting, licensing, imaging, and marketing—all within a single, cohesive system that simplifies operations. Gone are the days when you needed extensive technical knowledge or intuition to interpret your business data; now, HQ's analytics reveal hidden connections and fresh opportunities, instilling confidence in your decision-making process. Ultimately, HQ equips you to make more informed and strategic choices for your business's future growth. By utilizing these insights, you can enhance collaboration among your team and drive long-term success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Equisoft/illustrate
Equisoft/manage

Integrations

Equisoft/illustrate
Equisoft/manage

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$100 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Equisoft

Founded

1994

Country

Canada

Website

equisoft.com

Vendor Details

Company Name

OneHQ

Founded

2010

Country

United States

Website

onehq.com/index

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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Alternatives

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