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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
Are you on the hunt for the ideal technological partner to enhance your financial advisory practice? TurtlemintPro stands out as an exceptional insurance application that may fulfill your requirements! It serves as a comprehensive solution that can significantly benefit your insurance operations. Boasting an extensive array of insurance offerings from various providers, TurtlemintPro also allows you to create tailored mutual fund packages for your clients based on their specific needs. Additionally, it features a user-friendly dashboard that gives you a detailed management information system (MIS), enabling you to monitor your leads, track commissions earned, and oversee the growth of your insurance enterprise efficiently. If you aspire to expand your network and advance your career in the insurance sector, TurtlemintPro can be instrumental in managing all your leads effectively. Furthermore, you can monitor your performance with multiple insurers and enhance your insurance business at your own pace, allowing for a more flexible career development experience. With TurtlemintPro, the pathway to success in your insurance career is not only accessible but also highly manageable.
API Access
Has API
API Access
Has API
Integrations
Equisoft/illustrate
Equisoft/manage
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
TurtlemintPro
Country
India
Website
www.turtlemintpro.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management