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Average Ratings 0 Ratings
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
Willis Towers Watson's Unify serves to unite and streamline the diverse systems that an insurance company may possess. By automating various processes, it enhances efficiency, allowing costly personnel to focus on more impactful, value-added tasks. This integration fosters connections between the multitude of tools and technologies within an insurer’s ecosystem, ensuring that information is delivered to different stakeholders in the most suitable format, which includes supporting data visualization tools such as Power BI. Furthermore, it establishes a comprehensive, agile, and adaptable automated process that significantly reduces the labor and costs associated with data generation. The platform notably accelerates the preparation of regulatory and financial figures, leading to improved transparency and consistency in results. Additionally, it upholds best practice governance standards, encompassing security measures, process evaluations, approvals, and version control, which are essential for maintaining operational integrity. By providing a cohesive solution, Unify empowers insurers to optimize their workflows and enhance decision-making capabilities.
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
Willis Towers Watson
Founded
2016
Country
United Kingdom
Website
www.willistowerswatson.com/en-US/Solutions/products/unify
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