Equisoft/centralize 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.

Integrations

Reviews

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Company Details

Company:
Equisoft
Year Founded:
1994
Headquarters:
Canada
Website:
equisoft.com

Media

AGEman Office-Detail

AGEman Office-Detail

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Product Details

Platforms
Web-Based
Windows
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

Equisoft/centralize Features and Options

Insurance Agency Software

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

Equisoft/centralize User Reviews

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