Equisoft/centralize Description
Our insurance agency system is a powerful tool for connecting carriers' feeds, clients, policies and other contracting systems and compliance systems into a single platform.
Equisoft/centralize, a management system for insurance agencies, connects all stakeholders to streamline insurance distribution and commission administration.
Our insurance agency software is designed by industry experts to provide you with business processes that are ready-to-use.
Reports on sales of policies and commissions are among the most important reports used to track operations.
Equisoft/centralize allows you to track leads and highlight advisor sales performance.
Payouts can be processed with ease, even when the hierarchy is complex. Disparities between expected and received compensation are clearly identified. Support for all commission structures and custom compensation types. Integration of all data feeds from insurance carriers and medical requirements companies.
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AGEman Office-Detail
