Increase Distribution Performance With our Agency Management System
Optimize operations with granular dashboards and better workflows that improve management of all activities, complex commissions, and new revenue opportunities.
Optimize operations with granular dashboards and better workflows that improve management of all activities, complex commissions, and new revenue opportunities.
Equisoft/centralize is an insurance agency management solution that is your trusted digital partner in elevating advisor efficiency and removing compliance worries.
Equisoft/centralize increases operational efficiency with a single solution that oversees every aspect of your insurance business.
Automate, eliminate, or streamline daily tasks and activities with an out-of-the-box inventory of powerful workflows built by industry experts.
Capture, reveal, and share additional revenue opportunities through cross-selling, upselling, and opt-in marketing with multiple stakeholders.
The headache of enforcing commission accuracy is a thing of the past with Equisoft/centralize supporting the most complex commission hierarchies.
Every transaction is processed correctly. Commission schedules, override rates, sharing percentages are extremely accurate.
Create gateways to data feeds or models of any individual, life, and P&C Claims distributor.
Reduce operational overhead with management of loans, caps, chargebacks, and bonuses.
Oversees the transfer of an advisor’s block of business or buying and managing of a BoB.
Equisoft/centralize makes it easy to track leads and highlight high performing advisors.
Every aspect of an advisor`s regulatory compliance is seamlessly scripted and built into your workflow and internal process.
Each rep’s licensing is aligned to jurisdiction. Mandatory documentation ensures both accuracy and completion rates are at 100%.
Leading Canadian Financial Institution
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