Support your agents and their clients with a rapid revolution in your digital engagement strategy. All with one out of the box solution that increases efficiency and integrates with multiple sources of policy data.
Equisoft/sync is a SaaS multi-tenant advisor and client engagement platform for all Policy Administration Systems (PAS).
No matter what PAS your business runs on, Equisoft/sync makes policy changes a cinch.
Deliver up-to-date information customers and advisors need, regardless of the PAS that stores it.
Digitize and automate your key servicing processes to drastically reduce customer support costs.
Equisoft/sync is SOC2 compliant with security integrated into every phase of its development with DevSecOps. It’s built using best-in-class Azure security components and is impartially audited by third parties on a regular basis.
Maximize client retention and enable better service with messages to agents aligned to your workflow.
Calls to request forms won’t be necessary when customers can easily do it online.
Customers can securely download policy docs or access timely notifications.
Customers, agents and their assistants can access Equisoft/sync, but what they can do there is controlled by you.
Agents can easily access commissions & compensation info while you get advisor performance reports, on any device.
Enable policy holders and agents to self-service changes to addresses, beneficiaries, and payment details.
100+
Capabilities
30+
Screens
120+
API methods
Self-Service Portals
Self-Service Portals
Self-Service Portals
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