Our insurance solutions are tailored for banks & national accounts. They provide unique insights into the sales and servicing pipeline, and help you with tracking and cross-sell opportunities, while maximizing customer value across lines of business.
Accelerate and manage your insurance and retirement pipeline by tracking leads from all lines of business, supporting business development and highlighting high-performing advisors.
Equisoft/centralize is a modern solution for banks and national accounts that increases visibility into agent production, makes complex commission management easy and drives sales.
Empower advisors and relationship managers with a 360 degree view of their client portfolios.
Equisoft/connect is specifically designed to maximize visibility and productivity through lead management, smart client segmentation and automation of tasks.
Support advisors with state-of-the-art financial needs analysis that helps to determine and demonstrate the need for insurance coverage and retirement products
Equisoft/plan empowers both experienced and junior advisors with a structured wealth management process that includes insurance and investment products.
Explore Equisoft Insights for bank or national account ideas, solutions, and inspiration.
Policy Administration System
Advisor Productivity
Asset Allocation and Wealth Analysis