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About

Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds.

About

Say goodbye to time-consuming renewals by streamlining the entire request for proposal (RFP) process. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder™. Tracking carrier commissions is complex. BrokerageBuilder makes it easy. Track commissions from any carrier with ease. Easily process and validate payments received, and gain better insight into your agency's commissions revenue. Centralize your data and create customized workflows tailored to your agency. Each day, users will receive a daily list of overdue tasks and upcoming items that require their attention—helping ensure nothing falls through the cracks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Life insurance agencies

Audience

Insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Equisoft
Founded: 1994
Canada
equisoft.com

Company Information

Zywave
Founded: 1995
United States
www.zywave.com

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Categories

Categories

Insurance Agency Features

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

Insurance Agency Features

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

Integrations

Equisoft/illustrate
Equisoft/manage
Zywave Sales Cloud

Integrations

Equisoft/illustrate
Equisoft/manage
Zywave Sales Cloud
Claim Equisoft/centralize and update features and information
Claim Equisoft/centralize and update features and information
Claim Zywave BrokerageBuilder and update features and information
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