New Research: Technology Capabilities to Improve Agent Experiences at Life Insurers Menu equisoft/centralize Connect Your Operations to Automation & Data The most powerful way to connect carriers' feeds, parameds, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Get a Demo Designed to Optimize Daily Tasks and Activities Adopt Best Practice Processes With Little Effort Equisoft/centralize powers your business with out of the box business processes built by industry insiders. 50+ Off the Shelf Reports for the Entire Organization Policies sold and commission projections are just a few of the key reports that track operations. Track Leads & Advisor Productivity Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. See Equisoft/centralize in Action Optimized to Connect Stakeholders Across Agencies, Banks, Brokers & National Accounts to carriers Ensure Accuracy of Carrier Fees & Commissions Commissions & Compensation Management Automated Data Feeds From All Major Carriers 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 paramedical company data feeds. 100% Accurate Commission Reconciliation, 100% Peace of Mind The headache of enforcing commission accuracy is a thing of the past. Equisoft/centralize supports the most complex commission hierarchies, ensuring every transaction is processed correctly. Nothing falls through the cracks. Commission schedules, override rates, sharing percentages are extremely accurate. Licensing, Contracting & Appointments, It’s All Taken Care Of With Equisoft/centralize, every aspect of an advisor`s regulatory compliance is seamlessly scripted and built into your workflow and internal process. Reps licensing is aligned to jurisdiction. Mandatory documentation ensures both accuracy and completion rate are at 100%. The Future of Life Insurance Distribution Is Digital. Are You Ready? Watch the Webcast Out of the Box Benefits of Managing Your Business With Equisoft/centralize Easily manage complex commission structures Fully integrates ACORD & CITS feeds Best of breed business processes built in Modern & open platform that lets you own your data Exceptionally intuitive user experience This software has helped us automate 85% of our business processes straight through, without any kind of intervention. It’s indispensable. Leading Canadian Financial Institution The Ultimate Agency Management System for MGAs, BGAs, Banks and More Featured Expert Grace Ata AVP, Product Development Grace has more than 15 years experience in the financial technology industry. She’s an expert at utilizing data to drive operational efficiencies and help MGAs/BGAs optimize their technology stack. See more insights from Grace Contact Grace How One Firm Almost Completely Automated Processing Read the case study to get: Insights on how they became the most automated distributor in the nation Tactics to streamline all aspects of your agency’s management Strategies for building competitive advantage through unparalleled data centralization & access Access The Case Study Implementing Equisoft/centralize Is Fast, Easy and Affordable Enjoy the benefits of our robust back office system System securely hosted by Equisoft Flexible pricing based on requirements Full user access rights control (ACL) Also supports Role-based access (RBAC) Connect Every Side of Your Business All fields required* Insights Contact Careers About Us Latest News Equisoft/analyze for Advisors Login Equisoft/centralize Login Equisoft/connect Login Subscribe To Our Insights Newsletter ©2021 Equisoft. All rights reserved. Privacy Terms Security Cookies