Equisoft/centralize
Equisoft/centralize serves as an advanced insurance agency management system, uniting all stakeholders for efficient insurance distribution and commission oversight. It simplifies tracking leads and advisor performance while managing complex hierarchy structures for payouts. With seamless integration of carrier data feeds, it ensures accurate compensation management and enhances operational transparency.
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Top Equisoft/centralize Features
- Integrated stakeholder communication
- Custom compensation structures
- Real-time commission tracking
- Lead management system
- Advisor sales productivity tools
- Complex hierarchy handling
- Data feed integration
- Comprehensive reporting capabilities
- Client and agent portals
- Automated electronic applications
- OIPA integration support
- Data migration assistance
- IFRS 17 compliance features
- Investment analysis tools
- Digital transformation support
- Industry-specific best practices
- Distribution optimization strategies
- API accessibility
- Training and support resources
- Modular system architecture
