Insurance Agency Management Software

The most powerful way to connect carriers' feeds, parameds, clients, policies, and other contracting and compliance systems to a single platform.

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The Ultimate Agency Management System for IMO's, General Agents, MGAs, BGAs, Banks and More

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

BMO logo Bank of Montreal
Edward Jones
Scotiabank Logo
AFL Group Logo
Groupe Cloutier

Designed to Optimize Daily Tasks and Activities

Centralize Adopt Best Practice Processes With Little Effort

Adopt Best Practice Processes With Little Effort

Equisoft/centralize powers your business with out of the box business processes built by industry insiders.

Centralize 50 Off the Shelf Reports for the Entire Organization

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.

Centralize Track leads advisor productivity

Track Leads & Advisor Productivity

Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity.

Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management.

Optimized to Connect Stakeholders Across Agencies, Banks, Brokers & National Accounts to Carriers

Centralize 100 Accurate Commission Reconciliation 100 Peace of Mind

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.

Centralize Licensing Contracting Appointments Its All Taken Care Of

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%.

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