Leading Canadian Financial Institution
Equisoft/centralize 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 paramedical company data feeds.
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.
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%.