Insurance agency management optimized

A Robust & Scalable Bancassurance Platform

A sophisticated bancassurance platform that empowers banks to offer insurance products and benefits to their customers. Centralize offers a powerful way to connect carriers' feeds, clients, policies, and other contracting and compliance systems to a single platform.

  • Policies Sold & Commission Projections
  • Track Leads & Sales Productivity of the Relationship Managers
  • 100% Accurate Commission Reconciliation - No revenue leakages
  • Exceptionally Intuitive User Experience

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Boost Profits & Grow Your Business

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Automate Processes

Designed to optimize daily tasks and activities. Adopt best practices with little effort.

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Track Performance

Easily track leads, and highlight advisor sales productivity. Get 50+ off the shelf reports for the entire organization.

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Enjoy the benefits of our robust back office system

  • System securely hosted by Equisoft
  • Flexible pricing based on requirements
  • Easily manage complex commission structures
  • Fully integrates ACORD & CITS feeds
  • Best of breed business processes built in
  • Exceptionally intuitive user experience

Connect Every Side of Your Business