Discover Equisoft/connect

Date: February 7th, 2023

You're invited to an exclusive presentation of the web-based CRM software designed specifically for insurance and finance professionals.

Join Equisoft, February 7th 2023 at 2:30pm CAT as we show you some of the capabilties of Equisoft/connect.

Equisoft/connect is an indispensable tool for financial advisors seeking to optimize their business practice and customer relationship management.

Register to attend today!

Equisoft/connect will let you focus on your business by:

  • Automating client data
  • Centralizing your customer data in one place
  • Keeping your data up to date in real time
  • Integrating many marketing & productivity tools
  • Quickly and easily producing all your reports
  • Reducing time to compliance
  • Keeping you up to date with client meetings
  • And much more!

Register to attend the free demo today!

Get Started With Equisoft/Connect Today!

Register To Attend