Optimize Your Practice with Equisoft/Connect

Equisoft/connect is a web-based CRM software. Designed specifically for insurance and finance professionals, Equisoft/connect is an indispensable tool for advisors seeking to optimize their business practice.

Drive Your Practice Forward!

In this introductory webinar, you will learn the basics of Equisoft/connect and we will provide you with all the essentials you need to maximize and simplify your business practice.

Among other things, you will have an overview of the many benefits of Equisoft/connect.

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