Discover Equisoft/connect

Gain exclusive access to the web-based CRM software designed specifically for insurance and finance professionals.

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

See how Equisoft/connect will provide you with all the essentials you need to maximize and simplify your book of business.

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

  • Importing MGA and BGA data automatically
  • 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
  • Increasing your compliance fast
  • Keeping you up to date with client meetings
  • And much more!

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