Discover Equisoft/connect

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

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

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.

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 with many marketing and productivity tools
  • Quickly and easily producing all your reports
  • Increasing your compliance fast
  • Keeping you up to date with client meetings
  • And much more!

Request your exclusive access today!

Get Started With Equisoft/Connect Today!

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