The distributor used largely manual, paper-based, and labor-intensive processes to manage most aspects of their business. With the implementation of Equisoft/centralize they transformed into one of the most automated and efficient distributors in the industry.
Read the case study to get: #
- Insights on how they became the most automated distributor in the nation
- Tactics to streamline all aspects of your agency’s management
- Strategies for building competitive advantage through unparalleled data centralization & access
Equisoft/centralize is an agency management and distribution back-office system connecting all stakeholders for streamlined insurance distribution and commission management:
- It enables distributors to track leads and advisor productivity
- It comes with out-of-the-box business processes already set up
- It can handle all types of commission splits
- Advisor-of-record changes are easy
- Contains more than 50 off-the-shelf reports like policies sold and commission projections
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Solve advisor commission accounting headaches #
Equisoft/centralize removes risk and complexity from commission accounting. It processes intricate hierarchy structures seamlessly and discrepancies between expected & received compensations are identified with precision.
Equisoft/centralize: Accelerate Critical Agency Processes #
Key features include carrier data feeds and connections to paramedical companies, advanced commission accounting capabilities, activity management, and a suite of intuitive reports that drive business efficiency. The Future of Insurance Agency Management is Here
Equisoft/centralize enables effortless management of complex commission structures and full integration with industry standards like ACORD & CITS feeds. Moreover, with data ownership rights on a modern platform, users are always in control.
Discover the Full Story #
Download the case study to see how this distributor went from almost fully manual to the most automated agency in the nation.
