A Distributor’s Radical Digital Transformation to Completely Automated Processing

A Distributor’s Radical Digital Transformation to Completely Automated Processing

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.

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