As a distributor, overseeing advisor performance, tracking policy applications, and ensuring compliance can quickly become chaotic. Without the proper technology, inefficiencies creep in—manual data entry, disconnected systems, and inconsistent workflows slow everything down and create frustration for both advisors and their clients.
Equisoft's tools are built to eliminate these challenges and streamline workflows across your organization. Equisoft/centralize, Equisoft/plan, and Equisoft/connect are the three powerful integrated solutions designed to help you efficiently manage and support your network of advisors.
They help you manage your advisors, optimize operations, and empower your team to deliver exceptional value to clients.
Understanding the tools #
Equisoft offers a suite of powerful tools designed to streamline the workflow of your distribution operations and empower your advisors. The solutions are fully integrated, eliminating duplicate data entry and errors, while improving efficiency.
Below is an overview of how each product can help streamline your business processes and empower your advisors.
1. Back-office tool: Equisoft/centralize - The agency management system #
Equisoft/centralize acts as the backbone for distributor operations, enabling the smooth management of advisor activities, tracking policy applications, and ensuring compliance throughout the approval process. connecting all stakeholders for streamlined insurance distribution and commission management.
Here’s how Equisoft/centralize helps you streamline all aspects of your agency’s management:
- Centralized Operations: Streamlines all back-office functions, including policy tracking, compliance, and commission management, into a single platform.
- Integrated Data Management: Seamlessly connects with carrier feeds and other systems, eliminating duplicate data entry and reducing errors.
- Real-Time Performance Insights: Provides dynamic reporting and dashboards to monitor advisor productivity and sales performance.
- Enhanced Advisor Support: Offers an agent portal that facilitates licensing, contracting, and access to sales and marketing resources.
- Commissions & Compensation Management: Easily handle complex hierarchy structures to process payouts.
2. Front office tool: Equisoft/plan - The financial needs analysis tool #
Equisoft/plan helps your advisors create comprehensive financial needs analyses, identify insurance opportunities, and generate product recommendations—all within a unified workflow. With this product, advisors can easily capture a client’s full financial picture, including assets, liabilities, income, and expenses, through a guided interface.
Here’s how the financial planning solution helps advisors simplify financial planning:
- Complete data capture – Advisors can capture full client financial data—assets, liabilities, income, and expenses—in one guided experience.
- Analyze needs instantly – Advisors can analyze insurance and retirement needs with built-in projections to cover every scenario.
- Generate smart recommendations – Advisors receive automated recommendations that save time while maintaining full control over the planning process.
- Customizable, branded client reports – Advisors can customize reports with client-specific notes, firm-approved assumptions, and branded templates.
- Real-time compliance tracking – Advisors can track every change with detailed audit trails and instantly share plans for compliance review.
3. Front office tool: Equisoft/connect- The advisor-focused CRM #
Equisoft/connect is a powerful CRM tool for managing client relationships, tracking leads, and nurturing conversions—boosting your advisors’ productivity and enhancing client engagement.
Here’s how Equisoft/connect will help your advisors optimize their workflows, enhance client interactions, and grow their business:
- Centralized Client Data: Provide advisors with a single, unified view of client information, including financial profiles, policy details, and communication history, improving consistency and reducing errors.
- Automated Workflows: Streamline routine tasks and processes for advisors, allowing them to focus more on client relationships and less on administrative work, boosting overall productivity.
- Integrated Communication Tools: Equip advisors with built-in email and task management features to enhance client engagement and ensure timely follow-ups, driving better results.
- Advanced Reporting and Analytics: Empower your advisors with the ability to generate insightful reports, track performance, and identify opportunities for growth, supporting data-driven decision-making.
The benefits of the integrated advisor tools #
The integration between Equisoft's front office and back-office tools creates a seamless and efficient workflow across your entire organization.
By connecting Equisoft/centralize, Equisoft/plan, and Equisoft/connect, your data flows smoothly across systems and stakeholders, eliminating duplicate data entry and reducing the risk of errors. This integration ensures that advisors can access a unified view of client information, while back-office teams can more effectively manage tasks like policy tracking, commission management, and compliance.
Here’s how the tools work together to support your success:
All data flows through a connected system #
The integration between Equisoft/connect, Equisoft/plan, and Equisoft/centralize ensures a seamless flow of data, creating a unified system that connects every stage of the process. This allows you to efficiently manage your advisors and their clients, from planning to policy, with full visibility and control.
The process starts in Equisoft/connect, where advisors segment prospects, run marketing campaigns, and schedule meetings. As they engage with leads, all interactions are captured in the CRM, allowing advisors to build and track relationships.
When it’s time to meet, advisors use the data stored in Equisoft/connect to complete a Financial Needs Analysis (FNA) in Equisoft/plan, generating tailored financial plans. If the client agrees to proceed, the advisor can create insurance illustrations and quotes and then submit the application through the integrated eApp—all without re-entering data. This reduces errors, speeds up the process, and ensures accuracy throughout.
Once submitted, the carrier’s CITS feed returns client, policy, and commission data to the distributor, keeping all systems up to date.
On the back end, Equisoft/centralize consolidates all client data, case statuses, and compliance documents, enabling your team to monitor advisor performance, track application progress, and assign tasks efficiently.
This flow of data across systems eliminates silos, improves operational oversight, and enables faster, more informed decision-making.
Advisors have full visibility from plan to policy #
Advisors get full visibility from the first client meeting all the way to policy approval. Once the application is submitted, they will have a clear view of exactly where it stands in the process, including what’s been submitted, what’s outstanding, and what action is needed next. Real-time alerts keep them informed when documents are missing or medical exams are pending, allowing them to stay on top of every detail. This level of visibility enables advisors to be more productive and proactive, ensuring timely follow-ups and accelerating the overall process.
Deliver a seamless client experience #
Your advisors' clients expect clear, relevant advice and a smooth, professional process from start to finish.
This integrated approach leads to a more streamlined and personalized client experience, helping your advisors build trust, foster long-term engagement, and reinforce their value as trusted professionals.
Streamlined workflow with Equisoft's integrated advisor tools #
Here’s a sample workflow, depicting how the integration of the tools can help your advisors move efficiently from client discovery to policy placement, while giving you better control throughout the process.
Onboard your advisors through Equisoft/centralize
As a distributor, you can easily onboard new advisors through the agency management solution. This ensures all compliance and licensing are in place so advisors can start working effectively from day one.
Advisors start planning with the client
Advisors use Equisoft/connect to onboard prospects and manage interactions. Data is then seamlessly shared with Equisoft/plan, which allows the advisor to complete the Financial Needs Analysis (FNA) - uncovering client goals, identifying insurance gaps, and generating personalized product recommendations.
Create Pre-filled Applications
Once a solution is chosen with the client, advisors can create an application using the integrated eApp solution. The application is automatically pre-filled with client data, simplifying the process. All FNA data and client information are then pushed into Equisoft/centralize, creating a complete and accessible client file.
Communication and follow-up
Advisors use Equisoft/connect to schedule follow-ups, send reminders, and track communication. Equisoft/centralize pushes notifications to Equisoft/connect about follow-up tasks required for app approval.
Automatic document completion and task management with CITS integration
With CITS integration, the system automatically captures the application form from carriers and completes necessary documents like the "Reason Why Letter." It also creates tasks for your admin team, ensuring all requirements and validations are handled smoothly.
Centralized Document Storage
All documents are automatically linked to the client’s application and stored in Equisoft/centralize, providing a centralized location for both your team and advisors to access information easily.
Never Miss a Step
As the application progresses, your admin team receives notifications and is assigned tasks to ensure everything is complete. If anything is missing or needs attention, you’re instantly notified, keeping you on top of every detail.
Track Policy Status
Once the policy is approved and issued, the platform sends notifications directly to you and your advisors. Advisors can then finalize the details with their clients. All relevant documents, business information, and product details are available through the portal, ensuring client files are always accessible.
Conclusion #
By integrating Equisoft/centralize, Equisoft/plan, and Equisoft/connect, you can streamline your operations and gain better visibility into advisor performance, policy applications, and client data. This unified system allows for improved efficiency, reduced errors, and a more seamless client experience, helping advisors work smarter and grow their business faster.
