Insurance agency management optimized

Connect Your Operations to Automation & Data

Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management.

  • Ensure accuracy of carrier fees & all commission structures
  • Automated data feeds from all major carriers
  • Track leads, and highlight advisor sales productivity
  • Compliance, licensing, & contracting, it’s all taken care of

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The Ultimate Agency Management System for MGAs, BGAs, Banks and More

Boost Profits & Grow Your Business

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Automate Processes

Designed to optimize daily tasks and activities. Adopt best practices with little effort.

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Track Performance

Easily track leads, and highlight advisor sales productivity. Get 50+ off the shelf reports for the entire organization.

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See Equisoft/centralize in Action

Enjoy the benefits of our robust back office system

  • System securely hosted by Equisoft
  • Flexible pricing based on requirements
  • Easily manage complex commission structures
  • Fully integrates ACORD & CITS feeds
  • Best of breed business processes built in
  • Exceptionally intuitive user experience

Connect Every Side of Your Business