Insurance Agency Management Software

Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management.
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The Ultimate Agency Management System for General Agents, IMO's, MGAs, BGAs, Banks and More

BMO logo Bank of Montreal
PEAK Financial Group Final
Edward Jones
AFL Group Logo
Scotiabank Logo
Sentiel
Groupe Cloutier

Boost Profits & Grow Your Business

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Carrier Fees & Commissions

Ensure accuracy of carrier fees & commissions. Easily handle complex commission structures to quickly process payouts.

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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.

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

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