A sophisticated platform that empowers insurance companies to offer insurance products and benefits to their customers. Centralize offers a powerful way to connect carriers' feeds, clients, policies, and other contracting and compliance systems to a single platform.
Equisoft/centralize connects all stakeholders for streamlined insurance distribution and commission management.
Designed to optimize daily tasks and activities. Adopt best practices with little effort.
Easily track leads, and highlight advisor sales productivity. Get 50+ off the shelf reports for the entire organization.