Connect Your Operations to Automation & Data
The most powerful way to connect carriers' feeds, parameds, clients, policies, and other contracting and compliance systems to a single platform.
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The most powerful way to connect carriers' feeds, parameds, clients, policies, and other contracting and compliance systems to a single platform.
Equisoft/centralize powers your business with out of the box business processes built by industry insiders.
Policies sold and commission projections are just a few of the key reports that track operations.
Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity.
Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation.
Support all commission structures, and custom compensation types.
Full integration of all available insurance carrier and paramedical company data feeds.
The headache of enforcing commission accuracy is a thing of the past.
Equisoft/centralize supports the most complex commission hierarchies, ensuring every transaction is processed correctly. Nothing falls through the cracks. Commission schedules, override rates, sharing percentages are extremely accurate.
With Equisoft/centralize, every aspect of an advisor`s regulatory compliance is seamlessly scripted and built into your workflow and internal process.
Reps licensing is aligned to jurisdiction. Mandatory documentation ensures both accuracy and completion rate are at 100%.
Leading Canadian Financial Institution
Vice President, Account Management
Grace has more than 15 years experience in the financial technology industry. She’s an expert at utilizing data to drive operational efficiencies and help MGAs/BGAs optimize their technology stack.
See more insights from Grace
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