Insurance agency management

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

Designed to Optimize Daily Tasks and Activities

Centralize Adopt Best Practice Processes With Little Effort

Adopt Best Practice Processes With Little Effort

Equisoft/centralize powers your business with out of the box business processes built by industry insiders.

Centralize 50 Off the Shelf Reports for the Entire Organization

50+ Off the Shelf Reports for the Entire Organization

Policies sold and commission projections are just a few of the key reports that track operations.

Centralize Track leads advisor productivity

Track Leads & Advisor Productivity

Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity.


See Equisoft/centralize in Action

Optimized to Connect Stakeholders Across Agencies, Banks, Brokers & National Accounts to carriers

Centralize 100 Accurate Commission Reconciliation 100 Peace of Mind

100% Accurate Commission Reconciliation, 100% Peace of Mind

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.

Centralize Licensing Contracting Appointments Its All Taken Care Of

Licensing, Contracting & Appointments, It’s All Taken Care Of

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%.

The Future of Life Insurance Distribution Is Digital. Are You Ready?

Out of the Box Benefits of Managing Your Business With Equisoft/centralize

  • Easily manage complex commission structures
  • Fully integrates ACORD & CITS feeds
  • Best of breed business processes built in
  • Modern & open platform that lets you own your data
  • Exceptionally intuitive user experience
This software has helped us automate 85% of our business processes straight through, without any kind of intervention. It’s indispensable.

Leading Canadian Financial Institution

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

BMO logo Bank of Montreal
Scotiabank Logo
Edward Jones
Groupe Cloutier
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MSA Financial
Grace Ata

Grace Ata

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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How One Firm Almost Completely Automated Processing

Read the case study to get:

  • Insights on how they became the most automated distributor in the nation
  • Tactics to streamline all aspects of your agency’s management
  • Strategies for building competitive advantage through unparalleled data centralization & access
EQUISOFT Case Study A Distributors Radical Digital Transformation to Completely Automated Processing 1

Implementing Equisoft/centralize Is Fast, Easy and Affordable

Enjoy the benefits of our robust back office system

  • System securely hosted by Equisoft
  • Flexible pricing based on requirements
  • Full user access rights control (ACL)
  • Also supports Role-based access (RBAC)

Connect Every Side of Your Business