Unlock complete visibility and control, from complex commission payouts to new revenue opportunities, with dashboards and automated workflows built for your entire distribution business.
MGAs and BGAs manage extraordinary complexity across multitude of carriers, thousands of advisors, and hundreds of in-flight applications. Without the right system, that complexity becomes your biggest operational liability.
When your back office doesn't talk to your CRM or carrier portals, your team spends its day rekeying data and chasing information that should already be at their fingertips.
Complex hierarchies and custom payout structures create disputes that take weeks to resolve and damage your relationships with top producers.
Agent licensing, E&O tracking, and contracting requirements are moving targets. When compliance lives in spreadsheets and email threads, a gap is always one missed step away.
Without visibility into missing requirements and no way to follow up or assign them, underwriting stalls. Every day of delay is revenue you can't recover.
Equisoft/centralize is an agency management system software built for distributors to manage insurance and segregated funds, automate compliance and grow distribution.
Equisoft/centralize increases operational efficiency with a single solution that oversees every aspect of your insurance business.
Automate, eliminate, or streamline daily tasks and activities with an out-of-the-box inventory of powerful workflows built by industry experts.
Gain full visibility across your distribution network by capturing and sharing additional revenue opportunities generated from cross-selling and upselling, while ensuring no advisor inquiry or commission goes unanswered, all in one dashboard.
Accelerate your team’s workflow with purpose-built AI agents that flag compliance gaps, process pending requirements and surface opportunities before they’re missed.
Connect to all carrier feeds, regardless of format, to keep your Book of Business automatically current.
Reduce operational overhead with management of loans, caps, chargebacks, clawbacks and bonuses.
Oversee the transfer or acquisition of an advisor's book of business, so nothing falls through the cracks.
Leading Canadian Financial Institution
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Resources to help you benchmark your current operation, explore what modern distribution management looks like, and make the case internally for change.
Agency Management System
Agency Management System
Agency Management System