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Transform Your Agent and Client Experience with an Engagement Platform

Support your agents and their clients with a rapid revolution in your digital engagement strategy. All with one out of the box solution that increases efficiency and integrates with multiple sources of policy data.

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Equisoft/sync is a SaaS multi-tenant advisor and client engagement platform for all Policy Administration Systems (PAS).

All Your Policies, All in One Place

No matter what PAS your business runs on, Equisoft/sync makes policy changes a cinch.

Policy summaries

Ultra-Fast Access to Coverage Details

Deliver up-to-date information customers and advisors need, regardless of the PAS that stores it.

Serve portal Enable Customers to Change Policy Contract Info

Automated Services That Lower Support Costs

Digitize and automate your key servicing processes​ to drastically reduce customer support costs.

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Robust Security & Data Privacy Framework, Built In

Equisoft/sync is SOC2 compliant with security integrated into every phase of its development with DevSecOps. It’s built using best-in-class Azure security components and is impartially audited by third parties on a regular basis.

A Comprehensive Guide to Customer Experience in the Life Insurance Industry

Discover New Ways to Minimize the Mundane and Boost Agent and Customer Experience

Serve portal mitigate risks

Powerful Access Permissions That You Control

Customers, agents and their assistants can access Equisoft/sync, but what they can do there is controlled by you.

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Reports Users Want, On Devices They Use

Agents can easily access commissions & compensation info while you get advisor performance reports, on any device.

Serve portal Instant Contractual and Non Contractual Policy Updates

Instant Updates to Contractual and Non-Contractual Policies

Enable policy holders and agents to self-service changes to addresses, beneficiaries, and payment details.

We Did the Strategy, You Get the Results

  • Agent and client engagement platform with low acquisition cost
  • Ready to go out of the box
  • Built on a modern architecture (REST API)
  • Fast extraction & integration from multiple PAS data sources
  • Analytics ready (MS AppInsights, Google Analytics 4, Logs)
  • Responsive on mobile and tablet screens
  • Client and agent portals compliant with WCAG 2.1
Still not convinced? Let's connect

Loaded With Benefits for Carriers, Customers and Agents






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Customer Experience

Self-Service Portals

Improving Customer Experience and Engagement in Insurance

Find out how to improve customer experience and engagement in the insurance industry.
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Self-Service Portals

How fraternal leaders can create superior member experiences

Read how fraternals can overcome legacy system challenges to create world-class experiences for their members. See how modernization of core policy admin systems is critical to delivering the digital self-service that today's members demand.
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Self-Service Portals

2 Ways Digital Agent & Customer Self-Service Portals are Good for Your Practice

Technology advances cannot replace all advisors. Self-service portals can be advisor allies in the same way that advisors rely on their staff.
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