The new agency management system will allow AgenZ Group to connect all stakeholders for streamlined insurance distribution and commission management.
Montréal, October 27, 2020—Equisoft, a global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that AgenZ Group has gone live with its agency management system, Equisoft/centralize.
Founded in 2007, AgenZ Group is known as one of the pioneers of independent insurance brokerages and financial services in Quebec. The AgenZ group is a partnership between PEAK Insurance Services and Financière S_entiel and is currently the third largest MGA in Quebec with over 1,500 advisors.
"This launch is really aligned with the trends shaping our industry right now, in terms of enabling increased automation, connectivity between systems and quick access for our advisors. This is what advisors want, and their expectations will only increase over time,” said Financière S_entiel’s President, Dominic Demers. “Adopting a powerful back office like Equisoft/centralize suits our needs perfectly,” added Linda Cockburn, Director, PEAK Insurance Services. “Not only does it meet our immediate requirements, but we feel that it paves the way for the application of artificial intelligence in our industry. We’re very happy with our experience, and our technological future is assured.”
Equisoft/centralize is a comprehensive back-office solution designed to streamline the management of insurance applications and service in-force business. It allows agencies to connect with carriers’ feeds, parameds, clients, policies, as well as other contracting and compliance systems through a single platform.
“AgenZ Group has been a long-standing partner of Equisoft for our advisor solutions,” added Charles Pedneault, Manager, Insurance & Wealth Solutions, Canada at Equisoft. “We’re very happy to see that they recognize the added value of having an integrated solution for their organization that will ultimately benefit their advisors and end clients.”
Click here for more information about Equisoft/centralize.
About PEAK Insurance Services
PEAK Insurance Services is a division of the PEAK Financial Group. With more than $11 billion in assets under administration, PEAK is Canada’s leading fully independent multidisciplinary dealer. With operations from coast to coast, PEAK Financial Group has earned the trust of 1,500 independent financial advisors, professionals and employees across Canada. It enables them to successfully serve more than 150,000 investors with impartial advice.
For more than 28 years, PEAK Financial Group has been the largest network of Independent Advisors in Quebec and is one of the top five independent multidisciplinary dealers in Canada. PEAK Financial Group comprises PEAK Investment Services, PEAK Financial Services, PEAK Securities and PEAK Insurance Services.
About Financière S_entiel
Founded in 1982, Financière S_entiel has become one of the pioneers of independent insurance brokerage & financial services in Quebec. With its 35 years’ experience, the company is constantly evolving to meet the changing needs of the industry and the advisors. Its mission is to become the most active financial services centre in the development of our advisors’ business and be recognized for the quality of our services.
Founded in 1994, Equisoft is a global provider of advanced insurance and wealth digital solutions. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced integration partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and over 450 experts based in the USA, Canada, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.