Centralize

How One International Bank Significantly Increased Insurance Sales

Case Study

The bank’s complex structure made it difficult to manage insurance sales. Leads, activity and commission tracking were an ongoing challenge. See how they were able to dramatically increase sales by centralizing carrier data feeds, streamlining commission accounting and increasing efficiencies with the Equisoft/centralize agency management system.

Read the case study to learn the keys to:

  • Accelerating processes through automation
  • Multiplying stakeholder value through data feeds and APIs
  • Creating competitive advantage through enhanced activity tracking & management
Equisoft

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