This suite of digital products, designed specifically for the needs of insurance advisors, helps you to generate and manage leads, stand out from the competition, and deliver an outstanding customer experience.
Complement insurance needs analysis with detailed investment option recommendations while eliminating time consuming tasks that take you away from delivering an exceptional, modern customer experience.
From analytics to portfolio design, Equisoft/analyze for Advisors puts everything you need for investment proposals that position you as a valuable asset to your clients, all in one place.
Automate the mundane, but important aspects of customer relationship management so you can focus more on parts that deliver the most value.
Equisoft/connect is a CRM for insurance professionals that automatically syncs customer and policy data across carriers. This game changing feature generates a 360- degree view of your customer that enables you to assess their needs in seconds.
Take the complexity out of extensive financial planning, and get help with maintaining compliance with an easy to use tool that’s flexible and affordable.
Equisoft/plan guides you through the creation of a complete financial portrait of your client, makes recommendations for their future, and automates compliance.
Explore Equisoft Insights for insurance advisor ideas, solutions, and inspiration.
Financial Needs Analysis
eApplications & eSignatures