Our insurance solutions are tailored for banks & national accounts. They provide unique insights into the sales and servicing pipeline, and help you with tracking and cross-sell opportunities, while maximizing customer value across lines of business.
Accelerate and manage your insurance and retirement pipeline by tracking leads from all lines of business and supporting business development.
Equisoft/centralize gives banks and national accounts a modern solution for increasing visibility into agents’ production and sales efforts.
Empower advisors and relationship managers with a 360 degree view of their client portfolios.
Equisoft/connect is specifically designed to maximize visibility and productivity through lead management, smart client segmentation and automation of tasks.
Support advisors with state-of-the-art financial needs analysis that helps to determine and demonstrate the need for insurance coverage and retirement products
Equisoft/plan empowers both experienced and junior advisors with a structured wealth management process that includes insurance and investment products.
Explore Equisoft Insights for bank or national account ideas, solutions, and inspiration.
Financial Needs Analysis