Our BGA/MGA solutions increase productivity and reduce your operating costs. They help you automate pending requirements CITS feeds, synch your book of business across carriers, and seamlessly reconcile commission records.
Connect and streamline every part of your business, and automate time consuming tasks, like distribution and commission management.
Equisoft/centralize connects all the stakeholders involved in commissions processing. It also manages new business and hierarchy while ensuring 100% proper commission reconciliation.
Advisors need a CRM for managing client relationships that’s hyper focused on their financial needs, not a solution that’s bloated with unneeded features built to accommodate every industry.
Equisoft/connect is designed for insurance professionals. It automatically supports compliance through multiple audit features plus syncs customer and policy data across carriers which saves hours every day.
Make your advisors more productive by giving them financial need analysis and planning technology that both guides planning, and automates their compliance tasks.
Equisoft/plan is a SaaS solution that creates comprehensive financial portraits of a client, and makes recommendations for planning their future.
Gino Savard
President, Mica Cabinets de Services Financiers
Explore Equisoft Insights for BGA or MGA ideas, solutions, and inspiration.
Agency Management System
Financial Needs Analysis
Agency Management System