“A One Stop Life Insurance Resource.”

Agency Management System: Equisoft Centralize

Agency Management System: Equisoft Centralize

Robust Agency Management System

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Equisoft / centralize

Connect Your Operations to Automation & Data

The most powerful way to connect carriers’ feeds, parameds, clients, policies, and other contracting and compliance systems to a single platform.

Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management.

Centralize Features:

  • Case Tracking
  • Electronic Requirement Ordering
  • Pending Case Date Feed from Carriers
  • Agent Licensing & Contracting
  • Commission Accounting
  • Commission Date Feed from Carriers
  • Sales & Marketing
  • Agent Portal
  • Dynamic Reporting and Dashboards
special discount
2020 05 11 16 40 11
2020 05 11 16 40 36

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