Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Equisoft/centralize?
The insurance agency management system we offer integrates various feeds from carriers, medical prerequisites, clients, policies, and other compliance and contracting systems into a single, cohesive platform.
Equisoft/centralize stands out as a unified management solution that enhances collaboration among all stakeholders involved in commission distribution and management.
Designed by industry experts, the software includes pre-built business processes that are tailored to streamline your operations.
Essential reports, such as those detailing policies sold and commission forecasts, deliver valuable insights into your agency's overall performance.
Furthermore, Equisoft/centralize facilitates lead monitoring and significantly boosts advisor productivity through efficient tracking mechanisms.
The system efficiently handles complex hierarchies necessary for processing payouts and skillfully highlights discrepancies between expected and actual compensation.
It supports various commission structures and customized compensation types, ensuring that all data feeds from insurance carriers and medical requirement companies are fully integrated.
This comprehensive strategy not only enhances operational efficiency but also strengthens relationships among all participants in the insurance ecosystem, ultimately leading to improved business outcomes.
By fostering a collaborative environment, the system helps agencies adapt quickly to market changes and enhance their service offerings.
What is ALIP?
A powerful SaaS solution that offers a substantial competitive edge in the market is designed to facilitate the rapid launch of tailored products while improving issuance and service processes and streamlining business workflows. By embracing a digital-first mentality, it redefines the way you interact and engage with your customers, producers, and agents throughout the entire policy lifecycle. The Accenture Life Insurance & Annuity Platform (ALIP) has proven effective in helping organizations adjust to the agility and speed demanded by today's economy. Positioned at the cutting edge of this transformation, we utilize our innovation, research and development, cloud capabilities, and ongoing investments to support carriers like you in achieving digital transformation and operational excellence. This, in turn, enables you to attract and retain a more satisfied customer base with greater profitability. With ALIP, you receive one of the most sophisticated, fully customizable, and feature-rich solutions available, tailored to address the changing requirements of the industry. Not only does this platform enhance your operational efficiency, but it also equips your organization for long-term growth in a constantly shifting marketplace, making it an indispensable asset for future success.
Integrations Supported
AWS IoT SiteWise
Arbortext
Axon Data Governance
Callsign
Duck Creek Suite
Equisoft/illustrate
HyperVerge
MySQL Workbench
PTC FlexPLM
PTC Implementer
Integrations Supported
AWS IoT SiteWise
Arbortext
Axon Data Governance
Callsign
Duck Creek Suite
Equisoft/illustrate
HyperVerge
MySQL Workbench
PTC FlexPLM
PTC Implementer
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Equisoft
Date Founded
1994
Company Location
Canada
Company Website
equisoft.com
Company Facts
Organization Name
Accenture
Date Founded
2001
Company Location
United States
Company Website
www.accenture.com/us-en/services/insurance/software-life-annuity-platform-overview
Categories and Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Categories and Features
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management