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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 Agency AutomationTEAM?

The CP Manager was created to address the pressing demands of agencies in need of a strong management system. A consultant specializing in insurance automation was instrumental in developing this intuitive platform. The process of adding clients and policies is incredibly simple, making client servicing more efficient than ever before. To illustrate how we achieved this ease of use in the design of CP Manager, we even organized a webinar. Prior to its official launch, we let a group of customer service representatives test CP Manager without any structured training, gathering valuable feedback that helped us enhance its user-friendliness. This overview will reveal the cutting-edge design principles that underpin CP Manager and the methods implemented to create a highly effective system, allowing your agency to manage a more extensive portfolio with ease. With your team constantly communicating via email throughout the day, the incorporation of email functionality into CP Manager significantly optimizes communication, cutting down on the number of steps required and boosting overall efficiency. This intelligent integration frees you and your team to concentrate on what is most important—providing excellent service to your clients and expanding your business. Additionally, the streamlined processes in CP Manager empower your agency to adapt quickly to changing market demands and client needs.

Media

Media

Integrations Supported

Equisoft/illustrate
Equisoft/manage

Integrations Supported

Equisoft/illustrate
Equisoft/manage

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

Agency AutomationTEAM

Company Website

www.agencyautomationteam.com

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 Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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