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 Comissio?
Comissio serves as a dedicated platform for overseeing insurance commissions, offering a centralized and automated solution that significantly improves and streamlines the entire commission management process, encompassing everything from tracking to reporting, which allows agencies to transition away from labor-intensive spreadsheets and fragmented tools to a unified cloud-based system. It adeptly handles both single and multiple carrier commission processing, efficiently executing new and recurring commission runs in a single consolidated batch, while providing users with the ability to tailor pay codes, schedules, and hierarchies to reflect the varied commission structures of their agents. The platform automates crucial functions including commission calculations, adjustments, and chargebacks, generates ACH files for direct payment distribution, and presents real-time dashboards alongside detailed reporting, enhancing transparency into initial balances, advances, recoveries, and final agent balances. Specifically designed for enterprises engaged in health, life, and accident insurance, Comissio plays an essential role in reducing human error, accelerating payout timelines, and simplifying the complexities associated with intricate hierarchies and reconciliations by consolidating data into a single accessible platform. This all-encompassing methodology not only boosts operational efficiency but also empowers agencies to concentrate on their primary business activities without the burden of manual commission management duties, ultimately leading to a more productive workflow. Additionally, by addressing these challenges, Comissio ensures that agencies can allocate their resources more effectively, fostering growth and enhancing client satisfaction.
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
$249 per month
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
Comissio
Company Location
United States
Company Website
comissio.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
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions