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What is QuoteBreeze?

QuoteBreeze streamlines the ability for individual insurance agents to offer their clients technology that competes with the services of large online insurance providers. Recognizing the significance of maintaining an online presence is crucial, making this tool indispensable for your operations! As you might have observed, both existing and prospective clients are overwhelmed with a multitude of online insurance quotes. If you don’t provide a means for these individuals to connect with you digitally, they might explore other options. With QuoteBreeze, you can quickly design an attractive and easy-to-navigate website just by filling out an online form! There’s no need for any expertise in HTML, programming, or concerns regarding web hosting or technical details. Moreover, you have the freedom to make updates to your website at any time, with modifications taking effect instantly, which allows you to maintain fresh and relevant content. This cutting-edge tool not only helps agents remain competitive but also enhances their ability to engage with clients in today’s digital landscape. By leveraging such technology, agents can significantly improve their visibility and service quality online.

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.

Media

Media

Integrations Supported

Equisoft/illustrate
Equisoft/manage

Integrations Supported

Equisoft/illustrate
Equisoft/manage

API Availability

Has API

API Availability

Has API

Pricing Information

$19.95 per user per month
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

QuoteBreeze.com

Company Website

www.quotebreeze.com

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

equisoft.com

Categories and Features

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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