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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We are at the forefront of providing software solutions for insurance agency management. Our primary objective is to deliver state-of-the-art applications and creative services that empower our clients to elevate their businesses and gain a competitive advantage. What does this imply for your organization? In essence, it translates to enhanced customer satisfaction, boosted profit margins, and reduced operational expenses. Our offering includes a robust and affordable CRM software designed specifically for the needs of contemporary insurance agencies. Dubbed “Aspire,” our insurance agency management software is a product of synergistic efforts from professionals with expertise in both the insurance sector and software engineering. Consequently, our clients benefit from pioneering features in insurance agent software that are exclusive to us. Furthermore, our management software is designed to be not only cutting-edge but also user-friendly, making it an ideal choice for insurance agencies seeking efficiency and effectiveness. This combination of innovation and simplicity ensures that our clients can thrive in a competitive landscape.

Description

Our comprehensive insurance agency management system seamlessly integrates the feeds from carriers, medical prerequisites, clients, policies, and additional compliance and contracting systems into a unified platform. Equisoft/centralize serves as a cohesive management solution for insurance agencies, facilitating efficient collaboration among all parties involved in the distribution and management of commissions. The software is equipped with pre-built business processes crafted by professionals with extensive industry experience, empowering your operations. Key reports, including those on policies sold and commission forecasts, provide critical insights into your agency's performance. Equisoft/centralize simplifies the monitoring of leads and enhances the productivity of advisors through effective tracking. The system adeptly manages intricate hierarchy structures for processing payouts, while also clearly identifying any inconsistencies between anticipated and actual compensation. It accommodates diverse commission frameworks and tailored compensation types, ensuring total integration of all existing data feeds from insurance carriers and medical requirement companies. This thorough approach not only boosts operational efficiency but also fosters stronger relationships among stakeholders in the insurance ecosystem.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Equisoft/illustrate
Equisoft/manage

Integrations

Equisoft/illustrate
Equisoft/manage

Pricing Details

$129 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Impowersoft

Founded

2007

Country

United States

Website

www.impowersoft.com

Vendor Details

Company Name

Equisoft

Founded

1994

Country

Canada

Website

equisoft.com

Product Features

Insurance Agency

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

Product 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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