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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.
Description
NowCerts is a cloud-based agency management system (AMS) that combines security, intelligence, and user-friendliness, offering features like self-service certificates, commission tracking, and automated policy updates sourced from carrier databases. It operates within a secure server environment and is thoughtfully engineered with various artificial intelligence capabilities that enhance the overall operational efficiency of an agency. Additionally, the platform includes essential tools such as ACORD forms, a task management system, invoicing and receipt generation, email synchronization, loss runs, endorsements, permissions management, reminders, and numerous other functionalities to streamline agency operations. With these features, NowCerts not only simplifies administrative tasks but also empowers agencies to optimize their workflow effectively.
API Access
Has API
API Access
Has API
Integrations
Aline
Call Logic
Certificial
Equisoft/illustrate
Equisoft/manage
Formstack
Gaya Ai
Gmail
Google Drive
Keap
Integrations
Aline
Call Logic
Certificial
Equisoft/illustrate
Equisoft/manage
Formstack
Gaya Ai
Gmail
Google Drive
Keap
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49.00/month
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
Equisoft
Founded
1994
Country
Canada
Website
equisoft.com
Vendor Details
Company Name
NowCerts
Founded
2009
Country
United States
Website
www.nowcerts.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
Insurance Claims Management
CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting