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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
Rehash is an innovative low-code insurance platform specifically crafted to expedite digital transformation within the insurance sector. It provides a range of ready-to-use features, such as engaging customer journeys, advanced rule and journey engines, and adaptable web components, which empower insurers to swiftly implement direct-to-consumer models while improving customer experiences throughout the entire process from issuance to payout. The platform is designed to handle various question formats, including numeric, text, dropdowns, checkboxes, and radio buttons, which helps create well-organized questionnaires that gather essential information without overwhelming users. Rehash's robust quoting engine can function with Excel-based rate files or established APIs, streamlining the quote generation process so that customers can easily calculate their needs and obtain relevant quotes quickly. In addition, the platform includes co-browsing features along with integrated live chat and call support, ensuring users receive assistance when needed. This combination of capabilities makes Rehash an essential tool for insurers aiming to modernize their operations and foster better customer relationships.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
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
Equisoft
Founded
1994
Country
Canada
Website
equisoft.com
Vendor Details
Company Name
QBurst
Founded
2004
Country
United States
Website
www.qburst.com/en-us/products/rehash/
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management