Equisoft Inc.
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Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.
Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.
Equisoft/illustrate is a flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and insurance illustrations.
Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management.
Equisoft/manage is a SaaS policy administration solution using low-risk, production ready digital business processes. Off the shelf life, annuity & final expense products built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Equisoft/manage is built on the Oracle Insurance Policy Administration platform, and turbo charged with a state-of-the-art self-service portal for advisors, agents, plan administrators, participants and individual customers!
Equisoft/apply is an easy to use, sales flow-oriented wizard for electronic insurance applications resulting in fast and seamless policy approvals.
Equisoft Inc. Reviews
Simon T.
Solid system but customer service and training lacking
Franck J.
The best tool for financial security advisors
Katia L.
Conseillère en sécurité financière - Gestion Financière Simpliste IncPerfect CRM for my job!!
About
What is Equisoft Inc.?
Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals. Founded in 1994 and privately held, we're on a mission to advance what digital can do for business solutions and processes to enable growth for our clients, partners, our employees and their communities.