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Description
BATS is the comprehensive software solution designed to automate, enhance, manage, and expand your transportation operations seamlessly.
With our integrated pricing engine, you can effortlessly price opportunities automatically or simply by clicking a button.
The electronic signing feature of BATS enables you to obtain signatures from both customers and carriers, regardless of whether they are using Central Dispatch.
Our robust billing module efficiently handles customer credit card transactions, oversees commission distributions, and manages all accounts receivable and payable tasks.
BATS provides insightful reporting dashboards that deliver real-time visibility into your company’s performance and the productivity of your sales teams, with financial dashboards tracking essential business KPIs in real time.
Enhance your communication strategy through automated notifications, on-demand emails, and drip sales email campaigns—all without the need for services like Mailchimp or Constant Contact.
This all-in-one platform not only simplifies your operations but also supports your growth by integrating multiple essential functions into one user-friendly interface.
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
Integrations
Equisoft/illustrate
Equisoft/manage
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
BATS
Founded
2016
Website
bats.rocks/
Vendor Details
Company Name
Equisoft
Founded
1994
Country
Canada
Website
equisoft.com
Product Features
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
