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Description
Operating across three continents, we unite individuals globally by offering a multitude of ways to safeguard their valued possessions. Our advanced platform stands as the world’s largest insurance exchange, effortlessly linking insurers, distributors, and clients. We merge a wide array of distribution partnerships with cutting-edge technology and groundbreaking insurance products. By streamlining the intricate insurance process, we make it readily available to diverse types of businesses. Our team comprises technology experts and insurance professionals dedicated to providing scalable solutions that revolutionize the purchasing and selling of insurance. We collaborate with various sectors, including telecommunications, retail, e-commerce, real estate, and financial services, to help any business looking to create and market insurance. Harnessing our API-driven, cloud-based technology alongside a network of premier insurance providers, we ensure a swift and efficient launch for our partners, allowing them to focus on what matters most. Ultimately, our mission is to enhance the insurance experience for everyone involved.
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
Bolttech
Founded
2020
Country
Singapore
Website
bolttech.io
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
