Up-to-date insurance & investment portfolios are just seconds away.
Do it directly from within the CRM platform and make logging into endless insurance or wealth management websites a thing of the past.
Stop worrying about compliance, Equisoft/connect keeps a record of all client interactions so you don't have to.
It’s like a virtual assistant that makes sure follow ups or reminders aren’t missed.
Bring the tools & workflows you depend on everyday into the CRM system seamlessly. From calendars to emails, we've got you covered.
Enhance performance with automatic renewal & upsell opportunity alerts. Continuously monitor results through easy to produce activity and executive reports. Download the Equisoft/connect mobile app, and connect to CRM productivity wherever and whenever you need access to it.
Our solution seamlessly integrates data. You don’t need to manually enter your book of business.
Customer data loads automatically in the CRM via our vast network of data gateways for a full financial picture of your client.
Combine Equisoft/connect with our Plan and Analyze applications to form a world class suite of advisor tools so powerful you won’t know how you did business without them.
If you work with an MGA, BGA, or MFDA, we can pull your data directly