Equisoft/Connect

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Overview

Equisoft/Connect

Advisor-focused CRM with built-in data aggregation capabilities to improve business efficiency

Equisoft/connect is a complete customer relationship management package specially targeted to financial advisors and insurance agents. It has all features expected from a CRM (managing contacts, calendars, secure emails, etc) but also is connected to dozens of data feeds that will retrieve account positions and insurance policy information so that the advisor has a complete view of client portfolios.

Key Features

Outlook and Google integration

Benefits:

  • Seamless integration with advisor mail and calendar application so that the user can continue to use his standard communication tools

Forms database with a dynamic field merge

Benefits:

  • Saves the hassle of having to find forms for each carrier on dozens of different websites and rekey all demographic data in them

Call recording System

Benefits:

  • Helps the advisor be compliant by recording his advice to be replayed in case of an audit

Gateways

Benefits:

  • Increases the visibility that the agent has into the client's financial situation by automatically importing portfolio and insurance data from various data sources

Key Benefits

All Your Customer Data, Automatically Integrated

  • Our CRM solution seamlessly integrates data. You don’t need to manually enter your book of business.
  • Customer data loads automatically in the platform via our vast network of data gateways giving your advisors a full financial picture of their clients

Optimize Your Advisor’s Efficiency With Features Designed to Maximize Sales

  • Workflows That Enable Advisor Performance
  • Automatic renewal & upsell opportunity alerts are just one feature that enhances performance.
  • Reports for Executives to Maximize Productivity
  • Regular reports on advisor activity are designed to help you optimize for efficiency & sales.
  • Compliance Made Easy
  • Logs, reports, confidentiality settings and more make compliance easier for advisors.

Get Onboard Fast, with Enterprise-Level Features for A Fraction of the Cost

  • Enterprise-Grade Support for a Full CRM Experience
  • Personalized training, helpdesk support, and automated data integration, all ready to go.
  • Enterprise-Grade Customization for Your Brand
  • Colors, logos, disclaimers, single-sign-on with other IPC advisor tools, it’s all doable.
  • Enterprise-Grade Security for Peace of Mind
  • From login to the application and its connections, everything is secure.

Media

Brochures

Product/Service details