Equisoft's Agent Point of Sales Platform - Equisoft/sync

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Equisoft/sync is a comprehensive SaaS multi-tenant advisor and customer engagement platform designed to enhance digital engagement strategies for agents and their clients. It seamlessly integrates with all Policy Administration Systems (PAS), offering a unified solution that improves efficiency and policy management. Equisoft/sync is built on modern architecture with REST API, ensuring fast extraction and integration from multiple PAS data sources. It is fully responsive on mobile and tablet screens and compliant with the WCAG rules. This low-code platform is designed to be ready out of the box, offering a low acquisition cost and high value in enhancing customer engagement and bringing tangible operational efficiencies to the Carrier Home Office and the Agents.

Key Features

Out of the Box Features:

  • Our platform offers over 100 capabilities, 30+ screens, and 120+ API methods, that can be turned on/off with Feature flags, along with low-code configurations available for each function in the system

APIs Driven Architecture:

  • Makes it extremely easy to feed other systems like CRMs and agency portals
  • Enables IT to build their own user interface and launch their custom site at least 50% faster

Controlled Access Permissions:

  • Access for customers, agents, and their assistants is customizable, ensuring appropriate levels of access and security.

Comprehensive Reporting:

  • The platform supports easy access to commissions, compensation information, and advisor performance reports across all devices.

Real time policy changes:

  • It enables policyholders and agents to self-service any changes to inforce policies such addresses, beneficiaries, payment details, etc.

Full Visibility on Pending Business:

  • Enable agents to follow-up on new business applications, view pending requirements and documents, and upload new documents

Quoting & Illustration Capabilities:

  • Powerful insurance illustration and quoting module, with out of the box pixel-perfect reports

Supporting multiple buying journeys:

  • Tailor the buying experience to the needs of your sales channel and customer segments. Our modular architecture allows carriers to combine FNA, quoting, self-servicing in a fully agent-led journey, D2C or hybrid model

Key Benefits

Lower acquisition and maintenance costs than a custom internal build

  • Low-cost solution where you pay based on the usage of the platform
  • Very low implementation fees
  • Low-code engine and Self-Sufficiency guaranteed
  • Baked-in security and data privacy compliance (SOC2 Type 2 compliance)

Improve instantaneously your customer and agent experience:

  • Equisoft/sync is designed to minimize mundane tasks and enhance agent and customer experiences through easy online access to forms, secure policy document downloads, and timely notifications.
  • Support all channels and all buying journeys for your customers & agents (D2C and Hybrid)
  • OOTB responsive and accessible
  • Expose transparently the data you need regardless of the PAS system

A Digital Platform that brings tangible operational and cost efficiencies

  • Drastically reduce your customer service support costs
  • Digitize and automate your application and Instant UW processes along with your key servicing processes
  • Reduce drastically your paper costs
  • Increase Sales & provide insights

Product/Service details