equisoft/centralize 2026: Benefits, Features & Pricing

The built-in commission management module can handle the most complicated hierarchies and compensation structures?easily handling any commission schedule, override rate and sharing percentage. It takes the headache out of commission accounting by ensuring 100% accurate reconciliation. With Equisoft/centralize compliance challenges become a thing of the past. All advisor compliance activities are built into the workflows. And mandatory documentation of each activity ensures accuracy and completion are always maintained.

The full integration of all carrier and paramedical company data feeds puts the information distributors need at their fingertips when they need it. Equisoft/centralize makes agency automation possible today.