"The equisoft centralize software is easy to use because its structure is logical and integrated. The data entry sequence is rigorous and the follow up functions user-friendly which minimizes the risk of error."
“Our client data is housed in different systems that aren’t integrated. If I want aggregated client data, I have to jump in and out of different distributor, carrier and dealer websites. Then, I manually put it all together myself – or have my assistant do it. That’s another time suck, …
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