Discover Equisoft/connect

Drive your practice forward!

Get to know Equisoft/connect, a web-based CRM software. Designed specifically for insurance and finance professionals, Equisoft/connect is an indispensable tool for advisors seeking to optimize their business practice.

In this introductory webinar, you will learn the basics of Equisoft/connect and we will provide you with all the essentials you need to maximize and simplify your business practice.

Among other things, you will have an overview of the many benefits of Equisoft/connect:

  • Centralization of your customer data
  • Automating the update of your data
  • Integration of many productivity tools
  • Quick and easy production of professional-looking reports
  • Access to several marketing tools
  • Increase your degree of compliance
  • Synchronization of data with our Equisoft/plan software
  • And more!