01. Getting Started

Here is the procedure for getting started with Equisoft‘s Centralize platform, structured to allow you to efficiently navigate your advisor data.

Objective

Connect to the platform and understand the organization of the 15 management categories to ensure the follow-up of files, compensation and compliance.

Prerequisites

The specific login link provided by the GFS Zendesk.
Your login details (Username and Password).

Step 1: Connect and activate data

Go to Equisoft‘s Centralize address.
Enter your credentials and validate the security test (reCAPTCHA).
Crucial action: Once logged in, you must select a producer from the drop-down list (even if you are working alone).
- Note: As long as a producer is not chosen, the interface will remain empty.

Step 2: Navigating the interface

Homepage: Presents all 15 categories as large icons.
Sidebar: Allows you to switch between categories without returning to the homepage.
Back to the homepage: Click on the AgenZ icon at the top left to find the full section title.

Step 3: Guide to the 15 Management Categories

#	Category	Description and purpose
1	Pending proposals	List of files currently being priced.
2	Delivery Requirements	Approved policies for which delivery documents are still missing.
3	Contracts (Policies)	Full inventory: active, pending, or inactive.
4	Attached documents	Attachments to read and download for each font.
5	Customers	Complete list with search tool by name.
6	Pending tasks	Steps required (medical interviews, reports under review, etc.).
7	Tasks performed	History of actions finalized on the files.
8	Production Reports	Follow-up of sales made, remuneration and bonuses to come.
9	Statements of remuneration	Details of payments received and tax/insurer forms.
10	Forms	Official documents provided by your general agent.
11	Code List	Summary of your representative codes by institution.
12	Product Agreements	List of your active agreements with the various insurers.
13	Useful links	Quick access to insurers’, regulators’ websites and news.
14	E&O Insurance	Information about your errors and omissions insurance.
15	Permits	Status of your professional licenses (life insurance, savings, etc.).

Step 4: Follow up on alerts

Digital thumbnails: Watch for the small numbers at the top right of the icons (e.g. category 1). They indicate the exact number of cases requiring your immediate attention.