Here's the step-by-step procedure for using the “Production” tab in Centralize, designed to help you keep track of your earnings and the status of your cases.
Objective
View upcoming commission…
Groupe Financier Signature
Objective
Follow the requirements and processing steps of your files. It is crucial to note that these tasks are assigned by the institutions or your general agent; you cannot create…
Here's how to access Centralize's advanced support resources to deepen your understanding of the platform.
Objective
Consult the complete official documentation provided by the publisher (Equisoft) for additional technical details…
Here's the step-by-step procedure for viewing and validating your compliance information in the Centralize Permit List section.
Objective
Ensure that your Chief General Agent has the correct information about your…
Objective
Leverage the full list of customers to gain targeted insights, perform multi-criteria research, and segment your customer base for prospecting or follow-up purposes.
Step 1: Access the database
From…
Here is the detailed procedure for viewing and filtering all your policies (in-force, pending or expired policies) in the Centralize platform.
Objective
Access a consolidated view of all your insurance…
Here is the detailed procedure for effectively managing your cases in the Pending Proposals section of Centralize.
Objective
Monitor the progress of new insurance applications sent to insurers, identify bottlenecks…
Here is the step-by-step procedure for setting up your profile and using the menu bar shortcuts in Equisoft's Centralize.
Objective
Customize the user interface, secure account access, and optimize daily…