Centralize
01. Getting Started
Here is the procedure for getting started with Equisoft's Centralize platform, structured to allow you to efficiently navigate your advisor…
02. Profile
Here is the step-by-step procedure for setting up your profile and using the menu bar shortcuts in Equisoft's Centralize.
Objective…
03. Pending proposals
Here is the detailed procedure for effectively managing your cases in the Pending Proposals section of Centralize.
Objective
Monitor the…
05. All contracts
Here is the detailed procedure for viewing and filtering all your policies (in-force, pending or expired policies) in the Centralize…
06. All customers
Objective
Leverage the full list of customers to gain targeted insights, perform multi-criteria research, and segment your customer base for…
07. Pending tasks and completed tasks
Objective
Follow the requirements and processing steps of your files. It is crucial to note that these tasks are assigned…
08. Production
Here's the step-by-step procedure for using the “Production” tab in Centralize, designed to help you keep track of your earnings…
10. Insurance company forms
Here is the step-by-step procedure for using the “Forms” section in Centralize, to quickly find and download official documents from…
11. Codes
Here's the step-by-step procedure for viewing your business credentials in the “Code List” section of Centralize, an essential tool for…
12. Useful links
Here's a step-by-step walkthrough for using the “Links & Hyperlinks” tab in Centralize, designed to optimize your searches and daily…
13. Errors and omissions
Here's the step-by-step process for viewing your business insurance information in the Errors and Omissions (E&O) section of Centralize.
Objective…
14. license
Here's the step-by-step procedure for viewing and validating your compliance information in the Centralize Permit List section.
Objective
Ensure that…
15. help
Here's how to access Centralize's advanced support resources to deepen your understanding of the platform.
Objective
Consult the complete official…