Solution introduction
Transform Your Agent and Client Experience with an Engagement Platform
Support your agents and their clients with a rapid revolution in your digital engagement strategy. All with one out of the box solution that increases efficiency and integrates with multiple sources of policy data
All your policies, all in one place
No matter what PAS your business runs on, Equisoft/sync makes policy changes a cinch.
Ultra-fast access to coverage details
Deliver up-to-date information customers and advisors need, regardless of the PAS that stores it.
Automated services that lower support costs
Digitize and automate your key servicing processes​ to drastically reduce customer support costs.
Robust security and data privacy framework, built in
Equisoft/sync is SOC2 compliant with security integrated into every phase of its development with DevSecOps. It’s built using best-in-class Azure security components and is impartially audited by third parties on a regular basis.
