# equisoft/centralize Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about equisoft/centralize Software - reviews, pricing plans, popular comparisons to other Insurance products and more.

Source: https://www.capterra.com/p/246305/Equisoft-centralize

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# 

 equisoft/centralize Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

equisoft/centralize

## What is equisoft/centralize?

Equisoft/centralize is a modern Agency Management System (AMS) that connect insurance distributors to carriers' feeds, parameds, clients, policies, and other contracting and compliance systems in a single platform. The powerful digital solution automates critical agency and agent activity like lead tracking and advisor productivity management. Built-in business processes based on industry best practices and over 50 out-of-the-box reports make the management of your agency more efficient & agile.

## What is equisoft/centralize used for?

[Insurance](https://www.capterra.com/insurance-agency-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Contact vendor  
for pricing

Free trial  
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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### equisoft/centralize

0.0

VS.

[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Per Feature, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.9 (247)

Value For Money

0.0 (0)

Value For Money

4.8 (241)

Customer Service

0.0 (0)

Customer Service

4.8 (227)

## equisoft/centralize alternatives

[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting price

$1000.00

Per User, Per Month

[3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

[3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/)

Starting price

Contact vendor for pricing

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Client Management

Manage contact details and communication with clients

equisoft/centralize 22 features

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

A record of all activities within the system, including user access, changes made, etc.

Manage contact details and communication with clients

Calculate employees' commissions based on certain rules

Tracking, calculating, and paying commissions and earnings to employees

Configure existing workflows to meet your organization's needs

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Businesses operating within the life and health insurance sectors

Observe and track the demand, usage, progress or quality of a system, product, or user

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set up connections to third-party platforms to improve business processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
not available

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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