The new agency management system will allow Financière S_entiel to connect all stakeholders for streamlined insurance distribution and commission management
Montreal, QC (Oct. 27, 2020) – Equisoft, a global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Financière S_entiel has gone live with its agency management system, Equisoft/centralize.
Founded in 1982, Financière S_entiel is known as one of the pioneers of independent insurance brokerages and financial services in Québec. In 2007, the firm joined the AgenZ group (along with Peak Insurance Services) which is currently the third largest MGA in Quebec with over 1,500 advisors.
“This launch is really aligned with the trends shaping our industry right now, in terms of enabling increased automation, connectivity between systems and quick access for our advisors. This is what advisors want, and their expectations will only increase over time,” said Financière S_entiel’s President, Dominic Demers. “Adopting a powerful back-office like Equisoft/centralize suits our needs perfectly. Not only does it meet our immediate requirements, but we feel that it paves the way for the application of artificial intelligence in our industry. We’re very happy with our experience, and our technological future is assured.”
Equisoft/centralize is a comprehensive back-office solution designed to streamline the management of insurance applications and service in-force business. It allows agencies to connect with carriers’ feeds, parameds, clients, policies, as well as other contracting and compliance systems through a single platform.
“Financière S_entiel has been a long-standing partner of Equisoft for our advisor solutions,” added Charles Pedneault, Manager, Insurance & Wealth Solutions, Canada at Equisoft. “We’re very happy to see that they recognize the added value of having an integrated solution for their organization that will ultimately benefit their advisors and end clients.”
For more information about Equisoft/centralize, click here.
About Financière S_entiel
Founded in 1982, Financière S_entiel has become one of the pioneers of independent insurance brokerage & financial services in Quebec. With its 35 years’ experience, the company is constantly evolving to meet the changing needs of the industry and the advisors. Its mission is to become the most active financial services centre in the development of our advisors’ business and be recognized for the quality of our services. For more information, visit www.sentiel.ca/en/.
Founded in 1994, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and a unique data migration expertise. The firm’s industry-leading products include a comprehensive SaaS policy administration solution, CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s main global partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and over 450 specialized resources based in the USA, Canada, Latin America, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information, visit equisoft.com.
Source: EquisoftTags: Equisoft, MGA, modernization, project management