Name: Equisoft/plan
Author: Equisoft

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

AI Code Generation

Automation Testing

Beta Testing

Feature Management

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Demand Planning

Internal Communications

Knowledge Management

Quality Management

Supply Chain Visibility

Whistleblowing

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Blockchain-as-a-Service (BaaS)

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Embedded Database

Encryption Key Management

Fraud Detection

IT Alert Management

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

OpenStack Cloud

Scale-Out Storage

Test Management

User Activity Monitoring

Value Stream Management

WAN Optimization

Web Content Filtering

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Grant Management Software

Livestream

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Sales Consulting

Sales Incentive Compensation Management

Sales Training

Sales

Agriculture

Inventory Management

Last Mile Delivery

Military and Defense

Online Ordering

Shipping

Vertical-Specific

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Time-saving solution: Users have found Equisoft/plan to be a time-saving solution, allowing them to store all essential client data in one place. Several reviewers have appreciated how easy it is to organize their work with the software's retirement analysis feature and customizable dashboard.

Easy-to-use CRM: Reviewers have praised the CRM's ease of use and completeness. They appreciate how simple it is to input client data, including notes and copies of emails sent and received, making follow-ups with clients much easier. Additionally, some users find that the software's organization features make back-office work more manageable.

Helpful planning software: Many users find Equisoft/plan’s retirement analysis feature useful in making informed decisions for their clients. The flow of the planning software was described as logical by one reviewer who enjoyed using it. However, some users felt that more asset detail would improve its ability to help with client analysis.

Slow Interface: Some users have reported that the interface of Equisoft/plan is slow, which impacts their productivity. While this issue does not occur frequently, it can be frustrating for users during peak usage times.

Limited Disbursement Plan: Several users found the disbursement plan in Equisoft/plan to be inflexible and limiting. This has been a source of frustration for those who require more versatile options when managing their finances.

Difficult Learning Curve: The software has a learning curve, and some users have found it challenging to learn all its functions. This may impact user adoption rates and hinder efficient use of the platform.

Equisoft/plan is software to uncover sales opportunities with a tool for analyzing prospect or client insurance and investment needs. Equisoft/plan enables insurance agents to help client understand their risks, and develop a plan to manage them.

Basic

AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

Equisoft/plan

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Equisoft

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Equisoft/plan

Overview

What is Equisoft/plan?