TrustRadius Insights
Time-saving solution: Users have found Equisoft/plan to be a time-saving solution, allowing them to store all essential client data in one …
Overview
What is Equisoft/plan?
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.
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What is Equisoft/plan?
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.
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is Equisoft/plan?
Equisoft/plan Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
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.