Equisoft/connect

Begin the Equisoft workflow in Connect by segmenting prospects and scheduling the client meeting. Record the conversation and follow-up in the CRM so the next discussion can use the policy details and communication history already held there. Renewal and upsell alerts help identify which relationships need another contact.

The handoff between applications matters. When the applications are connected, Connect supplies client context to Equisoft/plan for a financial needs analysis. Equisoft/centralize handles distributor back-office work such as policy tracking and commissions. They are different applications with different responsibilities; the Connect record is the relationship workspace.

For a renewal review, use that boundary to assign the next CRM task without treating a policy or planning update as already completed. Plan and Analyze have their own published licences, so include those separately when the intended workflow extends beyond client management.

Individual Connect access is listed at CAD 105 per user per month. Enterprise requirements use a tailored package. Choose the Connect login for the relevant region to enter an existing account; buying another Equisoft application does not by itself establish its inclusion in the Connect licence.