Starting and growing a successful business requires not just hard work and dedication, but also the right environment, tools, and support system. At Equis Financial, we offer a platform that’s designed to help you build and scale your business effectively. Here’s why Equis Financial stands out as the best place to start your journey.
Fast Onboarding & Training
Equis provides agents with comprehensive, step-by-step training designed to help them launch their businesses quickly and efficiently. Our free Training Center includes an intuitive Learning Module System that guides agents through every phase of their onboarding process. With daily and weekly online training, agents are equipped with the knowledge and tools they need to succeed right from the start.
Agent-Focused Technology
Equis' advanced technology serves as a robust business management system that empowers both agents and managers to efficiently track and manage their operations. This system provides real-time insights into the quality of business being written, enabling agents to monitor their performance and make data-driven decisions. Managers can also easily track their downlines' progress, seeing how close they are to achieving their next promotion or earning bonuses. Additionally, the system offers specific carrier KPIs and other critical metrics, giving users a comprehensive view of their business performance and helping them stay on top of their goals.
Quality Leads
One of the biggest challenges in any business is finding qualified leads, and we’ve addressed this with a lead program specifically designed for agents serious about investing in their growth. Our partnership with Integrity grants access to LeadCENTER, a single source for compliant and real-time lead generation. This ensures that you’re connecting with prospects who are ready to engage, allowing you to focus on closing deals and growing your client base with confidence.
Producer & Builder Bonus Program
Equis offers a dynamic bonus program that rewards both producers and agency builders with monthly cash bonuses based on their individual performance as well as the success of their agency. The agent dashboard provides real-time tracking of your progress, so you can easily see how close you are to hitting your bonus targets each month. This system ensures that your efforts are recognized and rewarded, motivating you to continue driving growth and success.
Home Office Support
At Equis, our infrastructure is built to provide agents and managers with the support they need to succeed in all aspects of business. Our home office team is always a click away with our convenient live chat feature, allowing you to speak directly to our support team. We’re committed to helping you stay ahead by keeping you informed about industry developments and promptly communicating crucial updates. With Equis, you’ve got a team behind you, dedicated to making sure you have everything you need to grow your business.
Backed by Integrity Marketing Group
Equis Financial is proud to be a part of Integrity Marketing Group, a leader in the technological advancement of the life insurance industry. As the fastest-growing company in the sector, Integrity is transforming how agents do business by providing cutting-edge tools and resources that streamline processes and enhance efficiency. Their commitment to innovation is evident in the technology platforms they develop, which empower agents with real-time data, advanced business management systems, and seamless client interactions. Being backed by Integrity means Equis agents have access to industry-leading technology and support, setting them up for success in today’s competitive market.
Over 20 Carrier Partnerships
Equis Financial is committed to offering a diverse portfolio of products through our strong partnerships with over 20 national insurance carriers. This means you have access to a very wide range of products that can meet the diverse needs of your clients. Additionally, our vendor relationships are built to serve agents’ needs, providing you with the support and resources necessary to offer the best solutions to your clients.
Conclusion
At Equis Financial, we believe that every agent has the potential to build a successful business with the right support and resources. Our platform is designed to empower you with quality leads, advanced training, cutting-edge technology, extensive product offerings, and a strong support infrastructure. If you’re looking to start or grow your business, Equis Financial provides the perfect environment to help you achieve your goals.
Take the leap and build your business with Equis Financial—where your success is our priority.