Pricing
Our plans
For each of our plans :
The connection between Equisoft/connect CRM allows you to search the contact and archive the documents in the customer’s file almost automatically !
- Display and search functions linked to Equisoft/connect contacts are included
- No application to install for your customers
- Facebook Messenger is integrated
- A link for uploading secure documents is included
- Secure document delivery is available
- Secure process is in place: SMS code or automated phone call to open the document
- Sending a secure download link or fax to the broker or a partner is possible
All inclusive
The team
The Standard
The Minimalist
All inclusive
129,99 $
The team
74,99 $
The Standard
59,99 $
The Minimalist
44,99 $
Omnichannel chat and signature (with OneSpan option)
SMS
Internal chat with your teammates
Messenger
LinkedIn
coming soon
coming soon
coming soon
coming soon
Website chat
coming soon
coming soon
coming soon
coming soon
iMessage
coming soon
coming soon
coming soon
coming soon
Users included (5$ per additional user)
5
3
1
1
Additional telephone number (DID)
5,00 $
5,00 $
5,00 $
5,00 $
SMS included per month
3 000
500
200
100
MMS included per month
500
100
50
25
Additional SMS
0,10 $
0,10 $
0,10 $
0,10 $
Additional MMS
0.20 $
0.20 $
0.20 $
0.20 $
Adding extra SMS (3 000)
20,00 $
20,00 $
20,00 $
20,00 $
Installation for Messenger and SMS
unlimited
unlimited
unlimited
unlimited
Esignature Tchat N Sign (accepted in investment but not in insurance)
unlimited
unlimited
unlimited
10 documents
Tchat N Sign documents automatically archived in Equisoft included
unlimited
unlimited
unlimited
unlimited
Add OneSpan signature (accepted by insurers)
35,00 $/month
35,00 $/month
35,00 $/month
35,00 $/month
OneSpan documents automatically archived in Equisoft included
20
20
20
20
Cost per additional OneSpan document archive to Equisoft
1.97 $
1.97 $
1.97 $
1.97 $
Onboarding
| Porting a line | 100,00 $ |
| Hourly rate for coaching/training your team | 150.00 $/hour |