The simplicity of Convoflo. The power of Equisoft/connect.
Offer an ultra-user-friendly secure messaging experience to your clients, while automatically filing every message and document under the right contact in your Equisoft/connect CRM. Instantly.
No more back-and-forth between your inbox and your CRM
Financial advisors and brokers lose precious hours downloading email attachments, renaming files, and manually re-uploading them into client profiles on Equisoft/connect. Convoflo completely eliminates this administrative bottleneck.
Eliminate 100% of unsecure emails
Traditional emails represent a major gray area for handling financial and insurance data. By connecting Equisoft/connect to Convoflo, you replace vulnerable file attachments with a smooth exchange flow inside a secure space—permanently eliminating spoofing risks and confidential data leaks from your daily operations.
Guarantees maximum client adoption rates
Security is useless if your clients bypass it because it is too complex. Convoflo provides an ultra-simple interface accessible without tedious passwords or software downloads. Your clients upload their supporting documents and sign paperwork in just a few clicks, delivering an unmatched adoption rate that frees your administrative staff from non-billable technical support calls.
Compliance and unified activity log
Maintain a complete and auditable history of all client communications in Equisoft/connect. Effortlessly meet the strictest regulatory requirements—every exchange executed through the Equisoft/connect integration is 100% compliant with Law 25 (Quebec), PIPEDA (Canada), and certified SOC 2 Type II (US/North America).
Automate CRM archiving
Say goodbye to manual tasks and duplicate data entry. As soon as an advisor or client interacts within their secure space, documents, notices, and communication histories automatically sync directly to the corresponding Equisoft/connect client file—ensuring your records are always perfectly organized and audit-ready.
Centralize signatures and file submissions in one place
Simplify the journey for your policyholders and insured clients. From requesting supporting documents to e-signing policies or powers of attorney, the entire document lifecycle is orchestrated directly within a unified environment. Reduce your processing times while delivering an impeccable customer experience.
How does the sync work?
Your clients love the simplicity of Convoflo. Your team keeps the rigorous organization of Equisoft/connect.
Step 1 — Exchange in Convoflo: Send messages, receive supporting documents, or request electronic signatures within a Secure Workspace.
Step 2 — Background Synchronization: The connector detects the sender and instantly routes content to the matching client profile in Equisoft/connect.
Step 3 — Centralized History: Find all documents, contextual notes, and activity logs directly inside your daily management tool.
A shared benefit for your client, your team, and your organization
For your client
An ultra-seamless and reassuring sharing experience within a unified access point. Your clients upload their confidential financial and insurance documents, review their history, and sign agreements without having to remember complex passwords or navigate a rigid, unintuitive portal.
For your internal teams
No more manual workarounds or repetitive file transfers between your inbox and your CRM. Your advisors, professionals, and assistants can send their requests directly from the client’s secure space, automatically filing supporting documents and historical data into the corresponding Equisoft/connect file.
For your organization
Centralized document governance and the complete elimination of insecure emails. Protect your firm against data leaks and ensure sovereign, traceable archiving in Canada—100% compliant with Law 25 (Quebec), PIPEDA (Canada), and SOC 2 Type II certified (US/North America). Get things done... with a smile.
