Finance

Aboutus We provide complete financial product management, quoting, commission management, case management and workflow management solution for your business. Our software solutions and services are reasonably priced and built on an industry standard platform. You do not need to spend 100's of thousands of dollars behind unreasonably priced antiquated solutions.

       Irrespective of the size of your business or location, we provide you solution and services offering far better value than your other alternatives.

If you are...

a Life Insurance (Annuity Sales) Company,

a Bank or other Financial Product Provider,

a Structured Settlement Broker,

a Financial Planner or an Insurance Agent

...contact us to find out how we can help you with our readily available technology solutions developed for your business.

       Should you desire, we can build a custom database solution catered to your needs using our technology framework at a very reasonable price. Though, look at our below mentioned products.


EZ-Workflow AnnuityManager EA
StructureManager EZ-Quote
EZ-Contracts EZ-Broker
EZ-Sales EZ-Broker Mobile
EZ-UnderWriting EZ-MassTort
EZ-Digisign Client Portal
BrokerNET EZ-Broker EA

...might be the straight answer to your technology and workflow automation needs. It is very likely that what you are looking for or trying to build using expensive programmers, already exists with us. Check with us, if you seek a technical solution for higher productivity for you and for your staff.