Client PortalTM

Glossary       Client Portal™ is a client service tool for annuity & other financial product brokers, agents and sales organizations.

       Client Portal™ automates mass communication and provides real-time updates to clients for better customer service, higher productivity and accurate reporting.

FAQ       Request a demo


  • Complete client communication management
  • Real-time updates to clients on the work progress
  • Better client service & reduced phone calls
  • Extension product to EZ-Broker
  • Accurate, quick and real-time reporting
  • Rate Updates via secured Portal
  • Enhanced target marketing capabilities
  • Role/user-based security
  • Reasonably priced ready-to-go solution for quick-start


  • Allows clients (attorneys, claim adjusters & other business sources) & their staff to access the work progress securely online
  • Clients can communicate and download reports on their data
  • Brochures, sales and marketing material can be downloaded/ordered online
  • Client can look at the policy issuance & completion requirements status without making phone calls at any time – 7x24
  • Makes mass communication to multiple contacts easy via email or fax easy as mouse-clicks
  • Built on Microsoft platform with open and scalable architecture to fit right into existing infrastructure
  • Architecture allows interfaces with proprietary in-house systems via communication bus / services
  • Integrated with Fax server
  • Fully configurable & easily manageable user security based on user, role, task, calendar or any custom element
  • Continuous improvement in technology & feature-set based on best practices at no extra costs