EZ-Broker MobileTM

Glossary       EZ-Broker Mobile™ is an extension to EZ-Broker™ for structured settlement brokers, insurance agents and financial planners.

       EZ-Broker Mobile™ allows information access to EZ-Broker™ database from portable devices.

FAQ       Request a demo


  • Mobile device enabled information access
  • Simpler design to fit mobile device screens
  • Integrated with phone and email
  • Secured, web-enabled open architecture
  • EZ-Broker™ Data access from any mobile device
  • Accurate, quick and real-time information access
  • Role/user-based security
  • Reasonably priced ready-to-go solution for quick-start


  • Lets you put EZ-Broker™ database in your pocket
  • Access database anytime from anywhere as long as you have cellular connectivity
  • Access entire diary and all the cases from corporate EZ-Broker database
  • Make phone calls or send emails right from the case
  • Stay on top of your business while you are on the roads
  • 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
  • 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