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EZ-BrokerTM
EZ-Broker™ is a workflow and claims management tool for structured settlement
brokers, insurance agents and financial planners.
EZ-Broker™ automates the work processes and manages case/matter data for collaborative
work efforts, higher productivity and accurate reporting.
FAQ Request a demo
Overview
- Database driven collaborative
workflow engine
- Complete case management
- Integrated diary, calendar
& email
- Secured, web-enabled
open architecture
- Data accessible from
mobile devices
- Accurate, quick and
real-time reporting
- Role/user-based security
- Template based document
generation
- Complete document management
and archival
- Reasonably priced ready-to-go
solution for quick-start
Features
- No need for redundant
data entries or convoluted and confusing work processes eliminating human errors
- Automated workflow avoiding
communication delays, faster turn-around and superior service
- Claim tracking from
start to finish and everything in-between in shared environment as desired
- Complete funding, commission,
expense and payment tracking
- Full contact manager
with a history of communication via emails, phone calls related to claims
- Claim specific tasks,
appointments, meetings, calendar, documents, notes, expenses, invoices & more
- 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 Word,
Excel, Outlook, Notes, Adobe, RightFax, Dymo Label Maker, any networked scanner(s)
- Mobile components allow
you to access data from your PDA/phone devices via cellular network
- Quick slicing and dicing
of data in real-time using reporting integrated with Microsoft Excel & Adobe
PDF
- Fully configurable &
easily manageable user security based on user, role, task, calendar or any custom
element
- Attach and access documents
for cases, contacts or any other elements in the database of any format
- Create Word or PDF documents
based on defined templates with mail-merge-like feature
- Continuous improvement
in technology & feature-set based on best practices at no extra costs
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