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EZ-QuoteTM
EZ-Quote™ is a workflow and
claims management tool for structured settlement brokers, insurance agents and financial
planners.
EZ-Quote™ automates the work processes and manages case/matter
data for higher productivity and accurate reporting.
FAQ
Request a demo
Overview
- Database driven stand-alone workflow engine
- Complete case management
- Integrated diary, calendar & email
- Secured, client based open architecture
- Accurate, quick and real-time reporting
- 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
- 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)
- Quick slicing and dicing of data in real-time
using reporting integrated with Microsoft Excel & Adobe PDF
- 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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