Glossary       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.

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  • 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


  • 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