Quote PortalTM

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

       Quote Portal™ helps to clients for better customer service, higher productivity and accurate reporting.

FAQ      Request a demo


  • Client service tool
  • Easy to send quote request or re-quote requests online
  • Better client service & reduced phone calls
  • Extension product to EZ-Broker
  • 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 request quote or requote online
  • Clients can communicate / request information on existing cases / quotes
  • Client requests come to queue & notified to group of people instantly
  • No need to renter the data in EZ-Broker system anymore – the case is already pre-populated for you
  • Brochures, sales and marketing material can be downloaded/ordered online
  • 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