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Clients > Financial Planners > EZ-Broker
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.
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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