EZ-ContractsTM

Glossary      EZ-Contracts™ is a operations, customer service and contract administration activities management tool for annuity provider, trust/bonds/banking product provider or any such business entity who is offering financial products thru’ brokers, agents and/or value added resellers.
       EZ-Contracts™ automates work processes, document generation, documents filing in a collaborative work environment for better customer service, higher productivity and accurate reporting.
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Overview
  • Complete contract administration & post-sales activity management
  • Quote, funding, commission & payment tracking
  • Brokerage license tracking and validation
  • Identity Verification, Compliance & Due Diligence via Bridger
  • Integrated diary, calendar & email
  • Extension product to StructureManager™
  • 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
  • Automates work processes, reminders & checkpoints in Contract Administration and Post-Sales Service
  • Helps processes to stay under compliance eliminating errors and penalties
  • Tracks broker appointments and licensing requirements for verifications
  • Tracks cases, funding, required documents, commissions, contracts as well as payments to beneficiaries
  • Full contact manager with a history of communication via emails, phone calls relating to contracts & service
  • Operations 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, Accenture QIB, IBM FileNet, LexisNexis Bridger, Dymo Label Maker, any networked scanner(s)
  • 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
  • Continuous improvement in technology & feature-set based on best practices at no extra costs