All-in-one Business Operating System is what you need for Customer Relationship Management, Document Management, Project Management, Workflow Management, Service Call Management, Quality Assurance Management and Business Process Automation. Stop paying multiple subscriptions and dealing with clunky integrations. Try FlowRocket’s cloud based modular solution for FREE until you decide to buy.

Quoting

Can quoting be back tracked with New Business and Medical Underwriting System?

Yes. It is one in all system integrated at each stage of Structured Settlement case life cycle. From a Rated Age Request, Medical Underwriting to Contracts Management level. Input in either system will update the other system with real time integration as they both are on same platform.

Fully integrated solution from Quoting to Contract Management

  • Cloud based Medical Underwriting
  • Cloud based Contract Administration with Client Servicing portal
  • Cloud based New Business CRM system
  • Desktop Quoting connected to Cloud based Home Office System
  • iOS and Android based Quoting connected to Home Office System
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