FlowRocket for Settlement Planners

FlowRocket’s system for structured settlement brokers enables them to manage their settlement and general business more efficiently.

From simple to-do list to organizing customer relationship management to working on your client files, structured settlement brokers can do their work more efficiently than ever, just by simply enrolling to Flow rocket’s system for structured brokers.

Why FlowRocket’s System for Structured Settlement Brokers?

 

Our program will enable you to track your structured settlement cases effectively, irrespective of what business practice you belong to- plaintiff or defense, along with fulfilling your client’s reporting requirements. Also, your other books of business such as financial planning, wealth management, or any general insurance product sales and sales tracking can also be easily managed.

Our system for structured settlement brokers is a database-driven collaborative workflow engine for the agency of any size from five to five hundred.

Structured settlement management system will make your work easy and possible all under one program:

  • Collaborative case/ file management
  • Track annuities as well as insurance product sales
  • Manage any types of projects, operations, marketing and sales data
  • 100’s of ready to go templates for tracking your business information
  • Store documents and e-mails in the most advanced and customizable enterprise content management system.
  • Access your business information on mobile at one go.

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Case management system and project management system for structured settlement brokers help you systemize your work

You can easily manage all the tasks through one system rather than using multiple systems for a single process.

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Case Management

  • A template based case creation and management based on case team, geographic location, type of the case, completion requirement, etc.
  • Define type and referral fees at the company level, which can be modified at each level. Add other parties and multiple attorneys on the case. Calculate and manage the fees on the case throughout the life cycle and status of the case.
  • Ready to go inbuilt templates for structured settlement annuity proposals, generation of the customized proposal based on your format for your local offices.
  • Document minute to detailed note in the template-based case management fields.
  • Track the cases by status, outstanding task, outstanding funding, completion requirement, and completed tasks.

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Funding Management

  • Document the proposed Rated Age and Annuity plans from each provider
  • Have the ability by claimant/attorney to select the appropriate payout plans they want to opt for.
  • Track funding on a case with automatic calculation of splits and production credits
  • Based on the Rated Age and agreed Annuity Proposal, keep track of each fund from each provider by Payee and Agreed Settlements
  • Keep track of each receipt and release of each funding and get reminders for each outstanding funding at pre-defined regular time intervals
  • Track complex and custom production credit and calculation within your practice for all possible scenarios of sales and refunds with a click, without a need of Excel-based tracking, calculation or need for custom programming.

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Commission Management

  • If the case and the commission of the case is split between more than one broker, add multiple brokers on the case and all other such relevant parties on the case
  • Ready to go template for Commission Split Agreement
  • Calculate commissions and create accounts receivable or payable reports based on the nature of receipts
  • Dashboard enabled tracking for each receivable commission based on the receipt and release of each funding
  • Tracking of receipt and release of split commission with the other brokers
  • Transfer commission data from the system to your accounting package Accounting, Book Keeping and Taxation purposes – WIP is already integrated with your Accounting system.

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Achieve Embedded Analytics

  • Accounts Receivable (Expected and Actual)
  • Aged Accounts Receivable (Expected and Actual)
  • Active Cases by Broker
  • Contacts and Activities (Summary & Detailed)
  • Booked Business by Broker
  • Booked Business by Provider
  • Case Activity by Broker, Case Manager, Insurer, Attorney, Client Contact, Provider, State
  • Confirmed Cases
  • Case Lifecycle
  • Cases by Status Quoted, Confirmed, Funded, Partial Commission Received, Full Commission Received
  • Pending Completion Requirements
  • Production by Broker, Insurer, Attorney, Provider, State
  • Commission Split
  • Policy Issued

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Achieve CRM for structured management broker gets you the big jump in revenue

Flowrocket allows you to track your assignments effectively, fulfilling your client’s reporting requirements, irrespective of business practice- Audit or taxes. Apart from it you can also do:

  • Full visibility into sales activities like calls, demos, emails, meetings, proposals, etc.
  • Complete lead tracking integration to website visits
  • Cultivate the opportunities & track them to completion
  • Highly sophisticated address book to capture client and prospect business intelligence
  • Turbo charge your activities using our program – a fully functional mobile application for road-warriors.

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We used the most popular Attorney Case Management software and paid thousands of dollars for customization, and just in few years to realize that it can not handle the amount of data that we were storing. It was a disaster and system continued to crash. FlowRocket migrated all of our legacy data from that software and performed exceptionally well. All of our document templates were migrated at no extra cost. System had so many ready-to-go reports for Structured Settlement Brokerage that gave us unique insight for cross sales to our existing clients. Case management became stress-free and allowed us to handle more cases without struggle for man-power. Unique dashboards for brokers, executives, finance and support allowed us everyone to excel at their job. FlowRocket support is unparalleled.

  Case Manager, Structured Settlement Brokerage Firm

FlowRocket is hands down the best Case Management system for Structured Settlement Brokerage Business. Platform allows us to track lot more than Structure Annuity Sales. CRM capabilities are exceptional & has helped us to move from Excel to a cloud based and mobile solution. Their attention and sense of urgency to our business needs is first rate and its great to work with a company with such a vested interest in helping us succeed.

  Broker, Settlement Planning Company

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