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What is QwikSubmit?

QwikSubmit efficiently stores all details about your insured clients and any applications you generate for them. Rather than gathering data, transferring it to PDF forms, and then producing PDF files, QwikSubmit lets you directly input information into its system. It also helps you monitor your submission workflow seamlessly. With user-friendly forms, you can enter your customers' information into a database without the hassle of converting it into PDF formats, such as ACORD forms. You don't have to worry about redundancy, as you can simply select the type of business you want to submit and complete the straightforward menus. QwikSubmit will automatically compile your application packet. Additionally, it enables submissions to an unlimited number of General Agencies, ensuring flexibility in your operations. You and your team can effortlessly pick up on any application from where you last paused, providing convenience at any time and on any device. This streamlined approach enhances productivity and simplifies the overall management of your submissions.

What is Crik-IT?

Your clients and representatives are empowered to manage tasks autonomously, enhancing efficiency. Representatives have the capability to retrieve client information, generate up-to-the-minute reports, log leads, and execute a variety of other tasks seamlessly. Clients, on the other hand, can conveniently reprint invoices, track shipments, and place orders whenever they choose. Our robust infrastructure, backed by Microsoft Azure and HostDime data centers, guarantees dependable service. We place a high priority on security, employing full SSL encryption, and our data centers are certified with PCI and SOC 2 Type 2 standards. The integration between your ERP system and the Crik-IT portal is automated, with updates occurring every 30 minutes, ensuring that users have access to real-time data. This allows for browser-based information access, order entry, and other functionalities from any desktop or mobile device at any time. Additionally, we incorporate the Stripe credit card processing system to ensure that payments for invoices and order submissions are secure and efficient. By enabling your B2B clients and representatives to manage data entry effectively, orders submitted via Crik-IT can be automatically integrated into your order management system without any manual intervention. This efficient workflow not only conserves valuable time but also significantly boosts overall productivity, allowing your team to focus on more strategic tasks. Ultimately, this innovative approach transforms the way you conduct business, leading to improved client satisfaction and operational success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$12.50 per user per month
Free Trial Offered?
Free Version

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

GST Software

Company Location

United States

Company Website

gstsoftware.net

Company Facts

Organization Name

Crik-IT

Company Location

United States

Company Website

www.crik-it-portal-for-quickbooks.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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