Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Surplus Funds is a cloud-based CRM and lead research tool designed for professionals engaged in reclaiming excess proceeds from tax sales, foreclosure auctions, and mortgage overages. This platform integrates a variety of features, including case management, contact records, recovery pipelines, task management, and document handling, along with skip-traced claimant information, property analysis, a power dialer, SMS, email outreach, direct mail letters, and electronic signatures. Additionally, its Ivy AI assistant is capable of drafting communications for claimants and preparing claim documents while also providing summaries of case records. Users have the flexibility to utilize their own leads or incorporate selected-state or nationwide lead data, with the nationwide plans encompassing 47 states. The web application is further enhanced by dedicated apps for both iPhone and Android devices, and it seamlessly integrates with Gmail and Outlook for case-related email correspondence. This service is particularly suited for independent recovery agents, small teams, and larger firms looking to streamline their operations. While the surplus amounts displayed are estimates, it is crucial for users to verify these figures with the appropriate county or court for accuracy. Ultimately, Surplus Funds offers a comprehensive solution that empowers recovery professionals to maximize their efficiency and effectiveness.
Description
Tyler Technologies offers a Workers' Compensation software solution that streamlines various processes while complying with the intricate rules governing workers' compensation programs. This software empowers agencies to effectively receive, monitor, and manage an array of workers' compensation claims, which encompass work-related injuries and occupational illnesses, thus ensuring that benefits are delivered accurately and in a timely manner. It facilitates the entire claims lifecycle, from the initial intake to adjudication and resolution, and includes features for document management, workflow automation, and comprehensive reporting. Its design aims to boost operational efficiency, lessen administrative burdens, and enhance adherence to regulatory demands. By optimizing case management processes, agencies can prioritize providing high-quality services to claimants while simultaneously upholding the integrity of their programs. Ultimately, this software not only simplifies the management of claims but also contributes to an overall improvement in service delivery and compliance.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
No
Microsoft Outlook
No
Pricing Details
$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Excess Quest
Founded
2019
Country
United States
Website
surplusfundslist.com
Vendor Details
Company Name
Tyler Technologies
Founded
1966
Country
United States
Website
www.tylertech.com/solutions/health-human-services/disability-benefits/workers-compensation-case-management
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Product Features
HR Compliance
Alerts / Notifications
No
Certifications Management
No
Communication Tools
No
Customizable HR Documents
No
Document Management
No
Records Management
No
Regulations Monitoring
No
Reporting / Analytics
No
Roles / Permissions
No
Version Control
No
Workflow Management
No
Alternatives
No Alternatives