Solutions

The Buzz

Efficient Technology made it easy for us to deploy an application that seamlessly...

Mitch Rodriguez
Fidelity Institutional Wealth Services
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We went live in May 2005, and our users couldn't imagine living without the automated...

Darren Tedesco
Commonwealth Financial Services
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Thanks to ETI we have completely automated how our advisors do business...

Brian Propes
NFP Securities, Inc.
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The processing team was excited that the forms were legible and that the print was...

Debbie Uva
LPL Securities, Inc.
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Quik! saved us many hours in manual labor by giving us the ability to systematically...

Sofia Estrada
Provise
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I just want to say THANK YOU! for designing this system. I seem to fill out forms all...

Shannon Nies
Nies Group
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Efficient Technology Inc turned what would have been a huge time consuming task into...

Linda Campbell
IPS Advisors, Inc.
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I am so excited about your solution! It has given me a competitive edge and time to...

Robert A. Grier
Benefits Advice
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We can not live without Quik! in our office. We are always filling out a form for...

Vicki Wailgum
SJI Financial Services
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Thank you for understanding the challenges we face here. It's nice to have someone...

Shannon Condra
First Allied Securities, Inc.
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The ETI Approach

  • Through a detailed process review, conducted with all key stakeholders, we identify the specific touch points that users will have as they move through the process.
  • We determine what is required to manage documents, routes, tasks, electronic signature requirements, collaboration, and users.
  • We determine what technologies will be utilized to ensure our solution integrates seamlessly into your existing business systems such as databases, archiving systems, and portals.
  • We help you define reasonable goals and expectations for a layered implementation.
  • We plot an efficient, cost-effective strategy with the necessary accountability to ensure success.
  • We're with you every step of the way from concept to implementation of your workflow automation initiative.

 

Contact Us!

Contact ETI today to learn more about how our workflow automation solutions can improve your bottom line.

Quik! Enrollment Manager
(Coming in 2011)

Enrolling new clients in large numbers has never been easier.

QTM Overview

Quik! Enrollment Manager is a hosted and customizable web application that is designed to:

  • Distribute pre-filled forms electronically to lots of customers at once
  • Receive submitted and e-signed forms without printing paper
  • Automate new account opening when transitioning new reps to your firm
  • Automate group benefit plan enrollment
  • Report and track the process
  • Provide you a platform for adding your own requirements

RECRUITERS: You invest a great deal of time and money convincing a new agent to join your firm. Why make it hard for them to transition their clients to your firm with a tedious and clumsy process? The Quik! Enrollment Manager makes transitions a breeze while shielding your firm from regulatory restrictions like Reg S-P.

Be impressive with your first impression

BENEFIT PLAN SALES: The hardest part of your job should NOT be enrolling plan members into your 401k, pension, health and other group benefit plans. The Quik! Enrollment Manager makes this job easy by automatically distributing prefilled forms that can be submitted, validated, e-signed, processed and tracked electronically.

Our system allows you to take a process that takes days and accomplish it within hours. Reduce all these task to the click of a button. How much is that worth to you? ETI works with you to dramatically streamline the process. By carefully analyzing your process workflow, ETI can then deploy a best-practice solution that will allow improvements in management, maximum reliability, and full integration into your systems.

All of this at a cost far less than you will spend to do it yourself and in a fraction of the time. And you gain the expertise of years of practical experience with companies like yours.

How Quik! Enrollment Manager works:

  • Agent uploads their client data into a securely hosted and managed web application
  • Invitations are sent to recipients via secure email to view and complete pre-filled forms
  • Recipients complete, review and submit their forms for the agent and processing team to approve
  • Approved forms are sent to recipients to e-sign (no hardware or software required!)
  • Final approved data is seamlessly sent to your back-office system to perform transactions
  • Reports and notifications track the process of each application