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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Microsoft Outlook Yes 

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 

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