PRODUCTS
Customized Workflows
Unlock the power of streamlined efficiency with QuickFacts workflow software.
Custom, Flexible Workflows
Say goodbye to the chaos of disorganized workflows buried in Word documents and scattered emails. Our intuitive platform empowers brokerages to seamlessly organize and optimize their processes, eliminating the need for constant management oversight. From client onboarding to transaction management, QuickFacts brings clarity and consistency to your operations. Experience accelerated growth and enhanced productivity as you harness the full potential of your brokerage with QuickFacts.
Say goodbye to the chaos of disorganized workflows
Smart search for all your workflows
Your workflows need a home. Once you have them centralized in a single location, keyword searching is vital to get you the proper workflow. With our Smart Search, you can find the exact workflow you need in seconds.
Keep it organized
We’re big on organization here at QuickFacts, so it comes as no surprise that our workflows can be categorized for simple structuring. Your team can quickly find the workflows that pertain to them.
Separate Workflows with intuitive design
Each workflow displays as its own searchable card and can be filtered or grouped by department for easy organization and visibility.
Step-by-step processes
Break your workflows down by steps and substeps for an easy-to-follow process. Our workflow layouts keep it decluttered and offer you various visual options so you get a perfectly displayed workflow.
Build them yourself
You don’t need a developer to help craft your workflows. We’ve create a simple interface to develop workflows with ease. With a large selection of components, simply click, drag, and type to create beautiful workflows your team can follow.
Global find & replace
Search your entire workflow collection and replace a word, phrase, or image across all your workflows, saving creators hours.
Keep your business operating efficiently - exactly how you envision it.
Whether management needs ready-access to key reports, new-hires need to get trained quickly, or brokers want to be more self-reliant, QuickFacts allows you to create specific steps that will produce the results you are dreaming of.
Customizable
- Intuitive Builder
- Access Control
- Global Find & Replace
Leadership
- Reports
- Analytics
- Time-Saving
Team
- Increase Morale
- Answers at Fingertips
- LiveChat Support
New Hires
- Simplify Onboarding
- Quickly Independent
- Build Confidence
let's talk
Learn why brokerages across Canada are loving QuickFacts.
Connect with our team to learn how QuickFacts can streamline your operations, cut through complexity, and deliver real value to your brokerage.
You might be interested in...
E&O Exposure: The Critical Importance of Documentation for Insurance Brokers
Workflow Truths: Fix the Foundation Before You Automate
