PCRSPCMI
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eContractsOptimus BT
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Related Products
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About
Allows users to provide real-time rates and contracts to dealer menus via eRating and eContracting. Users are able to issue policies with electronic signatures and present products to consumers through their own point of sales channels and/or their partners. Having 140+ partners in our network gives dealers the ability to connect to the eMenu or DMS system of their choice. Our policy administration software supports billing, commissions, cancellations, and different statuses of the policy throughout its lifetime, allowing for seamless coverage rating, contracting, and contract remittance. Being fully integrated with your accounting system lets you create, manage, and modify your agents, dealers, coverages, and contracts. This also grants your agents direct access via our Agent Portal. Our F&I software gives the Dealer Principal and Field Representatives access to integrated reports for F&I sales, forecasting, and overall dealership performance in real-time with powerful analytics.
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About
eContracts by Optimus BT, a cloud-based contract management solution, enables users to mange contract lifecycles by tracking key milestones, monitoring contract progress, and managing renewals and cancellations. eContracts features a personalized dashboard that provides users with vital information such as contract activity, workflow task reminders, key metrics, and more. eContract also features a central archive that stores all contract-related documents.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies searching for a solution to automate the full lifecycle of F&I products
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Audience
Industries such as Healthcare, Non-Profit & Education.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationPCMI
Founded: 2005
United States
www.pcmicorp.com
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Company InformationOptimus BT
Founded: 2003
United States
www.optimusbt.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Claims Processing Features
Adjustor Management
Supported
Case Management
Supported
Claim Resolution Tracking
Supported
Co-Pay & Deductible Tracking
Supported
Compliance Management
Supported
Customer Management
Supported
Electronic Claims
Supported
Forms Management
Supported
Paper-Based Claims
Supported
Payor Management
Supported
Policy Administration
Supported
Insurance Policy Features
Cancellation Tracking
Supported
Claims Tracking
Supported
Policy Generation
Supported
Policy Issuance
Supported
Policy Processing
Supported
Quotes / Estimates
Supported
Rating Engine
Supported
Reinstatement Tracking
Supported
Reinsurance Administration
Supported
Renewal Management
Not Supported
Underwriting Management
Supported
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Contract Management Features
Buy Side (Suppliers)
Supported
Completion Tracking
Not Supported
Compliance Tracking
Supported
Contract Lifecycle Management
Supported
Electronic Signature
Supported
Full Text Search
Supported
Government Contracts
Supported
Pre-built Templates
Supported
Sell Side (Customers)
Supported
Specialty Contracts
Not Supported
Version Control
Supported
Workflow Management
Supported
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Integrations
Lightspeed DMS
Not Supported
Truepic
Not Supported
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