Surplus Funds

Surplus Funds

Excess Quest
pasRE.Net

pasRE.Net

Policy Administration Solutions
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+

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About

Surplus Funds is a cloud CRM and lead-research platform for professionals recovering excess proceeds from tax sales, foreclosure auctions and mortgage overages. It combines case and contact records, recovery pipelines, tasks and documents with skip-traced claimant data, property research, a power dialer, calling, SMS, email outreach, direct-mail letters and e-signatures. Its Ivy AI assistant can draft claimant communications and claim documents and summarize case records. Customers can use the CRM with their own leads or add selected-state or nationwide lead data; nationwide plans cover 47 states. The browser application is complemented by iPhone and Android apps, with Gmail and Outlook connections for case-linked email. The service is intended for independent recovery specialists, small teams and larger firms. Surplus amounts shown are estimates and should be verified with the relevant county or court.

About

pasRe.Net is a fully integrated online reinsurance automation solution that supports all aspects of the reinsurance process. It can be used with other PAS software as part of a complete insurance solution, or it can be integrated with your current system as a standalone option. As an online solution, pasRe.Net provides real-time data, enhancing flexibility and efficiency in managing reinsurance agreements. The platform integrates all parts of the reinsurance process, including reinsurer and broker management, treaty management, reinsurance program definition, attachment definition, premium and loss analysis, reporting, application of cash, and Schedule F generation. It manages all contracts in one system, encompassing both facultative and treaty contracts such as quota share, surplus, excess, clash, and catastrophe. The solution allows for retroactive processing of late placements or mid-term contract changes, ensuring manageable risk exposure.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

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

Audience

Surplus funds recovery professionals

Audience

Insurance companies seeking a solution to automate and manage all facets of their reinsurance operations, ensuring real-time data integration and compliance with regulatory requirements

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$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 Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

Company Information

Policy Administration Solutions
Founded: 1996
United States
www.pasolutions.com/pasrenet

Alternatives

Alternatives

Prima XL

Prima XL

Prima Solutions
Mass Torts 360

Mass Torts 360

SimplyConvert LLC
TreatyIQ

TreatyIQ

Moody's Corporation

Categories

CRM Supported
Real Estate CRM Supported

Categories

Reinsurance Supported

Integrations

Gmail Supported
Microsoft Outlook Supported

Integrations

Gmail Not Supported
Microsoft Outlook Not Supported
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information
Claim pasRE.Net and update features and information
Claim pasRE.Net and update features and information